Gold Miners' Margin ProblemAs gold sets new highs, it would only be natural to assume that profit forecasts for gold mining companies would be soaring too. Surprisingly, profit forecasts are not jumping.
Fertilizer's Farming ProblemHostile takeover attempts have kept fertilizer companies in the news.
Third-Quarter Earnings ForecastThough the economy has stabilized, third-quarter results for the majority of companies will still be below year prior levels.
Some Retailers Seeing Sales GrowthSecond-quarter profits for the retailers have been coming in better than expected, mirroring a trend I've seen with other industries. Nearly 75% of the retailers have topped expectations.*
Better Conditions for EandP CompaniesLast May, I discussed the possibility of a turnaround for oil and gas exploration and production (EandP) companies.
One Sector With Revenue GrowthYesterday, CVS Caremark (CVS - Analyst Report) credited strength in pharmacy services and pharmacy sales for increasing second-quarter earnings.
Regional Banks: Outlook Still UncertainThough sentiment towards the financial sector has improved significantly since early March, many banks continue to face significant headwinds.
Tech - Demand for Hardware ImprovingThough the Nasdaq has been one of the best-performing indexes this year, tech stocks could be poised for further gains in the second half of the year.
Commodities Rally; Profit Forecasts Don'tCommodity prices have been soaring. Oil, gold, copper, wheat and corn all recently hit multi-month highs.
Zacks Beats The Major BrokersIndependent consulting firm Investars found that you would make more money by following Zacks Equity Research than looking at brokerage ratings.
Are Chipmakers Finally Stabilizing?Much to my surprise, I'm seeing reasons to not be so pessimistic toward semiconductor companies.
Q1 Earnings: Winners and LosersFirst-quarter profits are going to stink. The consensus projections call for SandP 500 (SPX) profits of $16.33, which equates to a decrease of approximately 14% from a year prior.
Why Gold Miners Are Not GlitteringLast week, gold traded above $1,000 per ounce for the first time in 11 months.
Airlines: Estimates Flying Despite RecessionLow oil prices have been a big help to the airlines. Fuel is a significant variable cost and the longer crude stays in its current range, the better airline margins will look.
An Irrational MarketThe decline in stock prices on Friday morning suggests that the market may have finally succumbed to bad news.
2009 OutlookUnder normal circumstances, I would have given him a number and my rationale for the target. However, these are not normal circumstances.
The Deflation BattleThe Fed has chosen to use all of its might to fight deflation now. Of course, the side effect will be battling against high inflation in the future. However, this is the right thing to do.
Retailers: Discounts Won't Help ProfitsHighlighted stocks include Amazon.com (AMZN), BJ's Wholesale Club Inc. (BJ), Carter's Inc. (CRI), Men's Wearhouse (MW) and Target Corporation (TGT)
A Lot Of HopeThere is a lot of hope being priced into the markets.I don't know of any of other reason to explain why the stock markets rallied during Thanksgiving week and held onto much of their gains this week.
The End of the Trading RangeStocks are probably going to fall further over the foreseeable future. Yesterday's new multi-year low caused the Dow Jones Industrial Average ($DJI) to fall out of its approximate 6-week trading range.
End of Earnings Season A Non-EventStocks highlighted include Apollo Group (APOL), Compass Minerals (CMP), Church and Dwight (CHD) and Mantech International (MANT).
2009 Earnings ProjectionsProfit forecasts for 2009 continue to be cut in large numbers.
An Uncertain FutureThe economy contracted last quarter, as was widely expected. The recession is worsening this quarter. After that, the outlook is open for debate.
Trends and Data I'm SeeingTo provide insight on the current market and economic environment, I want to share with you various trends and data points that I've been seeing lately.
Market Analysis: Record VolatilityWhat The VIX Is Telling Us
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