Friday, 11 September 2015

Smucker's Coffee Business Prospects - A Long-Term View

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Smucker's Coffee Business Prospects - A Long-Term View

Tiffany & Co: Outlook For Chinese Luxury Demand

http://seekingalpha.com/article/3500796-tiffany-and-co-outlook-for-chinese-luxury-demand

LD Investments

Value, macro, longhttp://seekingalpha.com/article/3500796-tiffany-and-co-outlook-for-chinese-luxury-demand/short equity

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Tiffany & Co: Outlook For Chinese Luxury Demand

Sep. 10, 2015 2:05 AM ET | About: Tiffany & Co. (TIF), Includes: FXI

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)

Summary

Chinese are the largest and fastest growing nationality of luxury consumers.

The yuan devaluation could weigh on Tiffany’s revenue in the near future.

Over the longer term, a rising number of affluent Chinese spenders should help buoy revenue growth.

Thursday, 10 September 2015

Archer Daniels Midland's Soybean Trading Outlook In The Long Term

http://seekingalpha.com/article/3470296-archer-daniels-midlands-soybean-trading-outlook-in-the-long-term#comment-59545536

Outlook For Alcoa's Primary Aluminum Business

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Outlook For Alcoa's Primary Aluminum Business

Sep. 4, 2015 1:53 PM ET | About: Alcoa, Inc. (AA)

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)

Summary

Aluminum production has been holding up despite a sluggish price environment.

Due to a slowing economy, China's domestic aluminum demand has been outstripped by supply which is partly the cause of a substantial quantity of aluminum being exported.

Surplus output since 2013 may hinder a recovery in prices in the foreseeable future.

Alcoa's (NYSE:AA) share price has tumbled over 40% from a year ago.

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