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Monthly Archives: November 2011

Cyclical Unemployment Disappears

The most important comment Ben Bernanke made at his recent press conference was that cyclical unemployment could become structural unemployment. The weight of joblessness on GDP will grow unbearably, if ...
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Media Digest (11/3/2011) Reuters, WSJ, NYTimes, FT, Bloomberg

The Federal Reserve cuts its forecast for employment and GDP growth. (Reuters) The expanding Greek debt problem will trouble the G20 summit. (Reuters) Groupon’s IPO may be a dollar higher ...
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Taxpayer Bailout Irony: Banks Better Investments Than Alternative Energy (AIG, BCON, PLD, F, GM, TSLA, HTM, SPWRA, FSLR, BAC)

There is some food for thought in the world of alternative energy against the hatred of banks.   It is a very painful observation, but it is turning out to be ...
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Cities With the Poorest Neighborhoods

The concentration of poverty in the U.S. has been increasing over the past decade. Between 2000 and the period between 2005 and 2009, the population of America’s poorest neighborhoods have ...
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America’s Ten Worst Housing Markets Poised to Recover

Nationwide, the housing market is still reeling from one of the worst crashes in history. Still, over the next two years, some areas are expected to start recovering. 24/7 Wall ...
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Brazil’s Economy Becoming a Major Global Player

What a difference two decades makes. Following the peaceful implosion of the USSR in December 1991, numerous opportunities opened worldwide. The Bush administration chose to devote its energies to achieving ...
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Big After-Hours Stocks On The Move (AEO, DNDN, FIO, HNSN, MELI, NTRI, QCOM, RLD, VVTV, WFM)

There are many movers and shakers in the after-hours session.  We have provided a news summary and the after-hours moves for the following: American Eagle Outfitters, Inc. (NYSE: AEO); Dendreon ...
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24/7 Wall St. Closing Bell (AWK, C, JPM, CAT, DE, VLO, PNX, NOR, HGG, CECO, END, VG, AMRS, DMND, PG, SINO, OXGN, RTK, RNF)

Stocks opened higher this morning and the gains held up pretty well all day. The Federal Reserve Open Market Committee report contained no big surprises, with interest rates continuing to ...
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FOMC Lowers Long-Term Growth & Jobs Forecasts

The good news is that the Federal Reserve is not calling for a recession and it still is calling for growth ahead.  While we noted even last week that there ...
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Expected Price Gains for Grocery Store Stocks (SWY, KR, WINN, WFM, SVU, TFM, RDK, WMK, WMT)

Grocery stores and supermarkets get whipsawed by rising prices on food commodities, rising prices from food processing companies, and rising fuel prices on one hand and higher unemployment and stagnant ...
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FOMC Looking at Slightly Better Growth & Moderated Inflation

As expected, Ben Bernanke and the Federal Open Market Committee kept interest rates steady.  What was always the most important thing to consider is an update on "operation twist" as ...
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Analyzing Upside: ARM Over Intel, and Back Again (ARMH, INTC, AAPL, MSFT)

If you trust BMO Capital Markets, it looks like ARM Holdings PLC (NASDAQ: ARMH) has more upside than Intel Corporation (NASDAQ: INTC).  In a switch around call, BMO raised ARM Holdings ...
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Rising Credit Card Use May Be Mixed Blessing (MA, V, AXP, COF, DFS, BAC, JPM, C)

MasterCard Inc. (NYSE: MA) absolutely crushed estimates this morning, reporting third-quarter EPS of of $5.63 on revenue of $1.82 billion. Consensus estimates were aiming for EPS of $4.81 on $1.7 ...
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Time Warner Leads Off Media Earnings (TWX, SNE, DIS, CBS, CMCSA, NFLX, AMZN)

Media producer Time Warner Inc. (NYSE: TWX) this morning posted adjusted EPS of $0.79 on $7.07 billion in revenues. Consensus estimates called for EPS of $0.76 on revenues of $6.97 ...
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Vonage Fights Negative Subscriber Count With Earnings Growth (VG)

Vonage Holdings Corporation (NYSE: VG) is getting thrashed this morning on what appeared to be a decent to good earnings report on the surface.  It is always in the details ...
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