Last week, I told you about how the tone of quarterly earnings conference calls had changed. From a focus on trumpeting the benefits to companies’ bottom lines of the corporate tax cuts Congress passed at the end of 2017, the focus had shifted to the trade war and rising costs. This is especially true with […]
Trade war tensions seem to have cooled for now and that’s a good thing. Why? Because the percentage of S&P 500 sales from foreign countries is substantial and has been between 43% and 48% since 2006. For technology companies, the percentage is even higher, hovering between 56% and 60% since 2010. If access to these […]
With energy prices falling and an escalating trade battle potentially eroding global GDP, its bad news for this energy infrastructure bellwether.
I like to look for what are called contrarian investments. That is, trades where Wall Street is piled into one side of the ‘boat’. When this happens, the ‘boat’ has a tendency to ‘capsize’ turning into very large profits for taking the opposite side of the trade that Wall Street is on. There are several […]
In the wake of the United States imposing a 25% trade tariff on a host of Chinese imports, it’s terrible news for companies in the firing line who depend on raw materials at the heart of the battle. This small-cap food producer is one of them.