The lull between earnings seasons is always long and the marketplace is clamoring for something from which to trade off.
A number of companies have already reported good numbers and they are a good precursor for what’s to come.
This market is looking pretty tired and it’s been another double-digit year (mostly) after the tremendous performance in 2013. Accordingly, we may see stocks selling off even on earnings that beat… Read More
It really is a great time to be in the railroad business. Cash flow is abundant and these stocks are poised for more capital gains.
While coal shipments have been a weak spot for railroad companies, virtually all other major customer sectors are producing excellent comparable growth.
And that growth is directly reflected in share prices. Railroad stocks have been—and continue to be—on a tear.
When the broader market corrected… Read More
It looks like large-cap technology stocks, especially those related to online businesses, are experiencing a slowing down of what’s traditionally been some very solid growth.
Amazon.com, Inc. (AMZN), Netflix, Inc. (NFLX), LinkedIn Corporation (LNKD), and Groupon, Inc. (GRPN) have all been under pressure.
Many pure-play online businesses are still struggling to turn a profit, and investor sentiment towards these stocks has changed.
Yet in this marketplace, dividend-paying blue chips continue… Read More
It really is quite amazing the amount that spot oil prices have dropped. Naturally, in a lot of areas, the price of gasoline has not dropped the same percentage.
Lower oil prices help a lot of industries. The railroads and airlines, for instance, should show a material gain in earnings in the fourth quarter due to the drop in fuel costs.
It’s not a game-changer for oil producers just yet,… Read More
According to the Investment Company Institute, assets in institutional money market funds increased $17.19 billion to $1.69 trillion for the week ended on September 24, 2014. This was the biggest weekly increase in these money market funds in the last five months. (Source: Investment Company Institute web site, last accessed October 1, 2014.)
This is critical: when institutional investors sense the risk of a stock market sell-off in key stock… Read More
There’s a lot the stock market has to deal with these days, but that’s par for the course. Uncertainty, risk, and fear are basic components of equities these days. But good businesses are good businesses and NIKE, Inc. (NKE) hit a grand slam with its latest quarterly earnings.
This company’s been doing well for a number of quarters and this is a mature brand we’re talking about, not a fast-growing… Read More
Very soon we’re going to hear the earnings news straight from the horse’s mouth. Quarterly earnings are beginning to trickle in and even if you aren’t interested in the stocks that you don’t own, corporate reporting is the most important market intelligence you can review.
For years, Paychex, Inc. (PAYX) was one of those companies that continually reported great financial results. It was a growth stock during the technology bubble… Read More
Despite the choppy trading action before the end of the third quarter, a lot of the market’s best stocks are still ticking higher. And the positive trading action remains especially prevalent with large-caps and dividend-paying blue chips.
Big investors want earnings reliability and dividend income in a slow-growth environment. It’s a trend that began with the stock market’s breakout at the beginning of 2013 and it still has legs right… Read More
Large-cap technology stocks, particularly old-school names, have really been on the rise, though they remain an untold story this year.
Microsoft Corporation (MSFT) is on a major upward price trend and is getting close to its all-time record-high set during the technology bubble of 1999.
The company’s stock market performance has been tremendous as of late, rising from around $27.00 a share at the beginning of 2013 to its current… Read More