Emerging-markets surge emboldens valuation critics

Among the world's finest trades this season, going long on emerging-market stocks, is troubling the bulls after handing investors double the return from developed-country stocks.The MSCI Emerging Market index's nearly 30-per-cent spike in 2017 has abandoned valuations in the most expensive level since the beginning of 2010, a sign to JPMorgan Chase amp; Co. and Deutsche Bank AG that short-term weakness might be imminent despite remaining firmly in the bullish camp more longer term. Improving Read more [...]
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Steady breeze of stock buybacks wanes for the U.S. Stock Exchange

Stephen Gandel is a Bloomberg Gadfly columnist covering equity markets. An essential tail wind for the U.S. stock market's continued bull market appears to be losing its gale. And the 1 hope to whip this up again is looking increasingly less likely.Stock buybacks, after years of steadily increasing, are on the retreat. Based on Samp;P Dow Jones Indices, firms from the Samp;P 500 spent approximately $120-billion (U.S.) on stock repurchases in the next 3 months of 2017. It's not a massive reduction Read more [...]
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Oil heads for best week since July as demand Predictions improve

Oil has posted its biggest weekly gain since late July as Texas refineries recovering from Hurricane Harvey processed more crude and worldwide demand forecasts brightened.Futures for October delivery closed at $49.89 (U.S.) a barrel on the New York Mercantile Exchange for a 5.1-per-cent advance on the week. Total volume traded was approximately 20 percent over the 100-day average. OPEC and the International Energy Agency buoyed crude markets with greater demand predictions that signalled the Read more [...]
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Oil heads for best week since July as demand Predictions improve

Oil has posted its biggest weekly gain since late July as Texas refineries recovering from Hurricane Harvey processed more crude and worldwide demand forecasts brightened.Futures for October delivery closed at $49.89 (U.S.) a barrel on the New York Mercantile Exchange for a 5.1-per-cent advance on the week. Total volume traded was approximately 20 percent over the 100-day average. OPEC and the International Energy Agency buoyed crude markets with greater demand predictions that signalled the Read more [...]
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A better way of identifying stocks that could be takeover candidates

Within a investment career spanning 40 years, I always had a great fascination with stocks trading under the net-net working capital worth popularized by investment legend Ben Graham. These are companies where the value of their current assets (primarily cash, accounts receivable and inventory) minus all liabilities is higher than the market capitalization for the whole company. It follows that in theory, you can liquidate the current assets at 100 cents on the dollar, pay off all of the obligations Read more [...]
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U.S. bull market notches another Name: third-strongest ever

The altitude in U.S. stocks this week added a new credential to the bull market: third-strongest ever.While the Samp;P 500 index's rally has stalled just shy of 2,500, it is sitting a hefty 269 percent higher than its March, 2009, nadir, surpassing the 266-per-cent advance notched throughout the 1949-56 bull market, data accumulated by Samp;P Dow Jones Indices and Bloomberg show.While the size of profits may overtake concern among investors that are currently on watch for a protracted pullback, Read more [...]
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Why investors should Think about a ‘do nothing’ strategy, a REIT to watch, and bond ETFs for diversification

The vast majority of asset classes -- government bonds, corporate bonds, developed world equities -- are at exceptionally expensive levels relative to background, indicating low prospective returns. At exactly the exact same time, we are also aware that trying to select market peaks in any extensive sector is a fool's game that nobody has been able to play successfully.This makes strategy hard. Investors are faced with two broad credible possibilities, the first of which is to simply stand pat Read more [...]
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Seven stocks to watch during the iPhone launch

When Apple Inc unveils new iPhones on Tuesday in its Apple Park "spaceship" campus, there can be important clues for the watchers of seven semiconductor stocks.Apple exerts a sun-like gravitational pull on the worldwide electronics supply chain, affecting the prices of commodities such as flash memory chips - it absorbs 18 percent of global distribution. The iPhone manufacturer can make or break small, specialty chip providers.The final tally of semiconductor winners and losers won't be known Read more [...]
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The Globe’s Dogs and Stars for the week

TRIVAGO (DOG) (function(a)a.Hotline=a.Hotline)(this); That scruffy man in the Trivago advertising? He is likely not dancing now. Shares of this hotel-booking site took an express elevator to the ground floor following the German-based firm cut its estimate for 2017 earnings growth to 40 percent from previous guidance of 50 percent, citing softer ad spending by hotels and other travel businesses. With competition from rival sites heating up and Airbnb also cutting into hotel bookings, Read more [...]
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Disney’s profit warning drags down U.S. media stocks

Walt Disney Co Chief Executive Bob Iger said on Thursday that the business's earnings per share for this year will likely be consistent with a year ago, dragging down shares of media stocks.Iger also said Disney's streaming service would only feature movies from blockbuster franchise "Star Wars" and Marvel movies such as "Avengers" and "Iron Man."Disney earned $5.72 per share in fiscal 2016. Analysts are expecting the company to earn $5.88 annually, according to Thomson Reuters I/B/E/S. Read more [...]
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