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Equities Rise Should Continue……

 

“Davidson” submits:

Economic data and equity markets are highly correlated over time. The correlation is not day-to-day or even month-to-month as the media attempts to connect the dots on a daily basis, but over several years the connections become apparent. Along the way, there are many using market trends to predict the trend of the economy and the next few months, even days, of market prices.

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Subs: Fewer Rigs & Higher Production

The company is going to produce more oil and gas with fewer rigs……..a clear recipe for increasing profits.

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Subs: Windows and Siding (updated)

A solid yet unspectacular quarter….

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Subs: Platform (updated)

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Subs: Hughes (UPDATED)

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Subs: Data (updated)

Things here are proceeding just as planned………

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Subs: Williams (UPDATED)

Solid yet unspectacular…

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Subs: AIG (updated 8/5)

Shares are >2% after hours on the results

 

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Subs: Weekend Links

A sale?, Watt gets backing, finally a quorum and mom and pop investors are not causing the rally

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CNBC Ratings at 22yr Low…..

I’ve seen a lot of posts this week on stocktwits regarding CNBC and the fact its viewership has never really been worse……..

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The Dollar, Auto Sales and S&P 500 Intrinsic Value Update

“Davidson” submits:

Equity prices have a long history of rising on positive surprises. Many believe markets to be an ‘efficient’ pricing mechanism of all that is known and unknown. If they believe this, then it is surprising that they are willing to pay more for unexpected positive news.

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Subs: 135% Increase in Operating Income

Chip Brewer is hands down the best CEO in the golf business. A beat, a raise, more market share gains, increasing margins, a pristine balance sheet and another acquisition….

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Subs: More Real Estate Freed

So much for “Lampert is trying to steal the best property” meme

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Subs: More Changes

Freddie isn’t the only one changing the wording regarding future dividend payments

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Subs: Wednesday’s Links