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  • Finance 0

    The Yahoo! Inc. Turmoil Continues

    Written by Activist Stocks Ever since Marissa Mayer took over the reigns of Yahoo (NASDAQ:YHOO) in 2012, trouble has been brewing. At first, her hiring inspired hope that she would turn around the company and lead them further. Unfortunately, that wasn’t/isn’t the case. The staff is losing faith in leadership and the company is in need of a desperate overhaul. However, time is now on Mayer, nor the company’s, side. Some investors feel that the only way to fix the problem is the firing of Marissa Mayer. She’s now turned her focus to making cuts in the company, where she’s expected to announce more major layoffs by month’s end –...
    On January 27, 2016 / By
  • Finance 0

    FTSE 100 Maintains Bullish Bias Ahead Of FOMC Meeting

    The FTSE 100 (FXCM: UK100) remains robust despite this week’s strong declines in the China CSI 300 index, and it is potentiality trading lower in the weeks ahead, after breaking its August 2015 low earlier this week. This may haunt the FTSE 100 in the weeks ahead, but for now investors are ignoring it. While The CSI 300 Takes value, Commodities Give The Bloomberg Commodity Index has risen 4% over the last week and everyone’s favorite commodity to trade, Crude Oil, has risen by 15.6% over the same period. This helps the FTSE. A linear regression using the Bloomberg Commodity Index as sole explanatory variable, shows that the FTSE 100 m...
    On January 27, 2016 / By
  • Finance 0

    Rockwell Automation Beats Q1 Earnings Estimates

    Rockwell Automation Inc. (ROK – Analyst Report) is the world’s largest company dedicated to industrial automation. Its products, services and solutions address a broad range of challenges in every major industrial sector, from automotive and tire to mining and oil and gas, from pharmaceuticals to food and beverage. Its brands include Allen-Bradley, Reliance Electric and Rockwell Software. Rockwell’s growth and performance strategy seeks to achieve growth rates in excess of the automation market by expanding its served market, diversifying sales streams by broadening portfolio of products, solutions and services, expanding its glo...
    On January 27, 2016 / By
  • Finance 0

    4 Fed Scenarios

    The Fed decision is causing tension in markets. Will they explode afterwards? At the moment, things look relatively calm with markets seeing the glass half full, not being too worried about China We discussed 4 scenarios and market reactions to this big event.  Video Length: 00:10:46...
    On January 27, 2016 / By
  • Finance 0

    Blatant Warning, Not Casual Dismissal

    For everything that has gone wrong over the past year or so, there was and is a benign interpretation to accompany each negative factor. Oil prices were “transitory”, longer run inflation expectations didn’t matter because “professional forecasters” remained steadfastly devoted, and no matter which market has gone highly askew it’s just “normal” worry. All of these nonthreatening rationalizations trace back to the backward nature of economics; getting more so the louder these current contradictions. Because Janet Yellen assures us that tomorrow will beher tomorrow, nothing you see around you now to the contrary can actually...
    On January 27, 2016 / By
  • Finance 0

    Apple Looks To Emerging Markets For Growth

    After solid if unspectacular earnings from Apple this week, where does the company go for growth? Apple (AAPL) reported its first-quarter earnings after market close Tuesday. The company had earnings of $18.4 billion on $75.9 billion revenue, beating consensus projections of $18.22 billion in profit but falling short of a projected $76.67 billion in revenue, according to analysts polled by Thomson Reuters. There was lots of good news to go around: Apple saw its best quarterly iPhone sales ever with 74.78 Million Units sold. There are now over 1 billion active Apple devices in use. The first quarter also saw the best ever conversion rate f...
    On January 27, 2016 / By
  • Finance 0

    Will Under Armour Extend Its Perfect Earnings Record Into Q4 2015?

    flickr Under Armour (NYSE:UA) is expected to announce its fourth quarter earnings on the 28th of January before the bell and analysts are expecting revenues of $1.12 billion and an EPS of $0.46. Under Armour stock is already down a whopping 16%+ year to date (see chart) and investors should be cautious about upcoming earnings in my opinion. Why? Well, the company has beaten EPS expectations for the past 27 quarters and many of those earnings “beats” catapulted the stock price to over $100 a share last September. However, Q3 earnings last October was the first time the market didn’t respond well to a beat on earnings as...
    On January 27, 2016 / By
  • Finance 0

    Biogen Beats On 4Q Earnings & Revenues

    Cambridge, MA-based Biogen (BIIB – Analyst Report), one of the world’s leading biotechnology companies, focuses on therapeutic areas including neurology, immunology and hemophilia. The company is best known for its multiple sclerosis (MS) franchise comprising treatments like Avonex, Tysabri, Tecfidera and Plegridy. Biogen also has a presence in the hemophilia market with two marketed products in its portfolio – Alprolix and Eloctate. The MS franchise remains the main contributor to the top line and Biogen is working on consolidating its position in the MS market. Since the emergence of the first progressive multifocal leukoencep...
    On January 27, 2016 / By
  • Finance 0

    Market To Take Fed Rhetoric In Carefully

    According to data from yesterday from S&P/Case-Shiller the housing price index in November increased by 5.3% YoY after October’s 5.1% rise. The price index for the US’ 20 metropolises increased by 5.8% in November against a previous 5.5% in October and expected 5.6% rise. The growth in housing prices in November sped up MoM due to low mortgage rates and limited supply, in addition to an improvement for the labor market. An assessment from the National Association of Realtors supposed that sales will increase by just 1-3% due to the rise in mortgage rates and limited supply in 2016. Australian CPI for Q4 of 2015 has risen by 0.4% QoQ a...
    On January 27, 2016 / By
  • Finance 0

    Oil Oscillates As Inventories Surge Most In 9 Months And Demand Plunges

    Following last night’s huge 11.4mm barrel inventory build forecast from API (the largest since 1996), DOE reports an 8.4mm build (against analysts estimates of +4mm). It seems the blowback from the huge gasoline and inventory builds is flowing back upstream to crude but there is some good news as Cushing saw a 771k draw after 11 weeks of builds (and production dropped very modestly). On the demand side, it’s just as ugly with Gasoline demand -2.5% YoY and Distillate demand down a stunning 14.8% YoY. Having tested the API ledge in prices twice this morning, WTI is hovering between $30.50 and $31. *CRUDE OIL INVENTORIES ROSE 8.38...
    On January 27, 2016 / By