Author Archives: Scalper1

ETFs & Portfolio Strategy Articles on Seeking Alpha

ETFs & Portfolio Strategy Articles on Seeking Alpha © seekingalpha.com. Use of this feed is limited to personal, non-commercial use and is governed by Seeking Alpha’s Terms of Use (http://seekingalpha.com/page/terms-of-use). Publishing this feed for public or commercial use and/or misrepresentation by a third party is prohibited. SeekingAlpha.com http://seekingalpha.com Upgrade Your Fundamental Stock P/E Valuations With Behavioral Stock P/X Valuations http://seekingalpha.com/article/3966238-upgrade-fundamental-stock-p-e-valuations-behavioral-stock-p-x-valuations?source=feed_tag_etf_portfolio_strategy 3966238 Tue, 19 Apr 2016 10:47:40 -0400 AAPL SPY IVE SH SSO VOO SDS IVV SPXU UPRO SPXL RSP SPXS SPYG RWL VFINX EPS IVW SPYV RPG RPV VOOG VOOV SPLX SFLA FTA SPUU DHVW LLSP CAPX RYARX Peter F. Way, CFA Invest In Asia, Healthcare To Reduce Your Correlation To Oil Prices http://seekingalpha.com/article/3966194-invest-asia-healthcare-reduce-correlation-oil-prices?source=feed_tag_etf_portfolio_strategy 3966194 Tue, 19 Apr 2016 09:00:53 -0400 USO OIL UWTI UCO DWTI SCO BNO DBO DTO USL GRX VPL IRY IXJ DNO AIA BME OLO SZO THW OLEM ADRA IPAC RFAP ValueWalk GaveKal Capital Team Eric Bush, CFA Finding A New Balance With Alternatives http://seekingalpha.com/article/3966178-finding-new-balance-alternatives?source=feed_tag_etf_portfolio_strategy 3966178 Tue, 19 Apr 2016 08:29:58 -0400 DIA QQQ IWM SPY BMO Global Asset Management Best-Performing Value Strategies – Conclusion: Crowning The Winning Strategy http://seekingalpha.com/article/3966165-best-performing-value-strategies-conclusion-crowning-winning-strategy?source=feed_tag_etf_portfolio_strategy 3966165 Tue, 19 Apr 2016 07:45:22 -0400 CMA PRU IWV SPY Collin Moshman Nuveen Tax Free CEF Mergers Now Completed – Lets Look At The Results http://seekingalpha.com/article/3966143-nuveen-tax-free-cef-mergers-now-completed-lets-look-results?source=feed_tag_etf_portfolio_strategy 3966143 Tue, 19 Apr 2016 05:43:08 -0400 NIO NVG NPT NZF Alan Schmerler A Strategy With A 3.42 Sharpe Ratio This Year http://seekingalpha.com/article/3966133-strategy-3_42-sharpe-ratio-year?source=feed_tag_etf_portfolio_strategy 3966133 Tue, 19 Apr 2016 04:38:30 -0400 SPY TMF SPLV Harry Long Insider Ownership: The Perfect Stock Signal? http://seekingalpha.com/article/3966132-insider-ownership-perfect-stock-signal?source=feed_tag_etf_portfolio_strategy 3966132 Tue, 19 Apr 2016 04:35:01 -0400 SPY Michael Boyd What’s Your Smart Grid I.Q.? http://seekingalpha.com/article/3966024-smart-grid-q?source=feed_tag_etf_portfolio_strategy 3966024 Mon, 18 Apr 2016 16:09:22 -0400 SSNI OPWR RDEIF ENPH NGG NGKIF NIPNF PCRFF PRYMF PWR SBGSF SGPEF SMAWF SMTGF TOSBF VMI WCC GRID Accendo Markets 3 Closed End Funds That Are Poised To Outperform AMLP