Trade ideas thread - european session 27 january 2023

The focus today is on US PCE data before broader market sentiment is likely to be hit with a lull ahead of the ...

January 27, 2023, 6:25 am

John b. sanfilippo & son: a solid company to consider

John B. Sanfilippo & Son is a family-run business with a healthy balance sheet. The company has a growth plan in place, but growth is slowing....

January 27, 2023, 3:02 am

First mover asia: cryptos shrug off latest us productivity, jobs data; bitcoin hovers at $22.9k

ALSO: Sam Reynolds considers litecoin’s strong performance over the past year compared to bitcoin and ether. The first altcoin has been operating la...

January 27, 2023, 2:29 am

Expeditors international: best nearby cap-gain freight forwarder stock

This is an article about stock prices more than about international transportation technologies, which have been extensively considered by those with ...

January 27, 2023, 12:39 am

Treasuries close lower following volatile session

After ending the previous session roughly flat, treasuries saw considerable volatility over the course of the trading day on Thursday. Bond prices flu...

January 26, 2023, 11:44 pm

Us house republicans considering kicking the us debt ceiling can to september 30

The bad news is the debt limit debacle is playing out again. The good news is three may be a little more breathing room, the House Republicans are ...

January 26, 2023, 10:57 pm

Oil icymi - eu considers capping russian diesel price at $100 a barrel

Overnight piece from Bloomberg (gated). In summary:

• The European Union is floating a plan to cap the price of Russian diesel at $100 a b...

  January 26, 2023, 10:00 pm

2 stocks to consider buying before earnings next week

Both Mondelez International and RenassanceRe Holdings stock look intriguing going into their Q4 reports next week as rising earnings estimate revision...

January 26, 2023, 9:04 pm

Bed bath & beyond defaults on credit line and can't afford to pay back debt—as bankruptcy threat looms

The home goods chain is considering restructuring through bankruptcy, a possible coda to the once-iconic brand's decades of dominance and years-long c...

January 26, 2023, 6:59 pm

Vanguard sees non-u.s. equities, emerging market bonds as top sectors in 2023

Vanguard has released its January 2023 investment and economic forecasts, and there are some interesting projections that all investors should conside...

January 26, 2023, 5:29 pm

Bed bath & beyond can't pay creditors, bankruptcy looms

Bed Bath & Beyond has filed with the SEC stating they do not have available resources to pay outstanding debt and will ...

January 26, 2023, 4:35 pm

Ryld: ignore the imaginary 12% yield and consider this 12% instead

We called RYLD's double-digit yield "imaginary" as in one that would see poor total returns. The thesis has played out and total returns have been now...

January 26, 2023, 4:25 pm

Salesforce considers new board member additions following elliott management's activist stake

Salesforce considers new board member additions following Elliott Management's activist stake....

January 26, 2023, 3:40 pm

Delek logistics partners: an 8.30%-yielder that is worthy of consideration

Delek Logistics Partners, LP is a midstream company that primarily provides services to Delek US Holdings. The partnership has remarkably stable cash ...

January 26, 2023, 3:19 pm

Eu is mulling a price cap on russian refined products rather than a ban

The EU is considering a Russian diesel price cap at $100 instead of an import ban, according to a reprot. It would also cap discounted Russian fuel...

January 26, 2023, 2:42 pm

Coinbase was hit with a $3.6 million fine by the dutch central bank for failure to properly register in the country

Coinbase refuted the claims, adding that the crypto company is "carefully considering the objections and appeals process" for the fine....

January 26, 2023, 1:54 pm

Looking to buy hsbc stock? 7 pointers to help you decide

The HSBC stock has been a poor source of alpha over the last decade but has been witnessing strong momentum lately. We touch upon a few themes which m...

January 26, 2023, 1:17 pm

Will exxonmobil's (xom) upstream business aid q4 earnings?

Since ExxonMobil (XOM) has significant exposure to the upstream business, a considerable improvement in oil price is likely to have aided Q4 earnings....

January 26, 2023, 9:47 am

Freeport-mcmoran (fcx) q4 earnings: how key metrics compare to wall street estimates

Although the revenue and EPS for Freeport-McMoRan (FCX) give a sense of how its business performed in the quarter ended December 2022, it might be wor...

January 26, 2023, 9:02 am

Mondelez's (mdlz) q4 earnings upcoming: factors to consider

Mondelez's (MDLZ) fourth-quarter 2022 earnings might reflect the impacts of cost inflation and currency headwinds....

January 26, 2023, 9:02 am