Monthly Archives: August 2015

Mylan Beats On Q2 Earnings, Revenues In Line

Mylan N.V.​(MYL – Analyst Report) is one of the largest generics and specialty pharmaceutical companies in the globe. The company’s product portfolio encompasses various therapeutic areas including cardiovascular, central nervous system, anti-infective, gastrointestinal, endocrine and metabolic, and respiratory drugs. Mylan continued to launch generic drugs in the second quarter of 2015. The investor focus will remain on…

EC A Few Bond

There are several recent developments in the fixed income space that are distinct from the prospect of higher rates in the US and UK, or the ongoing purchases by the BOJ, ECB, and Riksbank. Corporates have raised 157 bln euros by issuing investment grade bonds. Some observers have suggested this will be the fuel that…

Duke Energy Misses On Q2 Earnings And Revenues

Charlotte, NC-based Duke Energy Corporation (DUK – Analyst Report) is a diversified energy company with a wide portfolio of domestic and international, natural gas and electric and regulated and unregulated businesses which supplies, delivers and processes energy in North America and selected international markets. It is one of the leading electric utilities in the U.S. Estimate Trend & Surprise…

Apple Shares Enter Correction Territory

Apple Inc. (AAPL) is engaged in designing, manufacturing and marketing mobile communication and media devices, personal computers, and portable digital music players. The Company’s products and services include iPhone, iPad, Mac, iPod, Apple TV, a portfolio of consumer and professional software applications, the iOS and Mac OS X operating systems, iCloud, and a range of…

Crude Carnage Continues As Goldman Warns “Storage Is Runnin

WTI Crude is back below $45 again this morning – pressing towards 2015 and cycle lows -after Goldman Sachs’ Jeffrey Currie warns ‘lower for longer’ is here to stay, with price risk “substantially skewed to the downside.” His reasoning are manifold, as detailed below, but overarching is oversupply (Saudi Arabia has a challenge in Asia as it battles to maintain mkt…

Michael Kors Beats On Q1 Earnings & Revenues

Michael Kors Holdings Limited (KORS – Analyst Report), a global luxury lifestyle company, came out with first-quarter fiscal 2016 results, wherein earnings of 87 cents per share beat the Zacks Consensus Estimate of 75 cents, and surged from 91 cents in the prior-year quarter. Earnings Estimate Revision: The Zacks Consensus Estimate for fiscal 2016 has been portraying a downtrend…

One Gold Miner

From a post on April 2:  “Randgold Resources (GOLD) is one of the few senior gold miners I am able to list in NFTRH as a miner of relative quality.” Nothing has changed since then. Beyond Rangold in particular, this is a very interesting interview. There is a lot of information surrounding the gold mining industry now and the…