Bunge is a $12 billion market cap agriculture middleman, processing, distributing, and selling products along the food value chain. The stock was a huge winner during the commodity boom from 2002 to 2007, but has been a …
Continue reading
Brian has been kind enough to offer his current thoughts on gold to RiskReversal. Personally, I don’t have a strong view on gold, silver, or precious metals miners at the moment. I was stopped out of my GG …
Continue reading
I want to share an email I got from a close friend who is 70. He still works as hard as he did at 50 years of age, and has been contemplating his asset allocation …
Continue reading
Just when it seems like volumes cannot get any lighter, stock and options volumes hit new lows. Yesterday was one of the lowest of the past year. 1. C – Citigroup touched $52 for the first …
Continue reading
Verisign is one of the stalwarts in the internet’s infrastructure, and remains a key cog in network security and internet operations. The stock has struggled so far in 2014, down 4.5%, even as the technology …
Continue reading
I laid out the long-term threat posed by Airbnb to the large hotel chains in a MorningWord post last week, with the following conclusion: The hotel industry is still in the early days of dealing with …
Continue reading
After a brief decline last week, Treasury notes and bonds have rallied the past 3 days and are back near 1 year highs. Traders have commented that even new all-time highs in the S&P 500 …
Continue reading
Options volumes were concentrated in the tech sector, as the Nasdaq Composite is now up more than 9% year-to-date. 1. YHOO – Looks like more of the Oct 40/43/46 call butterflies traded, after trading around 30k …
Continue reading
Since making new all-time highs in November of last year, Whole Foods (WFM) is down about 41%, and down 33% in 2014 alone. While the chart of the stock looks a bit oversold on a …
Continue reading
Intuit is the latest software company to change its business focus to an online subscription model from traditional software sales. The company announced much lower-than-expected FY 2015 guidance on its earnings report on Thursday afternoon …
Continue reading