Chicago Mercantile Exchange

CME-N

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about CME-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 10, 2019
(A Top Pick Jul 11/18, Up 26%) He wonders when they will have to drop data prices, but as a user they have not seen them make much of a change. They will do well in a downturn of the market. They are building in new technology.
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(A Top Pick Jul 11/18, Up 26%) He wonders when they will have to drop data prices, but as a user they have not seen them make much of a change. They will do well in a downturn of the market. They are building in new technology.
COMMENT
COMMENT
July 10, 2019

Time to move out of US banks? BAC-N lots of levers to earn money. It trades a little higher than book value. The valuation is okay, but is trading fair value. He would not be compelled to buy at time. He would roll this position into holding the exchanges -- like CME-N

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Time to move out of US banks? BAC-N lots of levers to earn money. It trades a little higher than book value. The valuation is okay, but is trading fair value. He would not be compelled to buy at time. He would roll this position into holding the exchanges -- like CME-N

PAST TOP PICK
PAST TOP PICK
February 6, 2019
(A Top Pick Feb 08/18, Up 19%) A conservative holding, which sees strong reoccurring revenue for the exchange. He thinks as the market volatility increases, it will also benefit. -- a bit counter-cyclical with some price insensitivity.
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(A Top Pick Feb 08/18, Up 19%) A conservative holding, which sees strong reoccurring revenue for the exchange. He thinks as the market volatility increases, it will also benefit. -- a bit counter-cyclical with some price insensitivity.
TOP PICK
TOP PICK
July 11, 2018

It is a major derivative exchange with a data group with a high margin business. Trading volumes will go up with increased volatility and will add to their bottom line. The scale is large enough to allow for further global acquisitions. Yield 1.7%. (Analysts’ price target is $176.09)

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It is a major derivative exchange with a data group with a high margin business. Trading volumes will go up with increased volatility and will add to their bottom line. The scale is large enough to allow for further global acquisitions. Yield 1.7%. (Analysts’ price target is $176.09)

TOP PICK
TOP PICK
February 8, 2018

It is more defensive. When you have to be an investor, you love these. When markets go sideways and wonky, this one goes up. They are firing on all cylinders. (Analysts’ target: $166.60).

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It is more defensive. When you have to be an investor, you love these. When markets go sideways and wonky, this one goes up. They are firing on all cylinders. (Analysts’ target: $166.60).

BUY
BUY
October 31, 2016

It helps if there is lots of volatility in the market so they get more trading volumes. It has to reverse itself.

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It helps if there is lots of volatility in the market so they get more trading volumes. It has to reverse itself.

John Kim

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Price
$306.500
Owned
Unknown
COMMENT
COMMENT
September 9, 2011
Because it has the futures and derivatives, it will eventually be one of the major beneficiaries.
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Because it has the futures and derivatives, it will eventually be one of the major beneficiaries.
BUY
BUY
November 14, 2008
Merging with the Chicago Board of Trade. Great company with a great upside potential from all of the derivatives that need to go on to an exchange. A lot of talk of how there is going to have to be central clearing on a lot of these contracts. Great growth business. Huge competitive advantages. There is risk because current earnings are not that big.
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Merging with the Chicago Board of Trade. Great company with a great upside potential from all of the derivatives that need to go on to an exchange. A lot of talk of how there is going to have to be central clearing on a lot of these contracts. Great growth business. Huge competitive advantages. There is risk because current earnings are not that big.
TOP PICK
TOP PICK
April 16, 2007
This is the exchange that trades futures and options. They are in a bid now to buy the Chicago Board of Trade. Sees the consolidation in this area being very positive. Thinks the next resistance level is $580. Earnings come out on April 24, so wait for that. Because it is expensive, he would play it with options.
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This is the exchange that trades futures and options. They are in a bid now to buy the Chicago Board of Trade. Sees the consolidation in this area being very positive. Thinks the next resistance level is $580. Earnings come out on April 24, so wait for that. Because it is expensive, he would play it with options.
TOP PICK
TOP PICK
December 21, 2004
A pure play on trading volumes in equity markets as well as commodity markets. Feels we're in a bull market on commodity prices. Seeing increased amounts of contracts that are being traded regularily. As continued interest in basic materials moves on, there'll be increased trading volumes.
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A pure play on trading volumes in equity markets as well as commodity markets. Feels we're in a bull market on commodity prices. Seeing increased amounts of contracts that are being traded regularily. As continued interest in basic materials moves on, there'll be increased trading volumes.
BUY
BUY
December 10, 2004
Likes capital markets. Trades similarily to the way the TSE shares trade. Benefits from the increased interest in commodities. Volumes are up about 30% this year.
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Likes capital markets. Trades similarily to the way the TSE shares trade. Benefits from the increased interest in commodities. Volumes are up about 30% this year.
DON'T BUY
DON'T BUY
August 9, 2004
Has come off partly due to trading activity. Earnings were a little disappointing. Would look at something that gives you a little more diversification such as banks, Alcan or oils.
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Has come off partly due to trading activity. Earnings were a little disappointing. Would look at something that gives you a little more diversification such as banks, Alcan or oils.
Showing 1 to 12 of 12 entries
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