Archives by Month:
- May 2024
- April 2024
- March 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- July 2016
- June 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- November 2012
- October 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- June 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- August 2008
- June 2008
- May 2008
Archives by Year:
CONSOL Energy E&P Division A Respite From Weak Coal
On Nov 12, we issued an updated research report on CONSOL Energy Inc. (CNX – Analyst Report). CONSOL’s emphasis on natural gas assets is yielding results with increasing revenue contribution coming from its E&P division. However, dependence on a limited group of customers for bulk sales and inherent risks associated with underground mining are headwinds. CONSOL Energy reported a […]
EC Celgene: A Primer On Growth Stock Value Investing (GARP): Part 2
This article is the second in a two-part series on applying the principles of value investing.In part 1 found here my primary focus was on the benefits of investing in fundamentally strong dividend growth stocks when they are out of favor, and therefore, undervalued as a result. In this part 2, I will be turning my attention […]
Australian Dollar Rebound May Stall On FOMC Minutes, US CPI
The Australian Dollar mounted a spirited recovery last week after an impressively strong set of employment figures crossed the wires. The economy added a net 58.6k jobs in October, dwarfing economists’ forecasts calling for a 15k increase and producing the largest monthly increase in since March 2012. The jobless rate dropped to 5.9 percent, the […]
Goldman’s Clients Are Suddenly Very Worried About Collapsing Market Breadth
Three days ago, just before the biggest market drop in weeks, we wrote an article attempting to answer “when does the market breakdown again” where we said the answer is in the advance-decline line…. … for one reason:the absolute collapse in market breadth had become the biggest threat to the rally since late September. BofA noted […]
Bank Stock Roundup: M&A Dominates; Bank Of The Ozarks, BB&T In Focus
The positivity of the much-anticipated rate hike by the Federal Reserve was overshadowed over the last five trading days as reflected in banking stocks’ price movement. Challenging operating environment once again weighed upon investor sentiment, which led the stocks to move down. Inorganic expansion was prominent for the last five days. With organic growth mostly […]
The Economics Of Higher Education: Why Does It Cost So Much?
We hear a lot about how expensive higher education has become. The common wisdom is that higher faculty salaries and a growing cadré of administrators are the reasons why. The common wisdom is wrong. In this, the first article in a series on college/university finance, the real reasons for higher costs are presented. Summary Tuition […]
The Best (and Safest) Way To Invest In Turkey
On November 1, Turkey’s president, Recep Erdogan, scored a resounding victory in the country’s general election when his ruling AKP party won 317 of the 550 seats in the Turkish Grand National Assembly. In doing so, his government earned the right to form a government on its own. Good news for investors, right? After all, a […]
Questions, Questions – Will The Fed Raise Its Funds Rate?
I see that pundits and even Fed FOMC members are believing the labor market “improvement” will allow the FOMC to raise the zero bound federal funds rate when the Fed meets on December 15 later this year. Improvement?? The October BLS Jobs Report was well over expectations – which seems to me is the proximate cause […]
Narrow Markets Breadth And Companies With Negative Earnings Are Leading
Although this past week took the S&P 500 Index return for the year into negative territory (down 3.2%) any positive stock returns have been led by only a handful of stocks. For the week, the S&P 500 Index declined 3.7% and was the first weekly decline after six weekly gains. From The Blog of HORAN […]
