Thursday, March 11, 2010 |
04:40 PM EDT |
DJIA (DIA)
S&P 500 (SPY)
The Rich Are Different
IPO Activity This Week
Long Ideas, Energy Edition
Homebuilders and Housing Supply
What's Moving Transports?
Thursday's Market Outlook
High Conviction: A Direct Play on Caribbean Tourism With 60% Margins
Jack Dzierwa is global strategist and co-manager of the infrastructure-focused U.S. Global Investors Global MegaTrends Fund.
Dzierwa's current top pick is an airport operator in southeastern Mexico with high barriers to entry, EBITDA margin of more than 60%, and impressive growth in yield per passenger during this travel downturn.
Cheap Corporate Credit
The strength of the corporate bond market is a major boon for stocks, as companies looking to invest in new projects or make acquisitions are having little trouble raising the capital needed to fund deals.
U.S. consumers and small businesses may not be willing or able to take on more debt, but the market for U.S. corporate bonds is booming...
REITs Ripe for Rebound?
The global value of REITs is expected to build on the 2009 rebound, with upcoming IPOs in the $500M-$1B range and possibly more M&A activity. More »
- Stanley Glantz on the Commercial REIT Problem by Harlan Levy
- Mark-to-Make-Believe in Commercial Real Estate About to Get a Reality Check by Don Fishback
- Increasing Dividend Yield: REITs
More on: Real Estate and REITs
High Conviction: Short the Yen
Alexander Tepper, Chief Economist at global macro hedge fund TKNG Capital, sees an imminent fall in the Japanese currency due to demographic, fiscal and global trade forces.
Shorting the Yen against the U.S. Dollar is therefore his highest conviction position at present. Tepper's fund further juices the trade by using a method "akin to playing with dice loaded in our favor."
Can Claymore's Wilshire ETFs Attract Significant Assets?
The latest ETF launch from Claymore covers three segments of the market that have already been the focus of other issuers, leading Ron Rowland to quip that they're 'redundant and unnecessary.' Will investors agree?
Market Currents|Top Stories
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4:39 PM
Lehman Brothers (LEHMQ.PK) directors didn't breach a fiduciary duty as it gathered toxic mortgages, a court-appointed examiner reports (full report), though conduct was "subject to question."
Comment!
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4:24 PM
Aeropostale (ARO): Q4 EPS of $0.99 beats by $0.04. Revenue of $801M (+16.1%) vs. $798M. Sees Q1 EPS above consensus. Shares +5.3% AH. (PR)
Comment!
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4:18 PM
Quiksilver (ZQK): Q1 2010 EPS of -$0.02 beats by $0.09. Revenue of $433M (-2.4%) vs. $413M. Shares +2.9% AH. (PR)
Comment!
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Editors' Picks
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