The Weekender
Aviate - at Seeking Alpha - Sun May 17, 7:39AM CDT
Rising rates, banks, beta and the pain trade We note a strategy piece by a well-respected strategist this week (JPMorgan) used the word ' reflation ' - one all but removed from investment parlance - with respect to the bond market's rather vicious...
WMT: 73.12 (+0.34), RBS: 10.73 (+0.26), SPY: 207.48 (+2.58), LYG: 5.28 (+0.12), AV: 16.38 (+0.41), MR: 26.11 (+0.38), PSO: 19.11 (+0.56), LBTYK: 47.78 (+1.54), TI: 13.19 (+0.48), LBTYA: 50.86 (+1.87), BHP: 39.47 (+1.07), TEF: 14.62 (+0.87), DIA: 177.41 (+2.15), ING: 16.98 (+1.00), RIO: 39.14 (+0.61), PHG: 26.26 (+1.11), VOD: 36.46 (+1.07), QQQ: 107.65 (+1.62)
Barratt Development's (BTDPF) CEO Mark Clare on Q3 2015 Results - Earnings Call Transcript
SA Transcripts - at Seeking Alpha - Wed May 13, 4:27PM CDT
U.K. Portfolio Update: Q1 2015
Nick Mackintosh - at Seeking Alpha - Mon Apr 06, 7:27AM CDT
BTI: 112.52 (+3.75), ED: 60.81 (+0.32), O: 46.36 (+0.41), DX: 7.55 (+0.05), T: 34.65 (+0.26), BP: 39.90 (+0.77), MSFT: 44.61 (+0.09), BBL: 38.05 (+1.05), AAPL: 123.28 (+3.21), CSCO: 27.28 (+0.37), PFE: 34.36 (+0.50), EMR: 53.83 (+0.07), AGNC: 18.80 (-0.25), GSK: 42.45 (+0.65), SO: 43.36 (+0.09), RDS.B: 57.69 (+1.48), WPC: 60.06 (+0.64), AZN: 66.45 (+1.90), MRK: 57.95 (+0.57), OHI: 35.30 (unch), NGG: 66.43 (+1.67)
Barratt Development's (BTDPF) CEO Steven Boyes on Q2 2015 Results - Earnings Call Transcript
SA Transcripts - at Seeking Alpha - Sun Mar 01, 4:25AM CST
Barratt Developments (BTDPF) Hosts Trading Update Call (Transcript)
SA Transcripts - at Seeking Alpha - Thu Jan 15, 7:48AM CST
Portfolio Update: The Good, The Bad, The Ugly!
Nick Mackintosh - at Seeking Alpha - Wed Jan 07, 12:04AM CST
BTI: 112.52 (+3.75), CCL: 50.58 (+1.38), DX: 7.55 (+0.05), XL: 37.96 (+0.58), DEO: 118.94 (+3.94), RYAAY: 73.25 (+1.50), BHP: 39.47 (+1.07), SHPG: 250.34 (+7.35), BP: 39.90 (+0.77), AMZN: 443.51 (+9.12), WPPGY: 115.55 (+4.68), UL: 44.65 (+1.64), GSK: 42.45 (+0.65), AZN: 66.45 (+1.90), NGG: 66.43 (+1.67)
Barratt Developments (BTDPF) Q1 2015 Results - Interim Management Statement Call Transcript
SA Transcripts - at Seeking Alpha - Wed Nov 12, 1:10PM CST