When Proctor & Gamble (PG) reports their fiscal Q4 results in early August the company will likely print an eps decline of 10% for fiscal year 2016 with a 15% sales decline. The expected $65 …
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Dan discussed Luxoft back in a MorningWord post in March: Last night on CNBC’s Fast Money we had the CEO, Dmitry Loschinin, of Swiss software company, Luxoft (LXFT) on the program. To be 100% honest …
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Back on Jan 13th I had the following to say about the near term demand for U.S. Treasuries when the TLT (iShares 20 yr bond etf) was $133.50 (TLT: No Mr. Bond, I Expect You …
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The S&P 500 (SPX) closed Friday on the dead highs of the day, week, month, year and at a new all time high on investor enthusiasm that tensions between Russia and Ukraine would ease with a …
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Back in late August, after crude oil had already declined 10% from the late June highs, we placed a bullish trade playing for a rebound from an oversold condition (below). We chose to take advantage …
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While we have certainly had our share of sensational global events this year – with videotaped murders by terrorists, mass kidnappings of schoolgirls in Africa, mass killings by a dictator in the Middle East, civil war …
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Priceline has been in the doldrums for much of the past year. The stock was a bull market leader throughout 2009-2013, but has been missing from the leader board in 2014. Even with the Nasdaq’s rally …
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Over the last few months their have been no shortage of “tape bombs” that could have derailed the equity market rally at all time highs: U.S. Q1 GDP down -2.9% Commercial Airliner disappearing in thin …
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As the Russian headlines have caused off and on tension over the past 6 months, I’ve generally used the price action of the Russian Ruble to gauge the seriousness of the situation as assessed by the …
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In mid June when ISIS terrorists were making steady advances on Iraq’s northwest (where much of the their oil production sits) crude oil broke-out to new nine month highs. At the time we highlighted the …
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