Shockwave Medical ($SWAV) – Call With an Interventional Cardiologist
Disclaimer: There is a financial disclaimer at the end that is an important part of this report. This report discusses a company that makes medical devices. Nothing in it should be considered medical advice. DKI does not provide medical advice, and I am not a physician, medical professional or otherwise qualified to offer medical advice. … Read more
News on Las Vegas Sands ($LVS)
Recently, Fitch upgraded Las Vegas Sands’ ($LVS) debt from BB+ to BBB-. This is a response to rising cash flow and EBITDA from Macau. This recovery is something DKI has been writing on for more than a year. The Fitch upgrade assumes that Sands continues to pay the current dividend, continues to buy back hundreds … Read more
Weekly Points – February 2nd, 2024 – 5 Things to Know in Investing This Week – The Surprise Higher for Longer Issue
The Federal Reserve surprised the market by leaving the fed funds rate unchanged and indicating its not inclined to lower at the next meeting in March. The market was disappointed, but a better-than-expected manufacturing index with higher-than-expected pricing plus a seemingly hot labor market support the Fed’s decision. There was huge growth in jobs, but … Read more
5 Things to Know – Video Version – The Surprise Higher for Longer Issue
This week, we’ll address the following topics: Jerome Powell and the Federal Reserve shocks the market by doing exactly what they said they’d do. Manufacturing PMI shows further decline, but still better than expected. Prices up a lot. The employment picture is again better than expected. Does this mean “higher for longer”? Saudi Arabia stops … Read more
Current Recommendations Page Now Includes Weightings
I get a lot of questions regarding my weightings in specific names. As a result, I’ve added weightings to the Current Recommendations page. I will update these weightings monthly. As always, should I make changes to any portfolio position, I will post that to the premium blog immediately. Information contained in this report, and … Read more
Federal Reserve Shocks Market by Doing Exactly What They Said They’d Do
The Federal Reserve concluded its January meeting by deciding to keep the fed funds rate unchanged. There have been times in the last couple of months where the market put a 60% – 70% probability of a January rate cut. DKI has insisted all along that while we’ve hit the terminal rate (the highest fed … Read more