Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.Monday, November 03, 2014
Six Dividend-Paying Blue Chips Selling at a Discount / Companies / Dividends
George Leong writes: One of the key tenets to success in the stock market, as I have learned from more than 20 years of trading, is the need to make sure you have a system in place to actively monitor your outstanding positions. Any major changes to the underlying fundamentals are critical.
Unless you invest in mutual funds or are happy with a buy-and-hold strategy, ignoring your positions is not prudent and will likely result in damage to your portfolio—and maybe even your quality of life.
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Monday, November 03, 2014
Amazon's Odds Get Longer as "D-Day" Approaches / Companies / Internet
William Patalon III writes: Part of our investment "thesis" with Alibaba Group Holding Ltd. (NYSE: BABA) is that the e-commerce giant has designs on markets besides China.
And we got a solid sign of that early last week.
Last Monday, at the Wall Street Journal's 2014 Global Technology Conference, Alibaba Chairman Jack Ma said he hoped his payments company, Alipay.com, could link up with Apple Inc. (Nasdaq: AAPL) and its new mobile payment system, Apple Pay.
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Saturday, November 01, 2014
Will Utilities Continue to Drive Market Performance? / Companies / US Utilities
David Becker writes: Surprisingly, the rebound in stock prices at the end of October has been driven by the defensive sectors. The utility sector has been the best performer, notching up gains of nearly 6% during the first 21 trading days of October. The question for investors is: Can utilities continue to lead the broader markets higher in the last two months of 2014?
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Saturday, November 01, 2014
What if the Next Big Thing Is Already Here? / Companies / Investing 2014
Andrew Gordon writes: Here are some really easy questions...
Are driverless cars the "next best thing"?
Is the new iWatch, expected to come out early next year, the "next best thing"?
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Saturday, November 01, 2014
Petrobas Plunge - A Timeless Lesson on Investing With the Government / Companies / Investing 2014
Brian Hunt writes: Sometime in the past decade, Americans who should know better embraced a horrible investment idea...
If you've ever bought a stock because an investment guru told you it was "state owned" and backed by the government, chances are good you fell for a common mistake... And chances are good you lost money on the deal.
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Wednesday, October 29, 2014
Bank of America's Mortgage Headaches / Companies / Banking Stocks
Bank of America Chairman Brian Moynihan spoke with Bloomberg Television anchor Erik Schatzker today, where he said that legal costs stemming from defective mortgages are largely behind it. Moynihan said, "If you look at the different components of liability and the amount of settlements, whether it's the RMBS cases, yes, it's behind us...Embedded in that is often the question, OK, that's over, now you can go concentrate on running the company. The answer is, we were running the company" all along.
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Wednesday, October 29, 2014
A Medical Breakthrough Creating Stock Profits / Companies / Healthcare Sector
Michael A. Robinson writes: When Minghao, a 12-year old Chinese boy, was playing soccer earlier this year, the seemingly healthy player had no idea he was on the cusp of devastating news.
During the game, he headed the ball; it was a simple maneuver regularly seen throughout any match. The next day Minghao (a pseudonym) woke up stiff, sore, and with a severe aching in his neck.
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Wednesday, October 29, 2014
The Worst Advice Wall Street Ever Gave / Companies / Tech Stocks
Michael A. Robinson writes: On Oct. 15, I told you that the best time to cash out of the market is… never.
And just four days later, The Wall Street Journal ran an investing column that came to the same basic conclusion.
Citing an “enormous body of academic research,” the Journal concluded investors should always have some money in stocks.
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Tuesday, October 28, 2014
Stock Investors Don't Be Fooled: IBM Is in Big Trouble / Companies / Tech Stocks
Warren Buffett famously said at the height of the financial crisis that you only know who's been swimming naked when the tide goes out.
Unfortunately for him and his shareholders at Berkshire Hathaway Inc. (BRK.A, BRK.B), it appears that one of the Sage of Omaha's biggest holdings, International Business Machines Corp. (NYSE: IBM), has been skinny dipping for a long time.Some astute observers such as Stanley Druckenmiller, Doug Kass, and Fred Hickey, the editor of The High-Tech Strategist, have been warning for months that IBM's business and balance sheet were deteriorating.
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Monday, October 27, 2014
Could Tesco Go Bust? How to Save Tesco from Debt Bankruptcy Risk / Companies / Corporate News
Unbeknown to most of Tesco's remaining customers as they continue their weekly shops at its well stocked mega-stores across Britain is that Tesco is not just at the edge of a cliff but has actually fallen off it and is in a state of free fall. So whilst customers may soon start to look forward to splurging on their Christmas shopping which undoubtedly will buy the likes of Tesco time during a period when the stock price could hit bottom and bounce. However, as experienced investors well understand that which is termed a 'dead cat bounce', as literally even a cat thrown off a cliff will eventually hit bottom and bounce and so that will likely be the experience for Tesco investors over the coming months as they mistakenly assume a rallying stock price is a sign of recovery.
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Sunday, October 26, 2014
Central Bank Intervention or Real Economic Growth? / Companies / Investing 2014
Michael E. Lewitt writes: That was quick!
