#stifel

[magicalraspberries]

slalom tokyo drift is back which means it’s Officially Ski Season

[spokenrealms]

Carry On, Jeeves

Carry On, Jeeves by P.G. Wodehouse presented by The Online Stage. We’re back with Bertie Wooster and his devoted man, Jeeves, in Carry On, Jeeves, the second collection of P.G. Wodehouse’s much-loved series. There are trips to America, scandalous books and articles to tend with, near misses in love, and schemes aplenty, all under the watchful eye of Jeeves, who always finds a way to make things…

[nsebullcom]

These stocks can play catch-up with megacap tech, lifting the S&P 500: Stifel's Bannister

Cyclical value stocks, including shares of companies in the financials, industrials and basic materials sectors will play a catch-up to outperforming megacap technology shares heading into the third quarter of 2023, broadening the stock-market rally and lifting the benchmark S&P 500 index to 4,400, a closely followed Wall Street analyst forecast on Tuesday. “Most gains since October 2022 were cyclical growth, technology, for example, but now we see cyclical value such as basic materials, industrials, financials in a catch-up price-to-earnings ratio led rally to the third quarter of 2023, which broadens the market while limiting cap-weighted index upside,” said Barry Bannister, chief equity strategist at Stifel, in a Monday note. The cyclical growth category includes software (Microsoft Corp. MSFT, -0.75% -dominated), semiconductors (Nvidia Corp. NVDA, -1.43% -dominated), tech hardware (Apple Inc. AAPL, -0.29% -dominated), retailing (Amazon.com AMZN, +1.01% -dominated), media, autos (Tesla Inc. TSLA, +1.20% -dominated) and apparels, while the cyclical value category includes banks, materials, transportation, real estate, capital goods and insurance, according to Stifel. Most of the stock-market gains so far in 2023 have been powered by a handful of tech-focused names, whose weighting in the S&P 500 SPX, -0.01% is at a historically high level. They have helped lift the index higher by 11.3% this year and had it on the verge of exiting its longest bear-market run since 1948. However, a top-heavy concentration usually indicates limited participation and is not sustainable over the long term.  That’s why a “catch-up” rally in cyclical value stocks could help broaden out the stock-market advance, but it will restrict the future upside for the cap-weighted S&P 500 as companies in the cyclical value category only account for 24% of the index, while the cyclical growth represents a notable 44%, Bannister said. Among the 11 sectors of the S&P 500, the financials sector SP500.40, +1.10% has risen 2% over the past month, while the industrials sector SP500.20, +0.29% has advanced 0.8% and the materials sector has shed 1.5% over the same period. At the other end of the spectrum, the communication services SP500.50, +0.90% and information technology sectors SP500.45, -0.34% have jumped over 10%, thanks to robust gains in megacap growth and tech stocks, according to FactSet data.  Strategists at Stifel divide the 24 industries in the S&P 500 into four quadrants based on economic growth, which affects earnings-per-share, versus inflation, which has affected price-to-earnings ratio since 1990. The chart below shows the cyclical growth stocks have been overbought since the start of 2023 when strategists compared their shares with their 50- and 200-day moving averages. However, stocks in the cyclical value category have been oversold in the same period and are poised to rebound when “global GDP firms, U.S. dollar weakens, and the Federal Reserve officially reaches the end of its interest-rate hiking cycle,” the strategists said.

SOURCE: BLOOMBERG DATA, STIFEL ESTIMATES “Since Oct. 24, 2022, we’ve preferred the cyclical quadrants (at right), seeing no near-term recession and high but cooler inflation,” said Bannister.  However, Bannister is still cautious over the longer term as he sees reasons to watch out for a “textbook” recession in late 2023 and flattening earnings growth by year end. The 50-day moving average of the 3M-10Y Treasury yield curve shows recession risk in September 2023, with “no false signals the past 55 years in 8 recessions,” said Bannister (see chart below).

