Sunday, March 16, 2014

  • The Buckle - Slow But Solid Expansion

    By Lyskamm Financials : The Buckle, Inc. ( BKE ) is a retailer of casual apparel, footwear, and accessories for men and women, with tops and denims accounting for over 70% of sales. Headquartered in Kearney, Neb., Buckle has approximately 8,600 employees and currently operates 450 retail stores in…

  • Humbled financiers reassess their culture

    Misjudgment of human factors, the failure of technology and rogue traders have caused huge reputational damage

  • Settling For Range-Bound Trading In Homebuilders

    By Dr. Duru : Before the great rally of 2012 for homebuilders, I was prepared to buy homebuilders into negative sentiment and sell-offs and then consider selling at the top of some presumed range. This was part of the housing bottom thesis I wrote about that included an assumption that housing would…

  • Radian's Outlook Gets Murkier

    By Ashleigh Rogers : I first wrote about mortgage insurer Radian ( RDN ) last fall saying at the time that I felt the company was on the road to recover. Fast forward six-months and the stock has done very nicely. At this point though, I think most of the good news about Radian's recovery is…

  • BreitBurn Energy Partners: A Much Better Investment Than It Initially Appears

    By Adam Galas : As part of my effort to build out my experimental real world high yield portfolio I am in the process of researching several different energy MLPs. My methods initially were based in spread sheet comparisons. I would create databases of different companies within an industry and…

  • Slowing forecasts temper Budget largesse

    Options for vote-winning tax cuts have been limited by the Office for Budget Responsibility's expectation that the rapid pace of economic growth will not last

  • A Model Of Sustainability - Torc Oil & Gas

    By Turtle Street Capital : When looking at the junior and intermediate Canadian oil producers, we need to see sustainability. This means measured production growth, and if the company is paying a dividend, that must be protected as well. Trouble is, many claim to be "king" in this…

  • Vodafone to buy Ono for €7.2bn

    British group granted access to Spanish cable group's books this month when it gave an indication of its offer, which was subject to due diligence

  • ATAC Week In Review - March 16, 2014: A Referendum On Deflation

    By EWG ) continued underperforming, with the index nearly down 10% in March. News of Chinese exports dropping 18.1% year over year suggests that global growth has indeed been much weaker than US stocks believe, while at the same time Treasury yields fell aggressively in a volatile few days. Copper (…

  • Is The S&P 500 At A Major Top? The Bears Think So

    By Fear & Greed Trader : The stories are everywhere, and many are proclaiming that the S&P is at a "major top" and about to enter into a new bear market. Scary headlines are still abounding; charts of 1929 are making the rounds on Seeking Alpha articles and blogs everywhere. Many…

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