Maxwell Kirchhoff
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Want to Invest in Total? Listen to Greenpeace
By Maxwell Kirchhoff - April 2, 2012 | Tickers: BP, CVX, TOT
Recently, the French oil major, Total S.A. (NYSE: TOT) has had its shares hit hard on news that one of its North Sea oil platforms has been leaking gas, causing the crew of 238 on the rig to be evacuated. For the week, Total saw its stock price drop by 5.44%:
Due to Total's unique transparency policies, detailed information about the overall volume of leaked gas and more »
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Is the Baltic Dry Index on the Rebound?
By Maxwell Kirchhoff - March 19, 2012 | Tickers: BALT, EGLE, KEX, RIO, SINO
What was once a prestigious leading macroeconomic indicator, the Baltic Dry Index (BDI), has seen its relevance questioned by major outlets such as the Wall Street Journal. At the WSJ, contributors have been debating whether or not this index is still a leading indicator (or a lagging indicator), and whether or not overproduction of large ships during 2008 has created a scenario in which the shipping industry cannot book to more »
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3 Ways to Play Next Week's Semiconductor Book-to-Bill Announcement
By Maxwell Kirchhoff - March 14, 2012 | Tickers: IMOS, QTEC, INTC, NVDA, XLK |
On March 22nd, SEMI will release its monthly macroeconomic indicator--the semiconductor book-to-bill ratio. This ratio offers insight into the health of the technology sector as most anything from a cell phone to a computer utilizes semiconductors (chips) to function. As of late, the tech sector has been on a tear--as a point of reference, the S&P technology sector index has outperformed the Dow by 9.05% YTD:
Accordingly, the more »
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Investing in the Growing Organic Movement
By Maxwell Kirchhoff - February 17, 2012 | Tickers: UNFI, WFM
Currently the global organic foods business is worth around $50B and the stunning growth of organic food grocer Whole Foods Market (NASDAQ: WFM) coupled with the fact that Fortune 500 companies such as Kraft, General Mills, Pepsico, Kellogg, and Dean Foods have been acquiring organic brands (see below) serve to demonstrate that this movement is more than likely here to stay.
The organic food business made major headlines Wednesday more »
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3 Ways to Play Petrobras' Earnings Miss
By Maxwell Kirchhoff - February 15, 2012 | Tickers: NOV, PBR, BZF |
On Feb. 10th Brazil's and Latin America's largest company, Petrobras (NYSE: PBR) reported earnings that were well below analyst expectations. The consensus estimate was BR$0.69 a share and Petrobras' actual earnings were at BR$0.39. To add to the earnings miss, Petrobras' net income was nearly halved YoY. As a result of this performance, Petrobras has seen its stock-price lose over 8% of its value more »
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Selective Contrarian Investing in Europe
By Maxwell Kirchhoff - February 10, 2012 | Tickers: ING, RDS-A, SNY, TOT
Whether or not you believe the U.S. economy is back in full-force, you have to admit that compared to several Eurozone countries, our economy has performed quite well since the financial crisis.
Warren Buffett, arguably the greatest investor of all time, made several acquisitions near the bottom of our market's crash stating, "Be fearful when others are greedy, and be greedy when others are fearful." In academic lingo more »
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Wrap-Up: The Integrated Oil Playing Field
By Maxwell Kirchhoff - February 9, 2012 | Tickers: SNP, HES, SUN
Integrated oil stocks underperformed the S&P 500 index -0.09% to +0.15% today. Industry leaders included Hess Corp. (NYSE: HES) and Husky Energy Inc, both of which reported earnings. These stocks rose 4.61% and 1.78% on volumes of 4.11M and 3.13K, respectively. Industry laggards included China Petroleum & Chemical Corp. (NYSE: SNP) and Sunoco Inc. (NYSE: SUN). These securities fell 1.82% and 0.72 more »
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Wednesday Integrated Wrap-Up: STO Rises on Earnings; OXY Slips
By Maxwell Kirchhoff - February 8, 2012 | Tickers: HFC, OXY, STO
Integrated oil stocks underperformed the S&P 500 index +0.15% to +0.22% in Wednesday's session. Industry leaders included HollyFrontier Corp. (NYSE: HFC) and Statoil ASA (NYSE: STO), which reported earnings. These stocks rose 3.98% and 2.70% on volumes of 4.88M and 1.98M, respectively.
