|Day Low/High||252.18 / 255.81|
|52 Wk Low/High||216.34 / 319.90|
GM is an underappreciated and undervalued investment opportunity.
I don't think anyone needs to have AMZN on their book for a little while.
We answer questions on UPS, Lockheed Martin and Nvidia.
Positive Mayhem? Let's look at the week that was.
While supply-chain constraints are a global problem, consumer-level inflation is not yet as broad a problem, or at least not evenly distributed.
RMPIA for the September-ending quarter is up .2%, outperforming most of the major market indexes. Let's dig in.
DHL Express announced it will match FedEx's price increases, raising shipping costs by approximately 5.9% across the board beginning Jan 1.
This is what really jumped out a me in today's IHS Markit September Eurozone Manufacturing PMI report, which slowed month over month: "While Eurozone manufacturing expanded at a robust pace in September, growth has weakened markedly as producers rep...
An environment in which valuations matter more and dip-buyers can't always be trusted to save the day is one in which it could help to pick one's spots carefully.
* But most strategists have not yet responded to slumping demand and the (profit) margin pressures that lie ahead * The rate of global economic growth is decelerating while inflationary pressures are not moderating and are not likely transitory * I ...
Can you please name me an industry that isn't impacted by this inflationary monster?
It was as if markets heard what they wanted to hear, when it was actually much more simple: markets heard exactly what they had anticipated.
I'm downgrading FDX to a 'sell' and plan to exit the name.
* Federal Express' results are proof positive that many manufacturers will be unable to pass on cost increases * And that 2021-22 EPS estimates are too high - a core bear market argument * The "BTFD" attitude, for now, appears in place - though its ...
I'm looking for a continuation of strong pockets of speculative action.
Like spilled milk, there is no use in crying over lost monetary opportunity that only increases economic risk at a bad time fiscally now.
Thanks for reading my Diary today. I hope you found it value-added. The S&P index is trading about 10 handles, below fair market value (from the close). The likely explanation is the FedEx miss. FDX is loved by so many deep value investors -- I thin...
China cannot be the engine that global economies have relied upon if its goals have shifted back toward pulling power away from even its own leading businesses.
The company reports its latest results after the market close on Tuesday.
Let's dig into in the producer price index report -- if you can stomach it -- and see how to position amid rising costs.
Dan Aykroyd: "Jane you ignorant slut." Jane Curtain: "Dan, you pompous ass." - Saturday Night Live Yesterday, in our Comments Section, Subscriber JRinBerkeley thoughtfully presented his strong view suggesting that my drumbeat of "stagflation" repr...
Throughout the tidal wave of COVID, these managers will be the winners regardless of the Fed, inflation or anything else the aggregate throws at you.
Here's why HTLD is the perfect defensive stock for a choppy market.
These guys are aware that the U.S. was energy independent less than a year and a half ago, right?
Let's see what a good whack could do; also, here's why I'm moved by the charts of transports.
There are favorable charts among companies that could be impacted by a resurgence in COVID-19 and there is one that isn't so great.
Here are the stocks to watch as the pandemic throws us a curve-ball.