Inflation Scorecard: Another Split Decision for Gold
September 3, 2010 by Seeking Alpha
Filed under Tips
Original Article from Seeking Alpha Dollar Currencies
Hard Assets Investor submits:
by Brad Zigler
Real-time Monetary Inflation (last 12 months): -2.1%
This week, gold turned in another mixed performance against the world’s reserve currencies. In addition to its appreciation against the U.S. dollar, bullion gained 0.3 percent against the yen and 0.6 percent vs. sterling. Gold gave up 0.5 percent to the euro and 0.9 percent to the Swiss franc.
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Trading ETF Currency Pairs
September 3, 2010 by Seeking Alpha
Filed under Tips
Original Article from Seeking Alpha Dollar Currencies
ETF Prophet submits:
by Market Rewind
Wednesday’s Wall Street Journal reported foreign-exchange currency trading volume at over US $4.0 billion per day. [See "Currency Trading Soars"] While the ETF currency tracking indices have neither the volume, round-the-clock possibilities, nor the narrow spreads, they do make for convenient means of testing various currency pairs performance.
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Medtronic: Dividend Stock Analysis
September 3, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Dividend Growth Investor submits:
Medtronic, Inc. (MDT) develops, manufactures, and sells device-based medical therapies worldwide. This dividend champion has raised distributions for 33 years in a row.
Over the past decade this dividend stock has produced a negative total return of 2.20% per year. The company was grossly overvalued in 2000, ending the year at a P/E of 68 which explains the poor returns over the past decade.
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Just One ETF: The ‘Other’ Precious Metal, For Industry or Currency
September 3, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Kevin Grewal submits:
Analyst Kevin Grewal is founder, editor and publisher of ETF Tutor, and editor at SmartStops.net and the ETF Institute. Previously, he worked as an analyst at a small hedge fund.
Which single asset class are you most bullish (or bearish) about in the coming year? What ETF position would you choose to best capture that?
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Hedging Your Bets With Silver and Gold – Mosseri and Loud
September 2, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
The Gold Report submits:
Every day New York-based investment gurus Jeff Mosseri and Doug Loud make key decisions for their high net-worth clients. Many of those decisions involve strategically positioning investors in small- and micro-cap gold and silver plays. In this exclusive interview with The Gold Report, you will learn some of the names of those plays and how they use Mosseri and Loud as hedges against a failing economy.
The Gold Report: Today, we’re talking with Jeff Mosseri, president of New York-based Greystone Asset Management and a director of Axiom Capital, as well as Doug Loud, who is the executive director of both companies. How do you go about making your clients money?
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Geithner to Japan and Switzerland: Eat Deflation?
September 2, 2010 by Seeking Alpha
Filed under Tips
Original Article from Seeking Alpha Dollar Currencies
Bruce Krasting submits:
I wrote a few days ago that I thought we were seeing evidence of growing instability in the FX markets. The problem is with the “Strongs”. The Yen and the CHF are both at near records against the dollar and they are at records versus the Euro. These records are a cash machine for the FX crowd. The CBs know it and they do not like it.
IMHO the only thing that is going to stop the cycle of the Strongs getting stronger is coordinated intervention where the NY Fed took an active and visible role. We are not going to get that. I think that is an important conclusion. If that is not the case then the door is open for continued (irregular) strength of the strong pair. Consider this from Bloomberg:
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Ireland: Great Example of Why the Eurozone Crisis Isn’t Over
September 2, 2010 by Seeking Alpha
Filed under Tips
Original Article from Seeking Alpha Dollar Currencies
Garrick Hileman submits:
Wondering whether the world has put the spring eurozone sovereign debt crisis behind it? Check out this succinct summary of the massive issues confronting Ireland.
The NY Times article written by Messrs. Simon Johnson (former IMF chief economist) and Peter Boone (research associate at the London School of Economics) clearly articulates the overwhelming obstacles faced by just one of the euro currency member countries.
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Need a Reason to Panic?
September 2, 2010 by Seeking Alpha
Filed under Tips
Original Article from Seeking Alpha Dollar Currencies
Jason Farkas submits:
As the U.S. dollar approaches an important bottom and U.S. stocks appear to be near a pivotal top, we here at EWI are prepared for trend changes. But most investors will be caught off guard, as there doesn’t appear to be any fundamental rationale for markets to turn now. So we’ve highlighted a few items that are likely to become front-page news after the next wave of decline has begun. Most prognosticators and Monday-morning quarterbacks will blame the decline on events like these, but, in reality, markets make the news (not the other way around).
Future Headline: Euro Weakens on Belgians’ Waffling
Current clues: The three regions of Belgium are seeing increasing tension that may lead to a break-up. What would happen to its sovereign debt obligations, which stand at 100% of GDP, should the language-divided country splinter? Keep in mind that this country is larger than Greece in terms of its share of global GDP (.8% versus .6%).
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Preparing for Inspire Pharmaceutical’s 2011 Phase 3 Catalyst
September 2, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Tony Pelz submits:
As most everyone in the biotech space is focused on the events coming in September/October, it’s a good idea to scan for companies with longer term, yet largely ignored, future catalysts. One such company with an impending future catalyst is Inspire Pharmaceuticals (ISPH).
Inspire is a biopharmaceutical company focused on researching, developing and commercializing prescription pharmaceutical products for ophthalmic and pulmonary diseases.(1) Inspire receives revenues through several product offerings targeting bacterial conjunctivitis, allergic conjunctivitis and dry eye. The referenced future catalyst involves their Phase 3 drug candidate Denufosol Tetrasodium, an inhalation solution for cystic fibrosis. According to the Company:
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Brown-Forman Misses Earnings Expectations
September 2, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Zacks.com submits:
Brown-Forman Corp. (BF.B), a leading global producer and distributor of premium alcoholic beverages, reported fiscal 2011 first-quarter earnings that declined 8.2% to $111.4 million or 76 cents per share, from $121.4 million or 81 cents in the prior-year quarter. The quarterly result also came in behind the Zacks Consensus Estimate of 84 cents per share.
Quarterly Details
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