Investing and Analysis

Financial Sector Gets Earnings Season Started

Earnings season kicked off this week with reports from the likes of Lennar, KB Homes and Delta Airlines, but it was financial institutions such as JP Morgan and Wells Fargo that really kicked off the start of the earnings season. Both of these banking behemoths reported on Friday morning, and the results were somewhat split. JP Morgan (NYSE: JPM) beat ...

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Apple Tops List of Most Added Stocks by Mutual Funds in Q4, While Banks Top the List of Those Most Sold

Even as news surfaced that Apple (Nasdaq: AAPL) had been manipulating older iPhones to slow their performance, mutual funds were adding the stock to their portfolios more than any other stock. All told, 65 funds added shares and the total investment totaled over $1.8 billion in purchases. Apple did move higher in the fourth quarter with most of the gains ...

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Be Wary of Uber-valuations in the New Year

2017 was a trying year for Uber with respect to negative headlines.  It was the subject of high profile accusations of systemic sexism that resulted in the dismissal of over 20 employees. It revealed that it had engaged in a cover-up of a massive hack of confidential customer information.  It is preparing to go to trial with Alphabet Inc. over ...

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Energy Sub-sector Returns Vastly Different In Oil Rally

Oil prices hit a temporary low on August 30 of last year and have rallied considerably since that low with West Texas Intermediate Crude surpassing the $60 a barrel price for the first time since June ’15. Oil has even formed a trendline that connects the lows from the last four months. Unfortunately the rally has put oil in overbought ...

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Bullish Run for Retail Sector May Have Run Its Course

The retail sector has been the hottest sector over the last two months. The SPDR S&P Retail ETF (NYSE: XRT) has gained 15.66 percent since the beginning of November and that is nearly double the gains from the consumer staples sector and the consumer discretionary sector which have both gained right around eight percent. Unfortunately the rally in the XRT ...

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The Tax Plan – Real Effect on Real Estate

The new tax laws are expected to have wide ranging impact. In the midst of criticism on both real and imagined effects, non-political financial sources point to real estate as an area where certain areas will take a hit. The new law sets new limits on the mortgage deduction. Specifically, the law lowers the mortgage deduction limit from $1 million ...

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Airline Stocking Stuffers: Alaska Air and JetBlue

Tis the season for over-crowded airports struggling to accommodate throngs of holiday travelers and inevitable flight delays due to winter weather.  One stuck in the airport might make productive use of the time by considering his or her unfortunate position as testament to the barriers to entry that major airlines increasingly enjoy. Ever increasing regulation and the consolidation of the ...

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End of November Brings Several Firsts for Spyders

With November trading coming to a halt and with the indices moving higher and higher, several things happened that had never happened before for the SPDR S&P 500 ETF (NYSE: SPY). First, the Spyders have gained ground in each of the last 13 months, the longest monthly winning streak ever for the original U.S.-based ETF. The Spyders started trading in ...

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OPEC Meeting Leading to Higher Oil Price

This week, the Organization of the Petroleum Exporting members are expected to announce the extension of the agreement that limits oil production. This means that the global oil supply would continue to be decreased by 2%. On Thursday, the national energy ministers of two dozen OPEC countries, along with some non-OPEC nations are set to meet. “After days of talks, Moscow ...

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