Tag Archives: NVR

swing trading

By New Deal Democrat

August data included a downturn in industrial production, capacity utilization, and retail sales. Business inventories were unchanged, while sales declined slightly, but not enough to change the inventory to sales ratio. Consumer prices increased, while producer prices were unchanged. Consumer confidence held steady. In the distant rear view mirror, in 2015, median household income increased substantially.

My usual note: I look at the high frequency weekly indicators because while they can be very noisy, they provide a good Now-cast of the economy, and will telegraph the maintenance or change in the economy well before monthly or quarterly data is available. They are also an excellent way to “mark your beliefs to market.”

In general, I go in order of long leading indicators, then short leading indicators, and then coincident indicators.

Interest rates and credit spreads

4.20% BAA corporate bonds up +.01% 1.70% 10-year treasury bonds up +.16% 2.50% credit spread between corporates and treasuries down -.15%

Yield curve, 10-year minus 2-year:

swing trading: MBIA, Inc.(MBI)

Advisors’ Opinion:

  • [By Dan Caplinger]

    But some stocks managed to buck the trend and give investors more upbeat outlooks for their prospects. SandRidge Energy (NYSE: SD), MBIA (NYSE:MBI), and LivePerson (NASDAQ:LPSN) were among the best performers on the day. Below, we’ll look more closely at these stocks to tell you why they did so well.

swing trading: Teladoc, Inc.(TDOC)

Advisors’ Opinion:

  • [By Lisa Levin]

    Teladoc Inc (NASDAQ: TDOC) was down, falling around 6 percent to $33.70. First Baird downgraded Teladoc from Outperform to Neutral.

    Commodities

  • [By Steve Symington, Rich Smith, and Keith Speights]

    But from an investor’s perspective, that raises the question: Are there other stocks that could offer similar returns?So we asked three top Motley Fool contributors to each pick a stock they believe hasNVIDIA-like return potential. Read on to see why they chose CalAmp (NASDAQ:CAMP), Kratos Defense & Security (NASDAQ:KTOS), and Teladoc (NYSE:TDOC).

  • [By Peter Graham]

    Small cap telehealth stock Teladoc Inc (NYSE: TDOC) is theninth most shorted stock on the NYSE with short interest of 43.00% according toHighshortinterest.com. Teladoc calls itself the worlds largest and most trusted provider of virtual healthcare delivery services. The Company provides virtual access to high quality care and expertise with a portfolio of services and solutions inclusive of coverage of 450 medical subspecialties that spans the spectrum from non-urgent, episodic needs like flu and upper respiratory infections, to chronic, complicated medical conditions like cancer and congestive heart failure.

swing trading: NVR Inc.(NVR)

Advisors’ Opinion:

  • [By Todd Shriber, ETF Professor]

    The index NAIL tries to deliver triple the daily returns of is top heavy. D.R. Horton Inc. (NYSE: DHI), Lennar Corp. (NYSE: LEN), NVR Inc. (NYSE: NVR), Pulte Group Inc. (NYSE: PHM), Toll Brothers Inc. (NYSE: TOL) and Home Depot Inc. (NYSE: HD) account for a significant portion of the benchmark's weight.

  • [By Ashley Moore]

    Here is a table of the 10 most expensive stocks trading on U.S. markets today:

    Company (Ticker)Price per ShareMarket CapBerkshire Hathaway Inc. (NYSE: BRK-A)$ 257,227.52$ 419.50 billionSeaboard Corp. (NYSEMKT: SEB)$ 3,760.00$ 4.48 billionNVR Inc. (NYSE: NVR)$ 1,944.23$ 7.19 billionThe Priceline Group Inc. (Nasdaq: PCLN)$ 1,727.94$ 80.82 billionMarkel Corp. (NYSE: MKL)$ 978.51$ 13.78 billionWhite Mountains Insurance Group Ltd. (NYSE: WTM)$ 935.01$ 4.25 billionAmazon.com Inc. (Nasdaq: AMZN)$ 846.08$ 408.27 billionAlphabet Inc. (Nasdaq: GOOGL)$ 844.06$ 582.85 billionAutoZone Inc. (NYSE: AZO)$ 744.26$ 21.04 billionIntuitive Surgical Inc. (Nasdaq: ISRG)$ 735.63$ 28.41 billion

swing trading: Harte-Hanks, Inc.(HHS)

Advisors’ Opinion:

  • [By Lisa Levin]

    Shares of Harte Hanks Inc (NYSE: HHS) were down 19 percent to $2.95. Harte Hanks entered into a new $110 million credit facility over 5 years.

