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Mixed Confidence

Fewer U.K.-listed companies issued profit warnings during the first quarter due to optimism of higher oil prices, Ernst & Young LLP said. Support services, general retailers and media were among the sectors that warned the most. The second half of the year for U.K. and Ireland could see rushing flows in new debt, equity issues and other deals.

Bank of Japan is meeting on Wednesday, April 27 and economists will discuss the impact of “a stronger yen,” equally important as most worldwide geopolitical tensions and routes.

Buckeye Partners LP (BPL) shares last fell 0.73% or 52 cents to $70.42 in expectation of first-quarter 2015 results for the energy company on May 6. The stock is still trading way below levels printed in May of last year.

Fiat Chrysler Automobiles NV (FCAU) lost 2.51% or 21 cents to $7.97 in New York on Monday after losses last week. The stock dropped 2.7%  on the five days before its earnings report on Tuesday.

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Increased Sales Inc (AMZN) inched up 0.05% or 30 cents to $626.50 in the aftermarket and gained 4.15% on the three months as the e-commerce and diverse advertising company is making more films and games exclusive to its Prime members.

Separately, Amazon is planning to acquire a fifth-equity of Chinese fading electronics retailer Gome Electrical Appliances Holding Ltd (493:HK) for $500 million later this year.

Biogen Inc (BIIB) shares gained gained 0.76% or $2.15 to $284.85 on the Nasdaq this afternoon, two days after the drug developer reported a 25% rise in first-quarter earnings to $4.79 per diluted share. The pharmacy said revenue rose 7% from a year ago to $2.7 billion as margins declined by 8.3% to weigh on pharmacy care services.

Cognizant Technology Solutions Corp (CTSH) is trading mostly down 0.38% or 23 cents to $60.21 as the financial services company saw strong revenues in all of its business segments.

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Summer Gainers

Airline operators, car dealers, gasoline refineries, and retail stocks are commonly bought between late April and through the summer season to pay out higher dividends next autumn. Although prices are starting to rise, it is important to know where the companies buy and how they transport the needed materials.

Noteworthy with refineries are the “crack spreads” that calculate the profit per barrel of crude oil based on the price of crude and how much gasoline and other fuels are distilled out of the typical barrel. The weekly NYMEX spread is based on spot price data for the West Texas Intermediate crude oil, also known as New York Harbor gasoline and Diesel fuel.

Companies discussed herein include AutoNation Inc (AN), American Airlines Group Inc (AAL), USA Partners LP (ALDW), CVR Refining LP (CVRR), Western Refining Inc (WNR), Ross Stores Inc (ROST), and Ulta Cosmetics & Fragrance Inc (ULTA).

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Herein Fundamentals

Apollo Global Management LLC (APO) dropped 0.80% to $17.33 on the month since the company was rumored to acquire The Fresh Market Inc, a specialty grocery retailer in the U.S., in the second quarter this year. The deal is based on $28.50 price per share for a total of $1.36 billion in cash. Both companies appear pleased to new-terms ownership.

Dorian LPG Ltd (LPG) gained 7% to $10.18 in the past five days and jumped 18% on the month since the liquids container shipping company announced favorable third-quarter profit results on February 9. Dorian has entered the Chinese market whereby the company jointly with Helios LPG Pool LLC operates eight propane dehydrogenation containers.

Government Properties Income Trust (GOV) gained 4.8% to $17.84 on the month as the rental services company benefits from long-term government tenants. The company boasts a 93% occupancy rate much due to pre-payments and the clients’ secured income. Low interest rates should add strength to the company’s equity value.

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Research Hub

Gene therapy startup Applied Genetic Technologies Corp (AGTC) plans to expand offices in Cambridge, Massachusetts, this year as about 15 of the 80 total employees will be employed by year-end and based in the Kendall Square office.

General Electric Co (GE) is soon to be working in Boston that is the hub of scientific research. The technology giant is part of an investment project called the advanced manufacturing cluster for smart sensors and materials.

