Markman Capital Insight

7 reasons you should invest in animal medicine

May 19th, 2015

7 Incredible reasons you should be investing in animal medicines Pharmaceuticals giant Pfizer(PFE) has been the standard bearer of the drug development industry for decades. The company has been around over a century and a half, and is now valued at over $214 billion.If you feel like you have missed out on the past 150 years of upside, well, there's...

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This is why Amazon and Netflix are making new highs

May 16th, 2015

Amazon.com (AMZN), everyone's favorite do-everything retailer, has a market cap near $200 billion and trades at a forward price/earnings multiple of 165x -- making it about 10x more expensive than the average large-cap stock.Meanwhile, Netflix (NFLX), which has redefined the television viewing experience, weighs in at $34 billion market cap and trades...

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Why Oil Prices May Climb to Almost $80 by July

May 12th, 2015

About two months ago, when crude oil prices were crashing, the airwaves were filled with trend-followers’ predictions that the price was headed for $20 a barrel. As soon as that became the prevalent opinion, Mr. Market figured it would be a good time to teach complacent short-sellers a lesson, and prices began a meaningful rally.Now you might be surprised...

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How to Stop Worrying About the Fed and Love Markets

May 12th, 2015

By now you may know my feeling about Fed officials’ comments. They are all coordinated by the central bank to make sure that both sides of the debate are represented. The only person who will truly make the final decision is the chair, Janet Yellen. All the rest of the chatter is noise.Thus it is not terribly surprising two regional Fed Presidents...

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How Negative Swiss Bond Yields Help Apple

May 12th, 2015

The weirdest thing going on in the world of finance right now, bar none, is the negative bond yields in the leading European countries.Government bonds are supposed to be a loan from the private sector to the public sector that provides the lender with a steady, safe interest payment. That’s the way it has been since the dawn of time, or at least...

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6 Things You Need To Know About The April Jobs Report

May 12th, 2015

Stocks rebounded without much conviction last Friday in response to the April jobs report, which came in largely as expected: Payrolls expanded by 223,000 and the unemployment rate fell to 5.4%, the lowest level since early 2008. Job gains were concentrated in white-collar and health care occupations, construction saw modest gains, and manufacturing...

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Will a Robot Steal Your Job?

May 8th, 2015

One of our big investment themes this year is the rise of extreme automation -- from transportation to communication, finance and more. Many new developments will make life easier and safer, yet it's fair to worry about whether automatons, or robots if you prefer, will snatch away your job.It's no joke. Ed Yardeni of Yardeni Research believes that part...

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Sell in May?

May 7th, 2015

One of Wall Street's best known adages is the old "sell in May and go away" seasonal trick. The idea is that the six months starting in May -- including the normally listless summer months -- are among stocks' poorest performers of the year.It helps that it kind of rhymes. Just try to say, "Sell in April and … um …" You see, nothing rhymes with...

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