Category: Sector Analysis
The analysis published under this category are as follows.
Friday, December 28, 2012
Weakest Holiday Retail Sales Growth Since 2008 Means Time to Short Retailers / Companies / Sector Analysis
By: Money_Morning
Keith Fitz-Gerald writes:
Initial U.S. retail sales figures released on Wednesday showed sales growth for the holiday season was the worst since 2008.
According to MasterCard SpendingPulse, holiday sales posted a paltry 0.7% increase against expectations of a 3-4% gain. That's below the same period last year when sales grew at a 2 % pace.
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Tuesday, October 30, 2012
Your Credit Card May Soon be Worthless, Visa's Days Are Numbered / Companies / Sector Analysis
By: Casey_Research
Alex Daley, Chief Technology Investment Strategist: "Your credit card may soon be worthless."
That's the notion being promoted by many in the investment industry these days. They are referring to a new technology that is supposedly Visa's worst nightmare and a threat to the status quo of the credit-card industry worth billions. And they are positioning one small company as the holder of the secret keys to cash in on what is promised to be a multibillion-dollar shift in the way we pay for everything from a candy bar to an oil change. But is it really true? Will this technology really turn the credit-card industry on its head?
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Tuesday, October 30, 2012
Huge Investor Opportunity in This "Left for Dead" Stocks Sector / Companies / Sector Analysis
By: DailyWealth
Paul Mampilly: John Fredriksen just made the biggest bet of his career...
Just weeks ago, John called the bottom in the shipping industry. He's backing his call by spending $11 billion to add more ships to his fleet. It's the biggest bet he's ever made in an extraordinary career.
Saturday, October 20, 2012
What's Going on in Customer Relationship Management? / Companies / Sector Analysis
By: Doug_Horning
Doug Hornig, Casey Research Writes: In Mike Judge's wicked 1999 satire of corporate culture, Office Space, there's a delightful character named Milton. Poor Milton. He's all but invisible. No one likes him, no one talks to him, and coworkers are forever stealing his stapler. Management doesn't notice him enough to fire him. Instead, Milton is shunted from desk to desk, each time losing more of that precious commodity denoted by the film's title, until he finally winds up alone in the basement, where he plots the delicious revenge he'll take on the company.
Wednesday, October 10, 2012
Electric Car Dreamride To Nowhere - French Style / Companies / Sector Analysis
By: Andrew_McKillop
KEEP ON TRUCKIN'
More precisely, keep on charging. Among the biggest no-no items on potential buyers, drivers and owners minds, when it concerns electric cars and vehicles, or "EVs", is the time needed to charge the things. Just slightly behind that no-no is the already well known horror of potential or possible EV owners: running out of 'juice', that is a flat battery and no way to charge it, on a Sunday night, in winter, far from anywhere. All they needed to do was buy a hybrid!
Thursday, October 04, 2012
The Reason Fast-food Stocks Should Be Amongst Your Top Picks / Companies / Sector Analysis
By: InvestmentContrarian
The Reason Fast-food Stocks Should Be Amongst Your Top PicksChipotle Mexican Grill, Inc. (NYSE/CMG) is one of my favorite places to grab a quick bite to eat. Yet, despite some stellar growth, the stock broke below $300.00 on Wednesday and has been steadily losing ground since trading at a 52-week high of $442.40 in April. Mounting concerns regarding future growth and multiple downgrades from analysts have hurt the stock. Hedge fund manager David Einhorn hammered another nail into the coffin when he said that Chipotle’s valuation “doesn’t make sense.”
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Friday, September 28, 2012
How Many European Carmakers: Will Survive? / Companies / Sector Analysis
By: Andrew_McKillop
“It is unclear if all carmakers will survive without governmental help,” was the terse one-liner from the CEO, Hans Dieter Poetsch, of the VW-Porsche automaker group at the start of the Paris Motor Show.
For some European carmakers in an industry credited by carwatcher ACEA, the European Automobile Manufacturers Association with an annual turnover and revenues close to 500 billion euros in 2010, employing a total of around 12.5 million Europeans (direct and indirect), the end could come rather soon. For Dieter Poetsch and many analysts, carmakers in southern Europe producing small cars with low profit margins per car - and declining sales - will be the first to go. The bad news is that declining sales and an unremitting price war is causing industry wide and continent wide damage.
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Saturday, September 22, 2012
EADS and BAE Systems Merger to Create Powerful European Defense Corporation / Companies / Sector Analysis
By: Pravda
Europe's largest defense aerospace corporations - EADS and BAE Systems - prepare for a merger. Reportedly, the talks between the companies have ended successfully. The merger is to create a full-fledged defense concern, the turnover of which will surpass that of Boeing.
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Tuesday, August 21, 2012
What Retail Stocks Are Showing Growth in Spite of Flat Economic Renewal / Companies / Sector Analysis
By: InvestmentContrarian
Buying in the retail sector continues to be selective, but we are seeing improvements as evidenced by the retail sales reading in July that pointed to a surprise 0.8% jump in total spending, which was well above the 0.2% estimate and the June reading of -0.7%. Excluding autos, sales jumped roughly 0.8%, which was also above the 0.3% estimate.
