Thursday, February 13, 2014

Morning Journal---Paul Ryan on amnesty

 News on Stocks in Our Portfolios
           
Sonoco Products EPS in-line
·         Sonoco Products (SON): Q4 EPS of $0.58 in-line.
·         Revenue of $1.22B (+3.4% Y/Y) beats by $0.01B.


o    PepsiCo Inc. (PEP): Q4 EPS of $1.05 beats by $0.04.
o    Revenue of $20.12B (+0.9% Y/Y) misses by $40M.

Economics

   This Week’s Data

            The January budget deficit was $10.4 billion versus estimates of $30.8 billion.       

            Weekly jobless claims rose 8,000 versus expectations of a 1,000 decline.

            January retail sales were off 0.4% versus forecasts of down 0.1%; ex autos and gas, the number was down 0.2% versus consensus of +0.2%.

   Other

Politics

  Domestic

Paul Ryan on amnesty (short):

  International

            More on the German high court’ ruling of the ECB’s QE policy (medium):

            Iran and the war against the West (long):

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