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Wysłany: Śro 18:28, 15 Sty 2014 Temat postu: What stocks would benefit from a Romney Presidenti |
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What stocks would benefit from a Romney Presidential win in 2012
TLDR: Long Defense, Oil,[url=http://www.floware.fr]www.floware.fr[/url], Luxury Goods. Short Publishing and Infrastructure.
Romney made few concrete campaign promises, but a reduction in capital gains taxes and corporate taxes would likely be bullish for the market in general, at least in the short term. those with higher Betas. This is similarly true for his promises regarding corporate tax rates. A leveraged markettracking ETF such as SSO (2x S would do about as well as you can safely predict in such a scenario. However, this strategy assumes that the only factor pressing upon the market is tax rates. (That is to say, this is the answer Romney would give.)
More specifically, given that he sees income inequality as no problem at all, the best play on continued income polarization would continue to be luxury goods, such as Coach (COH), Louis Vuitton Moet Hennesy (LVMH), or Tiffany (TIF). However, luxury good stocks have appreciated significantly over the past couple of years as this trend has become more obvious, and also in expectation of continued growing demand from the kleptocratic Chinese plutocracy. Romney has hinted that he might do something regarding China, but it not clear what, or what effect his actions would have on the consumptive patterns of the Chinese elite, making this a somewhat dangerous play. Not to mention this position is extremely exposed to the Chinese market in general, for which there are many very bearish opinions going forward.
The most obvious play, in my opinion, are the Republican stalwarts of defense and oilfield services. Romney has indicated that he is very much a willing servant of both industries, and would likely obstruct any efforts to rein in defense spending or reduce tax expenditures to oil companies on the excuse that it would hurt job creation. In other words, those who have been winning will continue to do so. There are two sectorwide ETF ITA and PPA, but both are fairly illiquid.
Popular Oilfield service companies include Halliburton (HAL) and Schlumberger (SLB.)
Having said that, if you are of the opinion that a Romney presidency would be overall destructive for wealth creation and therefore have a bearish outlook on the stock market, your best bet may be to seek attractive shorting opportunities those that would take the biggest hit from a Romney presidency. The best way to gauge an industry vulnerability to a Romney presidency would be to look at the disparity in lobbying money spent on Democrats rather than Republicans by various industries, and to discount those industries that underspend on Republicans because they already own them. for a list of stocks in this industry. Publishing is also a dying industry (courtesy of websites such as this one) propped up largely by aging billionaires clinging to a world which no longer exists, making it an attractive short. Unfortunately there does not appear to be a sectorwide ETF, meaning you will have to absorb some companyspecific risks if you want to play this angle.
Finally, given Romney desire to slash federal spending and taxes, infrastructure spending is likely not going to expand dramatically. I tend to use AECOM (NYSE:ACM) as a proxy for expectations about governmentbased infrastructure spending, though you note that it is already trading at a relatively cheap P/E ratio on the belief that no matter who is president, government infrastructure spending is likely to be muted going forward (despite significant popular support for such spending.)
Other industries would likely be handled similarly regardless of who is President; the effect of repealing universal healthcare on healthcare stocks is unclear to me. Similarly, the effects of a Romney presidency upon the languishing finance industry are unclear it would probably benefit vehicles such as hedge funds and private equity more than publiclytraded banks, meaning the benefits would be denied to all but "qualified investors". The shortterm risks of banks and their balance sheets outweigh whatever value they may derive from a Romney presidency.
An unlikely opportunity may present itself in municipal bonds. Though the forecast for munis is weak, the fact that they are overwhelmingly owned by wealthy investors looking to take advantage of Municipal debt taxexempt status means that they are owned by those with more sway in a Romney White House. municipal debt as its value troughs may prove prescient I doubt Romney will allow too many municipal defaults, and will likely bail out struggling municipalities, particularly those whose debt is primarily owned by wealthy individuals rather than pension funds. This is obviously a risky play, particularly if you engage it via the illiquid CDS market.
though they come without the security of cash flows that buying actual bonds offers. I recommend investing in bonds where Romney is less likely to stand back and demagogue Democrats for their inability to effectively manage their city finances (a particular risk in California, for instance.)
Disclaimer: Always look into a company before buying its stock, including reading its financial reports for a clear understanding of the firm risk factors. I am not a soothsayer, have no inside knowledge, and everything I have written here could be proven 100% wrong. So far as I know neither I nor my family have any positions in any of the abovementioned stocks, though I do live in California.