For an extended take on why I am projecting that HollyFrontier will outperform the market over the next year or more »
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Tuesday Integrated Wrap-Up: Earnings from BP; PBR Gains; CVE Slips
By Maxwell Kirchhoff - February 7, 2012 | Tickers: BP, CVE, PBR
Integrated oil stocks outperformed the S&P 500 index +0.80% to +0.20% in today's session. Industry leaders included Tesoro Corp. (NYSE: TSO), a security I reported on yesterday, and Petroleo Brasileiro (NYSE: PBR). These stocks rose 4.77% and 1.84% on volumes of 7.42M and 14.40M, respectively. Industry laggards included Cenovus Energy Inc. (NYSE: CVE) and Suncor Energy Inc. (NYSE: SU). These securities fell more »
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Monday Integrated Wrap-Up: TSO, COP Rise; SNP Falls
By Maxwell Kirchhoff - February 6, 2012 | Tickers: SNP, COP, PTR, TSO
Integrated oil stocks outperformed the S&P 500 index today +0.07% to -0.04%. Industry leaders included Tesoro Corp. (NYSE: TSO) and ConocoPhillips (NYSE: COP). These stocks rose 1.53% and 1.22% on volumes of 4.12M and 6.65M, respectively. Industry laggards included China Petroleum & Chemical Corp. (NYSE: SNP) and Cenovus Energy Inc. (NYSE: CVE). These securities fell 2.93% and 2.00% on volumes of 185 more »
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Friday Diversified Food Wrap-Up: Earnings from TSN; B&G Lags
By Maxwell Kirchhoff - February 3, 2012 | Tickers: BGS, TSN
Diversified food stocks underperformed the S&P 500 index +0.36% to +1.46% in today's session. Industry leaders included Tyson Foods Inc. (NYSE: TSN), which reported earnings, and Chiquita Brands International Inc. These stocks rose 4.08% and 3.24% on volumes of 9.69M and 283.38K, respectively. Industry laggards included B&G Foods Inc. (NYSE: BGS) and Hershey Co. These securities fell 1.62% and 0 more »
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Friday Integrated Wrap-Up: Questionable HES Call; SUN Loses CEO Pre-Earnings
By Maxwell Kirchhoff - February 3, 2012 | Tickers: HES, SUN
Integrated oil stocks underperformed the S&P 500 index +0.87% to +1.46% in today's session. Industry leaders included Hess Corp. (NYSE: HES) and Occidental Petroleum (NYSE: OXY). These stocks rose 4.43% and 4.21% on volumes of 6.00M and 3.65M, respectively. Industry laggards included Sunoco Inc. (NYSE: SUN), which is about to report earnings, and Petroleo Brasileiro (NYSE: PBR). These securities wavered +0.58 more »
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Thursday Diversified Food Wrap-Up: HAIN Rises on Earnings; UL Slumps on Data
By Maxwell Kirchhoff - February 2, 2012 | Tickers: HAIN, UL
Diversified food stocks slightly edged the S&P 500 index +0.14% to +0.11% in today's session. Industry leaders included Hain Celestial (NASDAQ: HAIN) and Sara Lee (NYSE: SLE), both of which reported earnings recently. These stocks rose 5.55% and 4.42% on volumes of 1.07M and 13.91M, respectively. Industry laggards included Unilever Plc. (NYSE: UL) and Treehouse Foods Inc. (NYSE: THS). These securities fell more »
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Thursday Integrated Wrap-Up: HFC Soars; IMO Slips
By Maxwell Kirchhoff - February 2, 2012 | Tickers: HFC, IMO
Integrated oil stocks outperformed the S&P 500 index +0.50% to +0.11% in today's session. Industry leaders included HollyFrontier Corp. (NYSE: HFC) and Hess Corp. (NYSE: HES). These stocks rose 3.65% and 1.89% on volumes of 4.04M and 5.01M, respectively. Industry laggards included Imperial Oil Ltd. (NYSEMKT: IMO) and Occidental Petroleum Corp. (NYSE: OXY). These securities fell 1.47% and 0.82% on more »
