Friday, May 25, 2012

DailyMarkets.com - Crude Oil, Gold May Rise As Risk-Linked Assets Correct Higher

DailyMarkets.com - Crude Oil, Gold May Rise As Risk-Linked Assets Correct Higher


Crude Oil, Gold May Rise As Risk-Linked Assets Correct Higher

Posted: 25 May 2012 01:45 AM PDT

Talking Points

Crude Oil, Copper Aim Higher as Profit-Taking Drives Risk Recovery
Gold and Silver May Rebound on Waning Haven Demand for US Dollar

European shares are on the upswing and S&P 500 stock index futures are pointing higher, hinting risky assets are likely to remain supported as Wall Street comes online. This makes for a supportive environment for growth-geared crude oil and copper prices, where correlations with stock benchmarks remain significant. Meanwhile, gold and silver … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards


Aggressive Growth Stock: H&E Equipment Services

Posted: 24 May 2012 11:23 PM PDT

H&E Equipment Services (HEES) has posted four straight positive earnings surprises and carries an implied earnings growth rate of 43% helping to make the stock a Zacks #2 Rank (Buy).
Company Description
H&E Equipment Services is one of the largest integrated equipment services companies in the United States with full-service facilities throughout the Intermountain, Southwest, Gulf Coast & Southeast regions of the United States. The Company is focused on heavy construction & … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards


Growth & Income Stock: Williams-Sonoma, Inc.

Posted: 24 May 2012 11:22 PM PDT

Estimates have been rising for Williams-Sonoma, Inc. (NYSE:WSM) after the company delivered strong first quarter results, driven by a 5% increase in same-store sales.
It is a Zacks #2 Rank (Buy).
Based on consensus estimates, analysts expect low double-digit earnings growth over the next couple of years. This, along with a solid 2.4% yield and reasonable valuation, offers attractive total return potential.
Company Description
Williams-Sonoma is a specialty retailer. Along with the Williams-Sonoma … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards


Momentum Stock: Delek US Holdings Inc.

Posted: 24 May 2012 11:22 PM PDT

Delek US Holdings Inc. (NYSE:DK) has been on a roll since the beginning of 2012, jumping more than 45% year-to-date. Shares of this diversified downstream energy operator have benefited from four consecutive earnings surprises and a compelling valuation. The company became a Zacks #1 Rank (Strong Buy) stock on May 19, following EPS growth of 155% in the first quarter.
Delek reported earnings per share of 79 cents on May 3, beating the Zacks Consensus Estimate by 30% and improving significantly … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards


Bull Of The Day: SurModics, Inc. (SRDX)

Posted: 24 May 2012 11:22 PM PDT

SurModics, Inc. (NASDAQ:SRDX) second quarter fiscal 2012 adjusted earnings of $0.14 per share beat the Zacks Consensus Estimate by $0.02. The company also topped the Zacks Consensus revenue estimate. Given SurModic’s strong product portfolio, we expect it to achieve fiscal 2012 guidance of $47-$51 million.
We are also pleased with the sale of the SurModics Pharmaceuticals unit, as this has allowed the company to focus on its core businesses. Performance of the company has been steadily improving … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards


Bear Of The Day: Rogers Communications (RCI)

Posted: 24 May 2012 11:22 PM PDT

We are downgrading our recommendation on Rogers Communications (NYSE:TM) to Underperform following its weak financial results for the first quarter of 2012, which missed the Zacks Consensus Estimates. Rogers is currently facing tremendous pressure in all three of its business segments.
The Canadian Wireless market has become increasingly competitive, exerting headwinds on Rogers’ ARPU and margins. In the previous quarter, the growth rate of the wireless data revenue slowed further. Meanwhile, the … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards


Penn Goes Off On Obama, Weed, War On Drugs

Posted: 24 May 2012 08:40 PM PDT

HT: Coyote Blog via Warren … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards


Lessons From The Laffer Curve In The 1920s

Posted: 24 May 2012 08:06 PM PDT

What happened to tax revenues collected in the 1920s following a “tax cut” in the top marginal income tax rate from 73% to 24%? They went up, not down.

Thomas Sowell discusses the relationship between tax rates and tax revenues in his latest column:

“Democrats have been having a field day with the cry of “tax cuts for the rich” — for which Republicans seem to have no reply. This is especially surprising, because Democrats made the same arguments back in the 1920s, and the Republicans then … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards


Romney’s Regressivism

Posted: 24 May 2012 06:52 PM PDT

Fine to nail Romney with Bain Capitalism. But let's not forget Romney's budget … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards


Not Enough Panic?

Posted: 24 May 2012 12:27 AM PDT

As stocks have descended in the last few weeks, investor sentiment measures have moved into zones indicating excessive fear. As an example, the Citigroup Panic/Euphoria model is in the “panic” territory, which is contrarian bullish.

Numerous other indicators, such as the Ticker Sense Blogger Survey, to which I contribute and voted “bearish” last week, also confirms the observation that there are too many bears.

Watch what they do, not what they say
What’s bothering me is that while all … [visit site to read more] or compare Credit Card Rewards and Best Credit Cards


No comments:

Post a Comment