Chinas cloud computing market size is expected to grow to 430 billion yuan ($64.68 billion by 2019). Technavio also estimates that the data center industry of China is growing at a CAGR (Compound Annual Growth Rate) of 13%. Im not surprised that Advanced Micro Devices (AMD) is pushing hard its la
Regulators are not required by the Constitution, but Congress, perverse as it is, is the body closest to the people, getting put up for election regularly. Of course Congress should oversee financial regulation and monetary policy froman unelected Federal Reserve. That’s their job.
I’m not saying that the Congressmen themselves understand these things well enough to do anything....More>>>
The natural gas and solar sectors will survive and maybe even thrive in the wake of President Donald Trumps decision last week to withdraw from the Paris climate accord.
Trump said Thursday that the U.S. will leave the Paris accord because it is very unfair, at the highest level, to the United States. Staying in the agreement would pose serious obstacles for the U.S. as it begins the process....More>>>
Under Armour (UA) recently rehired Dave Dombrow, the companys former SVP Creative Footwear and Accessories who announced he was leaving for Nike (NKE) earlier this year. Thats good news for the former and bad for the latter, says Canaccords Camilo Lyon.
Krisztian Bocsi/Bloomberg News
Lyon writes that while he doesnt have any details, its safe to assume that there were added....More>>>
Following the fleet status report of Rowan (NYSE:RDC), Noble Corp. (NYSE:NE) has also published its fleet status update. I remind you that Noble Corp. remains the sole driller which has chosen to present monthly updates, so news may look scarce compared to Rowan because of this. Here’s the main news:
1. Noble Bully I is on route to Curacao after it finished work for Shell (NYSE:RDS.A).....More>>>
What the Future of Social Security Looks Like: Bill Reichenstein
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Wells Fargo Advisors has agreed to pay a $1 million fine to the Financial Industry Regulatory Authority to settle allegations that it failed to adequately supervise advisors’ use of consolidated....More>>>
A smart operator will when he realizes things have not worked out, fold up his tent and move on before he is knocked out of the game for good. One disastrous restaurant venture can drag down an entire string of successful ones, as I have seen many times. – Anthony Bourdain
DineEquity (NYSE: DIN) franchises casual dining restaurants under the brands of Applebee’s....More>>>
Titan International Inc’s (NYSE:TWI) shares have made a strong recovery over the past year as it appeared demand had bottomed out and heavy-equipment operators were ready to start buying big tires again. The fourth quarter showed some small signs of recovery, but even a business bouncing back from a low can see uneven results.
Many talented authors have posted about publicly listed equities trading at or near asset value with significant tax attributes, namely Net Operating Losses (NOLs), and the inherent asymmetry when an activist or new management makes a break from money losing operations to pursue transformative acquisitions. Several of the activists or lead investors, such as Becker Drapkin (EMKR, CNSI, SDOI) or....More>>>
U.S. equities finished mixed on Tuesday, hitting fresh all-time highs early in the session before some selling pressure hit the tape and prices drifted lower. There is no major catalysts in play, just a continuation of recent themes: Vague positive feelings about President Trump’s plans, relatively strong quarterly results and a comfortable impression that the Federal Reserve isn’t in....More>>>
Citigroup’s Kate McShane and team ask if the bull markets in Nike (NKE) andUnder Armour (UA) are over. Their answer: No. They explain why:
Since their respective analyst days last fall (Under Armour – Sept; Nike – Oct),Under Armour and Nike stocks are down ~17% and 5%, respectively. The pullback in both names appears to be driven primarily by....More>>>
If you have listened to the endless political rhetoric in the presidential election, you might worry that the economy is driving off a cliff. Things might not be all perfect, and there are some serious drags happening. Still, the all-ineconomic readings are not quite signaling that the next economic mudslide is imminent. even if the economic recoveryremains exceptionally dull.
The Lean Short-Term Growth Portfolio, or LSGP, was created in late March 2016. The objective of this portfolio is for opportunistic near-term capital appreciation and most likely will not include companies that pay dividends. Companies ought after will typically have higher volatility versus the Long-Term Growth Portfolio, or LLGP.
Shares of International Paper (IP) have jumped today on what’s being referred to as takeover chatter by Briefing.com. BMO’s Mark Wilde and team speculate:
International Paper is currently the subject of several reports on Bloomberg around a prospective takeover. The reports have included the suggestion that privately held Koch Industries could be an acquirer of International Paper.....More>>>
As a Canadian, I am proud of what our business leaders have done in the past several years. Canada Goose (GOOS) is one of many success stories, albeit one that has had some controversy at times. Despite that, the company remains one of the more interesting growth stories coming out of the great w
Gold is quietly leading again... In the August 24 Digest, we noted that gold is on pace to beat the S&P 500 for the first time in years... You wouldn't know it from the financial headlines, but gold is quietly having a great year. As you can see below, it's o
Dividend Aristocrats are an elite group of S&P 500 companies that have raised their payouts for a minimum of 25 consecutive years. To make it on to this list, you must operate your business efficiently over almost three decades — a feat that’s not easy for any
Have you ever wished you were a scientist? Have you ever imagined yourself making a contribution to the scientific, technological and medical innovations that are taking place as the world settles into the 21st century amid all of its potential? Well you may think its too late to go back for your