Thursday, May 9, 2013

Today’s articles on Global Investing

Editors' Picks

Dear AGM Investors: Nokia's Future Is With WP, Not Android by Abu Bakr Hussain

Ensco's First Quarter Results Show Company's Growth Potential And Industry Strength by Power Hedge

POSCO: Sustainable Competitive Advantages, Significant Margin Of Safety And Catalysts For 150% Upside by ROIC1

Israel

NICE-Systems' CEO Discusses Q1 2013 Results - Earnings Call Transcript

Caesarstone Sdot-Yam 's CEO Discusses Q1 2013 Results - Earnings Call Transcript

Argentina

Argentina - Another Peso Devaluation Imminent? by Pater Tenebrarum

Australia

AUD/USD: It's A Long Way To The Bottom by Evariste Lefeuvre

Belgium

Etablissements Delhaize Frères et Cie "Le Lion" (Groupe Delhaize) Société Anonyme Management Discusses Q1 2013 Results - Earnings Call Transcript

China

Ctrip.com International's CEO Discusses Q1 2013 Results - Earnings Call Transcript

Spreadtrum Communications Management Discusses Q1 2013 Results - Earnings Call Transcript

China Lodging Group's CEO Discusses Q1 2013 Results - Earnings Call Transcript

China Unicom Leans On Low-End Smartphones To Navigate 3G Subsidy Pressure by Trefis

SouFun Holdings' Management Discusses Q1 2013 Results - Earnings Call Transcript

Finland

Nokia: Dispelling Attacks And Myths by Jacob Steinberg

Why Nokia Should Stick With Microsoft by Alexander Pottmeyer

Dear AGM Investors: Nokia's Future Is With WP, Not Android by Abu Bakr Hussain

Are Nokia Investors Looking To Oust CEO Stephen Elop? by Jacob Steinberg

France

How To Assess If Alcatel-Lucent Is A Good Long-Term Investment by John Mylant

Total: Is There Room For Stock And Dividend Growth? by Mark Piro

Germany

Deutsche Telekom AG Management Discusses Q1 2013 Results - Earnings Call Transcript

Hong Kong

Melco Crown Entertainment Limited Management Discusses Q1 2013 Results - Earnings Call Transcript

Michael Kors: Something Beautiful You Can Truly Own by Dallas Salazar

India

W&T Offshore Management Discusses Q1 2013 Results - Earnings Call Transcript

Ireland

CRH's CEO Hosts Interim Management Statement Conference (Transcript)

Italy

Stop The Austerity, It Is Bloody Time To Get Italy Out Of Recession by Alberto Abaterusso

Korea

POSCO: Sustainable Competitive Advantages, Significant Margin Of Safety And Catalysts For 150% Upside by ROIC1

Netherlands

AEGON N.V. Management Discusses Q1 2013 Results - Earnings Call Transcript

ING Groep NV Management Discusses Q1 2013 Results - Earnings Call Transcript

Perú

Fortuna Silver Mines' CEO Discusses Q1 2013 Results - Earnings Call Transcript

Spain

Telefónica's CEO Discusses Q1 2013 Results - Earnings Call Transcript

Sweden

Neonode CEO Discuses Q1 2013 Results - Earnings Call Transcript

Taiwan

United Microelectronics Corporation's CEO Discusses Q1 2013 Results - Earnings Call Transcript

United Kingdom

Luxfer Holdings' CEO Discusses Q1 2013 Results - Earnings Call Transcript

Royal Dutch Shell Runs For Cash To Create Shareholder Value by Ray Merola

BOE And Sterling by Marc Chandler

Intercontinental Hotels Group's Management Discusses Interim Q1 2013 Results (Transcript)

Ensco's First Quarter Results Show Company's Growth Potential And Industry Strength by Power Hedge

Intercontinental Hotels Group Management Discusses Q1 2013 Results - Interim Management Statement Call Transcript

The Royal Bank Of Scotland Remains A Volatile Investment by Muhammad Bazil

Canada

Barrick Gold Corp. Is Trading At A Discount Compared To Peers by Fundamental Analyst

Tim Hortons Management Discusses Q1 2013 Results - Earnings Call Transcript

Kinross Gold's CEO Hosts Annual Meeting of Shareholders (Transcript)

