The Daily Dose: Watch for a Surprise

By

Brian Sozzi

 | Aug 25, 2014 | 9:00 AM EDT
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Thoughts and prayers go out to everyone impacted by the California earthquake over the weekend. I am somewhat of a science fan, and definitely remain concerned by the risks to publicly traded companies doing business in California should the "big one" hit. Granted, when reviewing the financials of a company like Starbucks (SBUX), one of the last considerations should be environmental risks if 100s of stores get destroyed from California falling into the Pacific Ocean. Don't laugh, folks, I have not made it this far in my career without pondering every possible (or almost every -- even I am wrong sometimes) scenario for a company's future and how that will shape earnings and valuation, and that includes weather. I have in the past factored in boosts to same-store sales for Home Depot (HD) and Lowe's (LOW) amid hurricane season.

Having said that, investors enter the week with an okay message from Yellen and her global central banking counterparts at Jackson Hole. Nothing too hawkish, nothing too dovish, suggesting that equities could rally into another surprisingly solid employment report early next month. One comment, however, from Yellen did leave an impression on me: her reiteration of a "significant underuse" of the workforce....393 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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