PPI: Stock Pick Ideas From the Economic Report
The headline PPI number, which is reported on a month/month seasonally adjusted change, is nearly meaningless to us. Instead, we like to look at the report to see if there are any industries that have...
View ArticleIndustry Insights from PPI Report
Investors didn’t like the PPI headline this morning, as inflation can be bad for the stock market. However, inflation can be good for companies that have the pricing power, so we try to look through...
View ArticlePPI: Who Has the Pricing Power?
Producer prices up 1 percent in March – Yahoo! News Overall producer prices rose 3.2 percent from March a year ago, the biggest climb since a 3.8 percent 12 month gain to August 2006.However, core...
View ArticlePPI: Who Has the Pricing Power?
Producer prices rose 0.7 percent in April – Yahoo! News Elevated energy costs pushed producer prices up a slightly more-than-expected 0.7 percent in April, but excluding volatile food and energy costs,...
View Article26 Hot Stock Tips From the U.S. Government
Originally published at RealMoney on September 19, 2007. Tony Crescenzi says the latest PPI report should be tossed because the benign headline reading will almost certainly be reversed in the months...
View ArticleDancing the Pricing Power Can Can With Canners
This article was originally published at RealMoney on October 15, 2007. Last month I showed how investors can generate investment ideas by using the Producer Price Index (PPI) report prepared monthly...
View Article