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  1. 5 Things You Need to Know About the Selloff


    Wed, 16 Apr 2014

    who said that bad weather “held down economic activity during the early months of the year.’ It now appears that the US economy is rebounding from the harsh winter. We can see this most visibly in the US economic surprise indices that hit a trough at the end of

  2. Smead Capital Management Shareholder Letter 1Q 2014


    Wed, 16 Apr 2014

    potentially enjoy any long-term comeback on Main Street. For our international owners, the strength we see coming in the US economy the next ten years should bode well for the US dollar. It appears very under-valued to us, every time we travel to Europe

  3. Ford Motor: Should You Load Up The Truck At $15?


    Fri, 11 Apr 2014

    however, did not warrant an adjustment of equity valuations. The US economy , as sluggish as it grows, is doing ok. With ultra-low interest rates and low inflation, the US economy is far from overheating. Good news also came from Europe: Greece

  4. Wanting Work Makes a Difference


    Thu, 10 Apr 2014

    out over the coming year or more. Inflation appears now to be the Fed’s primary consideration, but how quickly the American economy reaches full employment will also be of significance. On inflation, monetary hawks want to stay ahead of rising prices

  5. Fundamentals Support Generally Positive US Outlook


    Mon, 7 Apr 2014

    believe the fundamental case for the US economy and the US equity market remains largely ..... the fundamental picture of an improving US economy should likely remain intact. We think ..... fundamental drivers of growth for the US economy . Valuations: Market Multiples Near

  6. Economic Outlook For Rest Of 2014: Acceleration


    Fri, 4 Apr 2014

    crisis of 2007-2009, the recovery has been the weakest of any sustained economic expansion in US history. However, the US economy seems poised for a significant acceleration for the remainder of 2014. The present article is a summary of my detailed 15

  7. New Morningstar Analyst Report for International Game Technology

    Stock Reports

    Wed, 2 Apr 2014

    an extended period of relatively weak gaming machine demand as one of the most prominent risks IGT faces. If the North American economy were to slide into another downturn, the firm's customers may ratchet back their already conservative purchasing demand

  8. Chuck Royce on 1Q14: Despite Minor Pullback, Market Still Shows Strength


    Tue, 1 Apr 2014

    another in a series of signs that the Fed believes in the underlying strength of the U.S. economy. We’re big believers in our economy as well , and we anticipate that GDP will continue to pick up as this long, slow recovery gathers more momentum over the next

  9. Brent climbs above $106 as Fed shows confidence in US economy


    Thu, 20 Mar 2014

    * Fed will probably end commodity-friendly stimulus program this fall

  10. CSX: An Efficient Player In Stable Rail Road Business


    Sat, 15 Mar 2014

    Rail Business - an Integral Part of the US Economy The rail transport business is an integral part of the US economy as it transports almost everything from ..... derive its share of transportation in the US economy for a very long time in the future due

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