Category: Sector Analysis
The analysis published under this category are as follows.Thursday, July 02, 2015
Why This $5.6 Trillion Investor Profit Boom Is Set To Take Off / Companies / Sector Analysis
MoneyMorning.com Michael A. Robinson writes: Last week’s 51st Bi-annual Paris Air Show was the event of the year for the Aerospace industry.
Held in Le Bourget Airport in Paris, France, this prestigious air show has brought together industry leaders from across the globe to hunt for new commercial opportunities – and over 2115 exhibitors marketing their latest and greatest projects – for the last century.
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Tuesday, June 16, 2015
The Stock Market, the Music Industry and the New Network Economy / Stock-Markets / Sector Analysis
Someone rings the bell at 9:30 a.m. and gets the hell out of the way. All types of chaos erupt from second-to-second. Everyone knows, in real-time, what they made or lost.Users drive the system. Not management. Management’s nowhere to even be seen. It’s merged within the light-speed, low-cost software and processes that make the whole thing possible.
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Friday, June 12, 2015
DIYers Stocks Sector Summer Trend Is Revving Up / Companies / Sector Analysis
Matthew Carr writes: I’m secure enough to know what I can and can’t do.
But a longtime friend is always telling me about his plans to remodel his home. That he’s going to take down a wall or put in a new set of cabinets or build some piece of furniture.
I used to ask, “Who’s your contractor?” (Because finding a good contractor is nearly impossible.) But I stopped asking after hearing, for the umpteenth time, that he’d be doing the project himself.
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Monday, April 20, 2015
Utility Stocks Sell in May and Go Away Safe Haven / Stock-Markets / Sector Analysis
Each year traders try to navigate their way through the financial market and turn a profit. But this is difficult.
The stock market provides market participants with several opportunities each. With all the holidays and climate changes the market as a whole along with specific sectors typically have seasonal rallies and sell off in price.
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Wednesday, April 15, 2015
Stock Investing Tread Softly… and Carry a Big Risk-Management Calculator / Companies / Sector Analysis
Shah Gilani writes: We’ve been talking here for the past two weeks about peer-to-peer lending – or P2P lending, as it is known – and have given you several ways to cash in on these new Lending Disruptors.
And if you’ve acted on our recommendations, you’re already making money.
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Tuesday, April 07, 2015
Quit Your Airline Bitching / Companies / Sector Analysis
By Jared Dillian
Every once in a while, I’ll be finger scrolling through Twitter and I’ll come across a tweet from a journalist about how oil prices are going down and airfares are going up, so something must be done. I mean, shouldn’t all businesses pass along windfall profits to their customers? Shouldn’t there be a law or something?
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Thursday, March 26, 2015
Airline Pilots Death Cult - Germanwings 9525 Crashed by Co-Pilot, is Air Travel Safe? / Companies / Sector Analysis
The cockpit voice recorder reveals the truth of the mass murder that took place on Germanwings Flight 9525, as the co-pilot, Andreas Lubitz, locked the pilot out of the cabinet and then proceeded to direct the plane head long into a mountain, that within a few short minutes with the pilot banging on the door, pleading to be let back in and passengers screaming, crashed at a speed of 700mph killing all 150 on board.
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Wednesday, March 25, 2015
Where to Invest the Next Time Your Flight Gets Delayed / Companies / Sector Analysis
Michael A. Robinson writes: It’s been a few weeks, but I’m sure you recall the tale of American Airlines Flight 382.
On Feb. 28, the routine commuter flight was scheduled to fly from Dallas to Oklahoma City – usually an hour-long trip.
However, bad weather and mechanical problems combined to leave passengers stranded on the plane for nine grueling hours.
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Thursday, March 05, 2015
How to Play the Big Broker Stocks When Interest Rates Rise / Companies / Sector Analysis
Tom Gentile writes: You don't have to be a bond trader or follow every self-appointed TV expert to keep a studied eye on interest rates. In fact it can be done much more easily by watching a bellwether ETF.
And it's a good time to pay attention. Just recently, the Federal Reserve changed the tone of its stance on rates, indicating that we could see little change into this summer or fall before it dials the rate needle upward.
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Tuesday, February 17, 2015
Which Player to Back in the Fast Food Wars / Companies / Sector Analysis
Michael E. Lewitt writes: Investors fought over the IPO shares of Shake Shack Inc. (NYSE: SHAK) like kids fighting over a McDonald's Corp. (NYSE: MCD) Happy Meal.
Initially priced at $21.00 per share, SHAK stock ended its first day of trading up over 100% at $45.90, moved to just north of $52 per share, and even after an inevitable pull back is still ahead nearly 95%.
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Saturday, February 14, 2015
Airline Stocks Continue to Nickel and Dime Passengers With Bag Fees / Companies / Sector Analysis
Rachel Gearhart writes: In 2008, airlines justified the raise in baggage fees by blaming rising fuel costs. But in recent months, oil prices have been halved. And yet, baggage fees remain lofty.
This week's chart looks at the amount of baggage-fee revenue collected by airlines compared to the price of Brent crude over the past eight years.
