$IBM increases dividend for the 26th consecutive year to annualized 4.63%.
Stephanie Link Tue 27 Apr 2021 13:35- Been with $NXPI for a while on auto and contactless pay theme. But what a nice gross margin surprise - 54.2% - up 130bps q/q and 240bps y/y. This mgmt has consistently guided low, beaten X and guided higher. Exactly the kind of story a LT investor appreciates. $winner Stephanie Link Tue 27 Apr 2021 08:05
- It’s been awhile in business travel. Airlines still haven’t perfected the WiFi situation. Stephanie Link Tue 27 Apr 2021 03:49
- March McCarran Las Vegas airport traffic +24.7% y/y vs -58.2% last month y/y. It’s still off over 40% ytd but likely more mean reversion ahead. Not to mention the improvements being seen in Macau. $LVS $WYNN $MGM Stephanie Link Mon 26 Apr 2021 21:34
- LVMH posted results - pretty telling: Wine & Spirits +36% YoY Fashion & Leather Goods +52% Perfumes & Cosmetics +18% Watches & Jewelry +35% Selective Retailing (5%) Group Sales: +30% and all segments > consensus Stephanie Link Wed 14 Apr 2021 20:20
- Worth listening to $WFC replay - CEO provided great economic insight: EQ mkts up, credit spreads tight, liquidity strong + fis/monetary accomodation = economic recovery/expansion. Consumer net worth +$10% y/y and personal saves $1.3T with $1T expected to be spent this year. Stephanie Link Wed 14 Apr 2021 16:45
- @SquawkCNBC Always fun being on first thing in the morning - especially earnings season! @SquawkCNBC Stephanie Link Wed 14 Apr 2021 14:35
The IEA Oil Market Report (OMR) is one of the world's most authoritative and timely sources of data, forecasts and analysis on the global oil market – including detailed statistics and commentary on oil supply, demand, inventories, prices and refining activity, as well as oil trade for IEA and selected non-IEA countries.
- A below-the-radar data point in the Labor Department’s producer price index report showed the sharpest monthly spike in the price of input materials used by businesses since 1974 Link Stephanie Link Tue 13 Apr 2021 11:09report on Friday showed the sharpest monthly spike in processed goods for so-called intermediate demand since 1974. These are goods and materials such as ball bearings, fuel, chemicals, steel and plastics that are used to make other final-demand products like automobiles and household goods.
- NA Tractors were up 84% y/y in March - US and Canada both up 84%. Combines rose 5%. This follows tough comps at a 43% increase in Feb. LHP was v strong up 88% and HHP was up 39%. Pricing power on its way. $DE $CAT $AGCO etc. Stephanie Link Mon 12 Apr 2021 19:28
- A great Masters tournament - Japan should be proud with Matsuyama who played a wonderful 4 days. We too in the USA have a terrific American team - Spieth, Schauffele and the up and comer Zalatoris. Congratulations to them as well. Such a good weekend & Sunday treat. Stephanie Link Sun 11 Apr 2021 23:12
- Fed will end bank payout restrictions June 30th for those that pass stress tests. $finacials $capitalreturns Stephanie Link Thu 25 Mar 2021 20:35
- March US Markit Services PMI at 60% - highest level since 2014 with future output index up 5 pts to 72.7% - highest level ever. Stephanie Link Thu 25 Mar 2021 11:30
- Expect more of these kinds of results for financials: $JEF reported a blow-out quarter last night with IBanking +70% y-o-y, FICC +114% and equities +48%. Stephanie Link Thu 25 Mar 2021 11:30
- My NCAA bracket not so good. But DVR WV BB: Bob Huggins is such a root for coach and one that reminds me of my competitive tennis days many yrs ago. Anyone would be so lucky to learn under him - in life. Stephanie Link Wed 24 Mar 2021 01:19
- $INTC news of new fabs in AZ - interesting under radar announces a new colaboration with $IBM. Stephanie Link Tue 23 Mar 2021 22:38
- I hate to ask, but if you have a moment, can you report @stephanie_iink for impersonation? This account needs to be flagged and taken down before anyone else can be approached by this scammer. @Twitter and @TwitterSupport, this has been an ongoing issue for months, please advise! Stephanie Link Tue 23 Mar 2021 21:33
- FYI - If you have received a tweet or DM from another account claiming to be me, please let me know! I just got word that the account pictured below has been sending scam messages to people using my name: https://t.co/AOFEIgxES5 Stephanie Link Tue 23 Mar 2021 21:33
- Median Home Prices up 15.8% - highest ever in February. Something to watch with just 2 months supply and higher rates. Stephanie Link Mon 22 Mar 2021 14:07
- Pretty sure I’ve not paid any attn to Iona BB until Pitino got there. Lot to contemplate - but the man got them to the Dance and can coach. Expect more to come. Stephanie Link Sat 20 Mar 2021 22:01
- $250bn flowed into consumer bank accts this past week after the $130bn in the first 2 weeks of January. Savings now at 20.5% but also in last 3 months we have seen $205bn flow into equities. Not thinking these are long term investors - but one can hope. Stephanie Link Sat 20 Mar 2021 16:50
- Have a nice weekend all - back in action Monday. Enjoy this tune - BlackBerry Smoke “Living in a Song”. Stephanie Link Fri 19 Mar 2021 22:05
- Value>Growth might just last longer then many believe: Value is -51% vs. Growth in the last 3.8 years. Monetary and fiscal liquidity the main driver and won’t quit any time soon leading to +GDP growth, +inflation, +rates. #rotation #aliveandwell Stephanie Link Thu 18 Mar 2021 22:04
- The Prices Paid in the Philadelphia Federal Reserve’s monthly survey surged +21.5 to +75.9 - the highest level since March 1980. Stephanie Link Thu 18 Mar 2021 15:03
- And I will send this out once again. ULC tame but many other places in this economy that are not transitory inflation. Stephanie Link Wed 17 Mar 2021 20:33
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