If Q2 Earnings Continue This Trend, We Can Finally Get Back to Stock-Picking
As second quarter earnings roll on, an amazingly high percentage of companies are soundly beating estimates - over 70% thus far. To the eternal pessimists out there, it’s no real harbinger because estimates were set embarrassingly low. However we’re not just seeing minor beats, but an increasing number of major beats - beating estimates by [...]
Intel Reduces Sales Guidance, Market Tanks - Who is Still Surprised? (INTC)
Can you smell the fear out there? The past two days of market action have been tremendously weak, with major indexes at or below the previous lows from October. Trading volumes were notably weak today, as buyers simply refuse to step up to the table. We most certainly are living in an uncertain world, trying [...]
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Investopedia Commentary- Where Third Avenue Sees Value (BAM, GGP, SPG, ESV, NBR)
- America's Biggest Companies Look Reasonably Priced (XOM, MSFT, QQQQ, AIG, BAC)
- Sandridge Energy Shifts Towards Oil (SD, OXY)
- Stong Dividends Worth A Look (AINV, STD, FNF, NYB, PBCT, NLY, CIM, EQR, HRP, MFA)
- The Bear Market Bottom - One Year Later (SMRT, FITB, DNDN, LVS)
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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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