Podcasts about 1q19

Please listen to our weekly podcast summarizing our June 22 note and consider becoming a paid subscriber, if you are not already, to read the full note You’re Really Going to Cut After Friday?Following the May employment report, we reiterated our view that the obsession with the statistical noise monthly net change in employment rather than trends in labor market turnover risked getting the economic and inflation outlook wrong. We saw little evidence that the recovery in labor market dynamism and consumer spending from the negative wealth effect associated with the 4Q18 ECB/BOJ/Fed quantitative tightening stock market crash, had been interrupted by trade policy uncertainty. In our view, weak global trade explains soft growth in export dependent countries, however, the drift lower in ISM manufacturing was attributable to inventory destocking due to the transitory 1Q19 consumer spending slowdown. In other words weak global trade is having little effect on US growth.Barry C. KnappManaging PartnerIronsides Macroeconomics LLC908-821-7584https://www.linkedin.com/in/barry-c-knapp/@barryknapp This is a public episode. Get access to private episodes at ironsidesmacro.substack.com/subscribe

Saham-saham poultry mengalami koreksi yang cukup besar sepanjang 1Q19, masihkah ada harapan untuk sektor ini? Dan apa penyebabnya?

Stock Analysis 2019: A Case Study of Biglari Holdings (Tickers: BH-A, BH) Biglari Holdings (tickers: BH-A, BH) is a conglomerate with two distinct lines of businesses: its operating units and its investment arm. The enterprise is led by Chairman and CEO, Sardar Biglari, who owns 55% of the company. Having once been attributed the titled the "Sage of San Antonio," Sardar has previously been likened to the younger version of the more famous Warren Buffett, aka the "Oracle of Omaha." With current valuations at historic lows, Biglari Holdings appears on sale for 50% off its net asset value, not including its four operating units, which include Steak n Shake, Western Sizzlin, First Guard (a property casual insurance company), and Maxim magazine. It also owns ~15% of the restaurant chain, Cracker Barrel Old Country Store (ticker: CBRL). Considering only the company's cash and the carrying value of its investments, net of total debt, Biglari Holdings as of 1Q19 end is worth approximately $392 million. This compares with its current market capitalization, as of the date of recording, of about $196 million, suggesting a possibly 100% upside to current price levels. Is this a value opportunity? You tell me. My purpose of this episode isn't to provide a thesis, but rather to articulate the situation and to invite you to arrive at your own conclusion. It's somewhat of a complicated situation - as value opportunities typically are - but it's nonetheless incredibly interesting, in my opinion. Part of the reason for the ambiguity is because at times there are no clear answers. No one will tell you the appropriate path forward. Yet, referencing the Aeneid, which Ben Graham so appropriately includes in the Intelligent Investor, "Through chances various, through all vicissitudes, we make our way..." Please feel free to leave your thoughts on the company and on whether you believe this is a "value investment." CONNECT WITH US Instagram: www.instagram.com/getbread_official Facebook: www.facebook.com/justmakinbread Twitter: https://twitter.com/justmakinbread Credits: Music: [Cosimo Fogg (201)] https://soundcloud.com/cosimo-fogg/ja...... [VII 초] https://soundcloud.com/viisecs/lo-fi... [rubensoxo] https://soundcloud.com/rubensoxo/chil... [dBrewin'] https://soundcloud.com/darian-brewer-... Find out more on the Get That Bread - A Value Investing Podcast website.

Sharp issuance decline, CLO “print and sprints” and covenant corrections define 1Q19 loan market by Debtwire Radio

With 2018 having delivered exceptional earnings growth, how will 2019 measure up? Today we discuss expectations for earnings growth in 2019 and beyond, the factors which have driven recent equity market performance, notable risks and where opportunities exist. Featured is David Lefkowitz, Senior Equity Strategist Americas, from the UBS Chief Investment Office. Host: Daniel Cassidy As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

Daree shares a recap of personal and professional accomplishments from the first quarter of 2019 (January through March), and what she's got planned in the near future.   Show Notes: http://kickinitwithdaree.com/episode/darees-life-updates-1q19

On Pocketnow Daily, Apple is down in sales this holiday season for the first time since 2000. We get the first real-life pictures of the Samsung Galaxy S10 from Evan Blass that confirm all of the rumors. Case leaks for the Huawei Mate 30 Pro reveal that the phone may bring up to five cameras. New Sony Xperia XZ4 benchmarks make us expect a very powerful phone. We end today's show with Netflix cutting the ability to purchase subscriptions through iTunes.iPhone battery replacements hurt iPhone salesApple revises down 1Q19 earnings estimate, could post first holiday decline since 2000This could be the first live photo of the Samsung Galaxy S10Is Huawei preparing a five-camera Mate 30?Sony Xperia XZ4 benchmark blows all other phones awayNetflix officially cuts off iTunes billing, avoids Apple Tax See acast.com/privacy for privacy and opt-out information.

The most surprising part of Apple’s 4Q18 results wasn’t found with the numbers or even guidance. Instead, by announcing unit sales data would no longer be provided starting in 1Q19, management dropped a bomb on Wall Street. Episode 136 is focused on discussing Apple’s decision to move beyond unit sales. We go over how unit sales became a crutch for financial analysts. The discussion then turns to management’s new blueprint for how it wants Wall Street to judge Apple. Additional topics include Apple revenue and gross margins trends, Wall Street narratives, and Apple as a tool marker. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.