Illinois Tool Works (ITW) is one of the strongest, most diversified industrial conglomerates a dividend growth investor can find. While the stock only yields 2.4% today, the company raised its dividend by 13% last quarter and continued double-digit dividend growth isn’t out of the question. ITW possesses many of the characteristics we look for when…
I’ve spent an excessive amount of time in the last 7 years talking about the various market distortions that QE can cause (I even dedicated a paper to the commodity bubble in 2011). I would argue that the two primary places where these distortions occurred were in the commodity markets and the corporate bond market (though…
Looking for a “new” way to play retail? It’s not enough to just look at the best-performing part of the industry, that’s why equities analyst Marshall Hargrave dug deep to find’s dig deeper into what might be the most underrated retail play around. The major retailers like Macy’s (NYSE: M) and Nordstrom (NYSE: JWN) have been blaming poor sales…
If you want to be ridiculed by mainstream pundits, economists, and financial analysts, just bring up the gold standard. Republican presidential candidate Ted Cruz got the full treatment after a recent GOP debate when he had the audacity to suggest, “I think the Fed should get out of the business of trying to juice our…
Having just written How to Uncover the Hidden Consumer Strength!, I think it’s only fair to see if there is a way to uncover hidden weakness. Business inventories provide a method. The consensus estimate for month-over-month changes in inventories was +0.1% but the actual change was 0.0%. To see if we can spot the weakness, let’s…
While one could take their pick of bloodbathery today, Turkey seemed like an appropriate place to focus as its bond yields are exploding higher, currency collapsing, and stocks plunging to the lowest since March 2014. How long before Erdogan decrees all of this impossible and fires another ‘dependent’ central banker? The Lira is plunging at its…
AppFolio Inc. (NASDAQ.APPF) Sell or Short Recommendation – $14.25 PT December 23 2015 concludes the 180-day lockup period on AppFolio Inc. (NASDAQ:APPF). (We previewed this event on our IPO Insights platform.) When the event occurs, its pre-IPO shareholders, directors and executives will have the chance to sell their ~26 million shares. (click to enlarge) (Source) The potential for…
The income landscape is changing and investors need to consider the embedded risk within their bond holdings to ensure they are situated with the right risk profile for the amount of yield they are receiving. Unbeknownst to many casual investors that don’t track changes up and down the yield curve, short-term interest rates have been steadily…
David Crane Resigns In case you missed it David Crane resigns Thursday and the stock gets hammered on Friday to the likes of almost 20% at one point in trading, putting in a low print of $8.81. Hopefully the more sophisticated investors out there bought some calls three month`s out as NRG Energy (NRG) is…
Video Length: 00:04:31 Zacks Aggressive Growth Stock Strategist Brian Bolan and Terry Ruffolo discuss two picks that look good for 2016. The first is a small cap casino owner and operator, Century Casino (CNTY – Snapshot Report). The stock is a Zacks Rank #2 (Buy) and Brian really likes the valuation. Trading at only 12x forward earnings…
