Kurt Osterberg

Browsing All Posts By Kurt Osterberg

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IT Security Peers Retreat After CyberArk Warning

The shares of the number of IT security stocks are declining after one of the names in the sector, CyberArk (CYBR), issued a negative pre-announcement last night. Analysts had mixed views on CyberArk ...
On July 14, 2017 / By Kurt Osterberg
Finance 0
A Long-Term Look At Inflation – Friday, July 14

The Consumer Price Index for Urban Consumers (CPI-U) released this morning puts the year-over-year inflation rate at 1.63%. It is substantially below the 3.76% average since the end of the Second Worl...
On July 14, 2017 / By Kurt Osterberg
Finance 0
Is The Market All-Knowing?

“The tape tells all” is a Wall Street bromide we’re all familiar with. It neatly summarizes the belief that the major averages discount everything pertaining to the business outlook. It’s also...
On July 14, 2017 / By Kurt Osterberg
Finance 0
Emerging Markets: What Has Changed – Friday, July 14

(from my colleague Dr. Win Thin) In the EM equity space as measured by MSCI, Brazil (+8.5%), Qatar (+6.6%), and Egypt (+5.8%) have outperformed this week, while the Philippines (-0.2%), Malaysia (-...
On July 14, 2017 / By Kurt Osterberg
Finance 0
Fool Risk Realized

Legendary football coach Bill Parcells once said, “you are what your record says you are.” It was a pearl of wisdom plucked from wherever Yogi Berra used to wander, made into a brutal truth delive...
On July 14, 2017 / By Kurt Osterberg
Finance 0
May 2017 Headline Business Sales Decline

Econintersect‘s analysis of final business sales data (retail plus wholesale plus manufacturing) shows unadjusted sales improved whilst inventories were unchanged. This is in contrast to the hea...
On July 14, 2017 / By Kurt Osterberg
Finance 0
Rig Count Rises To April 2015 Highs As Analysts Warn “Oil Market Rebalancing Hasn’t Even Started Yet”

After falling for the first time this year two weeks ago, Baker Hughes reports US oil rig count rose once again (up 2 to 765) for the 24th week in the last 25, to the highest since April 2015. ...
On July 14, 2017 / By Kurt Osterberg
Finance 0
Industrial Production Growing, Manufacturing Inching Along

The Fed G17 report shows Industrial Production is up 0.4% this month, but the manufacturing component weighted at about three-fourths of the total has been barely growing for some time. The Fed revi...
On July 14, 2017 / By Kurt Osterberg
Finance 0
ECRI Weekly Leading Index; WLI Growth Index Continues Decline In 2017

Today’s release of the publicly available data from ECRI puts its Weekly Leading Index (WLI) at 143.9, unchanged from the previous week. Year-over-year the four-week moving average of the indica...
On July 14, 2017 / By Kurt Osterberg
Finance 0
Illinois Tool Works: A Dividend King With Double-Digit Total Return Potential

Illinois Tool Works (ITW) is one of the strongest, most diversified companies that a dividend growth investor can find in the industrial sector. While the stock only yields close to 2% today, the...
On July 14, 2017 / By Kurt Osterberg