Thursday, December 10, 2015

Disastrous Discussion: US Corporate Profits vs. GDP: How Sustainable is Corporate Profit Trend? Do US Equities Deserve a PE Premium? + MORE 9:19 pm Dec 10th

Clips from Today’s Halftime Report

– thereformedbroker.com

Watch the video inside.

Continue Reading On thereformedbroker.com »

Stryker Raises Dividend by 10%

– crossingwallstreet.com

This morning, Stryker (SYK) announced that they’re raising their dividend by 10%. The quarterly payout will rise from 34.5 cents to 38 cents per share.
“As part of our capital allocation strategy, we are committed to consistent growth in our dividend which is reflected in the announced 10% increase for 2016,” said Kevin…

Continue Reading On crossingwallstreet.com »

Have a look at retail sales. They have been fairly soft, disappointing, or whatever measured phrases like “OK, not terrible, but not great” that analysts and commentators favor to indicate mediocrity. Nearly all consumer spending reports are showing soft to flat data.
There is one notable exception, however, and that’s automobiles…

Continue Reading On ritholtz.com »

Over the last month, I have read two absolutely fascinating pieces that each cover very unique territory. First comes the utterly modern story of Greek banks being held for ransom by hackers demanding payment in bitcoin! No less fascinating is a piece about behaviors that unintentionally sabotage your organization…

Continue Reading On cfainstitute.org »

Disastrous Discussion: US Corporate Profits vs. GDP: How Sustainable is Corporate Profit Trend? Do US Equities Deserve a PE Premium?US Corporate Profits vs. GDPThe latest GMO Quarterly Report, released yesterday as a 26-page PDF, has some interesting charts and commentary on valuations, PEs, and a premium on US equities.Let’s put a spotlight on a chart and commentary starting on page 10. When we began building our forecasts, this series had a wonderfully mean-reverting look to it…

Continue Reading On globaleconomicanalysis.blogspot.com »

With One Week Left Until The Fed's Rate Hike, Nobody Knows If The Fed Can Actually Do ItOne month ago, when the market was getting excited about the imminent Fed rate hike, now due less than one week from today, Jefferies analysts flagged a red flag about the imminent rate liftoff: fed, even at the Fed, know precisely how it will take place. We cited Jefferies economists Ward McCarthy and Thomas Simons who in their December 16 note wrote that “indeed the liftoff date, the Fed is running out of time to be ‘well before’ raising rates…

Continue Reading On zerohedge.com/ »

Hedge Funds and other institutional investors have just completed filing their 13Fs with the Securities and Exchange Commission, revealing their equity portfolios as of the end of September. At Insider Monkey, we follow over 700 of the best-performing investors and by analyzing their 13F filings,…

[[ This is a content summary only…

Continue Reading On insidermonkey.com »



from Royalty Gateway http://www.royaltygateway.com/disastrous-discussion-us-corporate-profits-vs-gdp-how-sustainable-is-corporate-profit-trend-do-us-equities-deserve-a-pe-premium-more-919-pm-dec-10th/

Clips from Today’s Halftime Report

– thereformedbroker.com

Watch the video inside.

Continue Reading On thereformedbroker.com »

Stryker Raises Dividend by 10%

– crossingwallstreet.com

This morning, Stryker (SYK) announced that they’re raising their dividend by 10%. The quarterly payout will rise from 34.5 cents to 38 cents per share.
“As part of our capital allocation strategy, we are committed to consistent growth in our dividend which is reflected in the announced 10% increase for 2016,” said Kevin…

Continue Reading On crossingwallstreet.com »

Have a look at retail sales. They have been fairly soft, disappointing, or whatever measured phrases like “OK, not terrible, but not great” that analysts and commentators favor to indicate mediocrity. Nearly all consumer spending reports are showing soft to flat data.
There is one notable exception, however, and that’s automobiles…

Continue Reading On ritholtz.com »

Over the last month, I have read two absolutely fascinating pieces that each cover very unique territory. First comes the utterly modern story of Greek banks being held for ransom by hackers demanding payment in bitcoin! No less fascinating is a piece about behaviors that unintentionally sabotage your organization…

Continue Reading On cfainstitute.org »

Disastrous Discussion: US Corporate Profits vs. GDP: How Sustainable is Corporate Profit Trend? Do US Equities Deserve a PE Premium?US Corporate Profits vs. GDPThe latest GMO Quarterly Report, released yesterday as a 26-page PDF, has some interesting charts and commentary on valuations, PEs, and a premium on US equities.Let’s put a spotlight on a chart and commentary starting on page 10. When we began building our forecasts, this series had a wonderfully mean-reverting look to it…

Continue Reading On globaleconomicanalysis.blogspot.com »

With One Week Left Until The Fed's Rate Hike, Nobody Knows If The Fed Can Actually Do ItOne month ago, when the market was getting excited about the imminent Fed rate hike, now due less than one week from today, Jefferies analysts flagged a red flag about the imminent rate liftoff: fed, even at the Fed, know precisely how it will take place. We cited Jefferies economists Ward McCarthy and Thomas Simons who in their December 16 note wrote that “indeed the liftoff date, the Fed is running out of time to be ‘well before’ raising rates…

Continue Reading On zerohedge.com/ »

Hedge Funds and other institutional investors have just completed filing their 13Fs with the Securities and Exchange Commission, revealing their equity portfolios as of the end of September. At Insider Monkey, we follow over 700 of the best-performing investors and by analyzing their 13F filings,…

[[ This is a content summary only…

Continue Reading On insidermonkey.com »

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