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SuperValu Cruises past Analyst Expectations, Still Sinks

SuperValu (SVU) reported adjusted EPS of $0.46, beating the consensus by $0.10. Total sales from continuing operations stood at $3.8 billion—35% higher YoY.

kmis-adjusted-eps-vs-estimates-2-1
Kinder Morgan’s 3Q17 Results Met Analysts' Expectations

Kinder Morgan reported its 3Q17 results on October 18, 2017. It reported an adjusted EPS of $0.15, which was in-line with analysts’ consensus estimates.

Asian
Pre-Market Report: Global Markets Are Stable on October 20

On October 20, the Shanghai Composite Index closed at 3,378.65 after rising 0.25%. The SPDR S&P China ETF (GXC) fell 1.7% on October 19, 2017.

sP-500-1
Highs and Lows: Wall Street's Performance on October 19

After rising for five consecutive trading weeks, the S&P 500 started this week on a stronger note. It rose in the first three trading days of the week.

RECENT RESEARCH

2013.01.26 - Nat Gas Inventories
Natural gas inventory draw slightly below estimates, bearish indicator for nat gas stocks/ETFs

Every week, the Energy Information Administration (EIA) releases data on how much natural gas is stored in various facilities across the US. These figures, also called “natural gas inventories,” can…

2013.01.28 - Frac Spread Graph
NGL fractionation spreads up last week, positive for select MLP names

Last week saw most natural gas liquids (NGL) prices move upward, a positive for some master limited partnerships (MLPs) involved in natural gas processing and fractionation such as MarkWest Energy…

China PMI
China's manufacturing activity has significant impact on shipping

China is often called the factory of the world, as the country is the world’s largest manufacturing center. Naturally, it is also the largest importer of raw materials from countries…

Iron Ore Inventory
Port inventory might have damped shipping stocks

Iron ore inventory levels of Chinese ports can impact purchasing decisions. Iron ore represents the largest category of product shipment within the dry bulk shipping industry, and most of the…

Global manufacturing PMI
JP Morgan's global manufacturing activity index jumps

Global manufacturing activity is a leading measure for the shipping industry. This is because economic activity is highly correlated with global trade, and manufacturing activity has historically been more sensitive…

Fertilizer Price to Corn Price
Fertilizer prices are relatively cheap to corn

Fertilizer prices are important metrics for fertilizer firms’ revenues. However, the price of fertilizer is also important for producers from a farmer’s perspective. When the price of fertilizer relative to…

Mex Prod Conf Jan 13
Mexican business managers optimistic about economic outlook

The Producer Confidence Index (ICP) in Mexico posted a continued trend of increasing optimism. The index shows the monthly opinion of business managers on the outlook of the economy. It…

2013.01.27 - NG vs CHK vs XCO
How the shale revolution has affected natural gas and natural gas producers

Natural gas production in the US has grown tremendously over the past few years, mainly due to the “shale revolution.” This term generally refers to a combination of the development of new…

Global Corn Stock to Use Ratio
Record low corn inventory of 12.04% benefits fertilizers

Countries keep crop inventories to ensure stability in food prices in the event of an unpredictable natural disaster. Therefore, the global stock to use ratio is a leading indicator for near term fertilizer…

Orders for crude tankers fell 78.8% since 2008

The number of tankers on order is a leading indicator for future capacity, which directly affects performances of tanker investments. As a general rule, a decline in the number of…

2013.02.06 - Alerian vs BBB
Spread between MLP and corporate credit yields narrowed last week, bullish for MLPs

Spreads between MLPs and corporate credit narrowed on the week, which was positive for the relative value of MLPs.

2013.02.06 - Crude Inventories
Crude inventories change close to expectations, neutral for oil and oil stocks

The change in crude inventories this week was close to experts’ expectations leaving crude oil prices relatively unchanged on the day.

2013.02.06 - Nat Gas ST
Natural gas prices down on the week, negative for some upstream energy names

Last week’s continued movement down in natural gas prices was negative for natural gas producers.

2013.02.06 - Corp Credit Yields
Corporate borrowing rates moved higher last week, negative for companies with funding needs

Last week, corporate credit yields increased, which hurts companies with funding needs.

EM Flows
Emerging market investors selective of ETFs

Fund flows into emerging markets increased in January, though investors avoided the usual emerging markets ETFs. Flows are important since they offer a different dimension to the sentiment over a…

2013.02.06 - 10 YR TSY ST
Continued move up in interest rates could be negative for MLPs

Master limited partnerships (MLPs) can be sensitive to rate movements, as many investors view MLPs as a yield instrument. To think of it simply, if rates on US government Treasurys…

2013.02.06 - Permian Rig Counts
Growth in Permian oil production boon for some midstream players

Drilling activity in the Permian Basin in West Texas has rapidly increased over the past several years creating opportunities for certain midstream players.

2013.02.06 - WTI Brent Spread
Domestic producers hurt by continued widening of WTI-Brent spread

The WTI-Brent spread moved wider on the week, continuing the prior week’s trend.

2013.02.04 - Propane Prices
Propane up on the week, negative for propane distributors

Propane distributors such as AmeriGas Partners (APU), Ferrellgas Partners (FGP), and Suburban Propane Partners (SPH) can see reduced demand from their customers when propane prices rise. This is because propane…

2013.02.04 - Nat Gas HDD
Last week’s warmer weather negative for natural gas producers

Natural gas prices are especially affected during the winter as many households use natural gas for home heating. Warmer weather translates into less natural gas demand and therefore lower prices.

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