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Saturday, January 10, 2015
How the Terrorism "Trend" Is Moving Your Money Today / Companies / Sector Analysis
Keith Fitz-Gerald writes: As an analyst known for making bold and unusual predictions in pursuit of profits, I am usually inclined to celebrate when my “calls” are proven right.
But when it comes to the proliferation of one of the six primary trillion-dollar trends we’re following – War, Terrorism & Ugliness (WTU) – I’ve got to be completely honest. There are times when I am uncomfortable with the human cost of being right.
That’s certainly the case right now, following the horrific assassinations of 10 journalists and two police officers earlier this week at the Charlie Hebdo magazine offices in Paris. In case you somehow missed the news, the killings were allegedly carried out by two brothers who had become radicalized Muslims in the Parisian ghettos of Gennevilliers acting in response to cartoons portraying the prophet Muhammad.
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Sunday, December 07, 2014
A Monster Rally In Airline Stocks / Companies / Sector Analysis
Since July, the price of crude oil is down more than 30%. This decline has killed oil stocks... but provided a big boost to a "bad to less bad" trade we profiled years ago.
Back in September 2011, we wrote a bullish note on airline stocks. Airlines sport razor-thin profit margins, they're subjected to wild swings in fuel costs, and they require lots of capital expenditures to keep the businesses running. This makes them horrible long-term investments. But from a trading viewpoint, it's worth noting that airlines go through big "boom and bust" cycles. These cycles can be traded for big profits.
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Tuesday, November 18, 2014
Weak Oil Prices a Boon to Airline Stocks / Companies / Sector Analysis
George Leong writes: Oil prices are heading lower, folks. The benchmark West Texas Intermediate (WTI) broke down to the $75.00 level last Thursday, as shown on the chart below, and could be threatening to take a run towards $70.00. Even the thicker Brent Crude oil prices (shown by the dark green line in the below chart) are not that much higher. And that’s worrisome if you are an oil producer.
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Monday, November 10, 2014
For the Biggest Stock Profits, Buy HATED Sectors Like This One / Companies / Sector Analysis
Dr. Steve Sjuggerud writes: "Hold your nose and buy"... That's the path to real wealth through investing.
I realize that saying that sounds ridiculous (and it doesn't even make sense). Here's what I mean:
"Hold your nose and buy" describes the feeling you need to feel, down in your bones, at the moment you're buying, to make the biggest profits.
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Sunday, October 26, 2014
Christmas In October – Desperate Measures / Companies / Sector Analysis
The desperation of retailers grows by the day. I head to Wal-Mart and Giant in Harleysville every Sunday morning at 7:00 am. to do my weekly grocery shopping. I go to Wal-Mart at opening to avoid the freaks we see weekly on the People of Wal-Mart post. The workers at Wal-Mart are only a small step above the customers. They can barely communicate, rarely look you in the eye, and generally act like they are prisoners in an asylum.
I’m in winter/bad times ahead prep mode. I had a load of fire wood delivered yesterday which I wheelbarrowed to the back yard and stacked with my already decent sized stack. Last week I took an empty propane canister back to Wal-Mart to replace it with a full canister. That would give me three full propane tanks. I left the empty tank outside next to the propane cage and went in to pay. The old lady cashier with the gravelly smoker voice told me she would call for someone to get me a new tank.
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Saturday, October 25, 2014
The Trend Every Nation on Earth Is Pouring Money Into / Companies / Sector Analysis
Keith Fitz-Gerald writes: When we began our time together here at Total Wealth, I promised you a deep look at each of the primary trillion-dollar trends. I told you that every dime made in the markets for the next 10 years would be on this list of trends.
We jumped right in with Technology and our Human Augmentation target – the most inspirational tech company I’ve ever visited.
Today, I want to keep that promise and focus in on our second unstoppable global trend.
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Friday, October 24, 2014
The 10th Man: The Financial Engineering Market / Companies / Sector Analysis
Jared Dillian writes: IBM went down hard on its quarterly earnings report this week. This made a splash in the news because, well, it’s IBM, and also Warren Buffett owns it, so it was a rare moment of human fallibility for him. But there is a lot more to the story than that. Very sophisticated people have been keeping an eye on IBM for some time.
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Monday, October 20, 2014
Can Ebola Fears Deliver a Value Opportunity in the Cruise Industry? / Companies / Sector Analysis
Tom Sandford writes: For a lesson on smooth sailing into global markets, one only needs to look at the global cruise industry.
In just the last decade, the number of cruise passengers has jumped by 77% from 12 million to 21.3 million, according to the Cruise Lines International Organization.
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Wednesday, October 08, 2014
How Theater Chains Can Fight Netflix / Companies / Sector Analysis
Netflix has just inked a four-movie deal with Adam Sandler that threatens to shake up the big theater chains by radically altering the way movies are distributed and viewed. It will allow Netflix to produce movies and to stream them directly to customers’ home entertainment centers and computers, completely bypassing exhibit houses. The online Washington Post put this ominous headline on the story: “Why the Adam Sandler deal with Netflix could doom theaters…” Exhibitors, especially big chains like Regal Cinemas, Cinemark and AMC, are understandably upset. But they needn’t be. When they come to their senses, they’ll realize not only that they have the means to compete with online movie producer/distributors such as Netflix , but to do so in a way that promises to usher in a golden era for the film medium itself.
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