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Larry Berman
Aug 18 2014

Double the debt, half the yield … what’s up with that?

By Larry Berman, Berman's Call
There is almost double the debt in the world today than there was before the financial crisis and interest rates are lower. The laws of supply and demand have been altered by central bank policies. This week at the annual Jackson Hole conference we expect Janet Yellen to give a dovish speech (being a dove means that the bias is for easier policy).
Filed in: Investing Ideas » Continue Reading
Frances Horodelski
Aug 15 2014

Looking at where big money is going

By Frances Horodelski, Anchor
There are a lot of other stories to consider such as BHP-Billiton potentially considering a de-merger (what does this mean for the company’s Potash intentions. BHP reports next week). Blackberry smartphone sales jumped 15% in the latest period. Of 301 million phones sold in the second quarter, Blackberry sold 1.5 million.
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Frances Horodelski
Aug 13 2014

What's working, and what's not?

By Frances Horodelski, Anchor
What’s on the calendar at BNN today? Well, the earnings parade continues with these companies reporting this morning – Deere, Macy’s, Onex, CAE, Metro, plus energy companies Crescent Point, Bankers, Transglobe (the worst performing energy stock in the TSX composite) and InterOil. After the close, Sea World, Cisco, and K-Bro Linens. From last night report, King Digital was down 22% while Seaworld isn’t doing particularly well either down 13% this morning. On the other hand Canadian Solar and FuelCell Energy are both up more than 5%. Deere is down on its revenue miss.
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Larry Berman
Aug 11 2014

The benefits of a tactical rebalance

By Larry Berman, Berman's Call
The Sleep at Night portfolio starts with a low beta core holding and explores the world for dividend and growth opportunities.
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203x229
Aug 08 2014

Bond yields bounce off a bottom

By Andrew McCreath, BNN Markets Commentator
Bond yields are starting to rise again as institutions move into treasuries and investors flee high-yield debt. U.S. small caps have outperformed large caps the past four days … can they keep it up? And one last question – Andrew asks what’s less believable: Chinese economic data or Canadian jobs data? If you have an answer let Andrew know on twitter @cedarbush.
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Larry Berman
Jul 28 2014

US earnings on the upswing

By Larry Berman, Berman's Call
Earnings season thus far has been better than expected with 228 of S&P 500 companies reporting. On a weighted basis, earnings growth was 11.6% while the 188 that have beat estimates have seen a 16.3% growth in earnings, which is quite remarkable given global economic growth has slowed over the past year.
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Larry Berman
Jul 21 2014

Flights to safety and US dollar strength

By Larry Berman, Berman's Call
We have spent the past month looking at several indications that we might be in for a 5-10% correction. These types of corrections are completely normal and healthy for the markets. As corrections go, these are relatively minor and there is little reason to run for the exits. Valuations are not extreme and systemic risks are not significant. While geopolitical tensions are always a concern, they are almost never a reason for more than minor corrections. Arguably, the first Gulf War came at an economically weak period and the markets may have corrected anyway.
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203x229
Jul 18 2014

Hesitant but stabilized

By Andrew McCreath, BNN Markets Commentator
Despite some collateral damage in Europe and Asia, markets got through yesterday's geopolitical skirmishes largely unscathed. Whirlpool Corp. makes an acquisition that puts it in direct competition with AB Electrolux in Europe. IBM sees its ninth straight quarter of declining revenues, even after announcing a partnership with Apple. Plus, cheap natural gas puts a number of companies in a vulnerable position.
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