TOP NEWS
MARKET CURRENTS
-
12:10 AM Notable earnings after Monday’s close: TIVO Comment! [Earnings]
-
12:05 AM Notable earnings before Monday’s open: CPB, HGG, JASO, QIHU 1 Comment [Earnings]
-
12:00 AM Monday's economic calendar:
8:30 Chicago Fed National Activity Index Comment!
-
19 May, 10:30 PM "France, but also Germany, have a special responsibility, as heavyweights in the eurozone, to take seriously the new deficit reduction rules," Bundesbank chief Jens Weidmann says, becoming the second official in a week to remind France of its obligation to cut its budget deficit to 3%, even if it takes a few extra years. There is a "certain amount of flexibility" in the rules, Weidmann continues, but their "credibility won't be enhanced if one were to exhaust [that] flexibility right at the start." Translation: Weidmann doesn't want anyone pushing their luck. 1 Comment [Global & FX]
-
19 May, 10:12 PM The latest installment of the Senior Loan Officer Opinion Survey, has some observers worried. Citing "increased competition," banks generally reported easing their lending standards on business loans over the last three months, as razor thin margins have created a scramble for C&I business (previous). Concurrently, the amount of business loans extended rose 10% Y/Y to $1.55T, leading some to question whether the combination of more lending and lax underwriting standards might prove hazardous to the system. Competition "creates the temptation to do silly things," M&T vice-chairman Mike Pinto tells FT. 3 Comments [U.S. Economy, Financials]
-
19 May, 7:48 PM Among those apparently not worried about the fate of the 787 Dreamliner during the first quarter were hedge funds. All told, hedgies spent $1.6B during Q1 buying shares of Boeing (BA), FactSet says. (Also: 787 deliveries begin anew) 3 Comments
-
19 May, 6:34 PM Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. 23 Comments [Tech]
-
19 May, 5:35 PM Notable earnings after Monday’s close: TIVO Comment! [Earnings]
-
19 May, 5:30 PM Notable earnings before Monday’s open: CPB, HGG, JASO, QIHU Comment! [Earnings]
-
19 May, 2:09 PM Autodesk (ADSK) is acquiring Tinkercad, a developer of low-cost, web-based, 3D modeling and simulation tools. In tandem with the deal, Autodesk says it will revive Tinkercad's modeling service, which the startup recently said it would discontinue to focus on its supercomputer-powered Airstone simulation environment. Tinkercad's offerings will be added to Autodesk's 123D family of hobbyist-focused 3D design products, which now includes iPad apps. Terms are undisclosed. (other acquisitions: Firehole Composites, PI-VR, Qontext, Inforbix, Socialcam) Comment! [Tech, M&A]
STOCKTALKS
Sign in to view StockTalks by people you follow
| Symbol | Price | Chg | % Chg |
|---|
Latest Portfolio Headlines
LATEST ARTICLES
- Hedge Funds Are Buying These 8 BRIC Stocks by Kapitall • Comment!
- This Rally Has Legs by The Simple Accountant • 1 Comment
- 2 Stocks Under $5 Positively Correlated To Volatility by Kapitall • Comment!
- 5 Stocks With Positive Earnings Catalysts by David Zanoni • Comment!
- Weighing The Week Ahead: Can You Separate The Signal From The Noise? by Jeff Miller • Comment!
- Nokia And Research In Motion: Don't Step In Front Of These Freight Trains by David Alton Clark • 1 Comment
- 7 Rallying Dividend Stocks Being Bought By Hedge Funds by Kapitall • Comment!
- China Unicom's 3G Momentum Slows As Customers Await iPhone 5 Launch by Trefis • Comment!
- Coming Weeks' 10 Market Movers: Their Big Lesson For 2013 by Cliff Wachtel • 1 Comment
- Increased Insurance Coverage: A Big Step For Anti-Obesity Drug Manufacturers by Efsinvestment • Comment!
ALPHA-RICH IDEAS
MACRO VIEW
- This Rally Has Legs by The Simple Accountant • 1 Comment
- Weighing The Week Ahead: Can You Separate The Signal From The Noise? by Jeff Miller • Comment!
- Coming Weeks' 10 Market Movers: Their Big Lesson For 2013 by Cliff Wachtel • 1 Comment
- Twinkies And Employment by Steven Hansen • 17 Comments
- U.S. Bellwethers Point To A Difficult Path Ahead by Peter Pham • 7 Comments
- Reasons To Be Bullish - At Least For A While by Sy Harding • 8 Comments
DIVIDENDS & INCOME
- Buy Rio Tinto: The Cheapest Option To Play A Rebound In Metals And Mining by Qineqt • Comment!
- This Undervalued High Dividend Stock Goes Ex-Dividend This Week (11/29/12) by Double Dividend Stocks • 1 Comment
- Investment Ideas From IEA's World Energy Outlook by Larry Smith • 72 Comments
- Stop-Loss Strategy For Dividend Growth Stocks: 2012 Data Update by Jeff Paul • 21 Comments
- Tiring Of Turkeys by George Acs • 34 Comments
- Procter & Gamble: Dividend Stock A Safe Haven For Long-Term Investors by Qineqt • 3 Comments
ETFs & PORTFOLIO STRATEGY
- CEF Weekly Review: New Germany Fund by Joe Eqcome • Comment!
- "Buying Into" Retail ETFs? Proceed With Caution by Gary Gordon • Comment!
- Still Follow The BRICs Road? by Emerging Money • 3 Comments
- 2 Portfolios Moves To Consider As Fiscal Cliff Looms by Russ Koesterich • 7 Comments
- Our Picks For China Exposure by Morningstar • 20 Comments
- Vanguard's Benchmark Index Switch: Risk Implications by Aniket Ullal • 5 Comments
INVESTING IDEAS
- Hedge Funds Are Buying These 8 BRIC Stocks by Kapitall • Comment!
- Nokia And Research In Motion: Don't Step In Front Of These Freight Trains by David Alton Clark • 1 Comment
- Dissecting George Soros' Recent Moves, Part 4: Stake Reductions And Liquidations by Zvi Bar • Comment!
- Billionaire T. Boone Pickens' Top Stock Picks by Insider Monkey • 7 Comments
- Dissecting George Soros' Recent Moves, Part 3: Stake Increases by Zvi Bar • 8 Comments
- How To Trade Agriculture And Fertilizer Stocks Through January by The Oxen Group • 2 Comments