http://seekingalpha.com/article/3966032-3-closed-end-funds-poised-outperform-amlp?source=feed_tag_etf_portfolio_strategy 3966032 Mon, 18 Apr 2016 15:58:32 -0400 CBA MIE FMO AMLP Arbitrage Trader MORL: Dividend Yield Of 22.4% Makes It Still Interesting http://seekingalpha.com/article/3966015-morl-dividend-yield-22_4-percent-makes-still-interesting?source=feed_tag_etf_portfolio_strategy 3966015 Mon, 18 Apr 2016 15:45:56 -0400 AGNC ARR BRK.A BRK.B CY HTS MORT MRRL NLY PMT MORL Lance Brofman How To Identify A Stock With A Competitive Advantage: Cross Your Fingers http://seekingalpha.com/article/3966023-identify-stock-competitive-advantage-cross-fingers?source=feed_tag_etf_portfolio_strategy 3966023 Mon, 18 Apr 2016 15:39:04 -0400 NFLX AAPL Mitchell Mauer VDC: Market Catching Up To Consumer Staples http://seekingalpha.com/article/3965998-vdc-market-catching-consumer-staples?source=feed_tag_etf_portfolio_strategy 3965998 Mon, 18 Apr 2016 14:08:53 -0400 PEP VIG VOO VDC ColoradoWealthManagementFund Vanguard Growth And Income Fund: It Hasn’t Been Able To Beat The S&P 500 For A Good Reason http://seekingalpha.com/article/3965997-vanguard-growth-income-fund-able-beat-s-and-p-500-good-reason?source=feed_tag_etf_portfolio_strategy 3965997 Mon, 18 Apr 2016 14:06:03 -0400 AAPL SPY XOM VQNPX ColoradoWealthManagementFund Beyond Miners, 5 ETFs Crushing The Market To Start Q2 http://seekingalpha.com/article/3965993-beyond-miners-5-etfs-crushing-market-start-q2?source=feed_tag_etf_portfolio_strategy 3965993 Mon, 18 Apr 2016 13:25:58 -0400 SBIO USWD RORO BNO XOP Zacks Funds U.S. Fund Flows: Investors Pull $7.4 Billion From U.S. Funds http://seekingalpha.com/article/3965987-u-s-fund-flows-investors-pull-7_4-billion-u-s-funds?source=feed_tag_etf_portfolio_strategy 3965987 Mon, 18 Apr 2016 13:18:00 -0400 SPY DIA QQQ Lipper Alpha Insight Oil And Energy ETFs To Watch Ahead Of Output Freeze Meeting http://seekingalpha.com/article/3965976-oil-energy-etfs-watch-ahead-output-freeze-meeting?source=feed_tag_etf_portfolio_strategy 3965976 Mon, 18 Apr 2016 12:51:17 -0400 BNO USO OIL PSCE XOP FXN Zacks Funds Rethink Your International Allocations http://seekingalpha.com/article/3965973-rethink-international-allocations?source=feed_tag_etf_portfolio_strategy 3965973 Mon, 18 Apr 2016 12:45:26 -0400 WisdomTree ​7 Reasons Why SunEdison Was Doomed To Fail​​ http://seekingalpha.com/article/3965967-7-reasons-sunedison-doomed-fail?source=feed_tag_etf_portfolio_strategy 3965967 Mon, 18 Apr 2016 12:32:30 -0400 AMZN GOOGL TSLA GOOG FB PYPL MSFT AAPL SUNE Jae Jun Why To Ride The Gold Bull http://seekingalpha.com/article/3965933-ride-gold-bull?source=feed_tag_etf_portfolio_strategy 3965933 Mon, 18 Apr 2016 11:18:59 -0400 GLD David Pinsen The V20 Portfolio – Week #28 http://seekingalpha.com/article/3965940-v20-portfolio-week-28?source=feed_tag_etf_portfolio_strategy 3965940 Mon, 18 Apr 2016 11:02:10 -0400 CONN DXMM SAVE SPY The Traveling Investor

