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Jasper’s market squawk 23-08-2023

Disappointing Retailer Earnings Weigh on Sentiment Despite starting the day in the green, US indices fell after disappointing retailer earnings data a...

August 23, 2023, 7:50 am

Tsmc's arizona plant is delayed over poor management, not a shortage of us skilled labor, workers building it say

TSMC says its Arizona chip factory's opening has been delayed partly over a skilled-worker shortage. We spoke with two workers at the site who said...

August 23, 2023, 6:15 am

Onewater marine: poor growth priced in already could likely lead to long-term upside

OneWater's shares dropped almost 30% after the Q3 earnings report because of a guidance lowering. Although the new guidance is bad, the share price al...

August 23, 2023, 4:27 am

‘i'm in the arena.' chamath palihapitiya responds to critics of poor spac performance.

Chamath Palihapitiya is the poster-child for the SPAC, or special purpose acquisition company, phase that was a passing fad on Wall Street in 2020 and...

August 23, 2023, 3:58 am

Manufacturing & services australian preliminary pmis for august remain in contraction

Judo Bank / S&P Global flash PMIs for Australia in August 2023 are both poor. Manufacturing and Service...

August 22, 2023, 11:23 pm

Cherry hill mortgage investment: compellingly cheap, still not a great investment

Cherry Hill Mortgage Investment Corporation is a mortgage REIT company that manages MSRs and agency RMBS to generate income for investors. CHMI has a ...

August 22, 2023, 10:08 pm

Verizon: high dividend yield and low valuation are actually red flags

Verizon's stock has fallen over 45 percent since its all-time high in December 2019. This poor performa...

August 22, 2023, 3:24 pm

Dick's sporting goods stock on track for its worst day ever

Short Hills Capital's Steve Weiss joins 'Halftime Report' to discuss why Dick's Sporting Goods is performing p...

August 22, 2023, 1:19 pm

Holding on to dell technologies: a dividend pick among tech stocks

Dell Technologies is downgraded to Hold, from my prior May rating of Buy. The hold rating is in line with the SA quant system rating. Positives: divid...

August 22, 2023, 12:15 pm

Heads up: euro area pmi data coming up tomorrow

The flash estimates for the August PMI readings in the euro area will be due tomorrow. And another set of relatively...

August 22, 2023, 11:07 am

Vnq etf: i'm building my own market-beating etf

The Vanguard Real Estate ETF is the largest real estate ETF in the world, but its performance has been poor...

August 22, 2023, 11:00 am

3 major regional banks to watch despite high rates, waning loans

A steady rise in funding costs due to higher rates, waning loan demand, poor asset quality and probable...

August 22, 2023, 10:31 am

3 tailwinds driving palo alto networks to fresh highs

Just as it looked like shares of Palo Alto Networks NASDAQ: PANW were on the verge of topping July's all-time high earlier this month, investors of t...

August 22, 2023, 9:00 am

Cathie wood's flagship ark fund is 'dead money' as it's actually down 18% from 5 years ago, markets guru larry mcdonald says

Cathie Wood's flagship Ark fund is "dead money", said Larry McDonald, citing its poor longer-term perfo...

August 22, 2023, 8:06 am

Barnes group: valuation and m&a concerns after recent earnings

Barnes Group's stock is overvalued to fairly valued due to concerns around its M&A activity. The company's industrial segment has shown...

August 22, 2023, 4:51 am

Sea limited: q2 earnings, not as bad as it looks, a buying opportunity

Sea Limited stock dropped by almost 29% following the release of its 2Q23 earnings report. The drop was caused by...

August 22, 2023, 2:18 am

Jinkosolar holding in the grip of china and solar fears

JinkoSolar's shares have recently performed poorly despite strong Q2 results and improving access to th...

August 21, 2023, 9:37 pm

Vht: overweight health care as it makes its seasonal dip

Health Care sector has shown recent relative strength in the last month after a poor start to the year ...

August 21, 2023, 7:10 pm

Commerce bancshares (cbsh) rides on loans, asset quality ails

Decent loan demand, solid non-interest income performance and a strong balance sheet support Commerce Bancshares (CBSH) despite...

August 21, 2023, 10:31 am

United fire group: continue to stay away

United Fire Group (UFCS) is a small-cap P&C insurer focused on commercial lines. UFCS's underwriting results have fallen back into the red in 2022 and...

August 21, 2023, 9:46 am


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