Since there was no change in Q2 EPS estimates since my post last Friday, I decided to post the longer view of Earnings Estimates for the remainder of CY 2019 and CY 2020. Continue reading “Forward Earnings Estimates Look Solid”
Hedge Fund Trade Tip (PMN) – Position Management Notification
Insider Buying in Carnival Corporation (CCL)
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 7 key reads for Friday…
- Hiring rebounds in June as U.S. creates 224,000 jobs, unemployment rises to 3.7% (MarketWatch)
- OPEC’s Latest Move Shows It’s ‘Drawing a Line in the Sand’ on Falling Oil Prices (Barron’s)
- The 2020 Election Is Heating Up and That Makes the Trade War More Complicated (Barron’s)
- Deutsche plans separate ‘corporate bank’ in multi-billion dollar revamp (Reuters)
- ‘Kind of Blingy’: The Tricked-Out Golf Carts of the Villages, Fla. (New York Times)
- Farmers Built a Soybean Export Empire Around China. Now They’re Fighting to Save It. (Wall Street Journal)
- Lagarde Likely Would Keep ECB on Current Course (Wall Street Journal)
Be in the know. 8 key reads for Independence Day!
- Trump officials say U.S.-China trade talks to resume next week (Reuters)
- OPEC, allies waging a battle to keep oil prices supported amid trade tensions (MarketWatch)
- Brevan Howard Main Hedge Fund Posts Best First Half in a Decade (Bloomberg)
- U.S. Farmers See the Light (Wall Street Journal)
- Bill Gates doesn’t believe that everyone should take vacations and weekends off (MarketWatch)
- What’s the Bottle Cap Challenge? Here’s what you need to know about the latest viral trend (USA Today)
- Earnings Season Is Coming and Expectations Couldn’t Be Much Lower (Barron’s)
- Trump, VIP Guests and Critics Prepare for July 4 ‘Show of a Lifetime’ (Wall Street Journal)
AAII Sentiment Survey: The Wall of Worry is Steep. Keep climbing!
The AAII sentiment survey measures the percentage of individual investors who are bullish, bearish, and neutral on the stock market short term; individuals are polled from the AAII Web site on a weekly basis. Continue reading “AAII Sentiment Survey: The Wall of Worry is Steep. Keep climbing!”
European (Stoxx 600) Q2 Earnings Estimates
Data Source: Thomson Reuters
In contrast to the S&P 500 (US Earnings) which are estimated to be -2.6% yoy for Q2, European earnings estimates are positive for Q2. Q2 earnings are expected to increase by 1.8% yoy for the Stoxx 600.
Continue reading “European (Stoxx 600) Q2 Earnings Estimates”
