U.S. corporations setting aside fewer profit dollars for software, R&D

posted in: Economy | 0

Share of U.S. corporate profits in national income barely off all-time highs Share of software plus R&D in U.S. private fixed investment falling since 2009 As good a hint as any for corporates to send current margins unsustainable long term? … Continued

20-percent-plus move in CSCO past six months prices in fair amount of optimism, stock vulnerable at least near-term

posted in: Derivatives, Equities, Technicals | 0

Unlike a consistent Steady-Eddie CSCO of the past, the company’s quarterly results of late have been a hit-and-miss.  In the U.S., business capex is lackluster but steady.  In November last year, CSCO spooked investors with a downbeat outlook.  In February … Continued