Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Thursday, October 23, 2014
40% of Eurozone Banks Are in Trouble / Companies / Credit Crisis 2014
By: Raul_I_Meijer
Reuters has had a busy day today reporting on Europe’s banks and the stress tests the European Banking Authority is set to unveil on Sunday. And which put the EU and ECB on a see-saw like balancing act between credibility and panic.
The news bureau started off in the early morning citing a report by Spanish news agency Efe, which said 11 banks would fail the tests:
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Wednesday, October 22, 2014
Follow the Baby Boom to Biotech Stock Profits / Companies / BioTech
By: TLSReport
In recent years, entrepreneurial therapists have comprised the fast-growing sector in outpatient physical therapy. But companies like Agility Health are beginning to seize acquisition opportunities and market share in this growing sector. Steven Davidson, CEO of Agility Health Inc., tells The Life Sciences Report how his company is innovating in the physical therapy space, improving patient care and clients' bottom lines through its management expertise and proprietary software, AgileRPM. With baby boomers aging and the Affordable Care Act increasing access to services, physical therapy just might be the safe haven sector to shield your portfolio from macroeconomic uncertainty.
Tuesday, October 21, 2014
Petrobras is a 'Scheme, Not a Stock' / Companies / Oil Companies
By: Bloomberg
Jim Chanos spoke with Bloomberg Television anchor Stephanie Ruhle from the Robin Hood Investor's Conference in New York today. Chanos described Petrobras as a "scheme," saying that optimism it will benefit if Dilma Rousseff is voted out of office is unfounded: "Every time Dilma's poll numbers go up, Petrobras's stock goes down...Even if Neves wins, it doesn't change the economics" at Petrobras.
STEPHANIE RUHLE, BLOOMBERG: Jim, we will get to talk about China, but you just left the stage. You have been followed out here by attendees talking about your big idea, Petrobras. Talk to us.
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Monday, October 20, 2014
Can Ebola Fears Deliver a Value Opportunity in the Cruise Industry? / Companies / Sector Analysis
By: Investment_U
Tom Sandford writes: For a lesson on smooth sailing into global markets, one only needs to look at the global cruise industry.
In just the last decade, the number of cruise passengers has jumped by 77% from 12 million to 21.3 million, according to the Cruise Lines International Organization.
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Monday, October 20, 2014
Is October the Month for Technology Stocks? / Companies / Tech Stocks
By: Investment_U
David Becker writes: Technology stocks generally perform well in October as investors begin to focus on third quarter earnings. While the group as a whole has outperformed the broader markets, there are a number of both software and hardware companies that have experienced stellar performance.
One way to measure the performance of a sector or a specific stock is to analyze its seasonality. Seasonality can be defined as regular changes that occur to a stock or sector every calendar year. For example, if the price of a stock climbs every October then it has a seasonal pattern.
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Saturday, October 18, 2014
Tesco Supermarket Crisis Worse To Come as Customers Vanish! / Companies / Corporate News
By: Nadeem_Walayat
It's a year since I started warning that Tesco was in crisis and that investors should bail out immediately (£3.80) and so far with the share price more than halving (£1.74) this mega corporation trend trajectory towards becoming a penny stock remains in tact. However, I fear things are about to get worse, much worse even to the point that within a few short months we could even be contemplating unimaginable, EXTINCTION!
Thursday, October 16, 2014
Stocks Got Their Piece – Now It’s Our Turn / Companies / Investing 2014
By: Money_Morning
Michael A. Robinson writes: This morning’s 600-point neck-breaking swing in the Dow Jones Industrial Average only added to the pain of the big sell-off over the past week and a half.
And in our realm of tech, chip stocks came under especially hard pressure after the CEO of Microchip Technology Inc. (Nasdaq: MCHP) said that “another industry correction has begun.”
But you shouldn’t be joining the crowd and dumping stocks at this point.
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Tuesday, October 14, 2014
The Safest Stocks in the World / Companies / Investing 2014
By: DailyWealth
Amber Lee Mason writes: The market is teaching investors a timeless lesson...
Monday, October 13, 2014
Bill Ackman: I'm not a Crybaby Shareholder / Companies / Investing 2014
By: Bloomberg
In an interview with Bloomberg's Hans Nichols from the Euronext Amsterdam, Pershing Square Holdings Founder and CEO Bill Ackman said, he's preparing to buy a 'decent-sized stake' in a U.S. based company, "The cash that we've raised we intend to use for a new commitment. So we have a new investment we're going to announce probably in the next 45-60 days, and the capital will go for that new investment."
Ackman told Nichols that Pershing Square can exist and do well without him," I'm not planning on going anywhere. But we've actually built Pershing Square Holdings with a key man provision that says if I were to disappear, then shareholders could elect -- would have vote to continue the entity and I think that vote would be a favorable vote. It's been a very good, it's been a good place to have capital for the past 11 years."
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Monday, October 13, 2014
Quantum Artificial Intelligence and ‘Humanoid’ Robots / Companies / Robotics
By: DK_Matai
Why do we spend so much time looking at our smart phone? The smart phone we carry -- Android or iPhone -- is an impressive machine, with computing speeds and storage capacities thousands of times those of desktop Personal Computers (PCs) and laptops from only a few years ago. The 'apps' we use every day are enhancing our capacity to function in the complex and truly globalised world we now encounter at work, home and play. Imagine living without that smart phone which provides an additional silicon brain? As Moore's Law climaxes, our smart watch is likely to outshine our present smart phone the way our smart phones now eclipse old PCs and laptops. Yet, there is something missing...
