Investing is about assessing probability, and the performance of the Financial sector in the last 5 months (XLF anyway) has been less than robust and is testing critical technical support. Bernie Schaeffer's "Chart of the Week" (Schaeffer Investment Research out of Cincinnati) featured the XLF this week, but Bernie's comments...
BGC Partners (NASDAQ:BGCP) is a combined interdealer broker/commercial real estate enterprise that since 2014 has grown revenues at a compounded annual rate of 17%. Now generating almost $1 billion in revenues per quarter, the company continues to achieve growth through off-balance sheet arrangements and corporate events that have...
Original Post By Stuart Burns If the aim of President Trump's 10% import tariff on aluminum was to impact China or to encourage the reshoring of primary aluminum production into the U.S., it has, at least so far, been at best only a partial success. Just last month, Alcoa (NYSE:AA) announced it...
China's Shanghai stock index closed last week down 4% and nearly 19% since January 26, even as the government continues with a barrage of ongoing confidence suasion efforts. See "Beijing paddles as bear market threatens": The so-called "national team," an assortment of government-backed investment funds that often acts to stabilize...
There weren't many companies whose stocks ended in the green on a grim Monday (June 25) but the shares of Apollo Endosurgery (APEN), the producer of anti-obesity products did: The shares have also recovered very nicely from the December lows, although most of that happened quite rapidly at the end...
Original Post By Sohrab Darabshaw For the first time in years, India's iron ore production crossed the 200 million tons per annum (MTPA) milestone. For 2017-18, output touched 210 MT, mostly on increased production in the provinces of Odisha and Karnataka, which was 9% higher than the 192 MT produced in 2016-17....
Recent issues with publishing articles on Seeking Alpha Many of you have noticed that I have been writing fewer articles on Seeking Alpha, which has to do with a change in policy including editors and timing (this article was written last week and not sure how long it will take...
Author's note: Data from the article are from May 23, 2018 unless otherwise stated. In case you missed it, check out yesterday's post "CEF Rotation = Compounding Income On Steroids" for an introduction to our philosophy on CEF rotation or arbitrage. A quick screen of the CEF database reveals a number...
Actionable Conclusions (1-10): Analysts Projected 6% To 23% Net Gains For Top Ten Healthcare Stocks By June 2019 Just two of ten top dividend-yielding Healthcare stocks were verified as being among the top ten gainers for the coming year, based on broker 1-year target prices. (They are tinted gray in...
Over the course of the past few months, we’ve been looking at special situations within the energy space - specifically, bankruptcy reorganizations. Many of these smaller E&Ps have had a combination of over-leveraged balance sheets, poor rock characteristics, and inefficient operating structures. And though we recently invested in a...