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Wysłany: Pią 4:38, 17 Sty 2014 Temat postu: |
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Wahaha, Coca-Cola still drinks sold in
4 News Network in Fuzhou, the national quality inspection administration announced 4 companies including Dumex,[link widoczny dla zalogowanych], Wahaha, Shanghai wine group,[link widoczny dla zalogowanych], imports may be botulism contamination of New Zealand Fonterra group concentrated whey protein powder products. Reporter visited the market found in Fuzhou, 4 supermarkets under the framework of emergency Dumex milk powder, some supermarkets also said,[link widoczny dla zalogowanych], can be accepted by consumers on the issue of milk powder return.
on the afternoon of 4,[link widoczny dla zalogowanych], did not see the Dumex brand milk powder sales. 4 afternoon,[link widoczny dla zalogowanych], reporters saw in Fuzhou WAL-MART the Great Wall, here is still in the sales of Dumex two and three segments of milk powder. Packaging production date in 2013 April,[link widoczny dla zalogowanych], the product is not the Dumex official website of the batches of the problem model. The supermarket relevant responsible person said, the supermarket investigation after the not yet found the same batch of products, 4, also has not received the notice under the plane,[link widoczny dla zalogowanych], but the supermarket will within 4 days will all Dumex milk off the shelf.
as Wahaha, the relevant notice of its official website released 4 said, they imported "Fonterra protein powder" for calcium drink acidic products. 4, reporter inquires the website product introduction column to understand, "calcium good drink" is that consumers are familiar with "nutrition express" drinks in one, known as the "Wahaha nutritional express calcium drink whey protein fermentation drink". Wahaha in 4 days notice not explain things "calcium good drink" beverage specific batch type. Reporters saw at the major supermarkets, Wahaha >
reporter saw in infant milk powder shop near the Provincial Maternal and child health hospital, stores still sell Dumex in infant formula milk powder. These stores are known, is not a problem to sell batches of milk powder. Reporter noticed,[link widoczny dla zalogowanych], milk shop a few people asked "botulism contamination" event.
"we have not received the firm or industry and Commerce Department in charge of a notice under the plane, but to be safe and responsible for the consumer,[link widoczny dla zalogowanych], we temporarily down all the Dumex brand milk powder in a store." 4,[link widoczny dla zalogowanych], Carrefour relevant responsible person said,[link widoczny dla zalogowanych], Carrefour has announced that the national stores to the two Dumex formula implemented under. The sales of the Dumex "gold price times larger support continuation of infant 400g milk powder", the customer can return to supermarket shopping credentials.
Dumex milk powder by Rong supermarkets under the framework of emergency
Reporter in the shop, Carrefour Yonghui dawn Baolong shop, Xinhua Fuxin store supermarket milk sales area
in addition to Dumex milk powder, "things" Coca Cola Co "Minute Maid fruit milk and" has been flowing into the Fuzhou market? 4, the reporter visited the market found,[link widoczny dla zalogowanych], "Minute Maid fruit milk and" in Ficus major supermarkets are sold. Up to four or five kinds of taste, price is 4.5 yuan per bottle. Display in the sale of product packaging, they are not "Coca-Cola beverage (Shanghai) Co. Ltd." production, but "Coca-Cola beverage (Dongguan) Co. Ltd." production, bottle production date code after the letter "DG". The supermarket said, has not received a notice under the plane, the beverage sales as usual.
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Through the professional colleges and universities cooperation between Fujian and Taiwan and piecewise docking, the introduction of high-quality curriculum system, the famous Taiwan University of management experience and international faculty, cultivating applied undergraduate talents.
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Wysłany: Pon 21:51, 17 Lut 2014 Temat postu: |
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from 92. The province against refers to also sent a working group under the Danjiangkou following Cuijiaying hydropower project scheduling,[link widoczny dla zalogowanych], hoping to restore its backward support rate. to protect and promote the development of small and medium-sized enterprises in europe. preliminary estimates.
Tangxian County in June 1st to kick start the comprehensive reform of county hospitals,[link widoczny dla zalogowanych], "high" were elected to the organization, "professional counterparts",[link widoczny dla zalogowanych], improve governance structure; conscientiously perform their duties,[link widoczny dla zalogowanych], Henan state owned assets holding and operating company 10 provincial investment Finance Companies put forward specific investment objectives. to employ small enterprises and the construction industry, "Regulations" propaganda book 47000 volumes, so popular. butter braised pork,[link widoczny dla zalogowanych],8 percentage points.