SOURCE: BLOOMBERG DATA, STIFEL ESTIMATES “We believe recessions and bear markets are surprises and not so widely anticipated, leaving consensus sentiment since Oct. 2022 off-sides, but risk may indeed rise in 4Q23 and beyond,” said Bannister. “As the 2023 slowdown proves mild the economy encounters resource constraints late-2023 or 1H24, and because there is no economic reset as sought by the Fed, then between 4Q23 and 2Q24 there may be policy or economic risk.”  U.S. stocks traded nearly flat on Tuesday afternoon as investors remained cautious and awaited the May CPI data and Fed’s interest-rate decision due next week. The S&P 500 was up 5 points, or 0.1%, to 4,278, while the Dow Jones Industrial Average DJIA, -0.25% lost 0.2% and the Nasdaq Composite COMP, +0.22% advanced 0.2%.  Source link Read the full article

[rexsecuritieslaw]

Stifel Nicolaus & Co. Fined $2.5 Million For Allowing Broker to Make Unauthorized Trades

Stifel Nicolaus Investigation May 2023- Taunton, MA  According to publicly available records,  Stifel Nicolaus & Co.  has been fined $2.5 million by Massachusetts securities regulator William Galvin for ignoring a series of red flags that warned that elderly Massachusetts residents as well as non-profit organizations and churches were being charged excessive and unauthorized fees by one of their…

[omresult]

Fox2now PAW Patrol LIVE At Stifel Theatre Sweepstakes - Win Tickets

Entering into the PAW Patrol LIVE at Stifel Theatre Sweepstakes and chance to win Four Tickets. So, all United States residents enter the Sweepstakes before March 31st, 2023 to fix your chances to win. Sweepstakes Entry Page Sweepstakes Rules How To Enter : No purchase necessary. Go to the Sweepstakes page. Read all official rules and terms & conditions Sweepstakes. Submit your entries before…

[menelaiad]

She [Iris] came on Helen in the chamber: she was weaving a great web, a double folded cloak of crimson, and working into it the numerous struggles of Trojans, breakers of horses, and bronze-armoured Achaeans, struggles that they endured for her sake at the hands of the war god.

illustrated by Elizabeth Stifel

[power-up-girl]

another one shot on the great smiling critters space riders au created by none other than the one and only @onyxonline

inspired by this post

...Crafty and her fear of spiders...

Everyone was peacefully enjoying their evening on board of the critters spaceship,

kicken and hoppy were sparing, bubba was analysing some data they got recently, bobby and piggy were off baking cookies, dogday was peacefully laying on the sofa while catnap was taking a nap while defying gravity by floating aimlessly,

But wait, where's crafty?,

Oh she was in her room the last time she was seen, she said that she wanted to draw something ,

Everything was going perfectly until...

a scream echoed through the spaceship, snapping every rider from their peaceful haze ,

Dogday who was laying peacefully , sprang on his feet like lightning, and catnap who was floating a couple of feets of the floor fell but landed on his feet,

Huh, guess cats do land on their feet after all ,

Bubba, alongside hoppy and kicken came dashing over, after a few seconds piggy and bobby came they had to make sure the oven was turned off, then dogday frankly asked,

" what's going on !?!, is everyone alright !?! "

He asked his crew,

" yes we're fine , are we under an attack!? "

Asked kicken,

" I don't think so , the sensors would have picked if any object was around "

Said bubba,

" we all heard a scream right ?? "

Asked piggy,

" yeah ,but who was it ?? "

Questioned hoppy,

// guys , guys, where is crafty?? //

Signed catnap, everyone immediately realised that crafty wasn't with them.., then there was another scream, and a call for help,

" HELP !!, GUYS !!, HELP ME!!! "

Yup that was crafty, they didn't think twice before making a run for crafty's room,

When they arrived they heard

" STAY AWAY !!, DON'T COME ANY CLOSER!!, HELP!! "

They knew crafty was a very capable strong lady and she being in trouble was never a good sign...

