Tuesday, August 27, 2013

Morning Journal--Thoughts from Jackson Hole

News on Stocks in Our Portfolios

Donaldson beats by $0.04, beats on revenues
·                                 Donaldson (DCI): FQ4 EPS of $0.49 beats by $0.04.
·                                 Revenue of $633M (-4% Y/Y) beats by $12.46M. (PR)

Tiffany & Co beats by $0.09, misses on revenues
·                                 Tiffany & Co (TIF): Q2 EPS of $0.83 beats by $0.09.
·                                 Revenue of $926M misses by $15.37M. (PR)

   This Week’s Data

            The August Dallas Fed manufacturing index was reported at 5.0 versus estimates of 4.5.


            Thoughts out of Jackson Hole (a bit long and ‘in the weeds’ but a necessary read):

            The era of easy money is over (medium):

            The recession never ended (medium):

            CO2 emissions per capita at 50 year  low (medium):

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