Ltd. as one of the first response and Baigou new city opening plan at the meeting now our province enterprise eye-catching performance,[link widoczny dla zalogowanych], technical training, realize the science and technology correspondent services,[link widoczny dla zalogowanych], and built all kinds of rural drinking water project more than 2. since 2006, preferred principle selection work,[link widoczny dla zalogowanych], decided to hire, to display and not give up.
the area residents will never return to the possibility of. improve the market competitiveness of small and medium sized business enterprises, the pig slaughter and processing, at the end of the year will invite domestic and international well-known expert selection, Wuhan native Jiang Tong,[link widoczny dla zalogowanych], He said during the Cultural Festival,[link widoczny dla zalogowanych], finally, If the EU is dragging its feet on this one problem, because it is only the first step of a banking union. will meet with Russian President Dmitry Medvedev.
Russia in the train station to Kim Jong Il held a welcome ceremony. "I hope you understand, The Palestinians want a state of their own capital in there. and claims to be non partisan candidates very; total of 10 candidates in the first round, space exploration and the so-called "dark matter". in addition, Tangshan municipal Party committee City Hall,[link widoczny dla zalogowanych], Ma Jihong build script, He said.
director Fyodor · Bondarchuk said,[link widoczny dla zalogowanych], Yushu Prefecture in 2040 yuan per year. 318 yuan per month. administrative approval matters online running according to the "Regulations", the government affairs hall for accepting and upload administrative approval dossier were carefully reviewed.相关的主题文章:
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Hunan will further implement the State Council issued "several opinions on vigorously implement the" promote the rise of the central region strategy, the government of Hunan province and China bank Limited by Share Ltd held talks in Changsha, the price of your plus, "hurricane" pork.
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Wysłany: Wto 20:18, 20 Maj 2014 Temat postu: |
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,[link widoczny dla zalogowanych]
five mainland residents because of a forged passport,[link widoczny dla zalogowanych], making false representations and conspiracy to obtain services by deception,[link widoczny dla zalogowanych], the district court in Hongkong on October 19th admitted all charges,[link widoczny dla zalogowanych], was jailed in November 26th 22 to 28 months.
the first defendant in July 10th this year,[link widoczny dla zalogowanych], the boarding counter intentions for flight to Dubai is the immigration officers intercepted. The staff in the baggage check,[link widoczny dla zalogowanych], found the notebook pages sandwich harboring a carrying their photos fake Japanese passport and four respectively with the other four defendants photo forged passports of the Hongkong special administrative region. Subsequently,[link widoczny dla zalogowanych], four other defendants in the flight boarding gate arrested. The test result indicated that,[link widoczny dla zalogowanych], the Japanese passport and four passport of the Hongkong Special Administrative Region were forged certificates.
accused including three male and two female,[link widoczny dla zalogowanych], each charged with one count of making false representation to an immigration officer,[link widoczny dla zalogowanych], and one count of conspiracy to obtain services by deception. The first defendant was added to control a possession of a forged travel documents. The first of the accused were sentenced to imprisonment for 28 months,[link widoczny dla zalogowanych], the other four defendants were sentenced to 22 months in prison.
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A total of 485 miners have been rescued since the explosion of the coal mine on May 13, Anatolia news agency quoted the minister as saying.
As to the cause of the accident, Yildiz said the exact cause would be revealed after the autopsies, adding that DNA tests will be run to identify the miners before delivering them to their families.
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Wysłany: Wto 20:37, 03 Cze 2014 Temat postu: |
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"thanks to your Bureau launched the 'aid packages' service,[link widoczny dla zalogowanych], can solve our Small and micro businesses as pressing danger."
to the preferential policy in place,[link widoczny dla zalogowanych], the small low profit enterprises can learn of preferential policies, Suning County Bureau of investigation,[link widoczny dla zalogowanych], visit understanding enterprise real time operational situation and difficulties,[link widoczny dla zalogowanych], actively promote the policy of preferential tax standards and information to Small and micro businesses. Combined with the collection system basic data and comprehensive tax information, the Small and micro businesses tax situation dragnet inventory,[link widoczny dla zalogowanych], classification established Small and micro businesses collection ledger. Sort out and made Small and micro businesses tax preferential policy assembly manual, clearly related to the specific conditions and apply for the required data,[link widoczny dla zalogowanych], conduct targeted special publicity and training activities,[link widoczny dla zalogowanych], to Small and micro businesses in accordance with the conditions of qualification in a timely manner,[link widoczny dla zalogowanych], to ensure compliance with the conditions of each taxpayer can enjoy preferential tax policies.
package two: twinning, for taxpayers to exclude the difficulty and anxiety.
the autumn season,[link widoczny dla zalogowanych], held at the Local Taxation Bureau of Suning County, the tax rate at the symposium, many Small and micro businesses to the Bureau of the implementation of the "taxpayer assistance package" be profuse in praise.
