Zachary Scheidt 12 Sep 2013
Mike McDermott @MercenaryMike
Analysts revising EPS higher for Zale - the makings of a major turnaround story $ZLC http://t.co/s0OkYYJZ7o
Zachary Scheidt 11 Sep 2013
Freeport McMoran: 4% dividend yield, forward multiple of roughly 10, & surging China sentiment - should follow through $FCX
Nice looking breakout for Freeport McMoran - we're long from lower prices $FCX http://t.co/lvu1FrAVMO
Zachary Scheidt 10 Sep 2013
BHP Billiton back above key EMA levels, another strong emerging market play $BHP $EEM http://t.co/HnWhcWm3de
$VALE rebound looks legit on China optimism- China is VALE's biggest market $FXI http://t.co/32vaax0faT
Nice breakout for VALE - especially considering single-digit multiple, washed out levels and 4.8% dividend yield $VALE $EEM
Cummins leveraged to China growth - hitting new highs on sentiment shift $CMI http://t.co/LCIVBhmAhZ
$PVH currently sports a forward PE of 15.0 - will be interesting to see where that multiple is after analyst revisions...
$PVH sees a "challenging" global market - cautious Q3 EPS - not a good sign for retail / apparel $RTH $XRT
Zachary Scheidt 9 Sep 2013
Blue Nile PE at 35 despite competition & essentially flat EPS growth history $NILE http://t.co/odQra3buZC
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