TOP NEWS
MARKET CURRENTS
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4:02 PM A Facebook (FB) phone will arrive next year, multiple sources tell the NYT's Nick Bilton - a prior report suggested a Q3 launch. It's added Facebook has hired Apple engineers with iPhone experience, and is exploring multiple smartphone projects. The news comes as Facebook comes under pressure to improve mobile monetization, and rolls out a PC/mobile app store and an HTML5 app development platform. Facebook is also rumored to be interested in browser maker Opera. 2 Comments [Tech]
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3:47 PM Bullish on gold? You may look to out-of-favor producers like Newmont (NEM) that have been in the doldrums. The gap between the metal and the miners is at an all-time high, but producers are focused on bringing down costs. And though gold's down to around $1,568/ounce, Morgan Stanley argues factors driving the recent gold bull market are still in place. 2 Comments [Commodities, Quick Ideas]
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3:33 PM With renewable-energy subsidies as the fuel, a trade war between the U.S. and China is heating up. Markets both countries see as strategic (like America's $8.4B solar market) are playing host to increasing WTO challenges. And that's not to mention skirmishes over steel pipes, poultry, tires and music. 1 Comment [Global & FX, Energy]
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9:05 AM Though academic research suggests that the stocks of companies that make political donations perform worse than ones that don't, this year's elections could see corporate political spending skyrocket with a Supreme Court ruling having opened the door for unlimited spending on campaigns. Shareholders at Boeing (BA), IBM, PepsiCo (PEP) and BofA (BAC) seem to get the picture - having put forward motions to curb political spending. But their resolutions failed, so execs may squander more resources on campaigns with no benefit to investors. 15 Comments [U.S. Economy, Quick Ideas]
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8:40 AM Brussels considers a EU-wide "deposit guarantee scheme" to be funded by a new tax on banks, reports the Sunday Times. Top brass feels removing the threat of bank collapse can check the spread of contagion from Greece to Spain and beyond. It seems, however, Greek fears are less about deposit risk and more about denomination risk, i.e. waking up one morning to find your euro deposits converted to drachmas. 14 Comments [Global & FX, Financials]
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8:28 AM Disney (DIS) plans to start launching family cruises out of New York City for the first time. The company will set sail from the Big Apple this week for destinations that include stops in New England, Canada, and the Bahamas. Comment! [Consumer]
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7:50 AM The London Whale was hooked by a NYC "monster." The tale of how Boaz Weinstein and other hedge fund managers took JPMorgan for billions. Now running his own money, Weinstein was once a whale himself on the wrong side of a trade, he and his team at Deutsche Bank losing $1.8B in 2008. 6 Comments [Financials]
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7:31 AM SNB President Jordan dismisses calls from Swiss industry to raise the floor on the euro/franc exchange rate, giving the impression the central bank has its hands full just maintaining the CHF 1.20 floor. Meanwhile, a working group suggests capital controls, among other measures, to defend against franc strength in the event the crisis worsens. Comment! [Global & FX]
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7:18 AM After a barrage of criticism following yesterday's remarks that Greeks need to stop complaining and pay their taxes, IMF chief Lagarde clarifies, saying her comments were directed at the "most privileged." Nice. When in a hole, best to stop digging. Comment stream on Lagarde's Facebook page. 5 Comments [Global & FX]
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26 May, 3:04 PM Lou Lebedin is out as head of the global prime brokerage for JPMorgan Chase (JPM), just two months after taking sole charge of the unit. He was co-chief of the business after joining JPM via its Bear Stearns purchase. Teresa Heisenrether (from the fixed-income prime brokerage) replaces him. 1 Comment [Financials]
STOCKTALKS
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ANALYSIS FOR SUNDAY, MAY 27, 5:10PM ET
- The Week Ahead: Bring On The Economic Evidence by Jeff Miller
- Making Profits From Pessimism by George Acs
- What's It Going To Take To Turn Gold Prices Around? by John Mylant
- An ETF For Profit From Summer Travel
- Petrobras And Vale Share A Proven Investment Principle
- Teva Pharmaceuticals - An 'Investment Classic'?
- Committed To Europe - Even If It Is In Cash
- Sysco: Building A Case For A Return To Growth
- The Dollar And Euro: Breakout Vs. Breakdown
- Buying Nokia Below $3 Like Buying Ford Below $2
PORTFOLIO
| Symbol | Price | Chg | % Chg |
|---|
Latest Portfolio Headlines
LATEST ARTICLES
- Bond Strength Implications And The Spring Switch by Michael A. Gayed • 2 Comments
- 5 Noteworthy Insider Buys And 4 Sells Last Week In Finance And Industrial Sectors by Ganaxi Small Cap Movers • Comment!
- Recent Performance Review Of 4 Timber REITs And 1 Timber ETF by Zvi Bar • Comment!
- A High Yielding Selection About To Go Through A Growth Spurt by Bret Jensen • Comment!
- WisdomTree India Leads Fading PowerShares by Christian Magoon • 1 Comment
- 5 Stocks For The Do It Yourself Dividend Juggernaut by Todd Johnson • 4 Comments
- Buy NetApp: Valuations And Balance Sheet Make The Stock Ripe For A Takeover by Helix Investment Management • Comment!