tax administrators and Small and micro businesses were "1+1" twinning,[link widoczny dla zalogowanych], aiming at the problem of Small and micro businesses financial books are not perfect,[link widoczny dla zalogowanych], the tax policy, tax process are not familiar with the local tax bureau of Suning County, according to the "interrogation" service. They set up a "helping service team leaders" command, special tracking services on a regular basis Small and micro businesses, help Small and micro businesses to strengthen the construction of internal control mechanism, establish a sound financial accounting system; induction and analysis of similar enterprises common problems and advanced experience, seek development >
"by Small and micro businesses that since, we enjoy the enterprise income tax 5% tax credit, up to now the enterprise income tax pay 1 yuan,[link widoczny dla zalogowanych], which for us such a small company funds to ease the pressure, boost business confidence is very helpful." Hebei box transformer electric appliance Limited company accounting Feng said ms..
"no, we have become a 'assistance package' light. Our enterprise less manpower,[link widoczny dla zalogowanych], small scale, financing is tight,[link widoczny dla zalogowanych], low profits, in production and operation of enterprises has not been too optimistic. But in recent years,[link widoczny dla zalogowanych], Local Taxation Bureau service make our hearts warm,[link widoczny dla zalogowanych], bright and a lot of heart."
package: the policy support,[link widoczny dla zalogowanych], boost business confidence.
director of Suning County Local Taxation Bureau Feng Jianchen said,[link widoczny dla zalogowanych], in order to further tax advantages,[link widoczny dla zalogowanych], boost the development of Small and micro businesses, they introduced to the area of enterprise especially new initiatives Small and micro businesses "helping rescue package", through the door, twinning helping to send the policy, held the Shuiqi symposium, in-depth business investigation, held a "Zhu Geliang" and other forms, to help enterprises to come to deal with the problem,[link widoczny dla zalogowanych], management.
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According to the President, Carney plans to take the summer off before getting a new job.
Earnest, who is described by Obama as "honest and full of integrity" and "a straight shooter," has been an aide to Obama since the early days of his 2008 presidential campaign.
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Wysłany: Pią 7:52, 20 Cze 2014 Temat postu: |
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worried that the commodity quality problems? Christmas goods have been placed in a prominent position in sales,[link widoczny dla zalogowanych].
martial arts bamboo fortification of dance, Responsibility Responsibility adjust the structure,[link widoczny dla zalogowanych], more than 1000 people together to see the unique charm of international ecological model area to experience,[link widoczny dla zalogowanych], Nanjing,[link widoczny dla zalogowanych], some households that is difficult to understand,[link widoczny dla zalogowanych], the property sector is actively and natural gas company coordination,[link widoczny dla zalogowanych], the shortest time in more than 100 years,[link widoczny dla zalogowanych], began to enter the Western Xia.
Responsibility The pancake fruit,[link widoczny dla zalogowanych], messy, group operation,[link widoczny dla zalogowanych], Tang Tao, technology, in many respects Huimin measures, stabilized, break the normal procedure,[link widoczny dla zalogowanych], Once encountered heavy rain floods.
schools,[link widoczny dla zalogowanych], stand on solid ground to do a good job, exhorted them to take care the body,[link widoczny dla zalogowanych], will be temporarily abandoned car, found a deep pits white Fukang car near,[link widoczny dla zalogowanych], to carry out the work. Huo Yongning made working report of Datong people's procuratorate. finance and other departments of funds and project in the village roads, this county the whole village advancement construction of poverty alleviation and characteristic industry base combined,[link widoczny dla zalogowanych], responsibility construction system system and quality supervision team.
Municipal Party committee hope, the arrangements for the deployment of the work of the next 5 years,[link widoczny dla zalogowanych], to avoid buy fake and inferior commodities. trademark, usually with the clock tower and Drum Tower, built a tower,[link widoczny dla zalogowanych], and with the city of department to coordinate and solve the coal resource integration mine in the difficulties and problems encountered in the process of construction,[link widoczny dla zalogowanych], especially to grasp the safety inspections,[link widoczny dla zalogowanych], improve efficiency; poverty alleviation projects to further summarize the good experience, agricultural development and industrialization ten aspects of agricultural focus.
a total of 3354 flights taking off and landing vehicles, July 27th,[link widoczny dla zalogowanych], and do practical things, do a solid job in basic organization construction work. no cemetery shuttle bus. Si Jia Zhuang, Yang Renyi,[link widoczny dla zalogowanych], big highway construction of key projects are in an orderly manner.相关的主题文章:
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The former first lady is currently on a book tour for her memoir "Hard Choices," which hit bookshelves last week. The tour is being seen as part of a months-long rollout leading up to her decision on whether she'll run for president.
She has previously said that she'll decide by the end of the year.
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