Category Archive: Finance
Occidental Petroleum: Liquidity Scenario Analysis
Analysis Overview – Even with $35 per barrel oil assumption for 2016, Occidental Petroleum (NYSE: OXY) is positioned to pay dividends, reduce debt and maintain a healthy year end 2016 liquidity profile. The largest player in the Permian Basin is attractive for long-term and is likely to maintain S&P credit rating of “A” over the next 12-24 […]
Precious Metals Report – March 16, 2016
Ira Epstein leads us through the day’s precious metal highlights. (Video length 00:06:36)
4 Soaring Energy Stocks That Are Still Good Buys
Energy stocks have been dead money over the past 18 months, brutalized by the slide in oil prices. Most stocks have slipped big time – 40% or more – as the commodity has collapsed and industry profit margins have sagged. Oil’s Descent In June 2014, West Texas Intermediate (WTI) crude futures were trading above $110 […]
Five Dovish Points In The Fed Decision
The dollar totally tanked on the Fed decision. Was it the dot plot that crashed the greenback? Not exactly, that’s only one small reason. Here are 5 reasons for the fall: Lower inflation forecasts: Contrary to the stronger inflation figures in the general Core CPI, the Fed focuses on the Core PCE Price Index and it slashed forecasts […]
Silver Investment: Switching From A Commodity To High Quality Store Of Value
The biggest trade of a lifetime will occur when the value of silver switches from a mere commodity to a high-quality store of value. Actually, it’s not really a trade of a lifetime, but rather a fundamental repricing of real assets verses supposed assets. According to the Investment Company Institute, the supposed value of the […]
Fed On Hold, Anticipates Two Hikes This Year, Not Four; Tracking Changes Since Last Statement
The much awaited but essentially useless FOMC announcement is out of the bag. The Fed is on hold, as everyone knew. Suggestions of hawkishness based on today’s Core CPI Reading were rather ridiculous. The Fed reduced its inflation target to 1.2% for the year, down from 1.6%. The Fed also cut the number of hikes it expected […]
How To Generate A 10% Yield On Chevron Stock
123rf The price of crude oil has been on a tear recently with a barrel of crude almost topping $40 in recent days. We may have had a temporary top at this point though (with a barrel of crude resting at $37.75) but I still maintain we printed a firm bottom at under $28 a […]
Battleground: Analysts Diverge On Chipotle After Company Warns Of Quarterly Loss
After Chipotle Mexican Grill (CMG) released an intra-quarter update yesterday, with February same-store sales and first quarter earnings per share guidance below expectations, analysts have issued widely varied takes on the company. Among them, Maxim downgraded Chipotle to Sell, SunTrust raised its price target and reiterated a Buy rating on the stock. EXPECTED LOSSES: In […]
David Morgan: Silver Supply Under $16 Is Limited
Original audio available here. Mike Gleason, Money Metals Exchange: I’m happy to welcome back our good friend David Morgan of TheMorganReport.com and author of the book The Silver Manifesto. David it’s a pleasure to talk to you as always, how are you? David Morgan: I’m doing well, thank you for having me on your show. […]
