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Southfly

Southfly
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  • Barron's picks: Whether or not Air Products & Chemicals (APD) succeeds in its bid to buy rival Airgas (ARG), Air Products' shares are poised to gain some altitude, potentially as much as 20%, over the next year, and the stock is a great way to play cyclical growth.  [View news story]
    bhminvest.blogspot.com/
    Aug 22, 2010. 05:31 AM | Likes Like |Link to Comment
  • Market recap: Stocks pared early losses to close mixed, with tech stocks gaining ground on strong reports from Intuit and Marvell. But oil prices suffered a "historically bad week," and energy stocks led the S&P's decliners. Yields on Treasurys neared record lows. Advancers and decliners finished roughly even on the NYSE.  [View news story]
    A good pre-open rundown of the days news available at southfly123.blogspot.com/. Available every day.
    Aug 20, 2010. 04:53 PM | Likes Like |Link to Comment
  • European Banks Stress Test Results: Come On, Seriously? [View article]
    southfly123.blogspot.com/
    Jul 26, 2010. 06:12 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Everything is waiting for the bank stress test results. strong data from the UK and Germany but everyone is waiting for the test results before reactions are made.
    southfly123.blogspot.com/
    Jul 23, 2010. 07:58 AM | Likes Like |Link to Comment
  • A Generation of Overoptimistic Equity Analysts [View article]
    And at he moment it appears that many companies are beating earnings growth figures.
    southfly123.blogspot.com/
    Jul 23, 2010. 06:51 AM | 2 Likes Like |Link to Comment
  • Waiting for the Not-So-Stressful, European Stress Test Results [View article]
    I agree with Andrew Barker. Stress tests are going to show Banks are in decent health, Governments don't want to scare the markets anymore. Banks will soon be able to recapitalize over the next few years if liquidity conditions are sufficient. The only problem I see is whether government will be able to resist inflating away national debts.
    southfly123.blogspot.com/
    Jul 23, 2010. 06:46 AM | 2 Likes Like |Link to Comment
  • Market recap: Stocks finished sharply higher, with the Dow posting its best showing in two weeks, and the S&P and Nasdaq each finishing up well over 2%. The market was boosted by strong earnings from several blue chips and better-than-expected economic data in Europe. Oil and other commodities finished broadly higher. NYSE advancers led decliners by more than five to one.  [View news story]
    I am bullish on a 1 or 2 year time line. Equities seem cheap at the moment and bonds seem expensive. GS seemed to have a similar view last week at a conference in London. Short term any ones guess, the market is controlled by to much fear and hope at the moment.
    southfly123.blogspot.com/
    Jul 22, 2010. 04:52 PM | Likes Like |Link to Comment
  • Market recap: Stocks finished sharply higher, with the Dow posting its best showing in two weeks, and the S&P and Nasdaq each finishing up well over 2%. The market was boosted by strong earnings from several blue chips and better-than-expected economic data in Europe. Oil and other commodities finished broadly higher. NYSE advancers led decliners by more than five to one.  [View news story]
    The market is all over the place at the moment it could be simple lose these gains on no news tomorrow.
    southfly123.blogspot.com/
    Jul 22, 2010. 04:42 PM | Likes Like |Link to Comment
  • Russia's finance ministry wants to raise the extraction tax on oil and natural gas by 61% next year, followed by smaller hikes in 2012 and 2013. The tax hikes, particularly on natural gas - where Russia holds a quarter of global reserves - "would certainly cause tremors globally," even more so "if Russia inspires America to increase its energy sector taxes."  [View news story]
    I don't think this will go ahead, or if so it will be watered down like the Australian mining super tax. The Russian ministry is too corrupt powerful opposing parties of this to be ignored. southfly1.blogspot.com/
    Jul 22, 2010. 02:20 PM | 2 Likes Like |Link to Comment
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