FedEx, Texas Instruments - Two Warnings, Two Very Different Results (FDX, TXN)
It’s just been raining guidance the past few days. Some companies are dropping it altogether, a few are reaffirming prior cuts, and many more are taking an axe to Q4 and 2009 estimates.
Two particularly noteworthy guidance changes came out after the bell Monday, as FedEx (FDX) and Texas Instruments (TXN) both set new (read: tentative) [...]
DHL To Shut Down U.S. Operations, Shed Another 9,500 Jobs
DHL’s delivery services will no longer be operating within the domestic U.S., as the German-owned company announced today that they will be cutting another 9500 jobs in the U.S., shutting down all hubs and reducing total stations in the U.S. by 75%. DHL will continue to ship products from the U.S. to international locations, and [...]
Outline of Sector Allocations in Secular Trends Portfolio (Industrials)
In line with ramping up purchases for the Epiphany Investing Secular Trends Portfolio, I want to outline how I see sector allocations panning out. As a reminder, here are the overarching goals and directives of the fund:
Respect - but not be a slave to - sector representation in broad market benchmarks.
Arrive at each holding through [...]
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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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