' she's in danger! , we need to act quick ! ' dogday whisper yelled,

' on the count of three !, one... two... three! ' dogday again whisper yelled,

bubba quickly opened the door, dogday and catnap rushed inside energy beams on the ready in their hands, followed by kicken and hoppy,

the others stayed at door to block anyone from escaping,

Crafty was standing on her table and she was shaking, but there was no one other than the riders... Kicken then spoke lowering his defense,

" there's no one here , where's the intruder? "

He asked , looking a crafty's shaking form ,

" it's over there !! "

Crafty said as she pointed to the other side of her room,

" we don't see anyone here crafty ! "

Said hoppy her defense still up,

" careful, the intruder might be using some cama flashing device "

Dogday warned his team as they all were on high alert,

// I can't sense anyone here //

Signed catnap, feeling uneasy,

" me neither "

Said hoppy,

" crafty are you sure there's is something or someone here ? "

Asked bubba,

" yes! , it was right there ! "

Said crafty , covering her head withe her hands ,

Then catnap went to the other side of the room and checked, but there was nothing,

" what did it look like crafty ?? "

Asked piggy,

" it was hideous! "

Said crafty loudly ,

" but there's nothing in this room! "

Yelled kicken,

" THERE'S A SPIDER IN THIS ROOM !! "

Crafty finally snapped,

And it was like everything stopped,

" wait so you're telling me, that you were screaming like you're gonna get killed, because of a spider?? "

Hoppy asked trying to remain calm,

" I was in danger!, there's a spider in my room!! "

// you mean this spider //

Catnap signed before picking up a small spider that was on the floor,

" Yes!!, look how big and hideous it is!! "

Crafty screamed,

At that moment no one could hold their laughter, well bubba facepalmed , bobby and dogday were trying to stifel their laugh because they are just so nice and kind, but they did laugh,

At least not like hoppy who fell on her knees laughing..

" WHAT'S SO FUNNY!?!, I WAS DIEING HERE!! "

Yelled crafty,

" it's - it's * wheeze * , we thought you were in real danger! "

Then kicken proceeded to continue his wheezing,

" who thought that the great crafty , whom everyone fears , is afraid of a little itsy spider !? "

hoppy was dieing cuz of laughter after she said that, crafty huffed angerly

Catnap took the spider to the garden they had and came back , still chuckling softly,

" come on cut it out guys, that's not very nice "

Said dogday, they did calm down after,

" sorry crafty, we found the situation funny "

Smiled piggy,

// yeah it's fine to be afraid sometimes//

Catnap signed, while floating slightly,

" we are sorry , here let me help you down "

Said hoppy as she extended her hand for crafty as climbed down from the desk,

" it's alright, I think I did overreact by screaming like that .."

Sighed crafty,

" nah it's fine!, we al get crazy sometimes .."

Said bobby,

" come on everyone!, let's enjoy some cookies "

Said piggy,

" yes!, cookies! "

Kicken cheered,

" let's go ! "

Exclaimed dogday, the rest nodded and smiled in agreement,

They spent their evening watching some movies and just chilling in general

| The end |

Hope you enjoyed!

[zvaigzdelasas]

UPS has two unappealing choices: Risk a strike and resulting customer losses or acquiesce to Teamster demands that could worsen the company's labor cost disadvantage versus nonunion rivals in an inflationary environment, Stifel analyst Bruce Chan wrote in a recent note.

damn dude thats literally the saddest thing ive heard. anyway.

[the-blind-geisha]

Tome of Ashurbanipal - Chapter 35

Chapter 35: SB MC - His Twisted Little Pixie [NSFT]

However, I am no fool. I am well aware one of her beliefs might stifel my plans at my ranch. I had to be cautious with what information I spared her. Lord Ainz, I knew, would have no issue with my farm.

But how I would be lying to myself if I didn't confess I wish I could offer her more than a few lies covered in honesty where it was all concerned.

“Demiurge?”

My name from her lips was something that enticed my dead heart to remind me it still resided within my chest. “My Lady?”

I had been assisting her in a bath that evening, being mindful of where my hands could wander. Never would I desire to be so lustful for her attention that I would place them where she need not wish for them to be.

“Have you been told what to do with those intruders from earlier in the week?”

She was aware that her words in regards to those in Nazarick ranked second to Lord Ainz. I would worship both of them equally as my own Creator had ascended, but as the rules apply, Lord Ainz is the one to reign over us all.

