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Stocks / Commentaries

Consolidation In The Electric Utilities Industry

03/30/2015 Electric utilities in the U.S are currently in the midst of change brought about by aging infrastructure, weak demand growth, a shift towards energy efficiency, and environmental concerns, which have caused an increase in compliance costs.
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Stocks / Commentaries

Drug Roundup: March 27, 2015

03/27/2015 There have been several noteworthy developments in the drug space recently, which will likely have a material impact on the companies in this sector and the markets they serve. Companies mentioned in this review include Valeant Pharmaceuticals (VRX), Salix Pharmaceuticals (SLXP), Endo International (ENDP), and Biogen (BIIB).
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Stocks / Commentaries

The Dogs Of The Dow Are A Bit Under The Weather

03/26/2015 Thus far in 2015, the performance of the Dogs of the Dow has not been particularly inspiring, with the 10 highest-yielding Dow components at the start of the year up 5.0% in February, versus a 5.7% increase in the overall Dow and a 6.1% jump in the remaining 20 companies that make up the Dow Jones Industrial Average.
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Stocks / Commentaries

Home Improvement Momentum Building Up

03/24/2015 Home improvement retailers are enjoying favorable trends that should improve over time. As winter winds down, investors will want to keep a close eye on this promising sector.
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Stocks / Commentaries

Auto Parts Roundup: March 19, 2015

03/19/2015 There have been several noteworthy developments in the auto parts industry of late, which may have a material impact on the companies in this sector and the markets they serve. Companies mentioned in this article include Drew Industries, Inc. (DW), Gentherm, Inc. (THRM), Cooper Tire & Rubber Company (CTB), Lear Corporation (LEA), American Axle & Manufacturing Holdings (AXL), WABCO Holdings, Inc. (WBC), BorgWarner Inc. (BWA), Johnson Controls (JCI), Hitachi, Ltd. (HTHIY), Brookfield Asset Management (BAM), CBRE Group, Inc. (CBG), TRW Automotive Holdings Corp. (TRW), Federal-Mogul Holdings Corp. (FDML), Visteon Corporation (VC), and Dana Holding Corp. (DAN).
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Stocks / Commentaries

Bank Credit Quality: Too Good To Last

03/13/2015 Bank loan losses and problem loans have fallen dramatically since the 2008 financial crisis, but are banks sowing the seeds of future credit problems?
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Stocks / Commentaries

Energy Roundup: March 12, 2015

03/12/2015 There have been several noteworthy developments in the energy markets. For our purposes, we will be highlighting key news items in the coal, renewable, and oil & gas sectors. Companies mentioned in this report are Halliburton (HAL), ConocoPhillips (COP), Schlumberger (SHL), Baker Hughes (BHI), Exxon Mobil (XOM), Petrobras (PBR), Transocean (RIG), Ensco plc (ESV), Seadrill (SDRL), Noble (NE), Peabody Energy (BTU), Walter Energy (WLT), SunEdison (SUNE), SunPower (SPWR), FirstSolar (FSLR), Canadian Solar (CSIQ), and Trina Solar (TSL).
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Stocks / Commentaries

How Far Can Oil Prices Drop

03/10/2015 The energy industry, much like any other commodity driven sector, can be extremely volatile at times because it is subject to the laws of supply and demand. The recent plunge in the price of oil is evidence of just that, with supply swiftly outpacing demand due to booming U.S. shale oil production and a slowdown in many advanced and emerging economies. Consequently, what we have seen in recent months suggests that low oil valuations may persist for longer than many originally anticipated, perhaps similar to what happened in the 1980s. Which companies are best suited to weather such a downturn?
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Stocks / Commentaries

Technology Round Up: March 6, 2015

03/06/2015 There have been many noteworthy developments in the technology space recently. Some of these will likely have a material impact on the companies in the sector and the markets they serve. Companies featured include Cisco Systems (CSCO), Hewlett-Packard (HPQ), Aruba Networks (ARUN), eBay (EBAY), Apple (AAPL), Google (GOOG), Netflix (NFLX), Vimeo, Tumblr, Verizon Communications (VZ), AT&T (T), and International Business Machines (IBM)
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