|Day Low/High||176.21 / 177.82|
|52 Wk Low/High||143.87 / 230.00|
As I start to parse through this morning's conference call transcripts and some holdovers from last night, here are some quick observations: - Rockwell Automation saw its backlog build owing to a "pretty decent" order intake, which shows corporatio...
I think we can all agree that there will be no increase made to the Fed Funds Rate today.
Alright folks, with Diary Captain Doug Kass out today, I, Chris Versace, co-PM on Trifecta Stocks with Bob Lang and Stocks Under $10 with Sarge Guilfoyle as well as a helping hand on Income Seeker, am sitting in. Between a number of earnings reports...
Seven experts select their best ideas among aerospace and naval contractors, drones, building security, biological threats and cybersecurity.
There is clear divergence between the best and the worst performers in each sector this earnings season.
But here are the signs to watch, and how to protect yourself.
We consider possible impacts of an extended trade war, which Alibaba's Jack Ma thinks could last 20 years.
Aerospace and Defense If you trade the space then surely you noticed the largely upbeat assessment of the group made by UBS analyst Myles Walton yesterday. Of note for Walton were DOD weapons budgets that are up 40% in three years versus spending ou...
Today's headlines may bring uncertainty, but this sector still looks good.
This options strategy on SBUX offers potential reward with little risk.
But this war of words with Iran is creating geopolitical risk.
President Trump has been trying to withdraw the U.S. from the role of playing the world's policeman.
We have been banging the drum for defense names since mid-2016.
It is going to be a rough day, but we can adapt, and win.
Dealing With Defense Amid yesterday's post-Singapore reaction, it was the meltdown across the defense contractors that stole the show on an otherwise "melba toast" day. You already know that I think it's a net positive for world peace if the US and ...
Even after the historic meeting between President Trump and North Korea leader Kim Jong Un, one market pro isn't selling his defense stocks like Raytheon and Lockheed Martin.
Any weakness in defense stocks will present an opportunity to add to my favorite names.
Two names I like ahead of the FOMC meeting, the Trump/Kim summit and this year's E3 convention.
* Peak defense budget growth seems likely * I continue to pass on defense hardware stocks I am aware that several contributors on our site (and numerous elsewhere in the business media) are attracted to defense contractor equities - in large measure...
While the move higher for crude prices late Tuesday took the energy sector with it, defense and aerospace names saw benefit as well.
The right things keep happening at the wrong times.
There is risk of further declines at aerospace and defense contractor.
Boeing and Norfolk Southern's tour de force calls were in stark contrast to Tuesday's disasters.
There is likely more headline risk to our front than to our rear.