The Biggest Risks For Stocks In 2015?
Leo Kolivakis - Seeking Alpha - Fri Dec 05, 3:07PM CST
Jeff Reeves, editor of InvestorPlace.com, wrote an article for MarketWatch, 10 biggest risks to the stock market in 2015 : It is shaping up to be another great year for stocks, with the S&P 500 up about 12% year-to-date in 2014 after a roughly...
KO: 43.53 (+0.03), XLB: 49.77 (-0.04), XBI: 181.28 (+3.17), IBB: 308.81 (+2.61), TLT: 121.09 (-0.71), GSG: 24.33 (-0.17), VOO: 190.80 (+0.34), PGNX: 7.26 (+0.01), IDRA: 4.04 (-0.02), QQQ: 105.38 (+0.01), XLK: 42.12 (-0.05), IWM: 117.69 (+0.88), CL: 69.37 (-0.08), XLE: 80.28 (-0.97)
When Will The Tech Bull Market End?
Tomasz Tunguz - Seeking Alpha - Fri Dec 05, 1:14PM CST
When will the tech bull market end? It's a question that I'm asked with some frequency. There are three fundamental reasons for the bull market. First, technology is changing nearly every part of the economy. Consequently, there are many huge...
TECL: 146.27 (-0.53), XLK: 42.12 (-0.05), VGT: 106.78 (+0.04), IYW: 106.24 (unch)
Messaging Apps: Disrupting Advertising
Tech Thoughts - at Seeking Alpha - Wed Dec 03, 4:27PM CST
This week, I came across some interesting data on Kik that highlights the disruptive potential of messaging apps with respect to the advertising industry. At present, messaging apps are in early stages of becoming direct marketing channels for...
FB: 76.36 (+1.12), XLK: 42.12 (-0.05), GOOG: 525.26 (-12.05)
Sector Returns For November 2014
Brian Gilmartin, CFA - Seeking Alpha - Mon Dec 01, 3:58PM CST
Since so much of our earnings work is sector-related, here is a quick recap of sector returns for November ’14, both from the S&P 500 perspective and the SPDR perspective. Note: The first column is the S&P 500 sector return, per The...
XTL: 57.44 (+0.38), XLB: 49.77 (-0.04), XLP: 48.85 (+0.09), SPY: 208.00 (+0.34), XLY: 71.53 (+0.16), XLK: 42.12 (-0.05), XLI: 57.26 (+0.13), XLU: 45.87 (-0.36), XLF: 24.82 (+0.22), XLV: 70.79 (+0.56), XLE: 80.28 (-0.97)
S&P 500 Weekly Earnings Update: Could December See Upside Earnings Surprises From Crude Decline Beneficiaries?
Brian Gilmartin, CFA - at Seeking Alpha - Sun Nov 30, 11:02AM CST
Per Thomson Reuters "This Week in Earnings", the "forward, 4-quarter" earnings estimate for the S&P 500, fell to $126.15, from last week's $126.48. The PE ratio on the forward estimate is 16.4(x). The PEG ratio remains at...
XLB: 49.77 (-0.04), XLP: 48.85 (+0.09), SPY: 208.00 (+0.34), QQQ: 105.38 (+0.01), XLY: 71.53 (+0.16), DIA: 179.51 (+0.68), XLK: 42.12 (-0.05), XLI: 57.26 (+0.13), IWM: 117.69 (+0.88), XLU: 45.87 (-0.36), XLF: 24.82 (+0.22), XLE: 80.28 (-0.97)
Prepare For A Deflationary Boom?
Leo Kolivakis - at Seeking Alpha - Sat Nov 29, 10:20AM CST
Jon D. Markman of Yahoo Finance reports, Prepare for the rare "deflationary boom" : "Deflation" and "boom" are not two words that normally go together. They are almost like "sad happiness," "low-cal...
XLB: 49.77 (-0.04), QQQ: 105.38 (+0.01), XBI: 181.28 (+3.17), IBB: 308.81 (+2.61), XLK: 42.12 (-0.05), IWM: 117.69 (+0.88), GSG: 24.33 (-0.17), XLE: 80.28 (-0.97)
Weekly ETF Gainers / Losers
Seeking Alpha - at Seeking Alpha - Fri Nov 28, 12:26PM CST
USO: 24.96 (-0.38), IYH: 148.80 (+1.17), GDXJ: 24.67 (-1.02), QQQ: 105.38 (+0.01), FCG: 11.64 (-0.21), OIL: 15.77 (-0.28), XLY: 71.53 (+0.16), BNO: 27.08 (-0.27), XLK: 42.12 (-0.05), TLT: 121.09 (-0.71)
Feasting On The Stock Market Harvest
Eric Parnell, CFA - Seeking Alpha - Fri Nov 28, 1:55AM CST
The day of fortune is like a harvest day We must be busy when the corn is ripe - Torquato Tasso Americans celebrated the Thanksgiving holiday this Thursday with people across the country coming together to feast and give thanks. Many...