    TravelCenters of America LLC (NYSE: TA) was down, falling around 18 percent to $7.75. TravelCenters of America reported a Q4 loss of $0.04 per share on revenue of $1.35 billion.

swing trading: Green Brick Partners, Inc.(GRBK)

Advisors’ Opinion:

  • [By Jim Robertson]

    On Monday, our Under the Radar Moversnewsletter suggestedgoing long on small cap homebuilder stockGreen Brick Partners (NASDAQ: GRBK):

    For Green Brick Partners, we’re mainly feeding off of the hammer-shaped reversal bar from last week. That long-tailed low only had to kiss the 200-day moving average line (green) at $8.45 to kick-start a reversal, and we’ve seen some nice bullish follow-through so far. Ideally we’d like to see a move above the February ceiling around $9.90, but we fear waiting that long could leave us chasing it higher. See, what you can’t see on the chart (because it’s further back) is that GRBK is no stranger to multi-point runups. Based on its past runs, Green Brick Partners could be in the high teens before you even know it.

swing trading: Lockheed Martin Corporation(LMT)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    BAE Systems, an F-35 partner of Lockheed Martin (LMT) , counts its largest customer as the U.S government, although it is a key supplier to both American and British defense departments.

  • [By Rich Smith]

    Much of this was based on educated guesswork, however, as we extrapolated what we knew about the finances at SpaceX rivalsBoeing(NYSE:BA),Lockheed Martin(NYSE:LMT),Orbital ATK(NYSE:OA), andAirbus(NASDAQOTH:EADSY), and applied it to what wethoughtthat might mean for SpaceX’s own finances. It would have been a whole lot easier to just take a good hard look at SpaceX’s own financial documents, and get the answers straight from the source.

  • [By Alex McGuire]

    That’s because SpaceX is one of the world’s most unique companies. Although it’s categorized as a traditional aerospace company like Boeing Co. (NYSE: BA) or Lockheed Martin Corp. (NYSE: LMT), SpaceX focuses on long-term goals over short-term profits. In fact, its biggest plan is to eventually colonize Mars.

  • [By Rich Smith]

    Orbital operates two main rocket families — Minotaur rockets for payloads ranging from less than a ton to just over three tons, and Antares rockets for payloads up to eight tons — both targeting the midrange of the rocket market. When a satellite isn’t big enough to require a SpaceX Falcon 9 (three times as powerful as Orbital’s most robust rocket), Boeing Delta IV, or Lockheed Martin (NYSE:LMT) Atlas V — but is too big for a Vector-R — that’s when Orbital ATK steps in and offers its services.

  • [By WWW.KIPLINGER.COM]

    Its this kind of environment that has made the iShares U.S. Aerospace & Defense ETF(ITA) one of the best-performing ETFs over the past decade. Companies like Lockheed Martin Corporation (LMT) and General Dynamics Corporation (GD) have thrived by producing solutions funded by a thick military wallet.

  • [By Jim Cramer]

    The company’s current return on equity greatly increased when compared to its ROE from the same quarter one year prior. This is a signal of significant strength within the corporation. Compared to other companies in the Aerospace & Defense industry and the overall market, LOCKHEED MARTIN CORP’s return on equity significantly exceeds that of both the industry average and the S&P 500.

     

share stock

August 29, 2017: Markets opened lower Tuesday on concerns about another North Korean missile test and the impact of Harvey on oil & gas supplies. On the positive side, consumer confidence improved. Among the sectors, industrials and tech performed best while materials and financials lagged. WTI crude oil for October delivery settled at $46.44 a barrel, down 0.3%. December gold added 0.3% on the day to settle at $1,318.90. Equities were headed for a higher close shortly before the bell as the DJIA traded up 0.29% for the day, the S&P 500 traded up 0.13%, and the Nasdaq Composite traded up 0.38%.

