Thursday, April 19, 2012

DailyMarkets.com - Falling Yen Boosts Japanese Exporters

DailyMarkets.com - Falling Yen Boosts Japanese Exporters

Falling Yen Boosts Japanese Exporters

Posted: 19 Apr 2012 02:02 AM PDT

The yen is falling. Add to your watch list stella Japanese exporters. This Japanese exporter has more to run. Monitor the dips.

Toyota will be strong on weakness of the USDJPY (FXY).

More here : The Mad Hedge Fund Trader, John Thomas, thinks that this country (Japan) is reaching an important crossroads, after which the nation’s currency could drop 50% in value.

What's happening is we're approaching a tipping point where the government with the world's largest debt-to-GDP ratio will … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards

Spain Will Be In The News

Posted: 19 Apr 2012 01:08 AM PDT

The 10yr Spain bond auction is due (18th April 2012). Will the ECB buy the short fall or all of it?Yields for the 10yr approaching 7%, the same clean number that rolled Greece and Portugal. Here are some thoughts and videos.

1) YahooTicker: ECB will print money…yeah Germany will like that !

2) Expect a 10% correct now till June : Bob Janjuah (Bloomberg)

3) John Mauldin ECB is the only ones who can bail out Spain. If they do, the ECB balance sheet will be much larger than Fed, thus euro … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards

Commodities Tracking Risk Trends, Spain Bond Sale And Earnings Key

Posted: 19 Apr 2012 01:08 AM PDT

Talking Points

Crude Oil, Copper Look to Spanish Bond Sale and Earnings Docket for Direction
Gold and Silver Maintain Anti-USD Status, May Rise in Risk-On Environment

Broad-based sentiment trends remain in control of commodity prices, with Eurozone debt crisis worries at the forefront today as markets await the outcome of a pair Spanish bond auctions. Madrid is due to sell 2014 and 2022 debt. Previous auctions of equivalent maturities drew average yields of 2.069 and 5.403 percent for 2-year … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards

Bear Of The Day: Companhia Siderurgica Nacional

Posted: 18 Apr 2012 11:00 PM PDT

Brazilian steel company Companhia Siderurgica Nacional, or CSN (NYSE:SID) posted satisfactory fourth quarter results with EPADR of roughly 31 cents per share, much above the Zacks Consensus Estimate of 20 cents per share. Despite a few positives, there are a few irrefutable downsides pertaining to the stock of the company at present.
These downsides include rising costs of goods sold, presence of serious competition and foreign market fluctuations, which are adversely affecting sales of the … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards

Momentum Stock: Mattress Firm Holding Corp.

Posted: 18 Apr 2012 11:00 PM PDT

Mattress Firm Holding Corp. (MFRM) has been on an absolute tear recently, and for good reason.
The company recently delivered same-store sales growth of 24.8% for the fourth quarter and a huge earnings beat. And management provided bullish guidance going forward, prompting analysts to revise their estimates significantly higher.
It is a Zacks #1 Rank (Strong Buy) stock.
Company Description
Mattress Firm Holding Corp. is a specialty bedding retailer that sells mattresses from leading … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards

Growth & Income Stock: JPMorgan Chase & Co.

Posted: 18 Apr 2012 11:00 PM PDT

Estimates have been rising for JPMorgan Chase & Co. (NYSE:JPM) after the company delivered better than expected first quarter results on April 13.
It is a Zacks #2 Rank (Buy).
Analysts project solid growth for JPMorgan over the next few years due to the company’s diverse business mix and relatively solid financial position. On top of this, it pays a dividend that yields a solid 2.8%.
Valuation is attractive too with shares trading at less than 9x forward earnings.
Company Description
JPMorgan … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards

Bull Of The Day: Alexion Pharmaceuticals (ALXN)

Posted: 18 Apr 2012 11:00 PM PDT

We are upgrading Alexion Pharmaceuticals (NASDAQ:ALXN) to Outperform from Neutral on valuation grounds; we believe that there is significant upside scope from current levels. Alexion performed very well in the final quarter of 2011, beating the Zacks Consensus Estimate by $0.07 thanks to strong Soliris sales.
We are also impressed by the label expansion of Soliris in the US and EU for the aHUS indication, which has boosted the sales potential of the drug. We expect Soliris to continue performing … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards

Aggressive Growth Stock: Tenneco

Posted: 18 Apr 2012 11:00 PM PDT

Tenneco Inc. (TEN) is a Zacks #1 Rank (Strong Buy) meeting or beating earnings in the three of the last four quarters. The company has also has an attractive valuation that will interest aggressive growth investors.
Company Description
Tenneco Inc. designs, manufactures, and sells emission control and ride control products and systems for light, commercial, and specialty vehicle applications worldwide. The company offers emission control systems, such as catalytic converters and diesel … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards

Clouded By Knee-Jerk Relativism

Posted: 18 Apr 2012 06:33 PM PDT

Although relative comparisons are quite useful, the absolute numbers matter, too. In my experience, Wall Street “analysts” tends to give short shrift to the latter. That’s why, for example, they can argue (with a straight face, no less) that stocks are cheap vs. bonds — without making reference to the fact that bond yields are at artificially-depressed extremes as a result of unprecedented Federal Reserve assistance.
In “Don't Be Fooled by These 10 Misleading Economic Indicators,”  The … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards

How Much More Pain In Spain?

Posted: 18 Apr 2012 12:08 AM PDT

The headline read: Ray Dalio’s Bridgewater Says Spain Is Worse Off Than It Was Before The LTRO. Simone Foxman reports Ray Dalio of Bridgewater Associates believes that:
The fund argues in a recent note to investors that Spain is even worse off than it was before the ECB announced its two LTROs in December.

Dalio argues that the tenuous circle of fragile Spanish banks providing funding for the Spanish government which in turn supports the troubled banks is swiftly eroding, if not vanished … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards
at

No comments:

Post a Comment