Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Sunday, December 11, 2016
TESCO CRISIS - Customer Experience (E1) / Companies / Tesco
By: Nadeem_Walayat
Its now over 3 years since I first started warning that there is something seriously going wrong at Tesco, Britains supermarket giant and that stock investors should take note and sell out, at what was then a stock price trading near its all time high of £3.83, at the time I was criticised for basing my views purely on anecdotal evidence. However, as an experienced investor I WELL UNDERSTOOD that to truly know how a company is performing then one has to experience its service and products first hand as a consumer!
Tuesday, December 06, 2016
Goldman Sachs Is Big Winner In Trump Election Victory / Companies / Banksters
By: Jeff_Berwick
During the Democratic primary, Bernie Sanders demanded that Hillary Clinton release transcripts of speeches she made to Wall Street’s top banks, including Goldman Sachs.
Her detractors claimed that a Clinton nomination as the democratic presidential candidate would be a win for Wall Street.
While Donald Trump was campaigning he promised to “drain the swamp” in Washington, District of Criminals (DC) – by avoiding placing either lobbyists or Wall Street pros in positions of political power.
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Saturday, December 03, 2016
Can Biotech's Trump Bump Last? / Companies / BioTech
By: TLSReport
In the weeks since Donald Trump's presidential election victory, the stock markets have ridden a wave into positive—and in the case of the Dow, record-breaking—territory. The so-called Trump Bump also sent biotech indices, flaccid for much of the year, up as much as 15%. With the election now nearly a month old, and hot-button issues such as drug pricing still in the press, industry watchers have begun to weigh in on what might happen in the biotech and pharma markets when Trump takes office.
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Wednesday, November 23, 2016
A Review of Nedbank Private Wealth / Companies / Banking Stocks
By: ....
Nedbank Private Wealth is a leading international private bank offering account services and offshore investment opportunities to globally mobile professionals.
This is a review and summary of their banking and investment offering.
It is written to enable anyone looking for an organisation for international wealth management to make an informed choice about their solution provider.
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Wednesday, November 09, 2016
The Cannabis Sector after the Vote – Boom or Bust?? / Companies / Healthcare Sector
By: TLSReport
Technical Analyst Clive Maund takes a look at the cannabis sector, and how the the election results for eight states, including California, might facilitate a massive boom.
Not only do we have the US elections today, we also have voting in eight states on the legalization of cannabis, including the all-important State of California, which just by itself is one of the biggest economies in the world. The outcome of this vote is of crucial importance to the future of this fledgling industry, although all the indications are that it will be favorable.
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Tuesday, November 08, 2016
Here's Why Investors Should Ignore Corporate Earnings Season / Companies / Corporate Earnings
By: EWI
Shattering the myth about earnings and the stock market
[Editor's Note: The text version of the story is below.]
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Monday, November 07, 2016
Corporate Earning reports Have Turned into a Dangerous Shell Game / Companies / Corporate Earnings
By: John_Mauldin
You own stocks for two reasons. You either think the shares will gain value or give you dividend income, or both.
Neither will happen unless the company is making money or at least has the plausible hope of making money someday. Earnings reports are important because they tell us whether that’s happening.
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Thursday, November 03, 2016
The Rise in Infectious Diseases Means Opportunity for Biotech Investors / Companies / BioTech
By: John_Mauldin
BY PATRICK COX : The CDC has expanded its count of Miami neighborhoods with verified local transmission of the Zika virus. As a result, pregnant women are taking precautions. Some have left the area. Others are donning hazmat suits.
At least one case of locally acquired Zika has been confirmed on Florida’s Gulf Coast where I live, and there are probably more. This is because most people don’t know that they’ve been infected and are carriers.
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Tuesday, November 01, 2016
Here’s Everything You Need to Know About the ETF Business / Companies / Exchange Traded Funds
By: John_Mauldin
BY JARED DILLIAN : People still think of me as an “ETF guy,” even though it’s been years since I’ve made markets in ETFs.
I was in the ETF business during the Jurassic period, when ETFs were mainly trading vehicles, not something you really invested in.
But I’ve seen the entire arc of the industry, from inception (those crazy days of the QQQ on the AMEX) all the way to the present, disrupting the mutual fund industry and gathering trillions in assets.
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Monday, October 31, 2016
Corporate Earnings Fairytale Has an Unhappy Ending / Companies / Corporate Earnings
By: Michael_Pento
The air underneath stock prices is indeed getting very thin at these altitudes. According to none other than Goldman Sachs, median stock prices are positioned at the 97th percentile of historic valuations. Other metrics such as Median PE ratios, Market Price to Sales and Total Market Cap relative to GDP all validate the extremely overvalued condition of U.S. stocks.
