Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.Friday, December 12, 2014
Scary Stocks Investors Should Shun in 2015 / Companies / Investing 2015
Michael A. Robinson writes: Earlier this week, I predicted a strong year for technology stocks in 2015.
But that doesn’t mean every tech stock is going to be a winner in the New Year.
While I usually share those winners with you in this space, a big part of making money over the long haul is avoiding losers whenever possible.
With that in mind, let’s take a look at 2015′s three worst tech stocks.
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Friday, December 12, 2014
Fund Managers' Sears Stock Mania Dangerous Delusion / Companies / Corporate News
Michael E. Lewitt writes: Investors reacted with joy when Sears Holdings Inc. (Nasdaq: SHLD) announced on November 6 that it would sell 200 to 300 of its stores to a real estate investment trust (REIT) in 2015.
It was the "Big Bang" announcement investors had been waiting for since hedge fund billionaire Eddie Lampert combined Sears with the bankrupt retailer Kmart a decade ago.
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Thursday, December 11, 2014
Genetic Cures for Disease: Impossible Biotech Dream Come True? / Companies / BioTech
Clinicians like to speak in terms of "managing" disease. That term of art is an admission that, in most cases, they can't cure the serious problems confronting patients. In this interview with The Life Sciences Report, David Nierengarten of Wedbush Securities explores gene therapies that actually correct an inborn mutation in human DNA, creating permanent change, actual cures and better lives for patients. It sounds beyond the reach of medicine . . . and therein lies the opportunity: Investors in gene therapy companies may capture serious returns on risk capital when the cure is attained.
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Thursday, December 11, 2014
Banking Crisis II - European Mega-Banks in Trouble / Companies / Credit Crisis 2014
I have been saying for years that European banks are in far worse shape than US banks. We can now show that in chart form thanks to Ophir Gottlieb, CEO of Capital Market Labs.
Let's start with a visualization of the day: Worldwide Mega Cap Banks: Is Europe in Crisis?
Read full article... Read full article...If we take all of the banks in the world with market caps larger than $25 billion USD and then plot them with total assets on the x-axis and non-performing loans as a percentage of total loans, ALL of the top eleven are in Europe.
Wednesday, December 10, 2014
Double-Your-Money Tech Stock Investing Plays For 2015 / Companies / Investing 2015
Michael A. Robinson writes: In its just-released forecast for 2015, CNNMoney.com suggested a “ho-hum year” for stocks.
The popular news service even cited a Goldman Sachs Group Inc. (NYSE: GS) prediction that calls for a gain of less than 2% on the bellwether Standard & Poor’s 500 Index.
As predictions go, this one is pretty mundane. And while folks who buy into this won’t suffer actual losses, they will incur “opportunity losses.”
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Wednesday, December 10, 2014
The Rising Tech Powerhouse Stock in Asia / Companies / Tech Stocks
William Patalon III writes: The world's next big center for semiconductor production isn't going to be somewhere on the U.S. West Coast.
It won't be in South Korea, Taiwan, or somewhere in mainland China.
It will be Ho Chi Minh City, in an increasingly powerful Vietnamese tech economy…
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Monday, December 08, 2014
The Race to Fill a $53 Billion Niche, Apple Pay Is the "Killer App" / Companies / Tech Stocks
Even in the fast-paced world of high tech, 10 weeks is a short amount of time.
And yet, as recently as early September, many industry analysts were saying Apple Inc. (Nasdaq: AAPL) had lost its innovative edge in the global smartphone war.
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Sunday, December 07, 2014
A Monster Rally In Airline Stocks / Companies / Sector Analysis
Since July, the price of crude oil is down more than 30%. This decline has killed oil stocks... but provided a big boost to a "bad to less bad" trade we profiled years ago.
Back in September 2011, we wrote a bullish note on airline stocks. Airlines sport razor-thin profit margins, they're subjected to wild swings in fuel costs, and they require lots of capital expenditures to keep the businesses running. This makes them horrible long-term investments. But from a trading viewpoint, it's worth noting that airlines go through big "boom and bust" cycles. These cycles can be traded for big profits.
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Friday, December 05, 2014
E-commerce Online Shopping Trend Is Still Returning 45% Each Year / Companies / Retail Sector
Michael A. Robinson writes: You’ve seen the headlines – and if you shopped online last weekend, you were a part of the story.
Storefront retail traffic was down around 11% on Black Friday, but online shopping was up more than 17%. In other words, we’ve changed the way we’ve shopped.
Thanksgiving Day was Target Corp. (NYSE: TGT)’s best online day ever, with sales rising 40% over the previous year. And so many smartphone-wielding customers headed to Best Buy Co. Inc. (NYSE: BBY) that its website suffered outages all through the long holiday weekend.
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Friday, December 05, 2014
China’s Rising: Best Investment Vehicle to Make Money From It / Companies / China Stocks
George Leong writes: While China is struggling with its gross domestic product (GDP) growth metrics, the country’s main stock market—the Shanghai Composite Index (SCI)—is easily outperforming the S&P 500 and NASDAQ.
China may be stalling, but the Chinese economy is still growing at a rate of more than seven percent—far better than the rest of the G8 countries. Now, of course, that’s if you believe the GDP reading that is put forth by the Chinese government; as with most data coming from China, it is up for debate whether it is real or fictitious.
