Major technological advances in the oil & gas industry have caused the U. S. to have an increase in oil production for the first time in over twenty years.
IBM
After the huge amount of volatility for most of 2011, January and February have been much calmer. Volatility has been down substantially.
Here's an example of why we focus almost exclusively on a company’s business model and market opportunity.
PetSmart (PETM) remains strong as Americans resist cutting back their purchases for Fido during any recession.
firms that are in the Technology and Communications infrastructure and services industry. The companies that are selected for this model will have a wide range
Author: Michael Arold Model: Technical Swing Disclosure: Long UDN, IBM, COST I wrote in my last month’s review that “after the strong March rebound, market participants are likely to buy minor pullbacks in order to get back into the markets.” That’s exactly what happened in April: the S&P 500 declined […]
Author: GEARS Model: Luxury Liner The fourth quarter corporate wealth numbers were very strong, with the entire market producing an earnings surprise pattern: high and rising sales growth, rising gross profit margins, falling SG&A expenses, lower interest costs, lower inventories and accelerating shareholder wealth – the strongest since 1996. For […]
Author: Robert Gay, GEARS Model: Luxury Liner Disclosure: Long LYTS, COHU, VECO, NSM With the most recent quarterly financial statements from the large majority of the capital value of the stock market now accounted for, I see a continued powerful and now leveraged acceleration in corporate wealth. The capital-weighted average sales […]