“If you get revenue growth around 10%, that actually should equate to mid-single-digit comps [comparable sales]”

by Marketing | Nov 3, 2023 | Market Notes, Media Notes

Starbucks earnings top estimates despite China weakness

“Following the XOM and CVX deals, it is doubtful that any of the larger independents, including FANG or DVN would be on the table for acquisition”

by Marketing | Oct 27, 2023 | Market Notes, Media Notes

3 Permian Basin Hotshots Near Buy Points Amid Takeover Fever After ExxonMobil, Chevron Deals

“Smaller independents should continue to be targets, especially those with a heavy presence in the Permian Basin”

by Marketing | Oct 24, 2023 | Market Notes, Media Notes

Chevron to Buy Hess for $53 Billion in Stock. What It Means for Chevron’s Dividend

“Investors should demand higher yields on long-term debt to offset risks”

by Marketing | Oct 18, 2023 | Market Notes, Media Notes

TREASURIES-US yields surge as retail sales spur higher rate outlook

“[TGT] I’m begrudgingly going to say it’s time investors can start dipping their toes in this thing”

by Marketing | Oct 13, 2023 | Market Notes, Media Notes

 Three-Stock Lunch: Walgreens, Target & Carvana

“Follow what the tape is telling you”

by Marketing | Oct 6, 2023 | Market Notes, Media Notes

Builders Are Able To Gain Market Share & Have Seen Success With Buying Down Rates