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Home Depot’s Strong 2Q17 Earnings Still Have Investors Wary

The largest home improvement retailer in the world, Home Depot (HD), announced its 2Q17 earnings on August 15. Compared to 2Q16, EPS rose 14.2%, and revenues rose 6.2%.

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NextEra Energy: What to Expect from Recent Changes

NextEra Energy (NEE) stock hit a fresh 52-week high of $150.18 on August 16, 2017. So far, NextEra Energy stock has gained more than 25% this year.

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Honeywell Continues to Thrive in 2017

Honeywell bagged two new airline clients with its GoDirect software. Brussels Airlines and Air Serbia will use Honeywell’s connected aircraft software.

Asian
Pre-Market Report: Global Markets Are Mixed on August 17

China’s Shanghai Composite Index fell last week. On August 17, 2017, the Shanghai Composite Index rose 0.68% and ended at 3,268.43.

RECENT RESEARCH

Positions
Assessing Point72 Asset Management’s 3Q14 positions

Point72 Asset Management’s portfolio decreased slightly to $13.2 billion in the third quarter—compared to $15.6 billion in the second quarter. The third quarter ended in September.

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Highlights of Maverick Capital's 3Q14 positions

Maverick Capital initiated some new positions and sold some existing positions in 3Q14. The value of its US long portfolio decreased slightly from $6.96 billion in 2Q14 to $6.83 billion in 3Q14.

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US Steel: Industry Indicators Investors Should Track

In this series, we’ll discuss the key steel industry indicators that investors in steel players should watch.

Mortgage Rates
A review of mortgage applications for the week of December 8

Mortgage rates spent most of the summer stuck around 4.25% and only recently acknowledged the strong bond market rally. The pattern of lagging the bond market seems to be continuing.

Fed dot graph Dec 14
Analyzing The December 2014 FOMC Statement And Forecasts

Yesterday, the Federal Reserve ended its September FOMC meeting. It changed its language regarding interest rate normalization going forward.

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An Improving Economy, But Lower Rates. Why The Disconnect?

Improving economic numbers confirm a strengthening economy. The GDP growth rate increased in the last two quarters. GDP grew by 4.6% in 2Q14. It grew by 3.9% in 3Q14.

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Can an award-winning movie explain falling commodity prices?

There’s mistrust in the global commodity markets. From crude oil to met coal and iron ore, producers haven’t cut production. They’re waiting for others to do it first.

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How strategic acquisitions are helping EMC expand in cloud space

Along with its announcement of 3Q14 earnings, EMC also announced the acquisition of Cisco’s stake in VCE.

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Strong activity in Treasuries in the week ended December 12

The demand for long-term Treasuries has gone up, while personal consumption expenditures—a measure of inflation—have stayed below policymakers’ 2% target.

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Market sentiment positive with Frontline's 3Q14 results

Frontline Ltd. (FRO) is engaged mainly in the ownership or operation of oil tankers used to transport crude oil. It’s owned by Norwegian shipping magnate John Fredriksen.

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Highlights of Elliott Management's third quarter 13F

The total value of Elliott Management’s US long portfolio increased to $8.79 billion in 3Q14 from $7.15 billion in 2Q14.

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The New Fixed Income World

Negative real rates boosted the economy. The real interest rate is the nominal interest rate minus the inflation rate. Currently, real interest rates are in the negative territory.

Gainers
Unregulated power companies feel the sting of sliding prices

Entergy Corporation (ETR) was the biggest gainer of the week ending December 12, 2014. It gained 2.2% during the week.

Capacity Utilization
Key Industrial Data For November

Capacity utilization is a good top-down macroeconomic indicator. It helps forecast the labor market, final demand, consumption, and inflation. Capacity utilization was 80.1% in November.

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Key takeaways from EMC's 3Q14 earnings

On October 22, EMC announced its 3Q14 earnings. The company missed profit estimates, but was able to marginally beat revenue expectations.

Retail Sales
November 2014: Key Confidence And Retail Sales Data

At the end of the day, consumers don’t start spending after recessions because they want to. They do it because they have to.

comparative
Analyzing Key Indicators That Alcoa Investors Should Track

It’s important that investors understand the key aluminum industry indicators. There are several ways to play the aluminum industry. You can invest in primary aluminum producers.

MPLX structure
An Investor’s must-know guide to MPLX LP

Marathon Petroleum Corporation, or MPC, owns 100% of the MPLX general partnership, or GP, interests, as well as the incentive distribution rights.

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Continental Resources: An important overview

In the past one year, Continental Resource’s share price has gone down by 29%. Share prices of most of the oil-heavy upstream companies have declined since June this year.

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An investor’s guide to China Southern Airlines Company Ltd.

China Southern Airlines’ network connects 1,024 destinations in 187 countries, including all major cities in Asia, Europe, the United States, Australia, and Africa.

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