A little over half the SP 500 has reported their Q4 ’16 with 275 SP 500 components releasing results as of Friday, February 3rd, 2016. Per Thomson’s earnings date, year-over-year growth in SP 500 earnings is 8%, with revenue growth … Continued
What we bought last week: we added to the Inverse Treasury TBF, and also added to Micron Technology (MU) in small quantities on Friday, added to Whole Foods (WFM) near long-term support at $50, added to Twitter in small quantities, … Continued
Consumer Discretionary has long been a market leadership sector, representing about 12% of the SP 500 by market cap. The appeal for institutional investors is obvious: you get to own some of the world’s great brands (and growth stocks), like … Continued
No question, retail stocks have taken a total beating since late November, early December with a multitude of reasons for the decline. The sector is as now oversold as it has been in the last few years: 1.) Bad weather … Continued
One of our favorite retailers has gotten pretty beaten up of late, after WFM guided lower in their November ’13 quarterly earnings release. With their q4 ’13 release last November, WFM printed 2% revenue growth, the lowest rate of … Continued