Calumet: An 8% Yielder To Hold "Forever" [View article]
It wouldn't. All MLPs/income stocks got hit regardless of merit. A lot of investors also fear a declining crack spread and don't realized CLMT is mostly hedged.....good buying oppty imho.
Calumet: An 8% Yielder To Hold "Forever" [View article]
Dave,
I don't supply that sort of monthly summary as of yet. I am planning to start a monthly subscription newsletter/trading alerts service at end of year with my top 20 top stock picks & top 20 current dividend plays. This will have monthly summary as well as alerts anytime I initiated or leave a position.
Irrespective of today's strong jobs numbers, Doug Kass is sticking to his bearish thesis that market is headed much lower from here. The problem, Kass says, is that "central bank liquidity blurs the line of demarcation between economic reality and stock market euphoria." The narrative now is whether the Fed is simply "pushing on a string," and Kass thinks many market participants are coming to this 'aha' moment." (Video). [View news story]
Agree with Dougie....Fed will end this party soon.....It's looking like the June policy meeting when the Fed will officially signal it's set to begin tapering asset purchases, according to Jon Hilsenrath. Yesterday's lukewarm jobs reports removed pressure to act right away, but the prerequisite necessary to cut back QE - an improving economy - has been met
Reflections On The Current State Of Apple [View article]
Calendar Q2 iPhone (AAPL +0.6%) sales are trending towards ~30M (above a ~27M consensus), says Jefferies' Peter Misek in an info-packed note. Misek also: 1) Believes Apple has set aggressive Q3 and Q4 iPhone build plans, with nearly half the Q4 builds involving a cheaper iPhone. 2) States the iPad Mini is "cannibalizing more than expected," and expects the current model to be kept and discounted after a retina model launches. 3) Expects the 5th-gen iPad to be ~50% lighter and 30%-40% thinner. 4) Thinks AT&T (T) and Verizon (VZ) are talking with Chinese white-box OEMs about selling carrier-branded phones, in an effort to cut subsidy costs. 5) Believes consumer BlackBerry Z10 (BBRY +0.5%) sales have slowed, but that Q10 sales are better than expected.
Oppenheimer becomes the latest Microsoft (MSFT +1.6%) bull to raise its PT as shares continue their spring rally: the firm has lifted its target to $39 from $34, and has also raised estimates. Meanwhile, activist investor ValueAct, fresh off taking a $2B stake, has been given FTC clearance for an undisclosed transaction between the firm and Microsoft. Nomura (Buy) thinks ValueAct, which prefers to do its activist work behind the scenes, is "likely approaching Microsoft’s largest shareholders and may be gaining their support for a Board seat."
Some guy named Greenspan joins CNBC this morning and says "markets need to be prepared for a faster-than-expected rise in interest rates." He thinks the Fed ought to move to cut asset purchases even if the economy isn't as strong as hoped, and implies QE is actually hindering stock prices. "Our ability to forecast is far less than we understand." We're not making this up. [View news story]
Obama will be saying his successor should be cutting spending in 2017 as well.
Holding My Nose And Buying 'Government Motors' [View article]
General Motors (GM -0.3%) CEO Dan Akerson says the company is doing well enough financially to consider paying a dividend or buying back stock. After the government's stake in GM falls below 10%, monthly restrictions on buybacks won't apply.
Holding My Nose And Buying 'Government Motors' [View article]
ECB keeps rates unchanged. The current consensus is that the continent has stabilized unemployment levels continue to worsen even five years after the crisis began. The latest reading shows the Eurozone’s second largest economy under stress. French Q1 rose to 10.8% from 10.5 in Q4 2012; excluding France's overseas territories, the rate increased to 10.4% from 10.1%. I don’t know what the long term answer is, but fairly obvious current Eurozone policies are not resulting in any growth or hiring.
Novavax: My $1.30 Biotech Lottery Ticket - Up 80% And Heading Higher [View article]
Novavax (NVAX) develops a vaccine candidate to protect against Middle East Respiratory Syndrome Coronavirus, a newly emergent virus which belongs to the same family as its more famous cousin SARS-CoV. Shares +15% premarket.
Calumet: An 8% Yielder To Hold "Forever" [View article]
Calumet: An 8% Yielder To Hold "Forever" [View article]
I don't supply that sort of monthly summary as of yet. I am planning to start a monthly subscription newsletter/trading alerts service at end of year with my top 20 top stock picks & top 20 current dividend plays. This will have monthly summary as well as alerts anytime I initiated or leave a position.
bret
Irrespective of today's strong jobs numbers, Doug Kass is sticking to his bearish thesis that market is headed much lower from here. The problem, Kass says, is that "central bank liquidity blurs the line of demarcation between economic reality and stock market euphoria." The narrative now is whether the Fed is simply "pushing on a string," and Kass thinks many market participants are coming to this 'aha' moment." (Video). [View news story]
U.S. Silica Holdings: All Signals Are Flashing Green For This Fast Growing Fracking Supplier [View article]
Why Triangle Petroleum Should Double Within 2 Years [View article]
http://seekingalpha.co...
http://seekingalpha.co...
http://seekingalpha.co...
Reflections On The Current State Of Apple [View article]
Bailing Out Of Brazil [View article]
Microsoft Is Breaking Out [View article]
Calumet: An 8% Yielder To Hold "Forever" [View article]
Some guy named Greenspan joins CNBC this morning and says "markets need to be prepared for a faster-than-expected rise in interest rates." He thinks the Fed ought to move to cut asset purchases even if the economy isn't as strong as hoped, and implies QE is actually hindering stock prices. "Our ability to forecast is far less than we understand." We're not making this up. [View news story]
Rosetta Resources: Eagle Ford Play Is Gaining Momentum [View article]
EMC Finally Gets With The Program [View article]
Holding My Nose And Buying 'Government Motors' [View article]
Holding My Nose And Buying 'Government Motors' [View article]
Novavax: My $1.30 Biotech Lottery Ticket - Up 80% And Heading Higher [View article]