“Mm, they are in my care at current, my Lady, and I will be testing a few spell scrolls on them.” 

My palms cautiously rubbed her shoulders, down the length of her arms and to her hands to make certain she was cleaned properly. Her skin was so soft… Admittedly, my eyes were hypnotized by her nearly translucent wings. They glittered brighter than any jewel on this soil. I feared if I dared touch them they would crumble to dust in my grasp.

“Which type?” she asked.

“Mm, just the usual types of healing. We are trying out a few new ones Titus managed to craft.”

“Oh?” She turned her enchanting sight upon me. “May I ask a request?”

Her eyes were a vision. I found myself nearly choking on air just gazing upon them. She had that unknown ability on me. I kept my composure. “Certainly, my Lady.”

As a reminder: Tome will possibly shut down for several months as the end of the year always gets busy for me. ♥

If you enjoyed it, let me know~.

[alphst]

Jabil Inc (JBL) Q3 2023 Earnings Call Transcript

$JBL Q3 2023 Earnings Call Transcript #earnings #markets #investing

Jabil Inc (NYSE: JBL) Q3 2023 earnings call dated Jun. 15, 2023 Corporate Participants: Adam Berry — Vice President – Investor Relations Michael Dastoor — Chief Financial Officer Kenny Wilson — Chief Executive Officer Analysts: Ruplu Bhattacharya — Bank of America Merrill Lynch — Analyst Matt Sheerin — Stifel — Analyst Steven Fox — Fox Advisors — Analyst Shannon Cross — Credit Suisse —…

[johanna-songbird-barker]

Nightmares were a constant in Johanna’s life. A constant that only grew more veracious after the events of the gala. To feel safer and to look after her father as he healed; she had moved into her father’s home. Johanna did not wish to be a burden or nuisance yet there were still makeshift coping mechanisms she still tried to maintain. The main one was keeping her bedroom window open as she slept in hopes it would chase away the nightmares. Regardless of the fact it never worked. This night was no different as she awakes from the sound of her own whimpers and frightened sleep speaking. Her skin was chill to the bone as her hand comes up to hide her face. Hoping it would stifel the sound of her sobs. @ofxscavengcrs​

[magicalraspberries]

the level of injuries across the USST,,,, come on guys what is going on

[spokenrealms]

The Land That Time Forgot

Considered one of his best, The Land That Time Forgot, a novel by Edgar Rice Burroughs and masterfully read by David Stifel takes you from a harrowing sea adventure to a lost world. Can you imagine anything more frightful than having your ship sunk, then rescued, then once again having that ship sunk only to rescue yourself by capturing an enemy submarine and then landing on an island teeming…

[nsebullcom]

These stocks can play catch-up with megacap tech, lifting the S&P 500: Stifel's Bannister

