Monday Morning Coffee & Preview - Earnings Upside Continues (IBM, CAT, LVS)
The weak dollar trade is back on today, as the USD is down against most major currencies. This has pushed gold, copper, and other hard commodities up to or near their highest levels of the month. Days like this are generally good for the Secular Trends Portfolio, and in early morning trade the model has [...]
Dell Reports Q2 Earnings; Who Thought This Would Turn Out Well?
There was a modest batch of semiconductor and consumer tech related companies reporting earnings today, with Dell (Nasdaq: DELL) being the feature tone-setter. They came in with a 3-cent miss (after backing out those pesky “business realignment” charges), saw gross margins drop 120 basis points sequentially, and investors are bracing themselves for [...]
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Investopedia Commentary- Setting The Medical Records Straight (MDRX, CERN, MRGE, QSII, MDAS, GE, POOL, BC)
- Big Dividends In Utilities (PGN, POM, AEE, NI, DUK, FE, CNP, ED, SO, TE)
- Costco's Loyal Shareholder Base (COST, TGT, WMT, BJ, BBY)
- 4 Oil & Gas Companies With Momentum And Great Dividends (PWE, KGS, GEL, NGLS)
- Don't Forget The Discounters (WMT, TGT, DLTR)
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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Secular Trends Holdings
- Secular Trends Portfolio Real-Time Positions
- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
- Performance Studies on the DJIA & Fundamental Value Stocks (11/22/08)
- Las Vegas Sands - Are They Sustainable in 2009? (Published 11/15/08)
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