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Lloyds shares rise as bank says longtime CEO Horta-Osório will step down

Lloyds Banking Group said its longtime chief executive António Horta-Osório will step down next year, an announcement that appeared to give shares a boost on Monday.

Horta-Osório said he plans to leave in June, though no successor was named. It would mark his 10th year in the position. The bank LYG, +3.35% LLOY, . . . → Read More: Lloyds shares rise as bank says longtime CEO Horta-Osório will step down

UTRN: The Short-Term Reversal Effect On Steroids (Podcast Transcript)

Editors’ Note: This is the transcript of the podcast we posted last week. Please note that due to time and audio constraints, transcription may not be perfect. We encourage you to listen to the podcast, embedded below, if you need any clarification. We hope you enjoy.

Sign up for Let’s . . . → Read More: UTRN: The Short-Term Reversal Effect On Steroids (Podcast Transcript)

My Investing Laboratory: Some Painful Lessons

About twelve years ago, I opened a special brokerage account with the specific purpose of trying different investing techniques for my own education. I spent several years building up the balance with money we didn’t need so that if my investing attempts proved to be an utter failure, it wouldn’t hurt our . . . → Read More: My Investing Laboratory: Some Painful Lessons

June Jobs Report Reinforces The Bearish Case For Stocks

For the second month in a row, June non-farm payrolls crushed expectations with a gain of 4.8 million jobs compared to a consensus estimate of 3 million. Since May, 7.5 million jobs have returned dropping the unemployment rate to 11.1% from a peak of 14.7% in April reinforcing the theme of an . . . → Read More: June Jobs Report Reinforces The Bearish Case For Stocks

SLV: Bull Market Material

Silver has gained 25% since we put out our bullish case back in March (see “The Coming Stagflation And The Case For Silver“), and remains undervalued relative to its historical drivers. Our short-term fair value model for silver suggests the metal should be trading over 20% above current levels. Longer term, we . . . → Read More: SLV: Bull Market Material

IHS Markit Is An Attractively Priced Consulting Services Company In July 2020

Consulting services player IHS Markit (INFO) is one of the few stocks in the market which has escaped the investor eye despite solid growth prospects. The company’s revenues for the second quarter ending May 31, 2020, were around $1.03 billion, a YoY decline of 9.59% and lower than the consensus by $22.0 . . . → Read More: IHS Markit Is An Attractively Priced Consulting Services Company In July 2020

Europe Markets: Stocks in Europe rally and Dow futures climb on economic optimism

European stocks rose on Monday, as signs of economic progress offset worries about growing coronavirus cases in the U.S. as well as India.

Up 2% last week, the Stoxx Europe 600 SXXP, +1.43% rose 1.2%.

London-listed shares of HSBC Holdings HSBA, +5.31% and Standard Chartered STAN, +4.75% jumped, responding to the big rally in . . . → Read More: Europe Markets: Stocks in Europe rally and Dow futures climb on economic optimism

Prosus: The Discount Will Not Contract Any Further

Prosus (OTCPK:PROSF) is selling at approximately a 30% discount to net asset value. In this write-up, I will dive deep into the company’s high-risk high-reward investments, which is one of the major reasons why this discount is occurring. Read my previous article (“Here’s Why Prosus Is Selling At A Hefty Discount”) to . . . → Read More: Prosus: The Discount Will Not Contract Any Further

H.B. Fuller: Worst Has Likely Passed, No Threats To Dividend

H.B. Fuller Company (FUL), the adhesives and sealants industry heavyweight and a dividend champion with 51 consecutive years of DPS increases, has recently presented its surprisingly strong fiscal Q2 results that offer a glimpse into how the specialty chemicals industry had fared during the challenging quarter when essential end-markets suffered from the . . . → Read More: H.B. Fuller: Worst Has Likely Passed, No Threats To Dividend

Gold Will Continue Sailing Past Its Record High

Editor’s note: Seeking Alpha is proud to welcome Mercury Research as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA PREMIUM. Click here to find out more »

Introduction

As gold has . . . → Read More: Gold Will Continue Sailing Past Its Record High

Simon Property Group – Don’t Make A Decision You’ll Regret

Simon Property Group (NYSE: SPG) has recovered significantly from its mid-March lows as one of the largest commercial REITs in the country. The company’s more than $20 billion market capitalization supports a strong dividend yield. As investors will see throughout this article, the company’s impressive asset base and cash flow, even throughout . . . → Read More: Simon Property Group – Don’t Make A Decision You’ll Regret

Unilever: A Certain Investment For Uncertain Times

Investment Thesis

Amid today’s uncertain climate where market volatility remains above average, seemingly every other commentator warns of a strong market correction, while the remainder chant the mantra “You can’t fight the Fed”. The recent past has shown the futility of making any assumptions or trying to make sense of the market. . . . → Read More: Unilever: A Certain Investment For Uncertain Times

