All Work

Jon C. Ogg

Consumer Sentiment Surges to Post-Recession High

ThinkstockThe Reuters/University of Michigan Consumer Sentiment report for May is out. It offers a revised number from the preliminary report two weeks ago, and revisions rarely move the market as much as preliminary reports.…

Jon C. Ogg · 13 years ago

Chicago PMI Shoots Through the Roof in May

ThinkstockThe May report from the Chicago purchasing managers is out, and it is off the charts on a better-than-expected report. While April’s report was down at 49.0 and while Bloomberg had consensus at only…

Jon C. Ogg · 13 years ago

Tender Offer Drives Interest in National Bank of Greece

thinkstockNational Bank of Greece S.A. (NYSE: NBG) had a lot of investors looking at Web-based quoting systems confused this week. The huge jump in share price was based on the equivalent of a 1:10…

Jon C. Ogg · 13 years ago

Personal Income and Spending a Big Disappointment

ThinkstockWe have now seen the report on personal income and spending for the month of April, and frankly both look a bit soft and may have a slight impact on some of the second-quarter gross…

Jon C. Ogg · 13 years ago

Nuance Confirms It Is Part of Siri

courtesy of Apple Inc.Nuance Communications Inc. (NASDAQ: NUAN) is the de facto leader in voice recognition and speech-to-text software. It has been known for quite some time that Nuance has had its hand in…

Jon C. Ogg · 13 years ago

No Ratings Agency Endorsement on Smithfield China Buyout

ThinkstockSmithfield Foods, Inc. (NYSE: SFD) should be enjoying a nice day-after in the sun now that it has answered activist investors with a new buyout offer for the company. The problem is that China-based Shuanghui International,…

Jon C. Ogg · 13 years ago

Why Home Builders Can Easily Survive Higher Interest Rates

ThinkstockInterest rates are rising and the 30-year mortgage just hit a 12-month high. Rising rates will eat up your spending power and erode the value of your fixed income investments. So, will that kill…

Jon C. Ogg · 13 years ago

Crude Oil Inventories at Record Highs

ThinkstockIf you think that the price of crude oil and the price of oil in general is too high or too low right now, you might want to consider what is happening on the supply…

Jon C. Ogg · 13 years ago

Goldman Sachs Stocks to Buy in Defense and Warfare

courtesy Boeing Co.Goldman Sachs Group Inc. (NYSE: GS) is known rather well for making sector-moving research calls that create ripples due to the vast amounts of money that can flow in and out of…

Jon C. Ogg · 13 years ago

Analyst Gives Top Data Networking and Storage Stock Picks

ThinkstockSterne Agee’s Alex Kurtz has just issued his top picks for the second half of 2013 in the data networking and storage sectors under technology stocks. His top stocks to buy in the sector…

Jon C. Ogg · 13 years ago

Which Banks Will Win and Lose With Rising Interest Rates

ThinkstockWith the recent spike in long-term interest rates acting as a proxy for rising short rates, investors need to be focused on which banks are best positioned for a sustained rising rate environment. Clearly,…

Jon C. Ogg · 13 years ago