New homebuyers apparently ignored the winter weather. The January sales report shows a large increase and pushed the homebuilder stock uptrend further ahead. However, we need to avoid placing too much emphasis on that one number, as discussed below. More importantly is the underlying upward trend and the potential for excellent growth in new... »
The Wall Street Journal today (2/19) noted that the Wall Street divestiture cycle is in full swing, spurred on by activist shareholders (“New Push to Throw Assets Overboard”). Companies ranging from chemical giants to restaurant chains have come under fire from shareholders wanting to break them apart, arguing that businesses perform better when they... »
Here they go again. The self-anointed prophets of doom are trying to scare us as they make a name for themselves. Their egotistical aims are base, their analyses are false and their methods are despicable. Yet, their message of the disaster that will befall nonbelievers inevitably gains new disciples time and again. Fear mongers... »
Coca-Cola’s (KO) 10-year contract with Green Mountain Coffee Roasters (GMCR), along with an investment in the firm, is one of those unusual game changer announcements. Similar to an oil company discovering a large reserve or, perhaps even better, Steve Jobs announcing the iPad, GMCR’s fundamentals changed overnight. Better yet, those fundamentals cannot be calculated... »
That was fast. In one day, the market and the media triggered the two indicators discussed in “Stock Market Support Is Fragile – 2 Indicators And 2 Strategies For Success If 2nd Shoe Falls.” All it took was a 326-point drop in the DJIA. The question now is whether to act on the flashing... »
From January’s negative stock market performance comes the pursuit for the answer to “Why?” The search has produced the usual suspects: Overvaluation, reaction to 2013’s high return, long overdue “correction,” and sales/earnings disappointments (actual and/or outlook). Then there are the coincidental events: Fed confirming its taper policy and emerging markets/currencies raising havoc once again.... »