NBL: 50.59 (-0.99), FCX: 26.01 (-0.42), XOM: 93.82 (-0.55), GOOG: 525.26 (-12.05), TLT: 121.09 (-0.71), EEM: 40.88 (-0.08), COH: 34.50 (-0.20), SPY: 208.00 (+0.34), RIG: 18.72 (+0.04), IBM: 163.27 (-0.78), MAT: 30.88 (+0.20), BHP: 50.38 (-0.86), OIL: 15.77 (-0.28), APA: 61.64 (-1.61), XLK: 42.12 (-0.05), GOOGL: 528.08 (-14.50), OXY: 81.48 (-1.06), VNQ: 80.59 (-0.41), JJC: 35.08 (-0.06), EPP: 45.96 (-0.11), XLE: 80.28 (-0.97), AMZN: 312.63 (-4.30), XLY: 71.53 (+0.16), XLU: 45.87 (-0.36), IEV: 44.90 (+0.22), GM: 33.93 (+0.84), CVX: 110.87 (-1.41)
Leader Of The Pack (Weight Of Evidence, Part 5 Of 7)
360 Investment Research - at Seeking Alpha - Tue Nov 25, 8:35PM CST
At 360 Investment Research, we like to dig deep into the market and take a look at what sectors are leading the US market upward. By analyzing sectors on a relative basis against the S&P 500, we can gain insight into what sectors are leading the...
XLB: 49.77 (-0.04), XLP: 48.85 (+0.09), XLY: 71.53 (+0.16), XLK: 42.12 (-0.05), XLU: 45.87 (-0.36), XLF: 24.82 (+0.22), XLV: 70.79 (+0.56), XLE: 80.28 (-0.97)
Semiconductor Equipment Book-To-Bill Ratio Moderating
Gary Tanashian - Seeking Alpha - Tue Nov 25, 11:55AM CST
Excerpted from the November 23 edition of Notes From the Rabbit Hole , NFTRH 318: Since we were the only ones (so far as I could see) even talking about the semiconductor equipment industry ramp up (and positive implications on US manufacturing)...
USD: 100.89 (+1.79), SOXL: 145.98 (+4.35), XLK: 42.12 (-0.05), SOXX: 95.82 (+0.95), SMH: 56.53 (+0.47)
S&P 500 Weekly Earnings Update: Q3 '14 Earnings Were Strong; Q4 '14 Will Also Be Very Healthy (Despite Energy)
Brian Gilmartin, CFA - Seeking Alpha - Mon Nov 24, 6:28AM CST
Per Thomson Reuters, the “forward 4-quarter” estimate last week fell slightly to $126.48 from the previous week’s $126.64. The metrics as of 11/21/14’s close: SP 500: 2,063.50 P.E ratio: 16.3(x) PEG ratio: ...
XTL: 57.44 (+0.38), RXI: 86.48 (+0.10), KXI: 91.83 (-0.06), IYJ: 107.71 (+0.17), DBE: 20.21 (-0.14), XLB: 49.77 (-0.04), IYH: 148.80 (+1.17), IPS: 39.23 (+0.11), IPD: 38.83 (+0.23), IYM: 85.26 (unch), FXU: 24.34 (-0.12), XLU: 45.87 (-0.36), IYF: 90.52 (+0.76), XLV: 70.79 (+0.56), IYZ: 29.77 (+0.05), SPY: 208.00 (+0.34), XLK: 42.12 (-0.05), JJE: 12.90 (+0.30), XLI: 57.26 (+0.13), XLF: 24.82 (+0.22), IYW: 106.24 (unch)
Playing Defense All Around The World
Eric Parnell, CFA - at Seeking Alpha - Thu Nov 20, 1:21AM CST
BTI: 117.04 (-0.58), BUD: 116.00 (+1.86), IPS: 39.23 (+0.11), IPU: 18.76 (+0.04), FXY: 80.12 (-1.15), XLU: 45.87 (-0.36), UUP: 23.71 (+0.18), DEO: 122.71 (+1.18), XLV: 70.79 (+0.56), XLP: 48.85 (+0.09), NVO: 46.33 (+0.47), AZN: 73.72 (-0.22), XLK: 42.12 (-0.05), FXE: 121.03 (-0.92), SNY: 46.75 (unch), NGG: 72.53 (-0.42), IRY: 48.89 (-0.16), XLE: 80.28 (-0.97), NVS: 95.83 (+0.06)
Why Negative Churn Is Such A Powerful Growth Mechanism
Tomasz Tunguz - Seeking Alpha - Wed Nov 19, 1:56PM CST
(click to enlarge) Negative churn is an incredibly attractive characteristic of a SaaS company because it means that customer accounts are like high-yield savings accounts. Every month, more money comes in, without much effort. This is a...