Thursday, October 09, 2014
Bet you sold Apple and Google a long time ago / Companies / Investing 2014
By: John_Mauldin
My good friend Barry Ritholtz, famous for launching The Big Picture blog (and since graduating to being a regular Bloomberg columnist as well as writing a weekly column for the Washington Post), is well-known for being a contrarian. Barry is a regular dinner partner when I get to New York, and he also participates in the annual Maine fishing trip. We frequently trade information … and barbs. The word colorful affectionately comes to mind when I think of Barry (and maybe opinionated would work).
Wednesday, October 08, 2014
How Theater Chains Can Fight Netflix / Companies / Sector Analysis
By: Submissions
Netflix has just inked a four-movie deal with Adam Sandler that threatens to shake up the big theater chains by radically altering the way movies are distributed and viewed. It will allow Netflix to produce movies and to stream them directly to customers’ home entertainment centers and computers, completely bypassing exhibit houses. The online Washington Post put this ominous headline on the story: “Why the Adam Sandler deal with Netflix could doom theaters…” Exhibitors, especially big chains like Regal Cinemas, Cinemark and AMC, are understandably upset. But they needn’t be. When they come to their senses, they’ll realize not only that they have the means to compete with online movie producer/distributors such as Netflix , but to do so in a way that promises to usher in a golden era for the film medium itself.
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Wednesday, October 08, 2014
Tech’s Fastest Growing Sector Could Make You Rich / Companies / Tech Stocks
By: Money_Morning
Short sellers have their knives out for GoPro Inc.
And that’s the least of the wearable sports camera maker’s problems right now.
GoPro’s share priceseems to be flopping around wildly on news: surging 11% after a new product announcement, then sinking the same after the company’s founders found a loophole that allows them to sell some of their stock early.
The stock has spiked again since then – but I don’t expect that to last.
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Wednesday, October 08, 2014
How Alibaba Could Capitalize on the EBay-PayPal Split / Companies / Tech Stocks
By: Frank_Holmes
Internet auctioneer and retailer eBay announced last week that it will be spinning off its online payment service PayPal into two listed companies. This decision, heralded by activist shareholder Carl Icahn, among other investors, will allegedly enable both companies to focus exclusively on what they do best.
Tuesday, October 07, 2014
Let’s Watch as the Big Bank “Fixers” Scramble and Flee / Companies / Banksters
By: Money_Morning
Shah Gilani writes: If you can’t beat ‘em (or manipulate ‘em), then don’t join ‘em.
That’s the new Wall Street mantra, as evidenced by happenings in the “fixing” world.
Talk about irony. “Fixing” or “fix” are Wall Street terms used to describe how benchmarks are priced on hundreds of instruments, from the Libor and other foreign currency exchange rates to gold, silver and swaps.
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Friday, October 03, 2014
Bill Gates Says he's 'very happy' / Companies / Microsoft
By: Bloomberg
Bill Gates sat down with Bloomberg Television anchor Erik Schatzker at the Sibos conference in Boston today, where they discussed Microsoft's strategy, the Ebola outbreak, his philanthropic efforts, financial payment systems in Africa and more.
On whether Microsoft CEO Satya Nadella is moving fast enough, Gates said, "I'm very happy with what he's doing. I see a new sense of energy. There's a lot of opportunity there, some things the company isn't the leader on, and he sees that he needs to change that."
On Ebola hitting the U.S., Gates said, "...the fact that this Dallas patient was identified, the contacts are being traced, I feel confident the CDC is very much on top of that. I wish every country had a health system like that...the US government's really stepping up on this and I think that is going to let the world get on top of it."
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Friday, October 03, 2014
Here’s What the Secret Goldman Sachs Tapes Really Mean / Companies / Banksters
By: Money_Morning
Here’s how screwed we really are.
The economy is growing – imperceptibly
It’s like trying to watch grass grow, but it’s growing.
How do you feel about that?
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Thursday, October 02, 2014
Gross' "Minsky Moment" - What Really Happened at PIMCO / Companies / Corporate News
By: Money_Morning
Michael E. Lewitt writes: As I mentioned over the weekend, the month of September ended with two dramatically different exits: The Hollywood ending of Yankee Captain Derek Jeter's Hall of Fame 20-year career, and the acrimonious departure of Bill Gross from PIMCO, the firm he founded 43 years ago.
The departure of the two could not have been in starker contrast.
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Thursday, October 02, 2014
Top Approaching in Berkshire Hathaway Stock? / Companies / Company Chart Analysis
By: EWI
Editor's note: The following article originally appeared in a special September-October double issue of Robert Prechter's Elliott Wave Theorist, one of the longest-running financial letters in the business.
It piques our interest when a person or company makes the front page of a magazine or newspaper. On August 15, USA Today ran an article with a chart on the share-price performance of Warren Buffett's company, Berkshire Hathaway. The Guardian and other papers covered the news, too, which was that the stock had cleared $200,000/share.
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Tuesday, September 30, 2014
U.S. Court of Federal Claims - The $40 Billion Circus Has Arrived! / Companies / Market Regulation
By: Money_Morning
Shah Gilani writes: Get ready for the Greatest Show on Earth. I’m not kidding!
The circus opens today in Washington at the big-top U.S. Court of Federal Claims.
That’s where insurer Starr International is suing the United States for essentially ripping off American International Group Inc. (NYSE: AIG) and its shareholders. Starr is an insurance company controlled by Maurice “Hank” Greenberg, the former CEO of AIG, not long ago the largest insurance company in the world.
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