Monthly Archives: July 2015

Baxalta: A Rare Undervalued Biopharmaceutical Company

Baxalta (BXLT) was created on July 1st 2015 when Baxter (BAX) spun-off its biopharmaceutical division. Baxalta may be new, but it is no start-up company. Baxalta has estimated annual revenues of around $6 billion, and 16,000 employees. Around 50% of Baxalta’s sales come from the United States, with the other 50% from international markets. The company operates in…

Gold Hovers At Five Year Low

All that glitters is not gold these days as the precious metal hit its tenth straight day of losses Wednesday. Gold has had a steady decline over the last few weeks and has fallen to a new 5-year low of $1100 after a round of roller coaster rides that took it as high as $1160…

5 Stocks To Watch For Thursday And Friday

Reports for Thursday, July 23 Report for Friday, July 24 Under Armour (UA) Under Armour (UA) will report its FQ2 ’15 results before the opening bell on Thursday. For Under Armour, while sales are expecting to continue their streak of YoY double-digit growth, bottom-line growth is expected to be negative. Estimize is looking for EPS of…

Dollar Bulls Trapped

The U.S. dollar is under pressure today. There are many small triggers but the news stream itself is relatively mild.  Ultimately, the inability to extend last week’s momentum left the dollar bulls vulnerable. As we noted, that the momentum the dollar took place without the backing up of short-term U.S. interest rates to support the…

What’s The Rise In People Without Full-Time Employment Sinc

That’s actually an easy number to calculate. The problem is the number is totally misleading. First let’s answer the question straight up. Those Not Working Full Time The above very scary-looking chart shows the civilian non-instititional population minus those usually working full time. Noninstitutional means those over the age of 16, not in prisons, mental…

How To Play The Rise Of Internet Data Centers

The world’s biggest technology companies are quietly embracing a huge new growth industry – one that was hatched with the birth of the internet and has soared ever since. You probably won’t read about it in the news, though. After all, these companies aren’t making or selling anything for consumer use. And it’s not what…