Low Silver Prices Will Dull Silver Wheaton's Earnings by Trefis

Wi-Lan Management Discusses Q1 2013 Results - Earnings Call Transcript

Bear Of The Day: Yamana Gold by Zacks Investment Research

SunOpta Management Discusses Q1 2013 Results - Earnings Call Transcript

Hydrogenics' CEO Discusses Q1 2013 Results - Earnings Call Transcript

Enbridge Management Discusses Q1 2013 Results - Earnings Call Transcript

IAMGOLD Management Discusses Q1 2013 Results - Earnings Call Transcript

Lululemon Is Too Streched by Stock Gamer

Kinross Gold Management Discusses Q1 2013 Results - Earnings Call Transcript

Æterna Zentaris Management Discusses Q1 2013 Results - Earnings Call Transcript

BlackBerry: Sales Appear To Remain Strong Despite Negative Reports by Infinity Group


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Today’s articles on Macro View

Market Outlook

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

Bulls Start Their Move Into Cyclicals by Scott Martindale

The Best Way To Hedge Against A Stock Market Decline by Eric Parnell

Secular Bear Market For Stocks Is Over by Mark Thomas

Sector Relative Strength By Market Cap by Bespoke Investment Group

The End Of The Consumer? What The Long-Term Decline Of Consumption Means For Investors by Russ Koesterich

Update To Short (Bearish) Outlook by Brennan Basnicki

Are Affluent Democrats Boosting The Economy? by Hale Stewart

Inside The Minds Of Bulls And Bears by Julius Ferraro

Will We Hold It Wednesday: Dow 15,000 Edition by Philip Davis

Strong Dollar, Weak Earnings? Not So Fast by Jim Kelleher

The Bull-Bear Case For Equities by Andrew Thrasher

Bull Story Remains Intact by Christopher Mahoney

Fed Policy To Remain As Easy As 1-2-3 by Patrick J. O'Hare

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

Gold & Precious Metals

Barrick Gold Corp. Is Trading At A Discount Compared To Peers by Fundamental Analyst

Silver: Lower Levels Still Ahead Despite High Premiums by Avi Gilburt

True All-In Costs Of Production: Complete Gold Industry List by Hebba Investments

The Real Reason Gold Fell And Why It Has Already Stabilized: Lawrence Roulston by The Gold Report

These Metals Could Rise On Automobile Sector Breakout Into New Highs by Jeb Handwerger

Update On Gold: Is This The Bottom? by Dave Kranzler

Screaming 'Bear Market Rally' by William Smead

Sell Your Platinum To Buy Palladium by Ben Kramer-Miller

Commodities

Uranium Miners Analyst Watch: May Edition by Itinerant

Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013, Part II by Michael Filloon

Has Natural Gas Finally Hit Bottom? by Matthew Pixa

Energy Inventories Lower Than Expected by Bespoke Investment Group

Gold: An Additional 10% Drop by Matthew Bradbard

Stay Short Weak Metals In A Strong Market by Visual Capitalist

Growth In United States Oil Production Peaked In 2012 by Devon Shire

5 Commodity Stocks Moving On News by Matthew Smith

Economy

Debunking The Keynesian Policy Framework: The Myth Of The Magic Pendulum by Cyniconomics

When Will The Fed Ease Off The Gas? by Cullen Roche

Lessons From Earnings Season And The Dog That Did Not Bark by Jeff Miller

Why Reinhart And Rogoff Still Matter by Russ Koesterich

Market Valuation Entering 'Fair' Territory by Wall Street Strategies

Inclusive And Sustained Growth In Asia: The Role Of Fiscal Policy by iMFdirect

The Risk Of Recession Is Low And Declining by Calafia Beach Pundit

Stop The Austerity, It Is Bloody Time To Get Italy Out Of Recession by Alberto Abaterusso

Forex

Euro Choked By Options, Awaits A Catalyst by Dean Popplewell

Many Developments, Limited Price Action by Marc Chandler

Forex: EUR/USD, Nowhere To Go by FXstreet

Euro Challenges Top Of The Range by FXstreet

BOE And Sterling by Marc Chandler

Argentina - Another Peso Devaluation Imminent? by Pater Tenebrarum

AUD/USD: It's A Long Way To The Bottom by Evariste Lefeuvre

Forex: Techniques Vary In Currency War by Kathy Lien

China Wrestles With Hot Money - From Locals by Marc Chandler

Real Estate

Homebuilder ETFs Are At Their Highest Levels Since 2007 by Mark J. Perry


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