J&J Earnings Beat Estimates; Guidance Raised As FX Headwinds Ease

Medical giant Johnson & Johnson ( JNJ ) beat Q1 estimates and raised guidance Tuesday morning, sending its stock to its fifth recent record high. J&J reported earnings of $1.68 a share, up 8% from the year-earlier quarter and beating analysts’ consensus by 3 cents, according to Thomson Reuters. Sales rose 0.6% to $17.48 billion, matching consensus. J&J said that the foreign-exchange impact knocked 6.6 percentage points off sales growth. Nonetheless, the forex headwinds finally seem to be abating. J&J cited the improved forex outlook as the reason it was raising full-year sales guidance by $400 million, to $71.2 billion to $71.9 billion. It also added 10 cents to EPS guidance, now $6.53 to $6.68. IBD’s Take: Johnson & Johnson rated No. 1 in its group, but CR is iffy . “Our Pharmaceuticals business continues to deliver impressive levels of growth, we have steady improvement in our Consumer business, and we are seeing momentum in our Medical Devices businesses, all of which are fueling our optimism for the full-year ahead,” J&J CEO Alex Gorsky said in a statement. J&J stock was up 2% in early trading on the stock market today , touching a record high of 113.60 intraday. The stock is up more than 10% for the year so far, and it is the first of three medical stocks that are hitting new highs  and are reporting this week, the others being Intuitive Surgical ( ISRG ) this evening and Stryker ( SYK ) late Wednesday. “This morning, J&J continued the growth momentum the company has seen in recent quarters, again delivering organic sales growth acceleration and its second consecutive quarter of double-digit EPS growth on an adjusted, operational basis,” wrote Leerink analyst Danielle Antalffy in a research note. She noted that, excluding the impact of foreign exchange, M&A activity and shrinking sales of hepatitis C drug Olysio — which was made obsolete when Gilead Sciences ( GILD ) released Harvoni in late 2014 — sales rose 6.9%. Operating EPS growth was just above 10%. Credit Suisse analyst Vamil Divan wrote that the pharma sales beat was driven by the immunology franchise — Remicade, Simponi and Stelara — as well as its stroke prevention treatment Xarelto. But another top seller, diabetes drug Invokana, missed consensus by 19%. Investors had been wondering if Invokana would take a hit from Eli Lilly ‘s ( LLY ) Jardiance, which last September proved that it could dramatically cut deaths from heart failure but didn’t get a sales bump from this in Q4.

Cable Firms Prepare To Fight Set-Top Rules That Help Google, Apple

Cable TV companies are readying a court challenge if the Federal Communications Commission approves new set-top box regulations that would let companies like Apple ( AAPL ), Alphabet ( GOOGL ), Amazon.com ( AMZN ) and others sell devices that provide access to cable programming. The National Cable & Telecommunications Association has hired Theodore Olson, an attorney at the noted law firm Gibson, Dunn & Crutcher, to battle the FCC’s set-top box proposal. Olson, a former solicitor general, represented George W. Bush in the contested 2000 election vs. Al Gore that ultimately was decided by the U.S. Supreme Court. Apple also recently hired Olson and Gibson, Dunn & Crutcher in its battle vs. the Federal Bureau of Investigation involving a court order to unlock an iPhone used by an assailant in the San Bernardino terror attack. President Obama last week stated his support for opening up the set-top box market for more competition. The proposal would require pay-TV and technology companies to jointly develop new standards for devices providing access to cable TV networks. The cable TV industry pays programmers billions of dollars for content rights, and it’s unclear how that business model would be impacted. Comcast ( CMCSA ) and phone company AT&T ( T ), also a pay-TV provider, have criticized the set-top box initiative. The FCC, with three Democratic members and two Republicans, is expected to vote on the plan after a public comment period closes. FCC Chairman Tom Wheeler says the plan will make it easier for consumers to switch from pay-TV companies’ set-top boxes leased monthly to new devices sold on a retail basis by consumer electronics or Internet companies. Gibson, Dunn ‘Most Certainly Preparing For Litigation’ “We are most certainly preparing for litigation in the event the FCC moves forward with its invasive and illegal plan to restructure the video programming market,” said a spokesperson for Gibson, Dunn & Crutcher. Brian Dietz, a NCTA spokesman said, “We are exploring all options.” The NCTA previously hired Gibson, Dunn & Crutcher to challenge the FCC’s Title II-based net neutrality rules that were enforced in mid-2015. The U.S. Court of Appeals for the District of Columbia Circuit is expected to rule soon on the net neutrality case. Pay-TV companies may have an uphill legal battle vs. the FCC’s set-top box rules, says Paul Gallant, an analyst at Guggenheim Partners. “Cable/telcos will almost certainly challenge any FCC final new set-top rules in court,” Gallant said in a February research report. “They will likely argue, among other things, that the FCC lacks authority to give app makers access to programming/guide information. “It’s far too early to predict the court outcome, but it’s important to note that the FCC is operating under a clear congressional mandate to make the set-top business competitive. That doesn’t necessarily mean the FCC will prevail, but the agency probably will feel good about its chances with that statutory starting point.” Under the proposed new set-top rules, the FCC says that only pay-TV subscribers will gain access to programming, and that copyright protections will be preserved. Google, critics say, aims to swap its own advertising for the local ads sold by cable TV companies.