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Las Vegas Sands (LVS)

Las Vegas Sands (LVS) will report earnings after the close. Estimates are $0.80 versus $0.72. The stock is getting no love from investors and any … [Read More...]

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Graco (GGG)

Graco (GGG) will report earnings after the close. Estimates are $0.83 versus $0.71. The stock  has been range bound since the fall of 2013 and as such … [Read More...]

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The Week Ahead

1.Geopolitical and Fiscal Events. Tuesday sees President Obama visits Saudi Arabia. Wednesday sees the FOMC release its latest update. 2.Economic … [Read More...]

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Rockwell Collins (COL)

Rockwell Collins (COL) will report earnings in the morning. Estimates are $1.11 versus $0.96. The stock price is above the price target and as such … [Read More...]

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Starbucks (SBUX)

Starbucks (SBUX) will report  earnings after the close. Estimates are $0.80 versus $0.71. There is still more than $7 of upside to our price target. I … [Read More...]

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Weekly Charts Updated

Each week we highlight charts below of the SP500, Russell 2000, NASDAQ Composite, UUP, EEM, TLT, HYG and LQD. The charts use the 50 day moving average … [Read More...]

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American Express (AXP)

American Express (AXP) will report earnings after the close. Estimates are $1.39 versus $1.21. Good growth. There is some nice upside to this name.  … [Read More...]

ssi returns

Portfolio Update

The big story of our portfolio this past year is that it is a safe portfolio but yet we have a pharmaceutical/biotech stock in Bristol Myers … [Read More...]

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Johnson & Johnson (JNJ)

Johnson & Johnson (JNJ) is near its price target but also close to the lower limit. We note that Goldman Sachs place a sell rating on the stock in … [Read More...]

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The Week Ahead

1.Geopolitical and Fiscal Events. Tuesday sees President Obama give his State of the Union Address. Also, on Tuesday the World Economic Forum begins … [Read More...]

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Goldman Sachs (GS)

Goldman Sachs (GS) will report earnings. Given the weakness in stocks this week, Goldman is getting attractive to look at as a potential buy.  The … [Read More...]

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Weekly Charts Updated

Each week we highlight charts below of the SP500, Russell 2000, NASDAQ Composite, UUP, EEM, TLT, HYG and LQD. The charts use the 50 day moving average … [Read More...]

slb

Schlumberger (SLB)

Schlumberger (SLB) will report earnings after the close. Estimates are $1.47 versus $1.35.  Decent growth but the key will be guidance for this and … [Read More...]

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The Only Easy Day Was Yesterday

This is NOT a good start to the year. Therefore, we felt it was important to weigh in with some thoughts this morning instead of posting our weekly … [Read More...]

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Wells Fargo (WFC)

Wells Fargo (WFC) will report earnings before the open. Estimates are $1.01 versus $1.00. Basically, zero growth. As such, with the stock near its … [Read More...]

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Portfolio Update

The S&P 500 has moved lower for a second week in a row. The Nasdaq Composite fell as well. The good news is we are still making money despite the … [Read More...]

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The Week Ahead

1. Geopolitical and Fiscal Events. Monday sees Federal Reserve Atlanta President Lockhart speak about monetary policy at 1:00 p.m. EST. Tuesday sees … [Read More...]

aa

Alcoa (AA)

Alcoa (AA) will report earnings after the close. Estimates are $0.27 versus $.04 from a year ago. Despite the growth, this is not a name we like. In … [Read More...]

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Infosys Technologies (INFY)

Infosys Technologies (INFY) will report earnings on Friday before the open. Estimates are $29.94 versus $50.32. Despite the weak growth, this is a … [Read More...]

madison market timiing

The Madison Letter

Since inception, our overall timing return is 77.29% versus 45.14% on the S&P 500 for excess return of 32.16%. The interesting nuances that have … [Read More...]

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Weekly Charts Updated

Each week we highlight charts below of the SP500, Russell 2000, NASDAQ Composite, UUP, EEM, TLT, HYG and LQD. The charts use the 50 day moving average … [Read More...]

ayi

Acuity Brands (AYI)

Acuity Brands (AYI) will report earnings on Friday before the open. Estimates are strong at $1.13 versus $0.96. Despite the growth, this is a name to … [Read More...]