© Reuters. Investing.com – Nvidia (NASDAQ:) climbed on Monday after an analyst upgraded his outlook on chipmaker on signs of ongoing growth in its gaming business. Needham analyst Ari Shusterman upgraded Nvidia to hold from underperform, sending the chipmaker’s shares up 3%. “Gaming is showing signs of positive momentum asRead More →
With a population of around 1.4 billion, India is the world’s second-largest nation. However, according to a new U.N. study, the country is projected to become the world’s most populous within a decade. Together, India and China account for about 37 percent of the world’s population, so their energy consumptionRead More →
Boeing Co.’s woes are expected to knock half a percentage point off U.S. economic growth in 2020, Treasury Secretary Steve Mnuchin said Sunday. “There’s no question that the Boeing situation is going to slow down the GDP numbers,” Mnuchin said Sunday during an interview on Fox News’ “Sunday Morning Futures.”Read More →
© Reuters. Treasury Bulls’ Swagger Undiminished as Focus Shifts to Growth (Bloomberg) — Bond investors may get a chance next week to contemplate the soft spots in the U.S. economy rather than a geopolitical precipice. Either way, Treasury bulls have little to fear. For now, haven buying of government debtRead More →
Welcome to Casey’s General Stores gas station in the Midwestern United States! This unsuspecting little stop will become an investor’s delight, as we will see later on in this article. Source: New Casey’s General Store Opens in Watervliet Casey’s General Stores (NASDAQ:CASY) is a publicly-traded convenience store chain, with locationsRead More →
Dividend growth investing is a popular and largely successful approach to generating wealth over long periods of time. We will be spotlighting numerous dividend up-and-comers to identify the best “dividend growth stocks of tomorrow.” Today, we are looking at a bit of a unique company in Discover Financial Services (DFS).Read More →
Introduction Back in May 2016 I wrote a first piece about Global Partners LP, and looking back at it now it feels rather amateurish. But much about the business has changed since I wrote that article (Intriguing 13%-Yielding Gasoline Distribution LP), so I think an update is in order. IRead More →
It is so disappointing that we look to well-known and trusted organizations like the IMF and OECD to make economic forecasts to guide us when investing when they are invariably wrong most of the time. Same goes for trusting the Fed economic forecasts. One year ago, the consensus forecast byRead More →
Source: Forbes Winnebago (WGO) reported quarterly revenue of $588.4 million, Non-GAAP EPS of $0.73 and GAAP EPS of $0.44. The company beat on revenue, beat on Non-GAAP EPS and missed on GAAP EPS. The stock is up double-digits post earnings. I had the following takeaways on the quarter. Revenue wasRead More →
While we appreciate every dividend increase from the companies that we own, the increases that stand out the most are those that are much higher than average. There are some companies that tend to give the same size raise every year. Once in a while, these companies break with traditionRead More →
Introduction With Friday’s report on November personal income and spending, we have the last major coincident indicator for conditions in 2019. So, where are we and why? Let’s take a look. 2018’s higher interest rates, downturn in housing, and oil patch echo-bust showed up in weak late 2019 growth (withRead More →
Introduction We are venturing a bit off the oilfield reservation here in this article, and expanding our remit to discuss this commodity and company. The growth in EVs caught our attention, and as we discuss further in this article, that implies opportunity for investment. Copper comprises a unique blend ofRead More →
Some readers have wanted to know what healthcare REITs remain attractive investments at this time. Stalwarts like Ventas (VTR) have gotten crushed by their Senior Housing Operating segments and are guiding for near-zero growth in 2020. Medical Office Building-focused REITs like Healthcare Trust of America (HTA) or Healthcare Realty TrustRead More →
Call it hire power. On Tuesday, career and job site LinkedIn released its annual “Emerging Jobs” list, which identifies the roles that have seen the largest rate of hiring growth from 2015 through this year. No. 1 on the list: Artificial Intelligence Specialist — typically an engineer, researcher or otherRead More →
When I was 5 years old in the mid-1960s, I used to walk home from school with my best kindergarten buddy, Kathy, and her mom. After they dropped me off, I’d go to the back of the house, grab the bottles that the milkman had left in the steel caseRead More →
We started getting interested in Telenav (NASDAQ:TNAV) after it recently dropped over 40% due to an announcement that Google (NASDAQ:GOOGL) (NASDAQ:GOOG) had signed GM (NYSE:GM) as a partner. After looking into the company more, we decided that, while the competition was a threat, Telenav’s prospects are still bright and mostlyRead More →
On the latest edition of Market Week in Review, Quantitative Investment Strategist Dr. Kara Ng and Research Analyst Puneet Thiara discussed the new China-U.S. trade agreement, key findings from the strategist team’s recently released 2020 Global Market Outlook and impacts of the UK general election. Phase one trade deal reachedRead More →
Oracle Corp. shares dropped in late trading Thursday as the software giant’s struggle to increase revenue continued. The software company posted better-than-expected earnings for its fiscal second quarter but came up a bit short on revenue, where it has struggled for years. Oracle ORCL, +0.28% reported a year-over-year revenue increaseRead More →
Although Rexel (OTCPK:RXEEY) (RXL.PA) has a decent enough trailing 12-month return (about 20%), the shares have ended up basically flat since my last update on this large electrical distributor, as internal progress with a variety of turnaround efforts have been offset by end-market deterioration. While management believes they’ve exited theRead More →
Remember way, way back in history—Tuesday morning, to be precise—when the leader of the free world said that, given his choice, a U.S.-China trade deal wouldn’t be completed until after the November elections? Well, never mind that. Bloomberg News reported the U.S. and China are moving closer to agreeing whatRead More →
The two sectors highlighted in heavy black borders are the sectors which are seeing higher estimated earnings growth revisions of late, or at least in the case of the Consumer Discretionary sector, higher estimates of growth rates over the last 60 days. This Bespoke chart just above (from the sectorRead More →
(Bloomberg) — Most India stocks dropped on concern that the country’s slowing economic growth outweighs the effect of policy efforts to boost demand and will be a drag on corporate earnings. The S&P Index fell 0.2% to 40,746.55 as of 9:42 a.m. in Mumbai, retreating from a record-high close onRead More →
In my first article on Mattel (MAT), Mattel’s Turnaround: A Complete And Total Overview, I highlighted the company’s turnaround plan focusing on their strong brands, restructuring their platforms to take advantage of the strong digital media market and licensing agreements for their own content. The company’s share price didn’t budgeRead More →
(Reuters) – British American Tobacco (L:), the world’s no. 2 tobacco company by revenue, said on Wednesday a slowdown in the U.S. vaping market would result in slower growth in revenue from its “new categories” business that sells vaping products. The safety of vaping has been in the spotlight, withRead More →
Main Thesis The purpose of this article is to evaluate the iShares Core Dividend Growth ETF (DGRO) as an investment option at its current market price. I continue to view DGRO as one of my best-performing long-term dividend holdings, and plan on adding to my position in 2020. The fund’sRead More →