Category: INO.com Contributors

Buy The Sterling On Brexit Fears

Posted on by Lior Alkalay

Lior Alkalay - INO.com Contributor - Forex


Unless you've been incommunicado this past week, you've surely noticed that the FX arena has been dominated by one trade. That, of course, is short Sterling, because Britain appears on the verge of leaving the European Union (EU).

The black swan event that brought about this situation was the surprise announcement by Boris Johnson, the incumbent Mayor of London. Johnson, a rising star of the Tories, is campaigning for Britain to leave the EU. That, of course, was a bit of a game changer. Investors got spooked by the thought of the financial Armageddon that could be visited upon Britain if a Brexit (British Exit) does occur.

Luckily, such panic creates an ideal situation for the rational investor. It's time to exploit and buy the Sterling low and sell it high later on when Brexit fears fade. Continue reading "Buy The Sterling On Brexit Fears" →

CVS Delivers A Strong 2015 And Presents A Compelling Buying Opportunity

Posted on by Noah Kiedrowski

Noah Kiedrowski - INO.com Contributor - Biotech


Introduction

CVS Health Corporation (NYSE:CVS) has just capped off a fantastic 2015 performance in several metrics (EPS growth, revenue, dividends, share buybacks and acquisitions) that drive shareholder value. As 2016 begins, CVS presents a compelling investment opportunity in the healthcare space. This premise is based on the fact that CVS has been highly acquisitive, continues to deliver robust growth, growing its dividends over time and has an aggressive share buyback program. CVS recently reported a record year in 2015 and continues to drive and position itself for long-term success. With its recent acquisitions and partnerships, specifically, the acquisition Target’s pharmacies and Omnicare will significantly expand its footprint and ability to dispense prescriptions to the general public and in assisted living and long-term care facilities that serve the senior patient population. As the United States continues to absorb an aging population alongside growing overall healthcare costs, more specifically prescription drug costs, CVS looks poised to benefit and continue to outperform the broader market. The most recent earnings report, a record year in 2015 with its rise in its 2016 outlook and a 21% boost in its dividend payout underscores this premise. I content that CVS will continue to deliver continued growth and positioning for long-term success to drive shareholder value. Continue reading "CVS Delivers A Strong 2015 And Presents A Compelling Buying Opportunity" →

This Unlikely Stock Is Hitting On All Cylinders

Posted on by Daniel Cross

Daniel Cross - INO.com Contributor - Equities


It's no secret – it's a tough market out there. Oil prices are at record lows, the US dollar remains stubbornly strong, and now the Fed has all but admitted that the economy is weaker than expected and we might need to start preparing for negative rates.

In this kind of environment, smaller companies can often slip through the volatility. They can ride the waves of uncertainty and ignore macroeconomic hardships that plague their larger competitors making the smaller one an unlikely winner. If that stock is an industry which is trending higher, that's even better.

One stock in the communications sector is slipping through the noise and could be a huge opportunity for investors. The communications sector is widely viewed as an industry undergoing a rising tide, which as most investors know means it lifts all ships within that industry. Continue reading "This Unlikely Stock Is Hitting On All Cylinders" →

Possible Changes To Political Offices Could Be Good News For Gun Stocks

Posted on by Matt Thalman

Matt Thalman - INO.com Contributor - ETFs


With the San Bernardino shooting still fresh in the minds of many American's, not to mention a large number of other mass shootings over just the past few years, politicians running for both state, local and Federal offices this election season have been clear which side of the gun control debate they stand on.

Regardless of whether you believe there should be tougher laws placed on firearms and ammunition in this country, one fact remains, there is no such thing as bad press for the gun business. In the four days following the San Bernardino shooting, gun sales in the state of California jumped from 12,649, during November 29 to December 2, up to 20,664. Furthermore, during the first 11 months of 2015, more than 1.51 million federal background checks for gun purchases had been performed in the state, a figure above the full 2014 count of 1.47 million.

But it's just not mass shootings are good for gun sales. Recent surveys show that American's are buying guns not just to protect themselves from others whom have weapons, but to ensure they can get the guns, accessories, and ammunition they want before politician's change current laws. And that idea of getting ahead of possible regulation is likely to get stronger the closer we get to November 8, 2016, the general Presidential Election date. Continue reading "Possible Changes To Political Offices Could Be Good News For Gun Stocks" →

Gold/Silver Ratio: Gold Loses Its Shine

Posted on by Aibek Burabayev

Aibek Burabayev - INO.com Contributor - Metals


Back in August, I updated my gold/silver ratio chart with conservative bullish targets. Today I would like to share my growing concerns about the ratio's dynamics as fresh highs haven't appeared since my first post. As I've said many times before, let us not to be biased. Change the charting when the chart changes!

Chart 1. Gold/Silver Monthly: Tarnished Diamond

Monthly Chart of Gold/Silver
Chart courtesy of tradingview.com

Above is the reconstruction of the chart from the previous post about the ratio. I added several remarks in red the call-outs and also put the middle of the green channel in a dashed line. But the most important addition is the simple, classic Momentum indicator below the chart with remarks. Continue reading "Gold/Silver Ratio: Gold Loses Its Shine" →