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.
Nearly 100 years ago, J.P. Morgan, the man, would end panics in the market by lending his own money and forcing other bankers to do the same. Today, JPMorgan Chase, (JPM) the company, helped push the market higher after its earnings weren’t nearly as bad as feared.
The S&P 500 advanced 1% to 2,082.42, its highest close in more than four months....More>>>
These days it seems as if the market doesn’t know whether it wants to break through fears of higher rates and a slowing China or crash lower into a new bear market. The VIX volatility index has jumped to an average 24.1 in the first month of 2016 against an average of just 16.7 in 2015. The S&P 500 tumbled 9% in the first three weeks and triple-digit moves in the Dow are a daily occurrence.....More>>>
Shares of Control4 (NASDAQ:CTRL), a leading provider of automation and networking systems for homes and businesses that boasts products to personalize control of music, video, lighting, comfort, security, and communications as an entire premium smart home system, are soaring 20% higher on Friday as of 1:40 p.m. EST.
The surge in price was fueled by the company’s....More>>>
Vaalco Energy (NYSE:EGY) is a small O&G producer, which owns and develops the Etame prospect offshore Gabon (please see map below). The company revenues depend essentially on these two simple elements:
Production of O&G from the offshore Gabon prospect. Calculated using a percentage called working interest. The prices....More>>>
As a long-term shareholder in ConocoPhillips (NYSE:COP), I wanted to compare them will a leading domestic shale producer – EOG Resources (NYSE:EOG). As you surely are aware, COP had been one of the “Big 3” international integrated oil companies prior to the spin-off of Phillips 66 (NYSE:PSX), a move that unleashed tremendous shareholder value. But now COP is an upstream only company....More>>>
PayPal Holdings Inc. (NASDAQ: PYPL) released third-quarter earnings report after markets closed on Thursday. The company said that it had $0.35 in in earnings per share (EPS) and $2.67 billion in revenue. There were consensus estimates from Thomson Reuters that called for $0.35 in EPS on $2.65 billion in revenue. The same period from last year had $0.31 in EPS on $2.26 billion in revenue.
The health care sector was in trouble over the past year, coming under fire from congressional hearings and politicians on the campaign trail. At first 2017 seemed like it could be different for this sector, but after President-elect Trumps recent comments that this industry was getting away with murder, the future is uncertain. In Thursdays trading session health care stocks were somewhat muted,....More>>>
VR gaming market opportunity may drive NVDA stock much higher.
The shares of NVIDIA Corporation(NSDQ:NVDA) have gone through the roof in 2016, yesterday again NVDA stock was up by almost 3.5%. It closed yesterday’s trading session at $105.17, up by a humongous 219% from its price of $32.96 at the beginning of the year. The flurry of analyst upgrades and price target hikes indicate....More>>>
MannKind (NASDAQ:MNKD) has pretty much all of its eggs in the Afrezza basket these days and monitoring the steps of the re-launch of Afrezza is a critical thing that current investors and prospective investors need to do. The company is now on the final stretch of its first quarter in control of Afrezza, and thus far has met the modest expectations that I laid out prior to the re-launch.
Wells Fargo’s David Maris and team call Valeant Pharmaceutical International’s (VRX) earnings and guidance “worse than feared” and contend that the struggling specialty pharmaceutical company’s “debt problem [is] coming into focus.” They explain:
Our preliminary look at 1Q results leads us to believe that Valeant is performing....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
For me, Weyerhaeuser (NYSE:WY) is an example of why valuation always matters. Generally well-valued (if not richly-valued) for its high-quality timberlands and wood products operations, Weyerhaeuser has lagged the S&P 500 for total returns for quite some time. Even when you account for the t
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
President Donald Trump ran on a ticket of making America great again. While the consensus on that point is very much split, what’s not deniable is the markets’ response. Trump’s pro-business agenda was credited for sparking an impressive rally. With enthusiasm overshooting rat
Zscaler's (NASDAQ: ZS) upcoming IPO, slated for Friday, March 16 according to the NASDAQ IPO Calendar, will be the first software unicorn to go public in 2018 after a particularly volatile first quarter. This IPO will be an interesting one to watch - coming off a strong first and second quarter