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BostonRM

  1. Signs of stabilization in the housing market lead to a gain in U.S. stocks bloom.bg/N3BGpo
  2. #Facebook is scheduled to be the largest IPO in history this week. Yet with a P/E of ~100x, do you think it’s overpriced? $FB
  3. Growth in US manufacturing sends stocks up. The ISM’s index rose to 54.8 in April from 53.4 a month earlier… tinyurl.com/c6pppx9
  4. Is the current stock market “overvalued”? Also, value insights on $MSFT. Find out more in our Q1 Newsletter here: bostonrm.com/885223.pdf
  5. Q4 Newsletter: 2012 Outlook, 2011 Equity Review, Alternative Investments. bostonrm.com/879943.pdf
  6. CVS up 8.86% today - new 52 week high. They increased their dividend 30% and pointed to Walgreens/Express Scripts impasse as favorable
  7. What a week - Stocks post best week since 2009: Dow +7.1% S&P +7.5%. SLIGHT progress in Europe & Jobless Rate falls to to 8.6%
  8. Know your Billions from your Trillions? Read about this and the economy/markets in our Q3 newsletter: bostonrm.com/default.asp?P=…
  9. Social Security payments will increase 3.6% next year, the first COLA adjustment since since 2009.
  10. Shares of Abbott Labs $ABT up today on news they are splitting the company (generic drugs/medical devices & research based medicine)
  11. Q3 Index Returns (Price Change) S&P: -10.04 Dow: -13.27 NASDAQ: -14.23
  12. $MCD $MSFT $COV all increased their dividends last week. Higher portfolio income is welcomed in this rate environment!
  13. @BillWinterberg Great seminar this AM! Any chance we can get a copy of the slides?
  14. Our second quarter newsletter is out. In it we discuss a dynamic hedging strategy, the economy & equity markets. bostonrm.com/872785.pdf
  15. Carl Icahn proves he's serious by upping his bid to buy Clorox to $80/share. Shares move 3% to ~$75. Lots of other potential bidders.
  16. Coca-Cola announces 18% increase in earnings w/ surprising growth abroad, also added sales domestically. $KO stock trading up over 3% today
  17. Only two stocks in positive territory in the Dow today: $HD and $PFE. Pfizer has quietly become the YTD index leader; up over 20% YTD
  18. Fed uses new acronym.. "SIFI": Systemically Important Financial Institution. Not to be confused with the Science Fiction Channel
  19. Middle of Earnings season - #Comcast & #Mastercard beat estimates and experienced gains while #Clorox said commodity costs decreased profits
  20. Bernanke Says Ending Bond-Buying Unlikely to Have Major Impact - Bloomberg bloom.bg/jTV6Gq via @BloombergNow