Seeking Alpha
Thursday, March 11, 2010  |  04:40 PM EDT  | 
DJIA (DIA) S&P 500 (SPY)

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...
More on: US Market, Bonds

REITs Ripe for Rebound?


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?

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Market Currents|Top Stories

  • 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!
  • 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!
  • 4:18 PM Quiksilver (ZQK): Q1 2010 EPS of -$0.02 beats by $0.09. Revenue of $433M (-2.4%) vs. $413M. Shares +2.9% AH. (PR) Comment!
All today's Market Currents »
Select StockTalks
  • cyclingscholar: Government Motors: suddenly, quality problems for Toyota. Government healthcare: suddenly, quality concerns with device makers? Take HEED!
    2 minutes ago
  • Stephen Castellano: The market doesn't care if you are unemployed, have cancer and no health insurance. Companies are cash flush and growing earnings and ROIC.
    3 minutes ago
  • David White: HOG lost -$.63 per share in Q4, a $.32 miss. Has missed badly each of last 3 Q's. Continual EPS estimates cut trend still in place.
    3 minutes ago
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