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Toddo On TV: Commodities Down, Margins Up


Markets, movers and more.

The single biggest dynamic in the marketplace today: The chasm between credit and equity markets - and the risk of a downside disconnect. Toddo almost pulled a Tom Cruise yesterday, jumping up and down on this crucial point.

Now watch this! Toddo's staring at credit card companies Visa (V), Mastercard (MA) and American Express (AXP). The vulnerability Minyanville's been highlighting has come home to roost.

In the Buzz & Banter segment, Toddo discusses how the commodity comedown has significantly reduced input costs. Of course, consumer non-durables won't be passing the savings on to the end user, helping margins at General Mills (GIS), Coca-Cola (KO) and Johnson & Johnson (JNJ). On the flipside, it could make for headwinds for the likes of Sears (SHLD) and Wal-Mart (WMT).

Position in GIS, KO, JNJ, WMT.

The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

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