Time to Take Your SOX off?
The semiconductor companies are some of the most important companies in the world economy today. When microprocessors first came out, their use was limited to computers, phones, and TVs. Control systems generally…
Federal Realty Investment Trust (FRT):
Federal Realty Investment Trust (FRT) is a real estate investment trust (REIT) that owns, operates, and redevelops commercial retail real estate. Its primary focus and expertise lay in community and…
Netflix Update
On Friday's show, Dan proposed a bearish earnings trade in Netflix (NFLX). One of the big reasons Dan wanted to fade the stock was that NFLX was up bigtime since…
Breaking Bonds
The biggest beneficiary of the equity and high yield bond market selloff was the long end of the US Treasury Bond market. Price of long-term Treasuries rose as people sold…
Are the Financials the Canary in the Coal Mine?
The "risk" markets, both equity and high yield debt have had quite a recover since the Christmas. We are now seeing many analysts and market commentators turn from bearish to bullish.…
Netflix… Will the Show Go On?
Netflix, Inc., (NFLX) is engaged in the delivery of television (TV) shows and movies over the Internet. The company is organized into three segments: Domestic Streaming, International Streaming, & Domestic…
The Dollar’s Next Move
The US Dollar has been in a bullish trend for much of the past year. We think this is due to a few of macro factors that made the US…
Time to Revisit South Africa
The investment story of South Africa is one we talk about on these pages but one we rarely seen covered by the US Financial Press. This is a bit odd…
Precious Metals Update
On 22-November-2018 we discussed the investment potential of the major precious metals, gold, platinum, and silver. We put palladium aside as it is trading in its own world far above…
Here we go again
While we keep writing about our expectation for a continued selloff in the broad market averages, we are finding more and more really cheap stocks. But we are afraid to…