Kinder Morgan (KMI) is one of the largest transporters of natural gas in North America. Natural gas is one of, if not the, cleanest fossil fuels. Future demand growth, coupled with Kinder Morgan's massive network of midstream pipelines, make it a fantastic bet for investors looking for both gro
U.S. equity indexes sank Thursday afternoon, pitching sharply lower amid an announcement that President Donald Trump would impose tariffs on steel and aluminum imports, raising concerns of protectionists trade policies that could hit U.S. corporations and consumers.
Ritchie Bros. Auctioneers, Inc. (NYSE:RBA) is an industrial auctioneer specializing in selling heavy equipment in auctions on-site and online. RBA provides a variety of convenient services to make buying and selling equipment easier. The operation also includes in-house financing, shipping, refurbishing, and insurance. Those services enable bidders and buyers around the world....More>>>
Corcept Therapeutics (CORT) has started February on a very bad note as general market volatility (in part a response to the January momentum run) and potential entrance of generic competition has shaved off 40% of the value of the shares. This is despite a very strong outlook for 2018.
While binary events, in terms of generic competition invading the market, remain very tricky events to analyse,....More>>>
Social Security as you know it now might be changing.
House Ways and Means Social Security Subcommittee Chairman Sam Johnson (R-Tx.) recently introduced legislation he says is a way to “save Social Security for generations to come.” Federal actuaries agree that the GOP proposal should make the Social Security trust fund solvent for 75 years. However, this solvency comes at a cost.....More>>>
Much of what I read about preparing for retirement seems to involve a lot of work and anxiety: figuring out the best ways to fill your calendar, finding a purpose, hashing out new relationships with family and friends, etc. I wonder if its possible simply to kick back for a while and see how retirement develops. So heres my question: Do I need to plan for retirement, or can I wing it?
Berry Genomics, a Beijing genetic testing company, will IPO via a reverse merger with Chengdu Tianxing Instrument & Meter (SHZ: 0710) at a valuation of $619 million on China’s Shenzhen market. The transaction was announced in September, but no financial details were disclosed at that time. Tianxing will issue shares to Berry stockholders. Earlier this month,....More>>>
Bitcoin futures began trading for the first time ever Sunday evening, which begs the question: will the inclusion of the digital currency in a recognized exchange further support the currency or scare investors away?
Citron Research's Andrew Left and CNBC's Jon Najarian.
For the first time my husband and I will soon be in a financial position to begin putting away some money and still meet our monthly bills. We’d like to come up with some sort of savings plan. Any suggestions?M.J.
The most important word in your question and the one that will ultimately determine how much money you and your husband will be able to squirrel away is “plan.”....More>>>
The management team at Chicago Bridge & Iron (CBI) threw investors for a loop when, on December 18th, news broke that the company would merge with McDermott International (MDR) in a deal with an enterprise value of $6 billion. This announcement has interesting implications for investors, but if synergies can be achieved as promised, the value proposition for shareholders is still attractive.
On May 31 of last year I published an article about Carter’s Inc. (CRI), a manufacturer and retailer of children’s clothing and accessories. Please take the time to read it here, as it explains my initial long thesis and will provide context for this article. Had you invested in Carter’s on that day, you would now have a 38% return, before dividends. My intent today is to discuss....More>>>
President Trump just got the man he tapped to negotiate better trade deals for America.
Trump’s U.S. Trade Representative nominee, Robert Lighthizer, was confirmed by the Senate on Thursday, paving the way for him to renegotiate NAFTA, the free trade deal between the US, Mexico and Canada.
A delay in Lighthizer’s confirmation had held up the NAFTA negotiation process.....More>>>
On Friday, our Under the Radar Moversnewsletter suggested shorting small cap energy transportation and distribution stock Enbridge Inc (NYSE: ENB):
Enbridge has been on our watchlist for a while, but finally moved past the tipping point today. That is, after several weeks of push-and-pull, the bears are starting to win the war. The 20-day moving average line (blue) just crossed under the....More>>>
The "great unwind" is here… After months of speculation, the Federal Reserve formally made the announcement this week. It will begin to "taper" its $4.5 trillion balance sheet in October. As the Wall Street Journal reported… The Federal Reserve indicated Wednesday… it would begin shrinking its portfolio of bonds next month, starting....More>>>
In my most recent piece here at Seeking Alpha, I discussed my recent purchase of Alibaba (BABA) stock. I discussed my long-term hesitancy of buying Chinese equity and my rationale for overcoming those fears. Ive only owned BABA for a few days now, but its been a productive few days with the stock up more than 7%. Obviously, I cant expect this type of rate of return over the long run, but I do think....More>>>
On May 31 of last year I published an article about Carter's Inc. (CRI), a manufacturer and retailer of children's clothing and accessories. Please take the time to read it here, as it explains my initial long thesis and will provide context for this article. Had you invested in Carter's on that
In May of 2017, I wrote my first piece about AV Homes (NASDAQ:AVHI). The article outlines key aspects of the company's business as well as my original thesis for buying the stock. The piece was titled, "AV Homes - Homeownership Rates Are Climbing And So Is AVHI". My main thesis was - and still i