Wednesday, February 27, 2013

Today’s articles on Macro View

Editors' Picks

Does The Increase In The Yotai Gap Again Presage A Stock Market Sell-Off? by DoctoRx

Market Outlook

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

Managing Your Stocks In A QE World by The Financial Lexicon

Record Insider Selling Marks Top In Equities by Katchum

VIX - Options Volatility And Market Sonar: Tuesday Recap by Erick McKitterick

Welcome To The Top Of The Market, Again by Greedometer

Record VIX Options Volume And Large Purchases Of VIX Calls by Bill Luby

Analysis Of The S&P 500: Where Is It Headed? by Vinayak Maheswaran

Updated SPX Pullback Summary Table for SPX 1485 by Bill Luby

U.S. Could Enter Recession In May by Greedometer

Bernanke Put To Expire Worthless In March by John Early

Testy Tuesday: That's What The 50 DMA Is There For by Philip Davis

Today's Market News To Trade On: 5 Stocks Moving On News by Matthew Smith

Does The Increase In The Yotai Gap Again Presage A Stock Market Sell-Off? by DoctoRx

Daily State Of The Markets: Here We Go Again! by David Moenning

The Rising U.S. Dollar - What It Means To The Economy And To Investors by John Rothe

Gold & Precious Metals

Bernanke Solidifies Gold Path To $2,000/oz by Adam Rabie

Gold Chart: Price May Be Right, But Is Timing? by Kevin Wilbur

Buying And Owning Silver Part 1: Arguments For Silver Ownership by Ben Kramer-Miller

What It Really Costs To Mine Gold: The Barrick Gold Edition by Hebba Investments

How Long Will The Rebound In Precious Metals Last? by BubbleBustInvesting

Price Of Gold Under The Last 4 Fed Chiefs by Bespoke Investment Group

A Dovish Bernanke Saves Gold And Silver, For Now by Christopher F. Davis

Gold Producers Least Bearish/Money Managers Most Since 2008 by Chris Ridder

Gold: What Fundamentally Changed? by Damir Tokic

A Test Of Strength For Gold by Frank Holmes

Weighing The Gold Market Impact Of ETF Outflows And A New Crisis In Europe by Tim Iacono

Commodities

Weekly Gasoline Update: Prices Rise Again, But At A Slower Pace by Doug Short

Commodity Chart Of The Day: Heating Oil by Matthew Bradbard

Aluminum Production Rising Globally - What This Means For Prices by MetalMiner

Natural Gas Price Direction Depends On Producing Region Storage Withdrawals by HiddenValueInvestor

Bakken Update: Mississippi Lime Well Design Improvement Is Increasing Estimated Recoveries, Part 3 by Michael Filloon

Zinc And Aluminum May Be The Metals To Invest In This Year by John Mylant

5 Commodity Stocks Moving On News by Matthew Smith

Shale Gas Revolution: Greatest Boom Ever For The U.S. Economy? by Stephan Dube

Economy

S&P 500: Dividend Cuts Hit Recessionary Levels In February 2013 by Ironman at Political Calculations

How Obamacare Could Harm Growth In 2014, Part I by H.J. Huneycutt

Why We're In This Mess by Scott Sumner

More Evidence That Housing Has Bottomed by Calafia Beach Pundit

A Few Housing Notes by Modeled Behavior

Chicago Fed: Economic Activity 'Moderated' In January by Doug Short

Q1 2013 U.S. GDP Nowcast Update by James Picerno

It's Time To Abolish The FHFA by Felix Salmon

Bernanke's Wisdom Opposes Sequestration by Markos Kaminis

Consumer Confidence: Better Than Forecast, But Still At Recession Levels by Doug Short