The DJIA stock posting the largest daily percentage gain ahead of the close Tuesday was United Technologies Corp. (NYSE: UTX) which traded up 2.23% at $117.90. The stock’s 52-week range is $97.62 to $124.79. Volume was about 50% above the daily average of around 2.7million shares. The company had no specific news.

The Boeing Co. (NYSE: BA) traded up 1.59% at $240.95. The stock’s 52-week range is $126.31 to $246.49. Volume was about 20% below the daily average of around 3.4 million. The company had no specific news Monday, but the North Korean missile launch gave defense stocks, including UTC a boost in today’s trading.

share stock: Emerson Radio Corporation(MSN)

Advisors’ Opinion:

  • [By WWW.MONEYSHOW.COM]

    Emerson Radio (MSN) is a marketer of consumer electronic products and various housewares.

    The company has about $1.91 in cash per share, yet sells for less than half that amount. The stock trades at 7.5 times forward earnings. The company is debt free.

share stock: NVR Inc.(NVR)

Advisors’ Opinion:

  • [By Ashley Moore]

    Here is a table of the 10 most expensive stocks trading on U.S. markets today:

    Company (Ticker)Price per ShareMarket CapBerkshire Hathaway Inc. (NYSE: BRK-A)$ 257,227.52$ 419.50 billionSeaboard Corp. (NYSEMKT: SEB)$ 3,760.00$ 4.48 billionNVR Inc. (NYSE: NVR)$ 1,944.23$ 7.19 billionThe Priceline Group Inc. (Nasdaq: PCLN)$ 1,727.94$ 80.82 billionMarkel Corp. (NYSE: MKL)$ 978.51$ 13.78 billionWhite Mountains Insurance Group Ltd. (NYSE: WTM)$ 935.01$ 4.25 billionAmazon.com Inc. (Nasdaq: AMZN)$ 846.08$ 408.27 billionAlphabet Inc. (Nasdaq: GOOGL)$ 844.06$ 582.85 billionAutoZone Inc. (NYSE: AZO)$ 744.26$ 21.04 billionIntuitive Surgical Inc. (Nasdaq: ISRG)$ 735.63$ 28.41 billion

share stock: Skyworks Solutions, Inc.(SWKS)

Advisors’ Opinion:

  • [By WWW.THESTREET.COM]

    Shares rose 6.3% after hours to $159.50, and made fresh highs. They’re now up 37% on the year. iPhone/iPad suppliers also got a boost: Cirrus Logic Inc. (CRUS)  rose 4.2% to $65.70, Skyworks Solutions Inc. (SWKS)  rose 3.1% to $107.50, Qorvo Inc.  (QRVO) rose 2.7% to $69.90, Jabil Inc.  (JBL) rose 1.2% to $30.78 and Broadcom Ltd. (AVGO)  rose 2.8% to $255.40.

  • [By Lisa Levin]

    Shares of Skyworks Solutions Inc (NASDAQ: SWKS) got a boost, shooting up 12 percent to $87.70 after the company reported upbeat results for its first quarter and issued a strong outlook for the second quarter. The company also announced a $500 million buyback plan.

  • [By WWW.MONEYSHOW.COM]

    We also favor Skyworks Solutions (SWKS), a previous winner in our model portfolio which is expected to end its recent earnings slump in 2017 following the Apple (AAPL), long a staple among our stock picks, has just spurted ahead again. Once as high as $132, it slumped to $90 in 2015 on growth skepticism.

  • [By Leo Sun]

    If you think that Apple still has room to run, you should also check out three of its top suppliers — Cirrus Logic (NASDAQ:CRUS), Analog Devices (NASDAQ:ADI), and Skyworks Solutions (NASDAQ:SWKS) — which could all be lifted by the tech giant’s rally.

  • [By Ben Levisohn]

    Skyworks Solutions (SWKS) soared to the top of the S&P 500 today after beating first-quarter earnings forecasts, and offering above-consensus second-quarter guidance.

    Getty Images

    Skyworks Solutions gained 13% to $88.67, while the S&P 500 rose 0.3% to 2,271.31.

