Author Archives: Darren Marchal

“They’re Back” – We Have Learned Nothing

They’re back!! BBVA Compass helping low- and moderate-income borrowers overcome barriers to homeownership – New HOME program helps qualifying borrowers meet down payment, closing costs – It’s part of bank’s effort to support low- and moderate-income individuals, neighborhoods February 26, 2015 BBVA Compass announced today the launch of its Home Ownership Made Easier, or HOME,…

The Bangladesh Butter Indicator Says Buy

Get ready to buy. Our most reliable technical indicator—one that has historically been 99% accurate—is  suggesting that stocks are poised for a major breakout. Bangladesh butter production surged in February, as moderating grain prices allowed Bangladeshi dairy farmers to boost production by getting higher milk yields from their existing stock of cows. Meanwhile, butter production…

Will Kate Spade Follow Competitors Coach And Kors Down The Earnin

(Photo Credit: Alexandra Duris) The last of the premium handbag companies to report for the fourth quarter releases results before tomorrow’s opening bell. Kate Spade currently has an Estimize EPS consensus of $0.26, a penny below the Wall Street consensus, suggesting the Estimize community is looking for a miss. While this denotes EPS growth of 73% over Q4 2013,…

Howard Hughes Reports

Going through 10K now (350pp). This is good, NOI came in a $4M more than my $70M estimate and land sales and  operating income from RE affiliates both had great years (up 42% and 51%). The best part remains that 2015 still looks to be an even better year with major operating properties coming online…

Howard Hughes Reports

Going through 10K now (350pp). This is good, NOI came in a $4M more than my $70M estimate and land sales and  operating income from RE affiliates both had great years (up 42% and 51%). The best part remains that 2015 still looks to be an even better year with major operating properties coming online…

Mid Cap Emerging Biopharmaceutical Companies: Valuations Do Matte

Valuation Models for  Biopharma Stocks -M&A Update In October 2013 we compared emerging biotech stocks after the acquistion of Onyxx Pharmaceuticals by Amgen (AMGN). Now that rumors are “out there” for the acquisition of Pharmacyclics (PCYC) by large healthcare companies such as Johnson and Johnson (JNJ) and Novartis (NVS) we can compare valuations. The $11B++ range is…

Investors Are About To Have A COW

The past year month has been flowing into risk on assets like US equities. And when money is flowing into one investment class there is typically an outflow in others. Commodities in general have been beaten up bad but there is some money to be made here using the livestock COW ETF. I is amazing…

Stocks Continue To Have An Opportunity Cost Advantage

Investment A vs. Investment B Investment capital is always looking for a home. Stocks continue to benefit from easy money policies around the globe. From Reuters: “Money is continuing to pour into the (equities) market because of low interest rates, and although stocks are somewhat expensive they’re not overly expensive,” said Stephen Massocca, chief investment officer…