Shrugging aside concerns that a week ago sent markets reeling to near correction territory, all major indices bounced back strongly this week and made it seem as though the October 15 panic never happened….
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Sunday, October 26, 2014
Christmas In October – Desperate Measures / Companies / Sector Analysis
The desperation of retailers grows by the day. I head to Wal-Mart and Giant in Harleysville every Sunday morning at 7:00 am. to do my weekly grocery shopping. I go to Wal-Mart at opening to avoid the freaks we see weekly on the People of Wal-Mart post. The workers at Wal-Mart are only a small step above the customers. They can barely communicate, rarely look you in the eye, and generally act like they are prisoners in an asylum.
I’m in winter/bad times ahead prep mode. I had a load of fire wood delivered yesterday which I wheelbarrowed to the back yard and stacked with my already decent sized stack. Last week I took an empty propane canister back to Wal-Mart to replace it with a full canister. That would give me three full propane tanks. I left the empty tank outside next to the propane cage and went in to pay. The old lady cashier with the gravelly smoker voice told me she would call for someone to get me a new tank.
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Saturday, October 25, 2014
Get Ready for “Stupid Cheap” Stock Prices / Companies / Investing 2014
Michael A. Robinson: “This is huge. It’s ka-boom!”
That was my then-boss calling me from Wall Street. At the time, I was an analyst in the Financial District in San Francisco.
It was Oct. 19, 1987 – Black Monday – and the stock market had just crashed.
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Saturday, October 25, 2014
The Trend Every Nation on Earth Is Pouring Money Into / Companies / Sector Analysis
Keith Fitz-Gerald writes: When we began our time together here at Total Wealth, I promised you a deep look at each of the primary trillion-dollar trends. I told you that every dime made in the markets for the next 10 years would be on this list of trends.
We jumped right in with Technology and our Human Augmentation target – the most inspirational tech company I’ve ever visited.
Today, I want to keep that promise and focus in on our second unstoppable global trend.
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Friday, October 24, 2014
Natus Medical Justifies Recent Run With Record Q3 Results / Companies / BioTech
Nicholas Maithya writes: Natus Medical (NASDAQ:BABY) is up more than 125% over the last twelve months and based on recent results, that run seems fully justified with room left for more. The stock closed at $33.51 on Thursday 23, up 2.16% for the day following its impressive results released on the previous day.
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Friday, October 24, 2014
Tesco Meltdown Debt Default Risk Could Trigger a Financial Crisis in Early 2015 / Companies / Corporate News
The mainstream press is finally waking up the the catastrophe that is taking place at Britain's largest Supermarket that for well over a year has been in a state of collapse, whilst the mainstream press in large part swallowed Tesco's bogus financial numbers as its management in a complete state of denial 'of this cannot be happening' first bent and then broke umpteen accounting rules so as to hide the true state of the supermarket giant's financial picture, one of effectively fast disappearing down a financial black hole as a consequence of the fundamental factor that Tesco just CANNOT compete against the discount retailers such as Aldi and Lidl towards which Tesco has been exponentially haemorrhaging customers to the point where last week I wrote that it its customers had effectively vanished that risked the unthinkable that Tesco may not even make it to the end of the current financial year (March 2015).
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Friday, October 24, 2014
The 10th Man: The Financial Engineering Market / Companies / Sector Analysis
Jared Dillian writes: IBM went down hard on its quarterly earnings report this week. This made a splash in the news because, well, it’s IBM, and also Warren Buffett owns it, so it was a rare moment of human fallibility for him. But there is a lot more to the story than that. Very sophisticated people have been keeping an eye on IBM for some time.
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Thursday, October 23, 2014
Fear of Ebola Creating Weakness in U.S. Stocks? / Companies / Ebola
George Leong writes: The fear of Ebola has caused pressure towards the U.S. stock markets, particularly in the travel sector and aviation stocks. The concern is real, and if it is allowed to grow in the United States, Asia, or Europe, we could see a significant decline in travel demand that could impact the next few quarters, as my stock analysis would suggest.
The impact on the aviation space has been evident already, as we have seen travel-related stocks come off their tops; albeit, much of this also has to do with the current stock market risk, based on my stock analysis.
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Thursday, October 23, 2014
How to Profit from Massive Spin-Offs with Just One Play / Companies / Tech Stocks
Michael A. Robinson writes: I love corporate spin-offs – and you should, too.
With spin-offs, companies unlock hidden values in their operations and pass them on to shareholders – offering low risks and high probabilities of market-beating profits.
And the past month or so has produced a bonanza.
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Thursday, October 23, 2014
Japan Gives a Hug to the Cell Therapy Biotech Industry / Companies / BioTech
Last year, Japan rolled out the red carpet for cell therapy developers with new legislation designed to expedite development of regenerative medicine solutions for all manner of disease. In this interview with The Life Sciences Report, former regenerative medicine consultant R. Lee Buckler, now a vice president with RepliCel Life Sciences Inc., puts his consultant's hat back on to talk about Japan's hospitable stance on proposed cell therapies. He provides an update on the meaning of the new law and discusses a small cohort of companies poised to reap the advantages.
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