    Oppenheimer’s Rick Schafer and team argue that Skyworks’ “growth [is] back on track.” They explain:

    We expect Skyworks to deliver above-market growth driven by 1) continued smartphone content gains; 2) China share gains through strengthening baseband partnerships and demand for integrated (vs. discrete) RF solutions; 3) seasonal uptick at Samsung; and 4) continued double-digit RF complexity increases. With its “one-stop-shop” systems-level approach, we seeSkyworks uniquely positioned to benefit from rising RF content. We reiterate Outperform and raise PT to $105 from $100.

    Skyworks Solutions’ market capitalization rose to $16.5 billion today from $14.6 billion yesterday.

  • [By WWW.THESTREET.COM]

    But Skyworks  (SWKS) reported a remarkable quarter, yet it’s getting hit.

    It showed some terrific Internet of Things orders and not just Apple  (AAPL) and Samsung, although both are excellent customers in a very big year.

share stock: Cinemark Holdings Inc(CNK)

Advisors’ Opinion:

  • [By Monica Gerson]

    Cinemark Holdings, Inc. (NYSE: CNK) is projected to report its quarterly earnings at $0.46 per share on revenue of $699.23 million.

    Aecom (NYSE: ACM) is expected to report its quarterly earnings at $0.72 per share on revenue of $4.55 billion.

  • [By Jon C. Ogg]

    24/7 Wall St. covers many of the top analyst upgrades and downgrades each morning of the week. The downgrade brigade included a Credit Suisse report on Cinemark Holdings Inc. (NYSE: CNK) that effectively gave the movie cinema chain the equivalent of a “Sell” rating. It was actually a negative view on the entire movie chain sector.

Top Undervalued Stocks For 2018

As the stock market has rallied sinceDonald Trump’s election in November, Constellation Brands (STZ) has basically sat it out, weighed down by concerns that a new tax plan would hurt the multinational alcoholic beverage company’s profits.

Agence France-Presse/Getty Images

Morgan Stanley’s Dara Mohsenian and team, however, contend that those concerns are way overdone. They explain why:

While fundamentals clearly remain strong, the market has been more focused on potential risks from tax policy changes under the new Republican administration recently. This is a fair concern, as taxation risk from border adjustment taxes is certainly a wild card. However, we still view Constellation’s stock as very attractive here as our top beverage pick, as a) we believe the stock was the most undervalued vs its peers prior to tax risk emerging, and b) we believe the market is already pricing in tax policy risk. In terms of judging tax policy risk priced into Constellation’s stock, we estimate roughly 1,000 bps of stock under-performance since the election from tax policy risk (this is due to Constellation’s stock underperforming the median/average of our coverage universe by 600-700 bps since the election, despite much better than expected beer scanner data results which we assume would probably have driven a few hundred basis points of stock outperformance, for a net 1,000 bps or so of under-performance). Given: 1) our base case assumption of EPS impact in a border adjustment/tax change scenario assuming it passes is a -6% EPS impact and even a bear case is only a -19% EPS impact, and 2) we still believe a border adjustment policy is only about a 35% probability for numerous reasons, we see this stock pullback as overdone.

Top Undervalued Stocks For 2018: AECOM(ACM)

Advisors’ Opinion:

  • [By Jon C. Ogg]

    AECOM (NYSE: ACM) offers architecture and engineering design services and operates through three segments: Design and Consulting Services, Construction Services, and Management Services. It services the transportation, environmental and energy sectors, and it also serves key infrastructure projects such as highways, airports, bridges, wastewater facilities and power transmission and distribution. This puts AECOM right in the major infrastructure investing crosshairs for what you can expect ahead.

  • [By Rafi Farber]

    Jack of all trades infrastructure firm AECOM (NYSE: ACM) closed at $27.88 the afternoon everyone thought it would be Clinton by a landslide. Since then, the stock has exploded by 35%. Runs like this for AECOM, while extreme, are not unheard of, as a long-term chart shows quite heavy volatility going back to 2007.

