The yield on the benchmark 10-year Treasury note started the week on a tear, jumping to 2.99 percent and toying with the key 3 percent level that could trigger a reaction across global financial markets.
The Health Maintenance Organization (HMO) industry has consistently outperformed the S&P 500 over the last five years with its 285.2% appreciation, easily trumping the S&P 500’s 90.2%. But the industry started pulling even further ahead in 2015 and again after the election of President Donald Trump. It is currently in the top 9% of Zacks industries.
Citigroup’s Alastair Syme and team argue that the earnings from big oil companies like Chevron (CVX), Total (TOT) and Royal Dutch Shell (RDS.A) will be bad…real bad. But that won’t stop the stocks from outperforming. They explain why:
Negative headlines, positive performance: We expect the majority of Big Oil companies to post negative 1Q16 earnings,....More>>>
Thor Industries (NYSE:THO) posted excellent results for FQ4 to cap off a strong year. Revenues increased 21.7%, beating estimates by a wide margin, and EPS of $1.57 came in ahead of estimates at $1.57. Net income from continuing operations increased 20.1% y/y. I have to admit I was surprised by the results. I expected that a weakening US economy would take its toll on the RV sector. In hindsight,....More>>>
Evercore ISI’s James West and team explain whyHalliburton (HAL) remains their “North American Winner” among oil-field-services stocks:
A Structural Favorite. Halliburton remains one of our favorite stocks in the group and the management team’s relentless pursuit of efficiency and aggressive positioning for the upcycle will likely make....More>>>
Well, it finally happened. Bank of America’s (NYSE:BAC) stock price corrected 10% from its highest high of $25.8, closing this week at $23.1. For those of you who have been waiting to jump on the bullish BAC bandwagon, now might be a good time.
The uptrend in bank stocks
Ever since Donald Trump was elected as the new US President, US bank stocks have appreciated strongly in stock....More>>>
Related LVS Macau Might Finally Be Headed In The Right Direction McGregor Vs. Mayweather Superfight Could Be Huge For Las Vegas 'Safe' Consumer Cyclical Dog Retailers And Resorts Romp (Seeking Alpha) Related MGM Macau Might Finally Be Headed In The Right Direction Cramer Advises His....More>>>
Value investors get a bad rap. Sometimes, value investing is referred to as "cigar butt" investing, in that picking up cheap, undervalued stocks is equivalent to picking up mostly smoked cigars off of the sidewalk. A good friend and colleague of mine used to call me a "dumpster diver". Guilty.
November 21, 2017 concludes the 180-day lockup period on Appian Corporation (APPN).
When the lockup period ends for APPN, its pre-IPO shareholders, directors, and executives will have the chance to sell their 52.4 million currently-restricted outstanding shares. Just 6.25 million shares o