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Wednesday Diversified Food Wrap-Up: CQB Jumps; SAFM Slumps
By Maxwell Kirchhoff - February 1, 2012 | Tickers: CQB, SAFM
Diversified food stocks underperformed the S&P 500 index +0.19% to +0.89% in yesterday's session. Industry leaders included Dole Food Co. (NYSE: DOLE) and Chiquita Brands International Inc. (NYSE: CQB). These shares rose 3.96% and 3.30% on volumes of 800.71K and 481.80K, respectively. Industry laggards included Nutrisystem Inc. (NASDAQ: NTRI) and Sanderson Farms Inc. (NASDAQ: SAFM). These securities fell 4.20% and 1 more »
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Wednesday Integrated Wrap-Up: SNP Rises; CVX Wavers
By Maxwell Kirchhoff - February 1, 2012 | Tickers: CVX, SNP
Integrated oil stocks underperformed the S&P 500 index today +0.73% to +0.89%. Industry leaders included HollyFrontier Corp. (NYSE: HFC) and China Petroleum & Chemical Corp. (NYSE: SNP). These stocks rose 3.64% and 2.27% on volumes of 2.90M and 165.60K, respectively. Industry laggards included BP (NYSE: BP) and Occidental Petroleum Corp. (NYSE: OXY). These securities fell 0.74% and 0.51% on volumes of 10 more »
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Tuesday Diversified Food Wrap-Up: DOLE Jumps; Earnings from ADM
By Maxwell Kirchhoff - January 31, 2012 | Tickers: ADM, DOLE
Diversified food stocks slightly underperformed the S&P 500 index today -0.10% to -0.05%. Industry leaders included Dole Food Co. (NYSE: DOLE) and Nutrisystem Inc. (NASDAQ: NTRI). These stocks rose 3.45% and 2.76% on volumes of 390.13K and 1.53M, respectively. Industry laggards included Archer Daniels Midland Co. (NYSE: ADM) and Synutra International Inc. (NASDAQ: SYUT). These securities fell 3.64% and 2.28% on more »
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Tuesday Integrated Wrap-Up: Earnings from XOM and BP Speculation
By Maxwell Kirchhoff - January 31, 2012 | Tickers: BP, XOM
Integrated oil stocks underperformed the S&P 500 index today -0.25% to -0.05%. Industry leaders included BP (NYSE: BP) and Hess (NYSE: HES). These stocks rose 4.01% and 2.09% on volumes of 19.92M and 6.82M, respectively. Industry laggards included ExxonMobil (NYSE: XOM), which reported earnings, and Tesoro (NYSE: TSO). These shares fell 2.05% and 1.88% on volumes of 22.77M and 2 more »
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Monday Integrated Wrap-Up: VLO Rises, MUR Falls
By Maxwell Kirchhoff - January 30, 2012 | Tickers: MUR, VLO
Integrated oil stocks outperformed the S&P 500 index +0.06% to -0.25% in today's session. Leaders included Valero (NYSE: VLO), and BP (NYSE: BP). These stocks traded up 0.70% and 1.03% on volumes of 7.25M and 8.98M, respectively. Laggards were Murphy Oil (NYSE: MUR) and Petroleo Brasileiro (NYSE: PBR). These securities fell 2.65% and 1.29% on volumes of 1.98M and more »
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Monday Diversified Food Wrap-Up: HAIN Soars, NTRI Slumps
By Maxwell Kirchhoff - January 30, 2012 | Tickers: HAIN, NTRI
Major diversified food stocks slightly edged the S&P 500 index -0.21% to -0.25% in today's session. Industry leaders included Hain Celestial ), and Dole (NYSE: DOLE). These stocks rose 2.64% and 1.87% on volumes of 351.47K and 242.95K, respectively. Industry laggards included Nutrisystem Inc. ) and Diamond Foods ). These securities fell 4.77% and 3.34% on volumes of 1.02M and 1.04M more »
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