Friday, October 28, 2016
Top 5 Machine Intelligence Mega-Trend Stocks to Invest In / Companies / Tech Stocks
By: Nadeem_Walayat
My recent video on the unfolding exponential machine intelligence mega-trend has generated much reader feedback, the foremost question being asked is which stocks to invest in to capitalise on the mega-trend. Firstly, if you have not already done so then do watch my video on the unfolding exponential machine intelligence mega-trend so that you gain an underlying understanding of why everything is about to change!
Wednesday, October 19, 2016
What Do Declining Corporate Earnings Keep Telling Us? / Companies / Corporate Earnings
By: Rodney_Johnson
‘Tis the season. Earnings season, that is, and I don’t think we’re getting any presents.This week Alcoa kicked off the third-quarter earnings announcement season. The next couple of weeks will bring an onslaught of numbers, excuses, deflections, and projections. Company spokesmen and CEOs will spend time explaining why their industry is soft, and how better times are just ahead.
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Thursday, October 06, 2016
China Might Be Deutsche Bank’s Last Hope / Companies / Credit Crisis 2016
By: John_Mauldin
By Olivier Garret: The pressure has been mounting on Deutsche Bank (DB), with the German government spurning the possibility of a bailout and the stock slumping. DB recently hit a record low.The German titan has been trying to sell assets to raise money to pay the US Department of Justice its record US$14 billion fine. And there have been rumors that Berlin is applying pressure to get the huge fine reduced.
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Monday, October 03, 2016
Deutsche Bank #1 Systemic Risk at $100 Billion (BNP Paribas 2nd, Societe Generale 3rd) / Companies / Financial Crisis 2016
By: Mike_Shedlock
Inquiring minds may be interested in a cornucopia of relevant numbers on Deutsche Bank including market cap, leverage, capitalization, deposits, liquidity, derivatives multiple ways, and systemic risk.
Systemic risk numbers are from Nobel Laureate Robert Engle.
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Monday, October 03, 2016
As Predicted, Deutsche Bank Is Failing, ATMs Go Dark on Jubilee End Day / Companies / Financial Crisis 2016
By: Jeff_Berwick
On Friday, Deutsche Bank’s stock (DB:NYSE) rose 14% on rumors that it had negotiated a settlement with the US Department of Justice’s demand for $15 billion (which is the entire market capitalization of Deutsche Bank) down to $5.6 billion (which would still decimate Deutsche Bank).
Well, it turns out that rumor was completely unsubstantiated.
There is no settlement. And it’s just amazing that the US Dept. of Justice, knowing that Deutsche Bank’s failure would rip the heart out of the European banking industry, is pushing ahead with their demands anyway.
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Friday, September 30, 2016
I Don’t See How Germany Can Contain the Deutsche Bank Collapse / Companies / Financial Crisis 2016
By: Graham_Summers
Let’s talk about Deutsche Bank (DB).
Deutsche Bank is the 11th largest bank in the world. It has assets of $1.8 trillion and over ~$60 trillion in derivatives on its books.
From a balance sheet perspective, DB’s balance sheet is 50% the size of Germany’s GDP. By way of comparison, imagine if JP Morgan was a $9 TRILLION bank. That’s effectively DB’s status in Germany.
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Friday, September 30, 2016
It’s Not Just Deutsche Bank. The Whole Financial Sector Is Dying / Companies / Financial Crisis 2016
By: John_Rubino
These are great times for financial assets — and by implication for finance companies that make and sell them, right?
Alas, no. Just the opposite. Each part of the FIRE (finance, insurance, real estate) economy is imploding as “modern” finance hits the wall.
Interest rates, for instance, have fallen for three decades…
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Friday, September 30, 2016
Deutsche Bank Hangs By A Thread On Eve Of Jubilee / Companies / Financial Crisis 2016
By: Jeff_Berwick
Nearly a year ago to the day, on September 28th, we wrote “Will Deutsche Bank Be This Cycle’s Lehman Brothers?”
In it we asked, “In 2008, the financial crisis was set-off by the collapse of Lehman Brothers. Could this year’s crisis be caused by a collapse of Deutsche Bank?”
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Wednesday, September 28, 2016
Is a “$46 TRILLION” Lehman Brothers Event Just Around the Corner? / Companies / Financial Crisis 2016
By: Graham_Summers
The financial world is abuzz with talk of the first Presidential debate.
Meanwhile, one of the largest derivatives books in the world is imploding.
Deutsche Bank (DB) is the 11th largest bank in the world. And it has over $61 TRILLION (with a “T”) in derivatives on its books.
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Wednesday, September 28, 2016
Will Deutsche Bank’s Collapse Be Worse Than Lehman Brothers? / Companies / Credit Crisis 2016
By: Graham_Summers
Few analysts noted it, but the $USD actually staged its second strongest day of the year the Friday before last.
The only other day in which the $USD rallied more was on the day of BREXIT, a black swan event that featured EXTREME currency volatility.
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