Market Notes: September 19th 2014

Today, Alibaba entered into the long list of publicly traded company at a whopping valuation of over $231 Billion. Shares opened at $92.70 to an anticipating market. The deal was structured in a unique way that shows that the company is beyond confident in the performance of its shares. The Alibaba IPO could see as much as $8 billion shares offloaded by its underwriters on day one of public trading.

We also take a look at geopolitical activity in the U.K and macroeconomic events in the US. Find today's letter to contain all the pertinent information for your investing knowledge.

In The Letter

- Chinese QE as well
- Negative interest rates have come to fruition
- Oracle finds new leaders
- The result from the Scottish vote for independence from its 300 year union with the U.K

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Market Notes : September 15th 2014

One of the more interesting articles I came across today was on Bloomberg, the article talked about the performance of the stock market as of late. While it seems as though we have been enjoying a roaring bull market for the past year, closer look at the market shows a story to the contrary. Bloomberg's reporters Lu Wang and Joseph Ciolli report an interesting find that "about 47 percent of stocks in the Nasdaq composite index are down at least 20% from their peak in the last 12 months, while more than 40% have fallen that much in the Russell 2000 and the Bloomberg IPO index" Bloomerg

More interesting headlines, ideas and critical economic information can be found in today's market notes. Download your copy at the link below. 

Whats in the report

Markets look for hints of when the first US interest rate hike in almost a decade may happen after tomorrows meeting of the fed governors

Minimum wage may be a balloting issue in some key republican states as early as November.

Bill Akman's new fund is likely to be listed on the Amsterdam Stock exchange. 

Contrary to his promise of a conservative valuation target, Alibaba's Jack ma may seek to increase the high target price for the tech giants IPO, the previous high was $66, Ma and Alibaba are said to be seeking $70. 

The OECD has cut economic forecasts for US among other developed countries. 

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Trade well 

-f-

Last Week's Earnings

I did not post an end of the week latter last week. For those following the company information section of the letter, please see the below chart for the earnings Calendar missed as a result of my lapse in posting an end of week note.

Date	Company	Stock Price	EPS( E )	EPS( A )
08-Sept	Campbell Soup (CPB)		0.49	0.49
08-Sept	Burlington Stores (BURL)		-0.09	-0.01
09-Sept	Barnes and Nobles (BKS)		-0.68	-0.56
10-Sept	The Men's Warehouse (MW)		1.06	1.10
11-Sept	LULU Lemon (LULU)		0.35	0.33
11-Sept	Kroger KR		0.69	0.70
12-Sept	Darden Restaurant (DRI)		0.32	0.32

Thank you

-f- 

Day's Notes: Wednesday Sept 10 2014

This week has been one of many announcements. Apple's big announcements yesterday served to boost the company's stock price above $100 since its seven for one stock split earlier this year. Geopolitical activity continue to dominate the news in the Middle East and Europe. Attached you will find your mid-week report on ,the markets and the news that cause stocks to move. 

In the report

Ted Cruz urges fellow republicans to do everything possible to stop Obama's immigration agenda implying another government shut down is in consideration.

Apple unveils new suite of products, however smart watch disappoints. 

Microsoft targeting a $2B acquisition of gaming company.

UK Bank (BOE) warns against Scottish secession and will refuse to create a monetary union if such breakup occurs. 

Opinion

Apple is playing catch up with its new line of items, nothing really surprises or caught consumers off guard. There is a sense that the company is losing its trademark competitive advantage of innovation and market domination.

Mark Carney and the BOE are wise to advise against a secession, a simple monetary union between the UK and an independent Scotland may pose similar threats as the inapt EU.

Satya Nadella commits to his biggest acquisition as the chief officer of Microsoft, such a commitment should boost investor's confidence in CEO. and show the direction in which he would like to carry the company.

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Weekend Notes

It has been quite a week in economic and investing news. Continued monetary policy in Europe has its many effects both real and anticipated. The attached file outlines this weeks news stories and other important investment decision making information.

In the letter

- Alibaba is set to join the list of publicly traded companies at $60 - $65
- The ECB continues to fear inflation and seeks to protect itself by a surprising decrease in interest rates.
- The ECB looks to stimulate bank lending and consumer spending by employing its own QE measures as the US looks to unwind their measures.
-Tesla looks to expand production to Texas.

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Trade well
-f-

Morning Notes: September 1, 2014

I am aware that it has been a while since the last morning note, but I intend to bring the segment back with more regularity. In addition, the monthly installment of Gross watch has been moved to our Seeking Alpha blog.

With that being said, here are the details to be found within your morning notes for today September 1st, 2014.

- Netflix complains that internet speed is causing them to lose customers.
- US investors looking to protect themselves against inflation for the first time in a while.
- Europe increases terror alerts amid growing tension in Syria and Iran.
- Countries continue to sanction Russia for its annexation of Crimea.

- Google is up to its world dominating antics again as they develop and test drone technology for uses that include competing with Amazon's proposed drone delivery.
- Three additional MacDonald restaurants have been closed in Russia for supposed sanitary concerns.


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Trade well
-f-