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Thursday, December 04, 2014
Dell: Growth Rate Accelerating as Private Company / Companies / Tech Stocks
CEO and founder Michael Dell spoke with Bloomberg TV anchor Erik Schatzker at the Council on Foreign Relations in New York yesterday.
Dell said that since going private, "I think about 20 percent of my time has been freed up." He said, "You think about all of the time spent dealing with governance and preparing for investor activities and dealing with various shareholder requests… This can be quite distracting, right, if you try to grow a business."
On whether more public companies should go private, Dell said, "I've had quite a few of them contact me and ask me about how we went through the process and what it was like and that sort of thing. It certainly wasn’t an easy thing to go through the process, once we got through it, it's been a lot easier managing the business as a private entity." On the companies who have contacted him for advice on going private, Dell said, "Some in Dell's size range, some a little larger, quite -- a lot more smaller than Dell. But I'd say more than 10."
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Thursday, December 04, 2014
Innovation Sparks Wealth Creation / Companies / Technology
Most people almost always reject radically new things or ideas at first. Ask Galileo or Jesus. That’s why it takes extreme personalities to take the necessary risks and to persevere against all odds, criticism and rejection.
I should know. I’m such a personality.
I’m an entrepreneur and innovator in the arena of economics. If it hadn’t been that, it would have been some other kind of arena. It’s just in my blood.
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Tuesday, December 02, 2014
Bio-Tech Stock That Will Profit from a New Breakthrough Medical Direction / Companies / BioTech
Ernie Tremblay writes: Modern medicine, for all of its sophisticated drugs, complex gadgets, and amazing surgical procedures, rarely cures anything. It treats. It manages. It postpones the inevitable.
But return a patient to normal, optimal health?
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Saturday, November 29, 2014
At This Year’s Thanksgiving Table, the Knives Are Out for Goldman Sachs / Companies / Banksters
kdowdle writes: A happy belated Thanksgiving to you all.
If yours wasn’t happy, just think – it could have been a lot worse. You could have been the turkey and gotten slaughtered, like the turkey in this tale I’m about to tell you.
It’s a tale of two birds of a feather, one a greedy, fat butterball stuffed with gibberish and ripped-off profits.
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Wednesday, November 26, 2014
Understanding the Key Threats to Google (GOOG) Stock / Companies / Google
Google Inc. (Nasdaq: GOOG) has grown to be the fourth most valuable U.S. company, with a market capitalization of $370 billion.
Only Apple Inc. (Nasdaq: AAPL), Exxon Mobil Corp. (NYSE: XOM), and Microsoft Corp. (Nasdaq: MSFT) are larger. In 2015, the company will likely generate more than $60 billion in revenue and more than $17 billion in net income.
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Tuesday, November 25, 2014
Buy Fear - Easily Pick Up Profits on Stock Market Dips / Companies / Investing 2014
Michael A. Robinson writes: U.S. stocks are hitting record highs on an almost-daily basis as we close in on the end of the year.
But the whipsawing we've had to endure to reach this point is enough to give you saddle sores.
The Standard & Poor's 500 Index has gained a healthy 11.6% in 2014 through the closing bell on Friday. From Sept. 18 to Oct. 15, however, the bellwether index fell 7.4%. The downturn ended quickly, and stocks reversed course. In the month that followed, through Nov. 14, the S&P 500 surged 9.5%.
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Monday, November 24, 2014
China's Picked a Loser, and It Will Surprise You / Companies / Investing 2014
Earlier this year we discussed how Canada was aiming to host the first Chinese currency hub in the Americas.
Well now it's official, with Canada's financial capital, Toronto, the chosen winner.
With so much international business still transacted in U.S. dollars, China's central bank, like most others, holds dollars in reserve, or buys them as needed.
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Sunday, November 23, 2014
This Publicly-Owned Bank Is Outperforming Wall Street / Companies / Banking Stocks
The Wall Street Journal reports on the impressive record of the Bank of North Dakota
While 49 state treasuries were submerged in red ink after the 2008 financial crash, one state’s bank outperformed all others and actually launched an economy-shifting new industry. So reports the Wall Street Journal this week, discussing the Bank of North Dakota (BND) and its striking success in the midst of a national financial collapse led by the major banks. Chester Dawson begins his November 16th article:
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Saturday, November 22, 2014
Science Finally Proves What We Already Knew About Bankers / Companies / Banksters
Shah Gilani writes: “Business culture in the banking industry is favoring, or at least tolerating, fraudulent or unethical behaviors.”
That’s what Ernst Fehr told reporters in a telephone interview this week.
Fehr is an economist at the University of Zürich in Switzerland who co-led a study about business behavior.
Fehr’s study proves what we’ve all long knew – but it wasn’t the only piece of news last week that demonstrates the crookedness of bankers.
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Saturday, November 22, 2014
Mr. Stock Market Has Been Dropping $100 Bills – Here’s How to Pick Them Up / Companies / Tech Stocks
Michael A. Robinson writes: U.S. stocks are hitting record highs on an almost-daily basis as we close in on the end of the year.
But the whipsawing we’ve had to endure to reach this point are enough to give you saddle sores.
The Standard & Poor’s 500 Index has gained a healthy 11.5% in 2015. From Sept. 18 to Oct. 15, however, the bellwether index fell 7.4%. The downturn ended quickly, and stocks reversed course: In the month that followed, through Nov. 14, the S&P 500 surged 9.5%.
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