NEWR: (), XLK: 42.12 (-0.05), CRM: 58.85 (-0.10)
Benedict Evans' Presentation At Bloomberg's The Year Ahead Event: Mobile Outlook (Video)
Benedict Evans - at Seeking Alpha - Mon Nov 17, 10:46AM CST
Last week Benedict Evans presented at Bloomberg's The Year Ahead event in Washington DC: video and slides below. Read comments Read more articles from Seeking Alpha: 5 Stocks To Watch This Week 11-17-14 Did Fox's 'Gone Girl' Just Give...
XLK: 42.12 (-0.05), VGT: 106.78 (+0.04)
Going Vertical
Bob O'Donnell - Seeking Alpha - Tue Nov 11, 5:13PM CST
The foundation of the tech business has nearly always been based on the idea of creating products and services that appeal to as wide an audience as possible. As we begin to enter a more mature, slower growth phase of the industry, however, the...
IBM: 163.27 (-0.78), XLK: 42.12 (-0.05), AAPL: 115.00 (-0.49)
U.S., China to liberalize tech trade
Seeking Alpha - at Seeking Alpha - Tue Nov 11, 1:52AM CST
PXQ: 34.54 (+0.21), ROM: 156.48 (-0.93), TLL: 59.78 (+1.34), CQQQ: 35.82 (+0.01), XSW: 94.16 (+0.85), QTEC: 44.78 (+0.13), PBS: 25.47 (+0.09), PTF: 38.52 (+0.21), FXL: 34.92 (+0.19), IYZ: 29.77 (+0.05), TECL: 146.27 (-0.53), TDIV: 28.45 (unch), XLK: 42.12 (-0.05), XSD: 79.32 (+1.22), IYW: 106.24 (unch), XTL: 57.44 (+0.38), SOXS: 12.71 (-0.36), LTL: 91.40 (-3.49), KWEB: 34.56 (-0.15), IGM: 103.10 (-0.03), REW: 54.59 (unch), SOXL: 145.98 (+4.35), QQQC: 22.39 (-0.09), FDN: 61.41 (+0.03), FCOM: 26.78 (+0.03), SMH: 56.53 (+0.47), SOXX: 95.82 (+0.95), TECS: 11.06 (+0.04), RYT: 92.11 (+0.37), PSCT: 49.79 (+0.50), SSG: 46.20 (-0.29), FTEC: 32.09 (+0.02), PSJ: 39.81 (+0.28), IGV: 92.93 (+0.15), PSI: 25.49 (+0.34), USD: 100.89 (+1.79), MTK: 101.32 (unch), VOX: 87.22 (+0.18), IGN: 36.66 (+0.28), VGT: 106.78 (+0.04)
Biotech Ripe for Correction as Risk of Cyclical Drawdown Looms
at The Street - Mon Nov 10, 2:15PM CST
Look at the performance of the biotechnology sector vs. tech since the 2008 crisis.
XBI: 181.28 (+3.17), XLK: 42.12 (-0.05), IBB: 308.81 (+2.61)
The Best Offense Is A Good Defense
Eric Parnell, CFA - Seeking Alpha - Sat Nov 08, 8:36AM CST
What a difference a few weeks make. Stocks are once again in rally mode and bullishness is back on the street. After bottoming back on October 15, stocks as measured by the S&P 500 Index have rallied an impressive +11.6% to advance to fresh new...
XLB: 49.77 (-0.04), BDX: 139.15 (-1.53), SPLV: 37.70 (unch), DAL: 47.28 (+0.86), XLY: 71.53 (+0.16), BBY: 35.63 (-0.45), XLU: 45.87 (-0.36), SO: 47.54 (-0.37), XLV: 70.79 (+0.56), YHOO: 50.99 (+0.58), XLP: 48.85 (+0.09), SPY: 208.00 (+0.34), SPHB: 34.62 (+0.13), XLK: 42.12 (-0.05), PG: 90.38 (-0.20), XLI: 57.26 (+0.13), XLE: 80.28 (-0.97)
The 9 Best Exit Returns In Mobile Internet
Tim Merel - Seeking Alpha - Wed Nov 05, 3:07PM CST
Mobile internet exit activity via trade exits (i.e. M&A) and IPOs rocketed 7x to $94B in the 12 months to Q3 2014, with mobile internet revenue forecast to hit $700B by 2017 , 32 "billion dollar" mobile internet companies now worth...
TECL: 146.27 (-0.53), XLK: 42.12 (-0.05), VGT: 106.78 (+0.04), IYW: 106.24 (unch)
Pause For A Cause: A 3-Month Outlook On The S&P 500 And U.S. 10-Year Yield
Cerebro1 - at Seeking Alpha - Wed Nov 05, 2:44PM CST
SPY: 208.00 (+0.34), IEF: 105.10 (-0.59), XLY: 71.53 (+0.16), XLK: 42.12 (-0.05), XLI: 57.26 (+0.13), XLU: 45.87 (-0.36), XLF: 24.82 (+0.22), XLV: 70.79 (+0.56)