Some Very Ugly Charts On U.S. Employment by Hale Stewart

Stronger-Than-Expected Consumer Confidence by Bespoke Investment Group

2 Interesting Consequences Of Low Interest Rates by Paulo Santos

Forex

Euro 'Sequestered', Eyes On 1.30 And Below by FXstreet

Fragile Calm Tries To Emerge by Marc Chandler

Euro Weathers Another Storm - Where To Now? by Dean Popplewell

Le Euro Speaks Italian These Days, Capire? by FXstreet

Forex: EUR/USD Closes Flat On The Day After Cataclysm - Heading To 1.3000? by FXstreet

The Voters In Italy Have Spoken by Ralph Shell

Political Uncertainty And Strong Data Continue To Buoy The USD by FXstreet

Why The Euro Is NOT Diving After The Italian Elections by Brian Kelly

Yen Shorts Get Tested by Profit Fan

Real Estate

Short Note On Multi-Family Homebuilding by Modeled Behavior

Why Are China's Housing Prices So High? by Charlie You

New-Home Sales: January 2013 by Sold At The Top

FHFA Monthly Home Prices: December 2012 by Sold At The Top

S&P/Case-Shiller Home Prices: December 2012 by Sold At The Top

Housing Stocks: Buy Low, Sell High by Denis Ouellet

Highlights From Today's Housing Data by Mark J. Perry


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Today’s articles on Energy Investing

Editors' Picks

Linn Energy LLC Blows Up The Short Sellers by Elliott Gue

Independent Oil & Gas

3 Catalysts I'm Examining When It Comes To Range Resources Corp. by Heather Ingrassia

Miller Energy Resources' CEO Presents at Operational Update Conference (Transcript)

Gran Tierra Energy Management Discusses Q4 2012 Results - Earnings Call Transcript

Read This Before You Invest In Chesapeake Energy by Suman Chatterjee

Stone Energy CEO Discusses Q4 2012 Results - Earnings Call Transcript

Rosetta Resources Management Discusses Q4 2012 Results - Earnings Call Transcript

Chesapeake Energy: Disappointing Price Tag Of Mississippi Divestiture Sends Shares Lower by The Value Investor

Carrizo Oil & Gas Management Discusses Q4 2012 Results - Earnings Call Transcript

Bakken Update: Mississippi Lime Well Design Improvement Is Increasing Estimated Recoveries, Part 3 by Michael Filloon

Linn Energy LLC Blows Up The Short Sellers by Elliott Gue

Major Integrated Oil & Gas

Parkland Fuel's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Oil & Gas Drilling & Exploration

Chesapeake Asset Sale Provides Ugly Data Point For SandRidge Shareholders by Devon Shire

Crestwood Midstream Partners LP Management Discusses Q4 2012 Results - Earnings Call Transcript

Diamondback Energy's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Legacy Reserves' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Cobalt International Energy Management Discusses Q4 2012 Results - Earnings Call Transcript

Oasis Petroleum Management Discusses Q4 2012 Results - Earnings Call Transcript

USA Compression Partners' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Oil & Gas Equipment & Services

Schlumberger Will Outgrow The Energy Developers by Alex Cho

Exterran Partners, L.P. Management Discusses Q4 2012 Results - Earnings Call Transcript

Exterran Holdings Management Discusses Q4 2012 Results - Earnings Call Transcript

GulfMark Offshore's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Exterran Partners: A 9% Yielder For Income Investors by Bret Jensen

Oil & Gas Pipelines

ONEOK Partners' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Oil & Gas Refining & Marketing

Eagle Rock Energy Partners, L.P. Management Discusses Q4 2012 Results - Earnings Call Transcript

HollyFrontier Management Discusses Q4 2012 Results - Earnings Call Transcript

HollyFrontier Refinery Glitches Mar Q4 by Chris Damas

Electric Utilities

Edison International Management Discusses Q4 2012 Results - Earnings Call Transcript

The Dividend Is More Secure Than Exelon, But Don't Buy This Utility For Its Yield - Yet by Jon Parepoynt

UNS Energy's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Atlantic Power: A Closer Look At MW Replacement And Dividend Risk by Clayton Rulli

Gas Utilities

Sempra Energy Management Discusses Q4 2012 Results - Earnings Call Transcript

ONEOK Management Discusses Q4 2012 Results - Earnings Call Transcript

Dividend Growth From The Garden State by Dividends & Income Daily


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AAPL: A Check-Up On Apple's Financial Condition

A Check-Up On Apple's Financial Condition
by David Schauber, Jr.

