For many years, investors couldn’t count on the technology sector for dividends. Investors who desired income from their stock investments had to look elsewhere, toward traditional dividend payers such as utilities or consumer goods companies. However, the technology sector has become a great place to look for dividends. That’s because the largest technology companies are…
The rumor of Vodafone Group Plc. (VOD – Analyst Report) mulling over the acquisition of Liberty Global Plc. (LBTYA – Analyst Report) was making rounds earlier this week, in the U.K. telecom circle. However, Vodafone has put an end to all speculations by invalidating the Liberty Global merger talks. Management further stated that the company is not considering any acquisition in the U.K….
In the spirit of full disclosure from 1995 to 2004 I was an equity analyst, research manager and director of equity research at two different “boutique” brokers. My experience there, particularly with the last one at Adams Harkness in Boston (which was acquired by Canaccord Genuity), greatly informs my analysis with this type of business….
Behind the Numbers had some interesting comments on the retail sector in this week’s Thursday Thoughts: Tuesday’s front page article in the WSJ did a nice job explaining how rising costs and shifting spending habits are stifling the consumer’s discretionary shopping. While such a premise may seem suspect in an environment of low inflation and…
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Consumer credit growth has been trending down down after peaking in July. Even with the backward revisions changing trends, this particular trend has been in play for two months now. In any event, year-over-year growth (ignoring student loans) is still growing at double the rate of consumer contribution to GDP growth. The headline said: In October,…
Podcast: Play in new window | Play in new window (Duration: 13:19 — 6.1MB) DOW + 58 = 17,985 SPX + 3 = 2075 NAS + 11 = 4780 10 YR YLD + .05 = 2.31% OIL – 1.12 = 65.69 GOLD – 15.50 = 1192.00 SILV – .20 = 16.39 Record highs for the Dow and the S&P…
When I speak about consumer credit the numbers represent the net increase in credit during the period not the aggregate amount.
Big Lots Inc. (BIG – Analyst Report) reported its third-quarter fiscal 2014 results wherein adjusted loss from continuing operations of 6 cents per share came in a penny wider than the Zacks Consensus Estimate of a loss of 5 cents. Revenues of $1,107.1 million fell short of the Zacks Consensus Estimate of $1,121 million. Further,…
A 40% haircut to oil prices has the market up in arms, ignoring everything that actually matters. While everyone focuses on how far or how quick oil will move, we’ve set our focus on profiting from the fall in oil. Here’s how. The move in oil prices has been quick and quite violent. You likely…
