17
Jul
2012

Macro View: 11 Up When ISM Rises, 15 Up When ISM Declines

The most recent ISM manufacturing report has left much to be pessimistic about, not that the markets or the media seemed to notice.

First, the headline PMI dropped below 50 (marginally to 49.7) with a drop of 3.8, indicating contraction in the manufacturing sector for the first time since July 2009. It also missed the consensus by 2.3 and was outside the consensus range from Econoday.

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Author: ron / Tag: APEI, CHK, CLGX, CMC, CSH, DFS, DY, F, FARO, FFIV, FHN, GNW, HSIC, LIFE, M, MYE, NEU, NMI, NPBC, PL, UFCS, USMO, UTHR, VLO, WRLD, WYNN / 0 Comments
11
Jun
2012

A Macro View: 9 + 17 Stocks for a Rising ISM Index

Overall, the ISM reports brought in good but not great news; however they were overshadowed by the poor jobs report of last week. Read more about A Macro View: 9 + 17 Stocks for a Rising ISM Index

Author: ron / Tag: CASC, CAT, CROX, CVH, DLX, HIG, HLX, HMA, HUM, HZO, ISM, JBLU, Macro View, Manufacturing, MAS, MHO, MYE, NMI, NSC, PL, PMI, PRU, PVTB, SCSS, Services, SFD, SGY, SKX, SNX, stock-strategies, TSN, WYN, WYNN / 0 Comments
16
Mar
2012

A Macro View: Potential Stock Picks Based ISM

Fair to Middling for Manufacturing, Good News for the Services Sectors

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Author: ron / Tag: AIG, AVY, BAC, BHI, CLF, CMI, DFS, EMN, EOG, F, GT, ISM, M, Macro View, Manufacturing, MAT, MET, NFX, PFG, PRU, STI, stock-strategies, TSO, VLO, WLP, WYNN / 0 Comments