Dividend growth investing is a very popular approach which can fit within the ModernGraham methods. This article will look at companies reviewed by ModernGraham which have grown their dividends annually for at least the last 20 years. Recently, I began tracking the number of years a company has grown its dividend, and providing that information in…
What do you know? The BoJ is holding firm this time (unlike Q4 last year when they blew up the Yen and were part of what seemed a coordinated effort along with China Central Planners’ easing and Fed Hawk-in-Drag Bullard’s ‘QE 4’ bull horn) to keep deflation at bay and asset markets afloat. This time Mr….
While other commodities are floundering or completely collapsing in this market, lithium—the critical mineral in the emerging battery gigafactory war—is poised to explode, and going forward Nevada is emerging as the front line in this pending American lithium boom. Most of the world’s lithium comes from Argentina, Chile, Bolivia, Australia and China, but American resources…
Ahead of the FOMC minutes the initial USD weakness was reversed. EUR/USD is trading at session lows of 1.1240 following the better than expected release of jobless claims. Despite the disappointing NFP, the data showed that less people claimed unemployment benefits in the US. BoE and ECB Minutes did not provide further optimism for the…
Earnings season is upon us and it is time for investors to position their portfolios to take advantage of upcoming quarterly releases. With such a shaky market right now, there are many sectors that should probably be avoided but a few bright spots still remain. One such area to watch is the consumer segment and…
Over the past 5 years, the one forecast that was clear to anyone with even an introductory grasp of economics and finance, is that a Chinese economic collapse due to a gargantuan debt load and a surge in non-performing loans, is inevitable and just a matter of time. Apparently, in retrospect, this was also clear to the head of the…
The following chart illustrates that the earnings trend for S&P 500 companies, measured by 12-month trailing earnings, has sharply deteriorated and was barely above zero in Q2 (FactSet numbers for Q2 were -0.7%). For the companies in the MSCI AC (All Country) index, earnings shrank by 7%. The last time we had similar global earnings trends was at…
The Fed’s FOMC minutes are out today at 2 P.M EST. Japan and Germany show weakness and the Fed’s tone could become even more important. There’s key news surrounding Twitter, BlackBerry, Fiat Chrysler, Deutsche Bank, Dell and EMC. 123RF Stock markets rose on Wednesday, as a rebound in biotechnology shares lifted U.S. stock markets. Oil…
Bernanke says biggest impact of QE was to ‘create jobs’. Source.
Weekly Initial Unemployment Claims The market was expecting the weekly initial unemployment claims at 260 K to 275 K (consensus 272,000) vs the 263,000 reported. The more important (because of the volatility in the weekly reported claims and seasonality errors in adjusting the data) 4 week moving average moved from 270,500 (reported last week as…
