John Jagerson and Wade Hansen

John Jagerson and Wade Hansen

Recent Articles

What Is the ‘New Normal’ of Interest Rate Policy?

We expect slower -- or non-existent -- rate hikes to benefit income-payers, small-caps and retail firms directly or indirectly through 2015.

Best Stocks for 2015 – Noble Corp Still Poised for Upside

Noble Corp has had a difficult start to 2015, but the resurgence in oil prices is still on the horizon, and NE stock stands to benefit nicely.

Trade of the Day: MBIA Inc. (MBI)

MBI is in a particularly sensitive position because of losses related to bonds defaults.

Trade of the Day: Nordstrom (JWN)

Nordstrom beat Wall Street revenue estimates by $30 million and saw same-store sales growth of 4.7% in the fourth quarter.

Is Biotech too “Frothy”?

We can look for common issues that have appeared in the past before significant corrections, and from that perspective, biotechnology looks overheated.

The FOMC Changes Wording, Not Rates

The fact that the FOMC doesn’t have a set date to raise rates but is going to take a “wait-and-see approach” instead has given traders confidence that the weak economic data we’ve been seeing lately may cause the Fed to sit on its hands for a while.

Trade of the Day: Amazon (AMZN)

We anticipate Amazon will drop to near-term support .

Beware of Uncertainty Creeping Back Into the Market

We aren’t ready to give up on the bull market by any means, but these problems may keep the major stock indices channel-bound in the short term.

Trade of the Day: AutoNation (AN)

The high-tech equipment and computers on modern cars have reduced competitive threats to AutoNation and opened up new opportunities.

What Do Utility and Energy Stocks Show About the Market?

Based on this divergence between those sectors that tend to do well during economic expansions and those that tend to under-perform -- namely utilities -- we anticipate more bullishness to come.