All Work

Jon C. Ogg

GE Removed from Key Call List at UBS

UBS A.G. (NYSE: UBS) made a change on its Key Call list, which resulted in lower earnings expectations and the removal of General Electric Co. (NYSE: GE) today. Weaker-than-expected near-term earnings growth in an uncertain macro…

Jon C. Ogg · 14 years ago

Look Out Below: The Case for $50 a Barrel Oil

ThinkstockOne of the best ways to assure that the American consumer has more money to spend is have a significant decline in the price of crude oil. After trading up to $110 back in the…

Jon C. Ogg · 14 years ago

A Call for $2,000 and Higher in Gold in 2013

ThinkstockDillon Gage Metals is calling for higher gold prices in 2013. Not just a little higher, but $2,000 per ounce. With gold around $1,670 per ounce, that translates to about 20% expected price appreciation.…

Jon C. Ogg · 14 years ago

Oracle Sails Past Estimates

courtesy of OracleOracle Corp. (NASDAQ: ORCL) is out with its quarterly earnings report. The enterprise software leader reported $0.64 EPS and a 3% gain in sales to $9.1 billion in revenue. Thomson Reuters had…

Jon C. Ogg · 14 years ago

The Unexpected: S&P Upgrades Greece

thinkstockWe have warned over and over that the downgrade cycle has not ended for the PIIGS and in Europe. While that is a viewpoint we see as being generally true and with many challenges remaining,…

Jon C. Ogg · 14 years ago

Oracle Earnings Preview… Looking for the Unexpected

courtesy of OracleOracle Corporation (NASDAQ: ORCL) is set to report earnings after the close of trading on Tuesday. The enterprise software leader is expected to report earnings of $0.61 EPS and $9.03 billion in…

Jon C. Ogg · 14 years ago

Is There Finally a Winner in the Crowded Obesity Drug Market?

ThinkstockAccording to the Centers for Disease Control (CDC), more than one-third (35.7%) of all adults in the United States are obese. Obesity-related medical conditions include heart attack, stroke, type-2 diabetes and even certain types…

Jon C. Ogg · 14 years ago

Analyst: Biogen Idec Gains Are Done

ThinkstockBiogen Idec Inc. (NASDAQ: BIIB) has had a great 2012. Actually, it has had a hell of a year with a gain of almost 40% year to date. When you compare this to the iShares Nasdaq…

Jon C. Ogg · 14 years ago

U.S. Current Account Shrinks to Lowest in Two Years

ThinkstockThe current account for the third quarter, a reading with what is now more than 75 days worth of a look-back, managed to show a decrease to -$107.5 billion. This is the lowest level…

Jon C. Ogg · 14 years ago

Lacker Outlines Case for Rate Hikes Sooner Than Expected

ThinkstockJeffrey M. Lacker, President of the Richmond Federal Reserve Bank, was speaking today to the Charlotte Chamber of Commerce’s Annual Economic Outlook Conference. As many of you, Jeff Lacker is the one fed president…

Jon C. Ogg · 14 years ago

TV Ratings Going Social and Hyperactive, Nielsen & Twitter

ThinkstockNielsen Holdings N.V. (NYSE: NLSN) has measured television audiences for years and years, a period which in some cases may go back two generations. Now that television ratings are going to be taken into…

Jon C. Ogg · 14 years ago

The Beginning of the Apple Analyst Downgrade Cycle

courtesy of Apple Inc.Apple Inc. (NASDAQ: AAPL) has fallen from grace as far as being the darling of Wall Street. If you took away the emotion and the hype and compare the chart peak…

Jon C. Ogg · 14 years ago