We kick off our February Boot Camp tonight at 7PM ET. Here’s the link to sign up.
You’ll receive an email with instructions to register and attend. Once you have registered, you’ll log into the link provided at 7PM ET tonight to attend live. All sessions will be recorded if you are unable to attend. The recordings will be emailed at the conclusion of the events.
The schedule is as follows:
| Monday, Feb. 22 | Jeff Macke – Part I |
| Tuesday, Feb. 23 | Jeff Macke – Part II |
| Wednesday, Feb. 24 | Jeff Kohler – Trading Through Volatility In this discussion we will focus on protecting your investments and high probability trading strategies to neutralize portfolio volatility. |
| Thursday, Feb. 25 | Jeff Kohler – 2016: The Best in Class 2015 was filled with equity landmines. In this session we’ll focus only those stocks that pulled out a positive year and show you how to locate winners for 2016. |
| Friday, Feb. 26 | Raul – Trading with Exodus Why Raul uses probabilities for trading and what you can expect when trading system-generated signals. Also covers the tools inside Exodus that Raul finds most valuable for both trading and investing. |
Should we be getting another email besides the original registration confirmation I received? I haven’t gotten one with the webinar links. Just got the one last week saying it was postponed.
Jeremy will be sending one later today.
Thanks man
http://www.factset.com/websitefiles/PDFs/earningsinsight/earningsinsight_2.19.16
“Did S&P 500 Companies With Higher Global Exposure Report Lower Earnings Growth in Q4?
Coming into the Q4 earnings season, there were concerns in the market about the impact of the
stronger U.S. dollar (relative to last year) and the impact of lower global economic growth on the sales
and earnings of companies in the S&P 500. At this point in time, 87% of the companies in the index have
reported actual results for the fourth quarter. Thus, did companies in the S&P 500 with more global
exposure report weaker sales and earnings growth relative to companies in the S&P 500 with less global
exposure?
The answer is yes. FactSet Geographic Revenue Exposure data (based on the most recently reported
fiscal year data for each company in the index) can be used to analyze global sales exposure for all the
companies in the S&P 500. For this particular analysis, the index was divided into two groups: companies
that generate more than 50% of sales inside the U.S. (less global exposure) and companies that generate
less than 50% of sales inside the U.S. (more global exposure). Aggregate earnings and revenue growth
rates were then calculated based on these two groups. The results are listed below.
The blended (combines actual results for companies that have reported and estimated results for
companies yet to report) earnings decline for the S&P 500 for Q4 2015 is -3.6%. For companies that
generate more than 50% of sales inside the U.S., the blended earnings growth rate is 2.7%. For
companies that generate less than 50% of sales inside the U.S., the blended earnings decline is -11.2%.
The blended sales decline for the S&P 500 for Q4 2015 is -3.7%. For companies that generate more than
50% of sales inside the U.S., the blended sales growth rate is 0.8%. For companies that generate less
than 50% of sales inside the U.S., the blended sales decline is -13.0%.”
I started buying up some TNA on Friday. The forward P/E on the Russell 2000 is about 15 (vs 16ish for the S&P) despite this important fact above. I could see the Russell outperforming going forward, assuming we don’t crash ha!
Pajama traders felt oil and gas were buys at 5:55 am. Nothing to do with price, just time.
Bodes well for bulls unless dealers are hedging short bets for the morning.
My offers are SCO – 177 & DGAZ – 24.
Sold DGAZ @ 23.35 from 22.24 entry. It is just a way to reduce the costs of my recent UGAZ accumulations. I like that GS upgraded LNG. Expecting /NG to surprise to upside on inventories going fwd. Will continue to short term swing DGAZ when attractive.
Still holding my swing SCO from 162.50.
Sold SCO @175.45 from 162 entry. Back to neutral oil.
Another bullshit selloff — they tried to break VRX yesterday and SUNE today. Not convinced the bears will be successful with either attempt.
Gold stocks looking very good again today…perhaps the Gold Bugs know something that Einhorn does not.
Why bull shit. A lot of people say that about the recent rally
fokin oil. now really need that $36 weekly price target in crude to hit to save this week