Cyclical value stocks, including shares of companies in the financials, industrials and basic materials sectors will play a catch-up to outperforming megacap technology shares heading into the third quarter of 2023, broadening the stock-market rally and lifting the benchmark S&P 500 index to 4,400, a closely followed Wall Street analyst forecast on Tuesday. “Most gains since October 2022 were cyclical growth, technology, for example, but now we see cyclical value such as basic materials, industrials, financials in a catch-up price-to-earnings ratio led rally to the third quarter of 2023, which broadens the market while limiting cap-weighted index upside,” said Barry Bannister, chief equity strategist at Stifel, in a Monday note. The cyclical growth category includes software (Microsoft Corp. MSFT, -0.75% -dominated), semiconductors (Nvidia Corp. NVDA, -1.43% -dominated), tech hardware (Apple Inc. AAPL, -0.29% -dominated), retailing (Amazon.com AMZN, +1.01% -dominated), media, autos (Tesla Inc. TSLA, +1.20% -dominated) and apparels, while the cyclical value category includes banks, materials, transportation, real estate, capital goods and insurance, according to Stifel. Most of the stock-market gains so far in 2023 have been powered by a handful of tech-focused names, whose weighting in the S&P 500 SPX, -0.01% is at a historically high level. They have helped lift the index higher by 11.3% this year and had it on the verge of exiting its longest bear-market run since 1948. However, a top-heavy concentration usually indicates limited participation and is not sustainable over the long term.  That’s why a “catch-up” rally in cyclical value stocks could help broaden out the stock-market advance, but it will restrict the future upside for the cap-weighted S&P 500 as companies in the cyclical value category only account for 24% of the index, while the cyclical growth represents a notable 44%, Bannister said. Among the 11 sectors of the S&P 500, the financials sector SP500.40, +1.10% has risen 2% over the past month, while the industrials sector SP500.20, +0.29% has advanced 0.8% and the materials sector has shed 1.5% over the same period. At the other end of the spectrum, the communication services SP500.50, +0.90% and information technology sectors SP500.45, -0.34% have jumped over 10%, thanks to robust gains in megacap growth and tech stocks, according to FactSet data.  Strategists at Stifel divide the 24 industries in the S&P 500 into four quadrants based on economic growth, which affects earnings-per-share, versus inflation, which has affected price-to-earnings ratio since 1990. The chart below shows the cyclical growth stocks have been overbought since the start of 2023 when strategists compared their shares with their 50- and 200-day moving averages. However, stocks in the cyclical value category have been oversold in the same period and are poised to rebound when “global GDP firms, U.S. dollar weakens, and the Federal Reserve officially reaches the end of its interest-rate hiking cycle,” the strategists said.

SOURCE: BLOOMBERG DATA, STIFEL ESTIMATES “Since Oct. 24, 2022, we’ve preferred the cyclical quadrants (at right), seeing no near-term recession and high but cooler inflation,” said Bannister.  However, Bannister is still cautious over the longer term as he sees reasons to watch out for a “textbook” recession in late 2023 and flattening earnings growth by year end. The 50-day moving average of the 3M-10Y Treasury yield curve shows recession risk in September 2023, with “no false signals the past 55 years in 8 recessions,” said Bannister (see chart below).

SOURCE: BLOOMBERG DATA, STIFEL ESTIMATES “We believe recessions and bear markets are surprises and not so widely anticipated, leaving consensus sentiment since Oct. 2022 off-sides, but risk may indeed rise in 4Q23 and beyond,” said Bannister. “As the 2023 slowdown proves mild the economy encounters resource constraints late-2023 or 1H24, and because there is no economic reset as sought by the Fed, then between 4Q23 and 2Q24 there may be policy or economic risk.”  U.S. stocks traded nearly flat on Tuesday afternoon as investors remained cautious and awaited the May CPI data and Fed’s interest-rate decision due next week. The S&P 500 was up 5 points, or 0.1%, to 4,278, while the Dow Jones Industrial Average DJIA, -0.25% lost 0.2% and the Nasdaq Composite COMP, +0.22% advanced 0.2%.  Source link Read the full article

[rexsecuritieslaw]

Robert Turner-Former UBS Financial Services Broker-Discloses over $5.5M in Settlements -Waco, TX

Robert Turner-Former UBS Financial Services Broker-Discloses over $5.5M in Settlements -Waco, TX

Robert Turner Investigation July 2022- Waco, Texas According to publicly available records Robert Turner , (CRD# 2113736 ),  a  stockbroker who formerly worked  with UBS Financial Services, Inc.   discloses 4 prior customer disputes, 1 pending customer dispute and a termination from employment. The Financial Industry Regulatory Authority (FINRA) is the agency that licenses and regulates…

[omresult]

KTVI Encanto LIVE At Stifel Theatre Sweepstakes - Chance To Win Four Tickets

KTVI Encanto LIVE At Stifel Theatre Sweepstakes – Chance To Win Four Tickets

Interested and eligible participants can enter to Encanto LIVE at Stifel Theatre Sweepstakes which provide you complete satisfaction and you will also enjoy it a lot. Sweepstakes open for all United States residents. All participants need to submit entry before July 29th, 2022 and can get a chance to Win Four tickets. Sweepstakes Entry Page Sweepstakes Rules How To Enter : Make any kind of…