View as an RSS Feed
View Nicholas Pardini's Articles BY TICKER:
AAPL, ABEV, AFRNF, ANF, ARCO, AVAV, AZO, BAA, BAC, BRK.A, CEO, CLCT, CLLDY, CM, CNK, CORN, CTAS, CTCT, CYNO, CZZ, DBO, DDD, EBAY, ECH, EEM, EGPT, ELY, EPHE, ETFC, EWI, EWQ, EWS, EWW, EWZ, EZA, FB, FSC, FXE, FXI, FXY, GLD, GOOG, GPRO, GREK, GVA, IBM, IDX, INTC, IRBT, IWM, JGBS, JNS, LRN, LYB, MCP, MELI, MGM, MR, MSG, N, NTDOY, PHO, PM, PNRA, POT, PPLT, PSMT, RGR, RRGB, RTN, SCCO, SEAS, SEB, SGG, SIRI, SLW, SNDK, SOCL, SPY, TNH, TSLA, TSN, UAL, UBNT, URA, USM, USO, VE, VMW, VXX, YUM
Short E-Trade Due To Creative Destruction From Robinhood App
- Silicon Valley Start-Up Robinhood will offer completely free trading for cash stock positions.
- This is an existential threat to E-Trade whose business is competing mainly on price.
- E-Trade's valuation and competitive position make it a better short than other discount brokers.
Bearish On The Market? Russell 2000 Better Short Than S&P 500
- Our outlook remains bearish on the US market.
- Overvaluation of Russell is more extreme than S&P 500.
- Composition of Russell 2000 companies are more sensitive to business cycle than S&P.
High-Risk, High-Reward Opportunity With Mercadolibre
- Mercadolibre is the eBay of Latin America and one of the best growth companies in the region.
- Depressed prices are due to fears of effect of Venezuela turmoil on earnings from that country.
- We recommend hedging any long positions with a protective put.
Is It Time To Invest In The Philippines?
- The Philippines have a stronger current account balance and FOREX reserves than other emerging markets.
- Bright spots in economy include labor competitiveness and increased tourism, but dependence on remittances a concern.
- Technical breakout supports fundamental strength in Philippines stock market.
Video: Interview With Tres Knippa On Japanese Government Bond Market
Thu, Apr. 24 • Comment!
- Japanese Government Bond Market will collapse either in absolute terms or worthless yen.
- Best way to short Japanese Government bonds are through Tokyo and Singapore listed futures and options.
- Buying gold in yen may be the best way for retail investors to play this trade.
Value Stock Opportunities In Argentina
- Argentina's economy is in bad shape and in process of bottoming out.
- This time of weakness and negative sentiment is buying opportunity for Argentine stock market.
- Arcos Dorados, Mercadolibre, and Adeco Agro are three companies that stand out.
Platinum Has Most Potential Amongst The Metals
- Platinum is cheap on relative basis historically versus gold.
- Platinum is rarer and more uses than gold, and therefore has more upside.
- Geopolitical risk in Russia and South Africa also will support platinum prices.
Turmoil In China Setting Up Buying Opportunity For Southern Copper
- Depressed copper prices provide a buying opportunity for Southern Copper.
- Despite weak prices, financial fundamentals for Southern Copper solid.
- Southern Copper is the largest pure-play copper miner on the NYSE.
Detailed Case To Short The S&P 500: This Time Isn't Different
- US market is overvalued due to non-fundamental factors involving Central Banks.
- Current Fed policies are causing stagflation which has eliminated disposable income for the average consumer.
- Valuations are rich even in an environment of weakening earnings.
Corruption Scandal Creates A Buying Opportunity For CNOOC
- CNOOC is among the emerging market oil majors that is near mulit-year lows despite high oil prices.
- Corruptions scandal amongst management and China hard landing concerns have hurt stock price, but not core business.
- Stock is trading at bargain P/E and oversold technically, so buying opportunity is coming shortly.
- Emerging Market Buying Opportunity: Have Indonesian Markets Bottomed Out?
- Capitalize Off Of Economic Decline Of France By Shorting French Equities
- Why The History Of Fed Politics Makes Janet Yellen's Playbook Predictable
- Invest In Uranium
- How Iran Nuclear Deal Affects Global Markets
- Tech Bubble 2.0 Is Here
- Long Potash On The Recovery Of Agriculture
- IBM Is The Only Value Left On The Dow
- New Zealand Dollar Is A Buy As The Strongest Major Currency
- Structural Flaws In Labor Market Hold Back South Africa
- Ambev A Buy Off This Dip
- Profit Off The Decline Of Telecom Through Shorting US Cellular
- France Is The New Sick Man Of The EU
- How The Fed Directly Subsidizes Corporate Profits And Why The Game Is Over
- Investing In Increased Tattoo Removal With Cynosure
- Resistance On Yen Caps Risk Assets
- Turmoil In Egypt Creating A Buying Opportunity
- Buying Opportunity For Silver Wheaton
- Bank Of Japan Losing Control Of Bond Market Spells End Game For Japan
Quantitative Easing Will Never End
Apr. 1, 2013 • 23 Comments
- Cyprus Seizure Is Dawn Of European Bank Run
- Greece Is Hardly An Emerging Market