January 27, 2015 by Dan • Commentary

I didn’t expect it to happen this quickly.  But the fact that negative currency headwinds for U.S. multinationals has already trumped the benefit of lower input costs from the collapse in industrial commodities is quite …

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January 26, 2015 by Dan • Commentary

Procter & Gamble (PG) reports their fiscal Q2 results tomorrow before the open, the options market is implying about a 1.7% one day move which is a tad shy of the 1.9% 4 qtr avg. …

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November 21, 2014 by Enis • Commentary

JNJ has been a steady large cap leader in the past 2 years.  Since the stock’s breakout to a new all-time high in early 2013, JNJ has remained above its rising 50 week moving average save …

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October 24, 2013 by Enis • Commentary

Conoco-Phillips is up 26% in 2013.  That’s for one of the largest diversified energy companies in the market, nearly $100 billion market cap.  The stock has rallied right up to its 2008 all-time high: The …

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September 20, 2013 by Dan • Commentary

SepTaper or OcTaper? It really doesn’t matter from where I am sitting. Did yields get a tad ahead of themselves touching 3% on the 10 year a couple weeks ago? Maybe, but they are going …

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August 22, 2013 by Enis • Commentary

Johnson and Johnson has been one of the best performing stocks among the mega-caps this year.  It’s up 26% in 2013, well outpacing the performance of the S&P 500 index.  And JNJ is considered a …

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