Before selecting a stock, there are a number of things that you need to consider in order to ensure that you are buying the stock of a high-quality company whose shares are poised to grow in value over time. Some of these concerns include what the company does, its competitive advantages, valuation, dividend payouts and sustainability, and earnings consistency. read more »

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More on AAPL

Judge Upholds VirnetX Jury Verdict Against Apple For $368M by EXPstocktrader

Apple: Why Not All Stock Splits Are Created Equal by Efficient Alpha

Why Apple Is A Short-Term Sell Based On David Einhorn's Plan by George Kesarios

Other articles that mention AAPL

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

Intel Won't Build Apple's iPhone Chips by Ashraf Eassa

Gemalto Offers Growth With Security by Stephen Simpson


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LNKD: LinkedIn (LNKD +3.1%) and OpenTable (OPEN...

9:54 AM LinkedIn (LNKD +3.1%) and OpenTable (OPEN +3.8%) jump out of the gate after Wunderlich starts coverage with Buy ratings. Also, Evercore's Ken Sena has raised his PT for LinkedIn to $200 from $160, arguing it should trade at multiples comparable to those of cloud software plays Workday and ServiceNow, and that of Salesforce.com shortly after its IPO (ed: the valuations of those firms have been criticized). Sena' reasoning: LinkedIn's subscription streams, addressable markets, and margin leverage "renders traditional earnings valuation metrics less meaningful." Read comments

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AAPL: VirnetX (VHC) +4.7% after a $368.2M jury...

9:10 AM VirnetX (VHC) +4.7% after a $368.2M jury verdict in its Texas suit against Apple (AAPL) is upheld. Apple's motions for a new trial and reduced damages were denied, and the company has been ordered to pay $330K in daily damages and $33.6K in daily interest up to final judgment. However, VirnetX's request for a permanent injunction was also denied; the companies have been given 45 days to "mediate over a license." VirnetX says it now plans to withdraw its ITC complaint against Apple. Read comments

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Today’s articles on ETFs & Portfolio Strategy

Editors' Picks

Investing In 2013: Remember 1977 by Daniel R Moore

Portfolio Strategy & Asset Allocation

Using Market Cap To GDP To Evaluate Global Markets by Jason Tillberg

Investing In 2013: Remember 1977 by Daniel R Moore

How China's New Health Care Investment Laws Affect Your Health Care Investments by Damjan Denoble

Better Together: Blending Active And Index by Matt Tucker

Are Small Cap ETFs Still Beautiful? by Gary Gordon

2013 Market Outlook And Top Investment Themes by Kevin Mahn

Short-Selling Daily Leveraged ETFs: Some Practicalities To Consider by Swedish Speculator

Bridgewater's All Weather Portfolio With Risk Parity by MyPlanIQ

Why These Fundamental ETFs Should Make Up Your Core Portfolio by Mark Luo

How Do You Insure Your Portfolio After The VIX Spike? by Jon Haghayeghi

ETF Long & Short Ideas

Trading VXX And XIV Against Each Other: Quasi-Correlated VIX ETN Arbitrage by Jon Haghayeghi

ETF Quick Picks And Lists

Dividend And Buyback ETFs: A Match Made In Heaven? by Tom Lydon

Gold ETFs Rebound As Prices Test $1,600 An Ounce by Tom Lydon

The Forgotten Dividend ETFs by Benzinga

Best And Worst ETFs And Mutual Funds: All-Cap Blend Style by David Trainer

GEM Specialized Strategy ETFs: Some Attractive Alternatives by Thomas Furda

Best And Worst ETFs And Mutual Funds: Large-Cap Value Style by David Trainer


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