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Welcome to another edition of my weekly review of dividend increases. I follow this process in order to monitor existing dividend holdings. It is helpful to see if my investments continue growing their dividends, and if my original investment thesis is working. I also find this process helpful, in order to identify companies for further research. WBA Riased […]...
The gold price remains above $1,800 an ounce, but where it will go next depends on what type of economic recovery we see. Many are expecting a V-shaped recovery. However, the resurgence in coronavirus cases in the U.S. suggests we could see a U-shaped or W-shaped economic recovery, which would impact gold prices. Gold outperformed while equities […]...
The current earnings reports that begin rolling out this week will be among the most important since the financial crisis, if not even before that. To explain why, let us start with some background data. Exhibit 1 plots the three major stock market indexes from the start of the year through the close on July 10, 2020. […]...
I find it very interesting that Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN) after going public in 2001, did not generate their first profit until December 2008. As we all know, this was in the throes of what is now known as the Great Recession of 2008. Moreover, Alexion’s adjusted operating earnings have grown from $0.20 per share in $2008 […]...
Tesla stock skyrocketed 14% on Monday on speculations that it will be added to the S&P 500. However, the shares plunged into the red briefly in the afternoon in a wild day of trading before climbing back into the green before the market closed. Tesla stock approaches $1,800 on S&P 500 speculations Tesla stock (NASDAQ:TSLA) soared to […]...
Vaccine manufacturers testify before Congress, earnings bonanza: What to know in the week ahead...
A Joe Biden presidency wouldn’t just be a win for the Democrats, it would be a win for managed care organizations (MCOs). Back in March, the former Vice President’s strong showing on Super Tuesday fueled a rally from large health insurance stocks. Why? It came down to Senator Bernie Sanders’ proposed Medicare for All program that would largely do away with the need for health insurance, posing a major threat to the space’s top players. Biden’s policy, on the other hand, supports the strengthening of the Affordable Care Act, which is ideal for the companies currently on the exchanges established by that legislation. Additionally, his approach would focus on reducing drug prices and promoting the development of generic drugs. With the polls indicating that the Democratic nominee is well ahead of President Trump, GOP pollster Frank Luntz believes the election is “Joe Biden's to lose.” As a result, even though there's...
