Category: INO.com Contributors

Payments Volume Growth Propels Visa To All-Time Highs

Posted on by Noah Kiedrowski

Noah Kiedrowski - INO.com Contributor - Biotech


Introduction

Visa Inc. (NYSE:V) reported a great quarter that has subsequently propelled the stock to all-time highs. The Visa Europe acquisition is beginning to bear fruit for the company, translating into phenomenal transaction and volume growth. Visa posted great growth across all segments of its enterprise. Meanwhile the company continues to grow its dividends and engage in consistent share repurchases. Visa has continued to be a best-in-class large-cap growth stock and continues to make a compelling investment as a great long-term core portfolio holding. I feel that Visa is a great long-term holding that offers growth and stability independent of banks and/or interest rates. Taken together, the Visa Europe acquisition and major client wins will enable sustained and durable growth now and into the future. Continue reading "Payments Volume Growth Propels Visa To All-Time Highs" →

'Bakken Pipeline' Could Ramp-Up U.S. Crude Production Faster-Than-Expected

Posted on by Robert Boslego

Robert Boslego - INO.com Contributor - Energies


Energy Transfer Partners, L.P. (NYSE:ETP) announced that:

“Dakota Access, LLC (“Dakota Access”) has received an easement from the U.S. Army Corps of Engineers (“Army Corps”) to construct a pipeline across land owned by the Army Corps on both sides of Lake Oahe in North Dakota. The release of this easement by the Army Corps follows a directive from President Donald Trump to the Department of the Army and the Army Corps to take all necessary and appropriate steps that would permit construction and operation of the Dakota Access Pipeline, including easements to cross federal lands. With this action, Dakota Access now has received all federal authorizations necessary to proceed expeditiously to complete construction of the pipeline.”

The Dakota Access Pipeline consists of approximately 1,172 miles of new 30-inch diameter crude oil pipeline from North Dakota to Patoka, Illinois, and the Energy Transfer Crude Oil Pipeline consists of more than 700 miles of existing pipeline that has been converted to crude oil service from Patoka to Nederland, Texas. The two pipelines (together, the “Bakken Pipeline”) are expected to be in service in the second quarter of 2017. Continue reading "'Bakken Pipeline' Could Ramp-Up U.S. Crude Production Faster-Than-Expected" →

Love Metals? Good For You!

Posted on by Aibek Burabayev

Aibek Burabayev - INO.com Contributor - Metals


There is an interesting opinion that I have read on the web that it wasn’t Trump who put the metals on the rise as many people think, it could be the Chinese huge economic stimulus instead, as shown in the chart below.

Chart 1. China Government Spending, China Interest Rate
Chinese Interest Rate vs. Govt. Spending
Chart courtesy of tradingeconomics.com

I decided to make my own analysis of the price dynamics to check this assumption.

Chart 2. 1-Year Comparative Chart of ETFs and Metals: Synergy Wins!
ETFs vs. Metals
Chart courtesy of tradingview.com

In the chart above, I have combined three ETFs and three metals for clear illustrations of two important things - the first thing is timing and the second thing is the result of the instrument choices.

The three ETFs are: Continue reading "Love Metals? Good For You!" →

McKesson's Misses For 5th Consecutive Quarter - Buying Opportunity?

Posted on by Noah Kiedrowski

Noah Kiedrowski - INO.com Contributor - Biotech


Introduction

McKesson Corporation (NYSE:MCK) missed Q3 2017 numbers and this marks the fifth consecutive quarter in which McKesson has missed its revenue targets. The stock sold off shapely as a result of its recent revenue miss, sliding 8.3% or $12.55 per share. McKesson has paid dearly for this string of revenue misses, shedding over $102 per share or 42.5% from its all-time highs in May of 2015 falling from $240 to roughly $138 as of recent trading (Figure 1). There’s been a tremendous amount of pressure regarding the pharmaceutical supply chain in terms of pricing competition and potential erosion of the pharmaceutical wholesaler model. As if this wasn’t enough, social and political pressures over drug pricing have exacerbated these issues to the point of fierce pricing competition and the slowing of drug price increases (negatively impacting McKesson’s ability to take larger dollar amount cuts from the volume of business). As the negative sentiment is priced into the stock and acquisitions starting to bear fruit, will this finally be the turning point? Continue reading "McKesson's Misses For 5th Consecutive Quarter - Buying Opportunity?" →

A Tale of Two Realities

Posted on by George Yacik

George Yacik - INO.com Contributor - Fed & Interest Rates


You may not have noticed it, but there is an enormous gulf between what many Americans are being told is happening in the world around us and how the financial markets are reacting – or, more accurately, not reacting – to it. It’s as if there are two completely different realities going on. Which reality you subscribe to will likely dictate your investment choices, including how you feel about which direction the bond market is headed.

In one reality – and it’s the one that gets the most coverage in the general media – is that the world is basically coming to an end. The most powerful nation on earth is being run for the past two weeks or so – although it seems like a lot longer – by an ignoramus who is moving our country and the entire world headlong into disaster. Continue reading "A Tale of Two Realities" →