June 24, 2015 by Dan • Commentary

Back on April 28th shares of Whirlpool (WHR) declined 7% after the home appliance maker cut its full year earnings guidance to $9 to $10 a share vs $10.75 consensus, representing an 11% haircut.  WHR gets …

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August 7, 2014 by Enis • Commentary

Event:  MELI reports its Q2 earnings today after the close.  The options market is implying about a 8.25% one day move, which is above the 4 quarter average of 7% but below the 8 quarter …

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March 27, 2014 by Enis • Commentary

Whirlpool’s corporate results over the past 5 years are a microcosm of corporate America for a modern industrial company.  Whirlpool grew sales 10% from 2009 to 2013, but earnings have more than doubled in that …

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December 20, 2013 by Dan • Commentary

On Wednesday Ford lowered their outlook for 2014 citing greater than expected new product launch expenses, adverse affect from strong Euro and weakness in Latin America.  The stock had its worst one day drop in …

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November 20, 2013 by Enis • Commentary

Continuing on the theme of fallen leaders, MercadoLibre has fallen from a high of $145.99 on October 22nd, to a close of $108.61 yesterday.  That’s a 25% drop in less than a month. MELI had …

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September 30, 2013 by Dan • Commentary

Earlier today Unilver (UN)  issued a statement suggesting that Q3 sales decelerated in emerging markets partially the result of the strengthening Euro.  As the Euro Zone recovers from the recessionary environment of the last few …

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