Range Resources: RRC
The natural gas market is finally waking up. We have been wondering when that will happen as the need for electricity is growing rapidly, and the fuel of choice in…
Macro Analysis
As the year ends, we like to look at the big picture to see how we might want to position trades in the early part of the upcoming year. This…
Close a few more trades.
As we approach year-end, we notice that stock prices are having trouble. US Treasury yields are rising (bond prices are falling), and we think this has something to do with…
Going to the Dogs (part 3)
As the final installment of our 3 part “Dogs of the Dow/S&P 500” series of articles, we’re following up on Monday’s trade idea in ConocoPhillips, an idea for an “oil”…
Going to the Dogs (part 2)
In the prior article, we discussed the “Dogs of the Dow (and S&P 500)” investment strategies, in which investors rank the stocks in the respective indices by their dividend yield…
The Dog Days of Winter…
The "Dogs of the Dow" and the slightly less well-known “Dogs of the S&P” are stock-picking strategies focused on the Dow Jones Industrial Average (DJIA) and S&P 500. At the…
Healthcare Expenditures Keep Rising, So What Ails the Sector?
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GSK PLC: GSK
GSK is a global player in the category of ethical drugs. This article is for paid members - please login or subscribe for access.
Jerome Powell didn’t deal us a great hand, but don’t fold yet…
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Market Craters… What’s Next
Risk assets took a serious spill today. The question on everyone's mind is. "is there more to come, or is that it?" This article is for registered members - please…
KBH Homes: KBH
The equity markets are as richly priced as they have ever been. We showed a chart in yesterday's post that equities are trading at a historically all-time high price-to-sales ratio.…