Trading Ideas

Delivery delays to Boeing’s 777X jetliner are holding back Emirates’ growth and could partially affect the Gulf carrier’s broader fleet requirements, airline President Tim Clark said on Thursday. Dubai-based Emirates has 150 of the 350-400-seat model on order, of which eight were originally slated for delivery next year, and has yet to firm up orders for 40 of Boeing’s mid-size 787 jets. The world’s largest operator of long-haul aircraft is also in talks to complete an order for 70 Airbus jets, with both sets of negotiations in focus ahead of the Dubai Airshow in November. …read more […]

Q3 2019 Telia Company AB Earnings Call …read more […]

Last week, I began to reveal some of my key tricks for making money from real estate.
I wrote that rental real estate is a great source of income and capital gains for investors of all ages, but you must have the right temperament.
In the near decade and a half I have spent as a landlord, I have had only two missed rental payments. I have never had to evict a tenant, and only once did I have to withhold a portion from a security deposit to cover minor damages.
That’s across a half-dozen properties…
One of the keys is to have tenants …read more […]

Memo to the economic doom and gloom predictors. …read more […]

The United Auto Workers union wrung higher pay and other benefits from General Motors Co as part of a tentative deal to end a month-long U.S. strike by about 48,000 workers, the union disclosed on Thursday. UAW officials and striking workers on the picket lines had said their focus in the dispute with GM was on jobs, pay equity and fairness for workers who made concessions in 2009 to help GM through its government-led bankruptcy. GM announced the No. 1 U.S. automaker’s biggest restructuring since its 2009 bankruptcy, putting five North American plants on notice for potential closure and saying …read more […]

Q3 2019 Sleep Number Corp Earnings Call …read more […]

GM shares tumbled after the United Auto Workers released details of its new tentative contract with the auto company. The contract still needs to be voted on to decide if it should be presented to the 49,000 UAW members for ratification. Yahoo Finance’s Ines Ferre joins Akiko Fujita on The Ticker. …read more […]

Becoming a member of the 1% has gotten even harder, according to fresh data from the IRS. The data, which includes the year 2017 for the first time, shows that the 1% cutoff is an income of $515,371. Yahoo Finance’s Akiko Fujita, Brian Cheung, Ines Ferre and Melody Hahm discuss. …read more […]

US Navy Admiral James Stavridis, who served as NATO’s Supreme Allied Commander for Europe, said Trump’s White House is “a chaos machine.” …read more […]

A $4 billion contract to build a metro in the Colombian capital was awarded to a consortium of China’s Harbour Engineering Company, Xi’an Metro Company and Canada’s Bombardier Inc, the government said on Thursday. Metro Director Andres Escobar said the consortium, known as Apca Transmimetro, will construct the project and operate it for 20 years. The group beat out the other international consortium that submitted bids, which consisted of Mexico’s Carso Infraestructura y Construccion and Promotora de Desarrollo de America Latina, Spain’s FCC Concesiones de Infraestructura and Ferrocarril Metropolita de Barcelona and France’s Alstom SA. …read more […]

Reputable billionaire investors such as Jim Simons, Cliff Asness and David Tepper generate exorbitant profits for their wealthy accredited investors (a minimum of $1 million in investable assets would be required to invest in a hedge fund and most successful hedge funds won’t accept your savings unless you commit at least $5 million) by pinpointing […] …read more […]

Our extensive research has shown that imitating the smart money can generate significant returns for retail investors, which is why we track nearly 750 active prominent money managers and analyze their quarterly 13F filings. The stocks that are heavily bought by hedge funds historically outperformed the market, though there is no shortage of high profile […] …read more […]

Puts have picked up on Coupa, potentially putting some bears in a precarious position …read more […]

Over the past decade or so, Goldman Sachs Group Inc has watched its annual trading profits fall a whopping 84%, as post-financial crisis regulations upended Wall Street. Now, bank executives are hoping they have figured out the key to a turnaround: asking traders to be more like investment bankers. Salespeople in the trading division, who used to primarily focus on hedge funds, are trying to make inroads with corporate treasurers, as well as portfolio managers at mutual-fund firms like Fidelity Investments and algorithmic trading houses like AQR or Two Sigma, one person said. …read more […]

A buyout consortium led by Blackstone sent a frisson through debt markets this week as it took advantage of a booming appetite for bonds to push through aggressive terms on financing for its leveraged buyout of Merlin Entertainments. Merlin, which owns and operates Legoland and Madam Tussauds, took on more than $3 billion of debt to help to fund Blackstone’s bid to take the company private in a deal worth $7.5 billion agreed in June, one of the largest European private equity transactions in recent years. Analysts and investors are worried that the European Central Bank’s unprecedented …read more […]