- Thoughts From The Frontline: Meanwhile, Back At The Ranch by John Mauldin • 3 Comments
- Biotech Hedge Fund Bought This Surging Stock, And Other 13D/G Filings Last Week by Ganaxi Small Cap Movers • Comment!
- Corning: Dirt Cheap Valuation And Strong Technical Support by Bret Jensen • 2 Comments
- 3 Reasons To Buy Onyx Pharmaceuticals by Markus Aarnio • Comment!
- REITs: A Sector More Resistant Than Others In Bad Seasons by Fred Piard • Comment!
- 3 Signs The Market Will Likely Move Higher Next Week by The Independent Investor • 2 Comments
- Where To Invest In Rapid Prototyping? by Stone Fox Capital • 1 Comment
- 5 Stable Stocks For The Ideal Dividend Portfolio by Kevin Quon • 1 Comment
NEW ON NEGLECTED STOCKS
- A High Yielding Selection About To Go Through A Growth Spurt by Bret Jensen • Comment!
- 3 Reasons To Buy Onyx Pharmaceuticals by Markus Aarnio • Comment!
- Where To Invest In Rapid Prototyping? by Stone Fox Capital • 1 Comment
- Few Own The Best Gold ETF Of 2012 by Christian Magoon • 5 Comments
- Will The Upcoming Supreme Court Decision On The Affordable Health Care Act Affect Cigna? by John R. Conway • 1 Comment
- As The Season Begins, An ETF For Profit From Summer Travel by TradersHuddle • 2 Comments
- Income Spotlight: Consolidated Communications by Roger S. Conrad • 4 Comments
- Coach Appears Overvalued by Jin She • 3 Comments
- Sysco: Building A Case For A Return To Growth by Chuck Carnevale • 80 Comments
- Ship Finance Restores Double-Digit Dividend Yield After Frontline Agreement by Tim Plaehn • 4 Comments
- Dr. Reddy's Laboratories Should Continue To Gain Market Share In Lucrative Markets by Yiannis Mostrous • Comment!
- Is GT Advanced Technologies Really A Free Lunch? by Emmanuel Daugeras • 15 Comments
- General Mills: Food For Thought by F.A.S.T. Graphs • 7 Comments
- Excel Maritime: Another Drybulker To Bite The Dust? by Erik Gholtoghian • 19 Comments
- Better Than A Money Market, With A Warrant To Boot by Roger Newman • 4 Comments
MACRO VIEW
- Bond Strength Implications And The Spring Switch by Michael A. Gayed • 2 Comments
- Thoughts From The Frontline: Meanwhile, Back At The Ranch by John Mauldin • 3 Comments
- 3 Signs The Market Will Likely Move Higher Next Week by The Independent Investor • 2 Comments
- Weighing The Week Ahead: Bring On The Economic Evidence by Jeff Miller • 15 Comments
- What's It Going To Take To Turn Gold Prices Around? by John Mylant • 25 Comments
- Correlations Are Broken But Australian Dollar Still Leads The S&P 500 by Dr. Duru • 4 Comments
INVESTING FOR INCOME
- Recent Performance Review Of 4 Timber REITs And 1 Timber ETF by Zvi Bar • Comment!
- REITs: A Sector More Resistant Than Others In Bad Seasons by Fred Piard • Comment!
- No To Apple Dividends by Kofi Bofah • 41 Comments
- Making Profits From Pessimism by George Acs • 19 Comments
- Dividend Disasters And What I Learned From Them by Larry Harnar • 46 Comments
- 'Buy Zones' For The DIY Portfolio, Part 4b: Consumer Discretionary by Parsimony Investment Research • 11 Comments
ETFs & PORTFOLIO STRATEGY
- As The Season Begins, An ETF For Profit From Summer Travel by TradersHuddle • 2 Comments
- The Hunt For Illiquidity by Felix Salmon • 7 Comments
- Staying Committed To Europe - Even If It Is In Cash by Matthew Crews • 17 Comments
- Obamacare's Impact On Healthcare Select Sector ETF by Tom Lydon • Comment!
- China: Crashing Economic Data Creates Great Investment Opportunity by The Independent Investor • 33 Comments
- Colombia: Poised To Reach Its Economic Potential by Caiman Valores • 14 Comments
LONG & SHORT IDEAS
- 5 Noteworthy Insider Buys And 4 Sells Last Week In Finance And Industrial Sectors by Ganaxi Small Cap Movers • Comment!
- Buy NetApp: Valuations And Balance Sheet Make The Stock Ripe For A Takeover by Helix Investment Management • Comment!
- Biotech Hedge Fund Bought This Surging Stock, And Other 13D/G Filings Last Week by Ganaxi Small Cap Movers • Comment!
- 3 Reasons To Buy Onyx Pharmaceuticals by Markus Aarnio • Comment!
- Trading Volatility? Futures Could Be More Profitable Than ETFs Or ETNs by Richard Bloch • Comment!
- Insiders Bought These 4 Consumer High Growth Stocks Last Week, And 2 Other Buys And 4 Sells by Ganaxi Small Cap Movers • Comment!
