Monthly Archives: July 2015

Commodities Beat-Down Continues

The recent commodities sell-off has been breathtaking. This is especially true since the most-recent downturn occurred from a level where the expected future returns from commodity index investment were reasonably good – and, as a spread above expected equity or bond returns, probably around the best levels ever. But investors have a strong tendency to…

When Will We Ever Learn?

Life is full of irony. When I was in school, I hated history. It was boring. It was pointless. How was reading about a bunch of dead people ever going to be useful in life? Today, I consume everything I can find on history. Particularly, financial history. Ironic. Of course, it only took me 25…

Bull Of The Day: Euronav

Euronav NV (EURN – Snapshot Report) is a crude tanker pure play, and is the third largest public operator of Suezmax and VLCC vessels. Currently, OPEC is producing high levels of crude, and is expected to continue this pattern over the foreseeable future. Euronav is extremely well positioned in the crude tanker market to take advantage of these…

June Durable Goods: A Bit Of A Bounce

The Advance Report on Durable Goods released today by the Census Bureau was a bit better than expected. Here is the Bureau’s summary on new orders: New orders for manufactured durable goods in June increased $7.7 billion or 3.4 percent to $235.3 billion, the U.S. Census Bureau announced today. This increase, up following two consecutive…

5 Undervalued Companies For Defensive Investors With High Dividen

There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I’ve selected the five highest dividend yields among the undervalued companies for defensive investors reviewed by ModernGraham. Each company has been determined to be suitable for Defensive Investor according to the ModernGraham approach. This is a sample of one screen…

The Top 5 Best Analyst Coverage On Twitter, Inc.

Social media giant Twitter, Inc. (NYSE:TWTR) is scheduled to announce second quarter 2015 earnings on Tuesday, July 28, after market close. Analysts are eager for Twitter to announce a replacement for outgoing CEO Dick Costolo and implement new initiatives to make their platform more user-friendly. While they await these changes, Wall Street analysts have been…

Deflation And Recession: Yes Or No?

A couple of indicators look ominous. Remember when inflation was a worry? How long ago was that? Nowadays it’s deflation, or disinflation if you prefer, that keeps people up at night. The signs are all around, particularly in the ETF market. Case in point: Compare the performance of commodities to that of bonds to get a…