Monthly Archives: February 2016

4 Consistently High Paying Dividend Stocks With Growth Potential

The ‘holy grail’ of dividend growth investing is to find businesses that offer: Growth potential High dividend yields Consistent and safe operations This article takes a look at 4 businesses that have: High dividend yields above 4% Above average total return potential Consistent operations backed by a long dividend history. This combination is difficult to…

Can Twitter Say Anything To Please Frustrated Investors Tonight?

Photo Credit: Joe Lazarus Twitter, Inc. (TWTR) Information Technology – Information, Software & Services | Reports February 10, After Market Closes. Twitter (TWTR) appears to be a company in search of their identity. Despite coming off two straight quarters of growth, share prices have taken a severe beating. This quarter the Estimize consensus is calling for…

Clueless Fed?!

“The Fed doesn’t have a clue!” – I allege that not only because the Fed appears to admit as much (more on that in a bit), but also because my own analysis leads to no other conclusion. With Fed communication in what we believe is disarray, we expect the market to continue to cascade lower…

China’s Missed Opportunities

I remember the meeting of the Asian Development Bank’s board of directors way back in the spring of 1992 very well… Representing the United States during a review of a Chinese finance sector loan, I asked what I thought was a straightforward question, “Isn’t it time for China to begin privatizing state-owned banks and companies?” After a…

EUR/USD: Descending Trend Resistance Key

EUR/USD is sliding on Yellen’s prepared statement, but remains on high ground. Here is the technical view from SocGen: Here is their view, courtesy of eFXnews: Having formed trough at cluster of supports near 1.0570/1.05, EUR/USD broke above a multiyear trend at 1.1060/1.10 last week and has accelerated the recovery. Weekly indicator still has a little…

As The Tide Goes Out, Effects Of Buybacks Are Exposed

The ConocoPhillips Poster Child  “The words of men may temporarily suspend but they do not alter the laws of financial dynamics. The fundamentals always take precedence eventually”- 720 Global 11/30/2015 The quote above was from “Washington’s Warning” an article that scrutinized stock buybacks and the unforeseen impacts they may have. In that piece as well…

The Double Fallacy Recovery

Everyone knows the Titanic sank in April 1912, and if they didn’t they were reminded only a few years ago at its centennial. Less well known, for good reason, is the novel Futility, written by Morgan Robertson in 1898 years before Titanic had even been conceived. Robertson’s book includes the largest vessel ever constructed and he…

Stealing Steel: A Microcosm Of Macro-Forces

There are few industries that offer a picture glass window to see numerous macroeconomic forces as steel does. Excess capacity, trade policy, and the yuan all intersect when looking at the steel industry. Moreover, it also shed light on why the drop of energy and other commodity prices, such as iron ore, have not bolstered…