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Oct 23, 2014
Earnings Reports You Should Know About
Let’s run through a number of important earnings reports this week. Oct 22, 2014
McDonald’s Third Quarter Performance Very Ugly; Even Worse Than Yum! Brands’
McDonald’s is being hit by a perfect storm of negative catalysts, and it may get worse before it gets better. Yum Brands will fall short of achieving previously-announced earnings per share goals. Oct 20, 2014
Pricing Power Is the Name of the Game in Chipotle’s Third Quarter
Chipotle is a fantastic company with excellent growth prospects. Shares, however, are priced to perfect execution, which cannot be guaranteed in the ultra-competitive fast-casual space. Oct 20, 2014
Hasbro Continues to Shine
Hasbro put up a fantastic third quarter, and we continue to like the company as an income growth idea. Oct 20, 2014
Big Blue Blows Up
Big Blue missed big time during the third quarter. We warned you about the company’s problems. Oct 19, 2014
General Electric Powers Higher; Honeywell, Textron Reveal Strength
Honeywell and Textron raised full-year 2014 guidance, and General Electric thinks organic revenue growth for the year will be at the high-end of the 4%-7% guided range. Still, their outlooks for 2015 will trump any performance during the remainder of this year. Oct 17, 2014
‘The Correction’ May Have Passed But Are We Now In A Bear Market?
The markets rallied today, but next week will be very important. We’re monitoring the credit markets closely for hints on risk-taking and its impact on the direction of the broader equity markets. Oct 16, 2014
The Correction: Global Stocks Remain Vulnerable
Crude oil prices continue their slide, European economies in free-fall, and earnings outlooks have been muted. Oct 16, 2014
Kinder Morgan Reports Third Quarter Results
The planned MLP roll-up posted a strong third-quarter report and raised its quarterly dividend to $0.44 per share. Oct 16, 2014
eBay Is Still Way Too Cheap
The soon-to-be-separated firm continues to trade at bargain-basement levels.
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