On Saturday, August 12, I was honored to be a Keynote Speaker for a program called, V-WISE or Veteran Women Igniting the Spirit of Entrepreneurship. V-WISE is a premier training program in entrepreneurship and small business management for women veterans, operated by the Institute for Veterans and Military Families at Syracuse University. My speech was directed....More>>>
The Q1 2017 earnings report for small cap natural andorganic foods stock United Natural Foods, Inc (NASDAQ: UNFI) is scheduled for after the market closes onWednesday (December 7th). Shares tend to move in tandeem with Whole Foods Market, Inc (NASDAQ: WFM) who accounts for more than 30% of sales and were falling in September on concerns about WFM’s weakness with Wolfe Research’s Scott....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>>>
Amazon’s real growth strategy will continue to drive upside in AMZN stock for years to come.
Amazon’s(NSDQ:AMZN)growth inside and outside the United States has been relentless in the last ten years, and their double-digit growth has continued even after the company crossed over into the 100-billion-dollar annual sales territory. As the top line gets bigger and bigger, sustaining....More>>>
Social Security may be one of your largest assets. What and when you collect will make a huge difference to your lifetime benefits.
Today’s column examines how spousal benefits are calculated, the ability to switch to a spousal benefit after taking a retirement benefit, the effect of collecting a spousal benefit on the other spouse’s retirement benefit, submitting an application....More>>>
Big banks have gotten a boost today from JPMorgan Chase’s (JPM) dividend increase, and the hawkish Fed minutes, because higher rates are still expected to help banks out despite what happened last time. In a note previewing Wells Fargo’s (WFC) investor day on May 24, Jefferies analyst Ken Usdin and team write that “higher rates help, but other items weigh on longer-term net-interest-margin....More>>>
Last year, I was endlessly ringing the alarm bells about Japanese financials, particularly the impact of negative rates on profitability (e.g. net interest margin) and of money market reform and dollar strength on offshore funding, i.e. funding for overseas operations. (See here, here, and here.)
With all of the ‘happenings’ going on in the U.S. currently as it relates to politics....More>>>
Oil prices are coming back to life. Global demand is soaring on the back of booming global GDP growth and oil inventories are plummeting even during winter which is a historically slow period for demand. As oil prices and the cash flow of oil companies rise, oil producers will inevitably return