General Mills: Squeezing Double-Digit Returns From The Stable Company

The coronavirus crisis is continuing to deepen, urging us to move our investments towards defensive sectors. The second wave of the virus is accelerating in the world, and another lockdown is probably inevitable. In the USA, daily new cases are surpassing April records, while South America is suffering heavily from the healthcare . . . → Read More: General Mills: Squeezing Double-Digit Returns From The Stable Company

USA Exporting More Crude Oil To Asia, But Flows To Europe Could Strengthen In Q3

The United States is expected to play a significant role in the recovery of oil prices over the coming months, with their crude oil output falling while demand is rising. This could support the global oil industry and could potentially drive the surplus of 2020 Q2 into deficit. The impact could reach . . . → Read More: USA Exporting More Crude Oil To Asia, But Flows To Europe Could Strengthen In Q3

Dividend Champion And Contender Highlights: Week Of July 5

Introduction

The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts, and the latest edition may be found here. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with close to . . . → Read More: Dividend Champion And Contender Highlights: Week Of July 5

Rediscovering The Potential Of Downtrodden Value Stocks

By Avi Lavi and James MacGregor

The coronavirus crisis and recession have pummeled value stocks as investors shun riskier parts of the market. Yet these conditions have left some higher-quality companies trading at valuations that underestimate their ability to withstand shorter-term stress—and their longer-term recovery potential.

Value . . . → Read More: Rediscovering The Potential Of Downtrodden Value Stocks

Record Rise In Global Manufacturing PMI Output Index

A key gauge of global manufacturing output showed a record gain in June, adding to signs that the world’s factories are recovering strongly since the peak impact from the COVID-19 pandemic back in April. However, prospects beyond an initial rebound from lockdowns remain uncertain, with business sentiment and order books well below . . . → Read More: Record Rise In Global Manufacturing PMI Output Index

Passive Managers Actively Involved In Transition To The Green Economy

This short article by Fong Yee Chan, Senior Product Manager, Sustainable Investing at FTSE Russell considers the two important lessons that the Covid-19 pandemic is teaching us that have applicability to climate change. Firstly, it is important to act upon high probability and high impact risks in a timely manner. Secondly, sectors . . . → Read More: Passive Managers Actively Involved In Transition To The Green Economy

The One Metric All High-Yield Investors Should Know

High-yield bonds have a reputation for volatility. But history shows that the US high-yield sector’s yield to worst has been a reliable indicator of its return over the following five years.

In fact, US high-yield bonds have performed predictably, even through rough markets. The relationship between yield . . . → Read More: The One Metric All High-Yield Investors Should Know

Weekly Energy Recap: Breaking Through $40 Oil

Brent crude oil rebounded to a near 20-week high at $42.80 per barrel as WTI also rose to $40.32 per barrel. Brent averaged $40 per barrel for the month of June, almost the same as for the entire first half of the year.

Oil prices have moved in a . . . → Read More: Weekly Energy Recap: Breaking Through $40 Oil

A New Economic Cycle Has Begun

Employment data especially, along with recent economic statistics, support our thesis that a new economic cycle has begun.

We expect the Fed and government to continue to supply huge amounts of monetary and fiscal stimulus which will support economy and financial markets pushing investors further out on the risk curve.

As . . . → Read More: A New Economic Cycle Has Begun

Politics And The Markets 7/5/20

This is the forum for daily political discussion on Seeking Alpha.

Please don’t leave political comments on other articles or news on the site.

The comments below are not regulated with the same rigor as the rest of the site, and this is an ‘enter at your . . . → Read More: Politics And The Markets 7/5/20

NewsWatch: Forget earnings season. What’s the rest of 2020 going to look like?

MARKETWATCH FRONT PAGE

There will be very little useful guidance from U.S. corporations in the earnings reporting season starting mid-July on what the rest of 2020 will look like for the stock market and analysts are very divided on the outlook See full story.

Here’s the latest on what we know works — . . . → Read More: NewsWatch: Forget earnings season. What’s the rest of 2020 going to look like?

Outside the Box: Day trading stocks is a guaranteed slaughter. So why do it?

Every so many years, it seems, the stock market is flooded with mindless cash, an influx of inexperienced traders looking for a quick buck and a thrill. It’s happening again.

Consider the weird saga of Hertz, the long-respected car rental brand. Undone by debt, it’s not clear the company will survive. They’re dumping . . . → Read More: Outside the Box: Day trading stocks is a guaranteed slaughter. So why do it?

FA Center: Here are your odds the stock market will be higher on Dec. 31

There’s a two-out-of-three chance the stock market will be higher at the end of the year. Pretty good, except those odds would be the same even if 2020 didn’t have the COVID-19 pandemic, a U.S. presidential election, and if the S&P 500 SPX, +0.45% had banked a year-to-date gain so far rather than a . . . → Read More: FA Center: Here are your odds the stock market will be higher on Dec. 31