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Wednesday, July 18, 2012
U.S. Discount Retail Stocks Bank Triple-Digit Gains Despite Economy / Companies / Sector Analysis
By: Money_Morning
David Zeiler writes:
The changing shopping habits of a pressured middle class continue to boost the fortunes of one group of U.S. stocks in particular - discount retailers.
Almost all discount retailers have profited from the Great Recession, but those on the lowest rungs, such the dollar stores, have gained the most.
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Friday, July 13, 2012
Are there suddenly signs of growth in UK retail? / Economics / Sector Analysis
By: Nick_Dockerty
Whisper it but there’s just a touch of optimism surrounding the retail sector in the UK at the moment.
The past financial year has been a difficult one for the majority of retailers but there have been just enough signs in recent company results and economic indicators that things might be picking up.
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Friday, May 11, 2012
Five Consumer Staple Stocks For A Hearty Investment Portfolio With Yield / Portfolio / Sector Analysis
By: Fast_Graphs
The old adage that people got to eat apply to the five consumer staple companies covered in this report. From the farm to the table these companies provide sustenance to a hungry world. Therefore, we believe that conservative investors that are craving the opportunity for growth and income might want to look closer at these five consumer staples. Each appears to be reasonably priced, and the group provides various combinations of growth and yield.
Thursday, April 12, 2012
Why I Stopped Worrying and Learned to Love the Military Industrial Complex, Investing in Defense Stocks / Companies / Sector Analysis
By: Money_Morning
GS Early, Contributing Writer writes:
Last year when Congress formed its much-lauded "Supercommittee" to sort out America's debt crisis, there was a lot of handwringing about draconian budget cuts.
But true to form, on the eve of an election year, our politicians did nothing and the sequestration clock began to tick.
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Thursday, March 29, 2012
The Death of the Entertainment Industry / Politics / Sector Analysis
By: Ashvin_Pandurangi
There are things that many people in the developed world take for granted, especially in the states and Western Europe. Jobs, health benefits, social safety nets, affordable credit for homes/cars/etc. and cheap energy certainly rank among the most vital expectations, but even those things have been called into question within the mainstream consciousness, if for no other reason than the fact that they have simply evaporated in many locations. What hasn't really disappeared, though, are the [mindless] entertainment industries - i.e. sports, movies and video games.
Thursday, December 08, 2011
Why the Economics of the Airline Industry are Hopeless / Companies / Sector Analysis
By: Money_Morning
Martin Hutchinson writes:
American Airlines (NYSE:AMR) filed for Chapter 11 bankruptcy Nov. 28, and the move reinforced once again what many have learned the hard way: The airline industry is an incredibly disappointing investment.
Previous airline flops like this prompted an old saying - possibly untrue - remarking that the airline industry has lost money since the Wright Brothers first flew.
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Tuesday, November 29, 2011
Growth of Online Retailers Makes Internet the New Shopping Battleground / Companies / Sector Analysis
By: Money_Morning
David Zeiler writes:
While online retailers have celebrated the growth of online shopping, conventional retailers determined not to lose customers have been ramping up their Internet efforts.
Forrester Research Inc. (NYSE: FORR) estimates that online shopping will increase by 15% to $59.5 billion this holiday season. And more Americans said they were planning to shop online yesterday, "Cyber Monday," this year - 122.9 million, according to a survey conducted by BIGresearch for Shop.org, up from 106.9 million in 2010.
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Monday, November 21, 2011
U.S. Defense Stocks Under Fire From Super Committee Budget Cuts / Companies / Sector Analysis
By: Money_Morning
David Zeiler writes:
Defense stocks have become collateral damage in the battle raging in Congress over how to reduce the deficit by $1.2 trillion over the next decade.
Any mix of cuts and tax increases will certainly include significant reductions in defense spending. And if the Congressional "super committee" fails to come up with a plan, an automatic "sequestration" will kick in, which calls for half of the money -- $600 billion - to come out of defense.
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Friday, October 14, 2011
These Are the Retailers to Watch This Earnings Season / Companies / Sector Analysis
By: Money_Morning
Kerri Shannon writes:
There are a handful of savvy retailers that prepared for the tough economy by positioning themselves to profit - and now they're being rewarded with blockbuster earnings.
So far this earnings season, more than half of retailers have beat analysts' estimates for same-store sales, according to a Thomson Reuters survey.
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Wednesday, October 05, 2011
Forget Halloween, It's the Christmas Shopping Season that Has Retailers Running Scared / Stock-Markets / Sector Analysis
By: Money_Morning
David Zeiler writes:
Holiday retail sales - which account for almost 40% of retail revenue, worth $453 billion in sales last year - are in jeopardy.
Consumer spending continues to be restrained by an unemployment rate that has stayed above 9% for 26 of the past 28 months. Furthermore, rising food and gasoline costs, fears of a new recession, the loss of equity from the housing collapse, and mountains of leftover credit card debt have prospective purchasers tightening their purse strings.
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Monday, September 26, 2011
Growing Cybercrime Epidemic, Five Ways to Profit from Cybersecurity Stocks / Companies / Sector Analysis
By: Money_Morning
Larry D. Spears writes:
No matter which way the market's headed, companies won't skimp on protecting themselves from a growing number of dangerous communications attacks - meaning now's the time for us to profit from cybersecurity stocks.
The number of computer "hackers" who tap into networks for sensitive corporate and personal information has soared as an increasing number of new technology products hit the markets.
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