Special Report: 10 Stock Picks for a Market Worried about an Earnings Recession–all 10 picks
The U.S. stock market is worried about an economy recession--two consecutive quarters of negative GDP growth--and an earnings recession--two consecutive quarters of negative growth for the stocks in the Standard & Poor's 500. Neither is certain. But of the two an...
Wal-Mart’s earnings report reassures stocks
Remember last week when the Commerce Department released figures showing that U.S. retail sales fell 1.2% in December from the previous month, the most since 2009. The drop was so big that she Wall Street analysts argued that the data were in error. Today Wal-Mart...
Notes You Need for May 9: Qualcomm quits, Iran fallout, WMT and FlipKart, whole sale inflation, Treasury auction, California roof top solar
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative item will look like the from today: “10:20 a.m.: Bloomberg has reported that Qualcomm (QCOM) is considering exiting the market for server chips. Qualcomm started production shipments of its ARM-based 48-core Centriq 2400 server processors only last November. A Qualcomm retreat would be good news for Intel (INTC) and its 50% margins on its server chips with their $5 billion a quarter revenue rate.”
Notes You Need for March 5: Bunge, euro, F, GM, ISM Service Index, Dodd-Frank, Bank of America, APRN, WMT, Treasury yield climbs, tariffs linked to NAFTA, Volcker Rule
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative item resembles this from today: “10:20 a.m.: Shares of soybean giant Bunge (BG) are up 3.75% today on a Reuters report that agricultural investor Continental Grain plans to push Bunge to a deal to sell itself to Archer Daniels Midland (ADM) or another buyer. Continental has increased its position in Bunge according to a filing with the U.S. Federal Trade Commission. Archer Daniels reported approached Bunge about a takeover in January. Last year Bunge rejected an offer from commodity trader Glencore.”
Why Wal-Mart’s recent pay increase is good news for the economy–especially if it’s not a result of the tax bill
Ever since the January 11 announcement from Wal-Mart (WMT) that it would increase the starting wage rate for hourly workers to $11 (and provide a one-time cash bonus of up to $1,000 plus expanded maternity and parental leave b benefits,) pundits have seized on the news to say either “See, the Tax Cuts and Jobs Bill is already working,” or “This is all about competition for workers in a tight jobs market and has nothing to do with recent tax cuts.”
Notes You Need for November 15: Apple and NFLX rumors, oil inventories, Obamacare enrollment, BA, WMT, Republican Senator opposes tax bill
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. Items in this miniblog include posts like this today: “CNBC discusses comments from analysts who are speculating that Apple (AAPL) might introduce video streaming service to compete with Netflix (NFLX). Apple opened lower this morning to close last week’s bullish gap along the 168.50 area.”
Notes You Need for August 23: Amazon vs Google/Wal-Mart, Brazil, Electrobras, sector rotation
10:20 a.m.: Alphabet (GOOG) and Wal-Mart (WMT) are teaming up to fight Amazon (AMZN). Shoppers will be able buy Wal-Mart products on Google Express using, the partners hope, the voice-controlled Google Home and Google Assistant on Android smartphones. You can tell how deeply this partnership concerned the market: Shares of Amazon closed down 0.92% in the regular trading session and then climbed 0.23% in after hours action. 10:40 a.m.: The Brazilian government will sell a controlling stake in Latin America’s biggest electricity generator, Electrobras.
Notes You Need for June 19: WMT, Uber market share, Dodd-Frank, 3D printing DDD, SSYS, Macron majority in France, restaurant sales, lithium batteries INTC, Mobileye, autonomous vehicles
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
Notes You Need for May 9: U.S. oil production, AMZN, WMT, Turkey, China inflation
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Sales without profits for the holidays?
Solid growth in retail sales for the November and December holiday shopping season. Retail profits not so much. For November, advance estimates show retail and food services sales climbing 3.7% from November 2015, according to the U.S. Census Bureau. For December, preliminary forecasts from economists at Kiplinger see sales growth of 4.1% in 2016. That’s not as good as the 4.8% growth posted in 2014, but it would be a big step up from the 2.5% growth in 2015.
Good Census news reveals tale of two economies
In 2015, median household income rose 5.2% when adjusted for inflation from 2014. But all the income gains, the Census data show, came in cities and suburbs and none flowed to rural areas.
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