B.I.G. Tips — A High Quality Problem
Below is a snapshot of the first section of our most recent B.I.G. Tips report. You can view the entire report by signing up for a Bespoke Premium membership below.
See the full B.I.G. Tips report by signing up for a monthly Bespoke Premium membership now. Click this link for a 10% discount ($89/month).
B.I.G. Tips – Big Moves in Bunches for Crude Oil
In a post on our website yesterday, we noted the fact that Japan’s Nikkei had seen three one-day moves of over 5% in the last six months, but was still down over 20% during that span. In a similar fashion, crude oil prices rallied 11% last Friday, which was actually the second one-day move of more than 10% in the last month! So, what does crude oil have to show for those two one-day moves of 10%? Not much. Since the close on Friday 1/15, crude oil prices are essentially unchanged.
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Bespoke’s Earnings Season Triple Plays: 2/16/16
The fourth quarter earnings season unofficially comes to an end on Thursday when Wal-Mart (WMT) reports earnings before the open. So far this earnings season, thousands of companies have reported earnings, and our job here is to identify the reports that look the best.
One way that we narrow our list down is to look for earnings “triple plays.” Long-term Bespoke subscribers know how much we like triple plays, but for those that haven’t heard of the term, we came up with it back in the mid-2000s for companies that beat analyst earnings estimates, beat analyst revenue estimates and also raised guidance. Investopedia.com is one of the best online resources for financial markets education, and they’ve actually given us credit for coining the “triple play” term on their website. We consider triple play stocks to be the cream of the crop of earnings season, and we are constantly finding new long-term buy opportunities from this basket of names each quarter.
So far this earnings season, companies that have lowered guidance have outnumbered companies that have raised guidance by a margin of 3 to 1. There have only been 32 triple plays, which is a very weak reading relative to the average earnings season. But that makes the 32 companies that actually did report triple plays this season look even better, and we detail them in our quarterly Earnings Triple Plays report that just went out to Bespoke Premium and Bespoke Institutional subscribers. We also filter the triple plays list even further to feature our 9 favorite stocks in the report. If you want to see these triple play stocks, sign up now using the offer below!
See our top earnings season triple plays by signing up for a monthly Bespoke Premium membership now. Click this link for a 10% discount ($89/month).
B.I.G. Tips – Retail Sales Better Than Expected?!?!
Yes, you read that correctly. Retail sales for the month of January were released earlier this morning and came in higher than expected on the headline reading. Not only that, but after stripping out autos and gas, January’s readings were also better than expected. To add icing to the cake, December’s headline and core reading for retail sales were also revised higher.
See our B.I.G. Tips report by signing up for a monthly Bespoke Premium membership now. Click this link for a 10% discount ($89/month).
B.I.G. Tips – Gold on the Cusp of New Bull Market
Gold is currently up 19.2% off its closing low on 12/17/15 — one day after the Fed hiked rates. If gold reaches a gain of +20%, it will market a new bull market for the yellow metal. That’s big news, because it would end the commodity’s bear market that lasted more than 1,500 days — its second longest bear market on record behind the 1,900-day bear that ran from December 1987 to 1993. We just published a B.I.G. Tips report for Bespoke Premium members looking at historical bull markets for gold. The report shows how long the typical gold bull market lasts, and how much it goes up. We also provide data on how stocks perform for gold bull markets as well. Use the checkout link below the chart to see this report now.
See our B.I.G. Tips report by signing up for a monthly Bespoke Premium membership now. Click this link for a 10% discount ($89/month).