The Northeastern University is managing the project, having been awarded a $14 million grant from the Commonwealth.


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Driving Competition

Banks are more reliant on credit-default swaps and economic activity – as measured by the euro-zone purchasing index for manufacturing, in addition to insurance and mutual fund services. Having experienced the crisis outcome of negative rates, portfolio managers manage more credit securities than pre-2011 amounts.

The Euro STOXX 50 index (SX5E) rose 0.12% or 3.87 points to 3116.86 on Wednesday morning and gained 2.56% on a weekly basis. The exchange tracks fifty blue-chip stocks from twelve euro zone countries. Meanwhile, EURO STOXX Banks index surged 0.97% or 1.02 euro to 106.55 euro at a time of managing greater sovereign risk.

Top engineers from BMW AG (BMW:GR) have taken new positions with Future Mobility Corp, an electric-car startup backed by China’s Tencent Holdings Ltd (700HK) and Foxconn Technology Co Ltd (2354:TT).

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Foreign Price Impact

Costco Wholesale Corp (COST) climbed 0.75% to $152.65 in the past five days and since the retailer raised quarterly dividend by 12% to 45 cents per share to be paid on May 13. Employee relations and cleaner stores differentiate Costco from similar businesses.

Target Corp (TGT) edged up 0.40% or 33 cents to $83.75 in early afternoon Tuesday and the stock has gained 1.9% on the month since the discount retailer started raising employee wages to a minimum of $10 per hour, the second hike in a year.

China raised tension over the U.K. steel crisis by imposing a 46% import duty on a type of high-tech steel made by Tata Steel Ltd (TATA:IND) in Wales.

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Renewed Defaults

In developed nations bond sensitive industries are expected to grow, such as road and rail infrastructure, building materials, ship and crafts building, while demand is temporarily slowing in the steel and mining sectors.

OMX Stockholm 30 Index in northern Europe is one of the world’s strongest bourses for raising capital that tracks thirty most-traded stocks, in addition to premium bonds, retail bonds, convertible loans, subscription rights, exchange-traded options and warrants.

Shares of Imagination Technologies Group plc (IMG:LN) gained 29.09% to 171 British pounds (US$243) year to date as of April 18, since the U.K. semiconductor company reportedly said its minority shareholder Apple Inc (AAPL) planned to boost ownership in IMG.

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EU’s Open-up Call

The European Union detailed plans to require big firms to disclose tax practices. Companies with sales of more than €750 million ($846 million) a year will have to publish how much tax they pay and in which countries, including tax havens, financial media reported.

Argentina will repay bondholders after the Latin American country defaulted on its debt in 2001. The government plans to raise $15 billion through a new bond issue with borrowing on international capital markets as well. Argentina is the world’s eighth-largest country benefiting from rich natural resources, literacy, and a growing high-tech sector.

In the U.S. Intellia Therapeutics Inc based in Cambridge, Massachusetts, signed for an initial public offering (IPO) to raise $120 million. Underwriters of the deal are  Credit Suisse Group AG (CS) and Jefferies Group LLC. The medicines developer is eligible for royalties as well.


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Trading options has just become easier after years of economic fluctuations, with that the 6.8% shrinkage experience in the early 70s. However, most investors today are more flexible reacting with sell or buy decisions within two to three weeks rather than buy positions and wait for too long. Much due to enterprise value screening in addition to dividend-payment criteria, hurting stocks actually offer hefty returns to up-bidding and disciplined investors.

This year, winners since February 8 include car and auto parts retailer AutoNation Inc (AN), textile products designer Deckers Outdoor Corp (DECK), vehicle tires and industrial equipment manufacturer Goodyear Tire & Rubber Co (GT), mining assets explorer Newmont Mining Corp (NEM), data storage supplier NetApp Inc (NTAP), and provider of business equipment Pitney Bowes Inc (PBI).