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  • Finance 0

    Telephone & Data: Would-Be Dividend Aristocrat With Questionable Valuation

    The Dividend Aristocrats list is a great place to begin looking for high-quality dividend growth stocks. These stocks represent some of the ‘best of the best’ when it comes to dividend longevity. The requirements to be a Dividend Aristocrat are: Be in the S&P 500 Have 25+ consecutive years of dividend increases Meet certain minimum size & liquidity requirements You can see the full list of all 51 Dividend Aristocrats here. Telephone & Data Systems, Inc. (TDS) is an interesting omission from the Dividend Aristocrats index. The company has increased its annual dividend payment since 1975 – a period spanning 42 years. Telephon...
    On July 7, 2017 / By
  • Finance 0

    The Civilian Labor Force, Unemployment Claims And The Business Cycle

    Note: We’ve updated this commentary to include the latest labor force data in today’s employment report. Every week we post an update on new unemployment claims shortly after the BLS report is made available. Our focus is the four-week moving average of this rather volatile indicator. The financial press generally takes a fairly simplistic view of the latest number, and the market often reacts, for a few minutes or a few hours, to the initial estimate, which is always revised the following week. One of our featured charts in the update shows the four-week moving average from the inception of this series in January 1967. The cha...
    On July 7, 2017 / By
  • Finance 0

    EC How To Build A Winning ETF Portfolio For Second-Half 2017

    The first half of 2017 was great for the financial world thanks to a pickup in economic activity in many parts of the world, solid corporate earnings, rebound in commodity prices and support from central banks across the globe. This is especially true as the MSCI All-Country World Index logged in the best first half in 19 years. Moreover, the Dow Jones and S&P 500 notched their best first-half performance since 2013. Will this bullish trend continue heading into the second half? This million-dollar question in the minds of many investors given looming concerns over Trump’s administration, Brexit uncertainty, geopolitical tensions, decli...
    On July 7, 2017 / By
  • Finance 0

    Archer Daniels Midland: A Dividend Aristocrat Trading At Some Of The Best Valuations In 20 Years

    Historically, dividend growth investing has been one of the best ways for regular people to compound their wealth and income over time. Of course, the trick is to be able to carefully select the best quality companies, those with high-quality management teams, strong balance sheets, predictable businesses, and dividend-friendly corporate cultures. That’s why dividend aristocrats have become a favorite among income investors, because with their long-term (25+ years) streaks of annual dividend growth, aristocrats can be a great starting place to look for the kind of steady blue chips that have done so well in the past. Investors can learn ...
    On July 7, 2017 / By
  • Finance 0

    LiCo Energy Metals Inc. Making Great Moves In Lithium & Cobalt

    TM editors’ note: This article discusses a penny stock and/or microcap. Such stocks are easily manipulated; do your own careful due diligence. Two months ago I interviewed Dwayne Melrose, Director & Chair of the Technical Committee for LiCo Energy Metals [TSX-V: LIC / OTCQB: WCTXF]. Since then there has been a number of noteworthy press releases, and the Cobalt price continues to rise.  In addition, Bearing Lithium’s 17.7% pro forma interest in a Chilean Maricunga project (a ~4,400 hectare project valued by the market at about C$280 M) is getting a major mineral resource upgrade this month, and a rumor that a Ch...
    On July 7, 2017 / By
  • Finance 0

    BofAML: The Market Isn’t That Volatile

    You know, at a certain point this just becomes laughable and almost not worth mentioning. But then again, we need to keep track of it because if things ever do return to some semblance of normalcy, we’ll at least be able to say we were cognizant of the inherent absurdity. Everyone knows that cross-asset vol. is suppressed. And everyone knows that’s part and parcel of the global central bank liquidity tsunami. But as it turns out (and we’re going to keep this short and sweet because it’s Friday afternoon which means readers have the attention span of Donald Trump on meth), it’s not just cross-asset vol. that’s depressed – even th...
    On July 7, 2017 / By
  • Finance 0

    The Truth On The Employment Report

    U.S. employers added 222,000 jobs in June, topping estimates as hiring quickened. Wages inched up. Should we believe in the numbers of the employment report?  Video Length: 00:08:53...
    On July 7, 2017 / By
  • Finance 0

    Emerging Markets: What Has Changed – Friday, July 7

      ? Written by my colleague Dr. Win Thin The US confirmed North Korea’s claims that it tested an intercontinental ballistic missile. The Pakistani rupee was devalued, prompting a new central bank governor to be named. Vietnam’s central bank cut interest rates for the first time since March 2014. Egypt’s central bank surprised markets with a 200 bp hike to 18.75%. South Africa’s ruling ANC reportedly proposed that SARB be state-owned. Petrobras announced two separate cuts to fuel prices. In the EM equity space as measured by MSCI, Chile (+1.9%), Hungary (+1.8%), and India (+1.7%) have outperformed this week, while Qatar (-1.4...
    On July 7, 2017 / By
  • Finance 0

    USD/JPY Riding The Tiger (Forecast For July 10 – 14)

    Dollar/yen advanced for the fourth week in a row, extending the rise alongside the uptrend support line. Can it continue further to the upside? It is getting closer to the cycle high of 114.30 and the steep uptrend could be hard to sustain. This is a new format of the outlook and feedback is welcome. We cover the top fundamental news and outlook, a technical analysis on the daily chart and finally sentiment for the pair moving forward. USD/JPY fundamental movers Central bankers and Trump care The Federal Reserve did not provide a clear message about the balance sheet reduction. Some want it to happen in September but others want to take th...
    On July 7, 2017 / By
  • Finance 0

    Northwest Biotherapeutics: Why The Phase 3 Trial Of DCVax-L In Newly Diagnosed Glioblastoma Patients Has A Good Chance For Success

    TM Editors Note: This article discusses a penny stock and/or microcap. Such stocks are easily manipulated; do your own careful due diligence. Overview This report is an extensive update on almost everything I know about the DCVax-L phase 3 trial and is over 20 pages long. The catalyst for this report was the recent information on the still blinded phase 3 trial presented in June at ASCO. It will take dedicated investors a great deal of time to read this report in its entirety. For a quick overview, the Key Points section summarizes my key conclusions and can be quickly read. The other parts will take more time and effort so that you may want ...
    On July 7, 2017 / By