  • [By Lisa Levin] Companies Reporting Before The Bell
    Tyson Foods, Inc. (NYSE: TSN) is expected to report quarterly earnings at $1.38 per share on revenue of $9.86 billion.
    Aecom (NYSE: ACM) is projected to report quarterly earnings at $0.71 per share on revenue of $4.67 billion.
    JD.Com Inc(ADR) (NASDAQ: JD) is estimated to report quarterly earnings at $0.11 per share on revenue of $12.60 billion.
    58.com Inc (ADR) (NYSE: WUBA) is projected to report quarterly earnings at $0.28 per share on revenue of $383.60 million.
    Kamada Ltd (NASDAQ: KMDA) is expected to report quarterly earnings at $0.02 per share on revenue of $25.00 million.
    Palatin Technologies, Inc. (NYSE: PTN) is projected to report quarterly earnings at $0.06 per share on revenue of $28.00 million.
    TheStreet, Inc. (NASDAQ: TST) is estimated to report a quarterly loss at $0.02 per share on revenue of $15.81 million.
    Atlantica Yield PLC (NASDAQ: ABY) is projected to report quarterly earnings at $0.45 per share on revenue of $290.80 million.
    Asure Software Inc (NASDAQ: ASUR) is estimated to report quarterly earnings at $0.15 per share on revenue of $15.26 million.
    Cyren Ltd (NASDAQ: CYRN) is expected to report quarterly loss at $0.06 per share on revenue of $7.90 million.
    Viewray Inc (NASDAQ: VRAY) is estimated to report quarterly loss at $0.12 per share on revenue of $18.58 million.

     

Top Undervalued Stocks For 2018: Pinnacle West Capital Corporation(PNW)

Advisors’ Opinion:

  • [By Ben Levisohn]

    Iron Mountain has gained 2.6% to $26.55 at 3:05 p.m., making it the fourth-best performer in the S&P 500, ahead of WPX Energy (WPX), which has gained 2.4% to $19.94, Pinnacle West Capital (PNW), which has gained 2.3% to $53.55 and Dominion Resources (D), which has risen 2.1% to $59.85.

Top Undervalued Stocks For 2018: Credit Acceptance Corporation(CACC)

Advisors’ Opinion:

  • [By Wayne Duggan]

    Credit Acceptance Corp. (NASDAQ: CACC) shares are down more than 5.1 percent on Friday after Bloomberg reported that the Federal Trade Commission has requested information from the company regarding its use of ignition kill switches and GPS systems in debt collection.

Top Undervalued Stocks For 2018: NVR Inc.(NVR)

Advisors’ Opinion:

  • [By Ashley Moore]

    Here is a table of the 10 most expensive stocks trading on U.S. markets today:

    Company (Ticker)Price per ShareMarket CapBerkshire Hathaway Inc. (NYSE: BRK-A)$ 257,227.52$ 419.50 billionSeaboard Corp. (NYSEMKT: SEB)$ 3,760.00$ 4.48 billionNVR Inc. (NYSE: NVR)$ 1,944.23$ 7.19 billionThe Priceline Group Inc. (Nasdaq: PCLN)$ 1,727.94$ 80.82 billionMarkel Corp. (NYSE: MKL)$ 978.51$ 13.78 billionWhite Mountains Insurance Group Ltd. (NYSE: WTM)$ 935.01$ 4.25 billionAmazon.com Inc. (Nasdaq: AMZN)$ 846.08$ 408.27 billionAlphabet Inc. (Nasdaq: GOOGL)$ 844.06$ 582.85 billionAutoZone Inc. (NYSE: AZO)$ 744.26$ 21.04 billionIntuitive Surgical Inc. (Nasdaq: ISRG)$ 735.63$ 28.41 billion

Top Undervalued Stocks For 2018: Tarena International, Inc.(TEDU)

Advisors’ Opinion:

  • [By Lisa Levin]

    Tarena International Inc(ADR) (NASDAQ: TEDU) shares dropped 23 percent to $14.24. Tarena International reported Q2 earnings of RMB$1.00 per share on sales of RMB$455.83 million. Nomura downgraded Tarena from Buy to Neutral.

  • [By Monica Gerson]

    Tarena International Inc(ADR) (NASDAQ: TEDU) is estimated to post a quarterly loss at $0.03 per share on revenue of $39.35 million.

    Ituran Location and Control Ltd. (US) (NASDAQ: ITRN) is projected to post earnings for the recent quarter.