Superfund Equities Report - 12/01/2014






Superfund Equities Report













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Greetings December!




Today in Atlanta it was unseasonably warm. I like weather benchmarks, and today we blew one out. That will change with night fall. Come on strong winter!




What is up with commodities? Are traders in Zurich shutting shop? Perhaps switching to Saudi only oil and for that fact, eastern demand for precious metals?




The US oil industry is maturing, not ending...LINK




Even lower crude prices possible...




However, as of 9pm last night WTI crude oil hit new multi-year lows in early overseas action - to $64.60 per barrel.




NOW, Gold is at $1208 per ounce and silver is at $16.64. Also, Swiss voters overwhelmingly rejected a proposal which would have forced the central bank to hold 16% more gold in holdings - as in pure, non-transferable holdings.







Stock Upgrades/ Downgrades...




Alcoa Inc (NYSE:AA) was upgraded by analysts at Citigroup Inc. from a "neutral" rating to a "buy" rating. They now have a $21.00 price target on the stock, up previously from $12.50. 21.5% upside from the previous close of $17.29.













​American Airlines Group Inc (NASDAQ:AAL) was upgraded by analysts at Bank of America from a "neutral" rating to a "buy" rating. They now have a $55.00 price target on the stock, up previously from $46.00. 13.3% upside from the previous close of $48.53.













Thomson Reuters Co. (NYSE:TRI) was upgraded by analysts at Nomura from a "reduce" rating to a "neutral" rating. Previous closing price of $39.60.













La Quinta Holdings Inc (NYSE:LQ) was upgraded by analysts at JPMorgan Chase & Co. from a "neutral" rating to an "overweight" rating. They now have a $26.00 price target on the stock, up previously from $22.00. 18.1% upside from the previous close of $22.02.













Energy XXI (Bermuda) Limited (NASDAQ:EXXI) was downgraded by analysts at Iberia Capital from an "outperform" rating to a "sector perform" rating on Friday. Previous closing price of $4.01. Today EXXI closed at $3.42. We recommend shorting the stink out of it.













Del Frisco's Restaurant Group Inc (NASDAQ:DFRG) was upgraded by analysts at Raymond James from a "market perform" rating to an "outperform" rating. Previous closing price of $22.22.













General Electric Company (NYSE:GE) is now covered by analysts at RBC Capital on Monday. They set an "outperform" rating and a $30.00 price target on the stock. Today closed at $26.02.













Deere & Company (NYSE:DE) was upgraded by analysts at Robert W. Baird from a "neutral" rating to an "outperform" rating. They now have a $105.00 price target on the stock, up previously from $85.00. 21.2% upside from the previous close of $86.62.













Venture Capital + Valuations...













Tech valuations are getting hot - so they say - a bubble? LINK













GoPro is developing its own range of drones. Make your own 'going vertical' joke - LINK













TO GREAT PROFITS! - CH








































Chad Hagan













CEO, Hagan Capital