'Market/Economic Analysis'
Investment Trend Watcher - 11/02/10
Updated charts from our investment trend watcher publication. These include equity sector performance and most traded commodities. Of particular interest is some recovery in commodity prices after the steep declines.
Full StoryEarnings Calendars - 08/02/10
Earnings season is past the half way point for the US and just getting started in Canada.
Full StoryMarket Selloff Buying Opportunity? - 04/02/10
Yikes, bad markets today. But with this kind of ratio of down to up volume (almost 20 to 1 for the NYSE), we could expect a bounce in the coming days.
Full StoryEarnings Season – So Far, So Good - 04/02/10
Once again earnings are coming in strong as is sales growth for the S&P 500. Unfortunately, the market doesn’t care. But the S&P 500 PE is now coming back from recent high levels thanks to a falling index and rising earnings.
Full StoryInvestment Trend Watcher - 03/02/10
Updated charts from our investment trend watcher publication. These include equity sector performance and most traded commodities. Of interest is the recent pull back in commodity prices and economic sensitive equities. Some of which have started to recovery since the beginning of February.
Full StoryDanger, Getting Close to Correction Territory - 29/01/10
The TSX is only a couple hundred points away from being in an offical correction. Also, the relative strength of the index has not been this February of last year.
Full StoryApple’s iPad hits stock with a thud - 27/01/10
Quick chart on the reaction of Apple’s share price to the launch of the iPad.
Full StoryUS Housing Softening - 26/01/10
US house prices have been flat for the past 3-months. Sales and construction data has also shown signs of softness. Given this, why are lumber prices holding their recent highs?
Full StoryGood Earnings, Bad Market - 25/01/10
Earnings season is in full swing but with the recent sell-off, does the market care about earnings? It appears it does as companies that beat estimates have on average gone down much less than those that missed. In this post we take a look at the Q4 earnings season so far, in which 75% have surprised to the upside.
Full StoryEarnings Calendars - 25/01/10
Big earnings week. 134 of the S&P 500 member companies, or 27%, are scheduled to report Q4 earnings this week. In Canada we have about 10 companies reporting including the rails, CNR & CP.
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