Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Tuesday, September 14, 2010
Banks Catch a Break with Long Timeline for Implementing Basel III Regulations / Companies / Market Regulation
By: Money_Morning
Kerri Shannon writes:
Global regulators on Sunday agreed on new banking capital requirements - known as Basel III - that were much less severe than expected, boosting global financial stocks as investors were optimistic about banks' ability to comply.
The Basel Committee on Banking Supervision agreed on new rules that will more than triple capital requirements to give banks a bigger cushion against losses. Banks will have to raise the amount of common equity they hold to 7% of assets, up from 2%.
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Monday, September 13, 2010
U.S. Bank Profits Back to Pre Credit Crisis Heights / Companies / Banking Stocks
By: Barry_Grey
US bank profits returned to their pre-crisis heights in the second quarter of this year, according to a report released by the Federal Deposit Insurance Corporation (FDIC), the regulatory agency that insures consumer deposits at commercial banks.
Monday, September 13, 2010
Major Infrastructure Stock Too Cheap to Ignore / Companies / Company Chart Analysis
By: Jared_Levy
Last week the president announced his $50 billion plan to repair, rebuild and improve our nation's crumbling infrastructure systems, while adding jobs in the process. Of course, any new spending plan bill will most likely be met with some opposition and scrutiny. Let me first say that I am not a supporter of deficit spending, nor do I agree entirely with our current fiscal and monetary policies, but that's another article all together. What I can tell you is that a large portion of this country's infrastructure is in extremely poor condition and MUST be repaired by any means necessary.
Sunday, September 12, 2010
Junior Mining, Management, Company Stage and Risk v. Reward / Companies / Gold & Silver Stocks
By: Richard_Mills
When looking for an investment the approach I take involves looking at the global - big picture - conditions. I study trends, read the news, basically watch and listen to what's going on in the world. Then I study the different sectors in order to select the one that I think is going to match up well with, what I think is, the soon to be overriding theme. This is top down investing.
Friday, September 10, 2010
Look for Undervalued Oil Exploration and Production Investment Plays / Companies / Oil Companies
By: The_Energy_Report
C. K. Cooper Senior Analyst Joel Musante likes oily exploration and production (E&P) names in name-brand plays, especially the Bakken. In this exclusive interview with The Energy Report, Joel discusses a few of his favorite names with underappreciated acreage or technology and talks about how he reaches his conclusions.
The Energy Report: Joel, you've covered E&P companies for more than a decade for various firms. Tell us how you started covering this sector and why you're still doing it 10 years later.
Thursday, September 09, 2010
Corrective Period Ahead of Next Upleg for Walter Energy / Companies / Company Chart Analysis
By: Mike_Paulenoff
Crazy volatility aside, the overall pattern in Walter Energy (NYSE: WLT) argues that all of the action off of the Sept 3 high at 78.74 represents a maturing corrective period which when complete should resolve itself into a new upleg that propels the stock above 79.00-80.00 towards 90.00. Next upleg should coincide with an upside breakout in the China equity indices, which would benefit this industry.
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Thursday, September 09, 2010
Investing in Green Energy ETFs / Companies / Renewable Energy
By: Ron_Rowland
Remember a few years ago when “alternative energy” was all the rage? With crude oil trading at $150 and gasoline prices above $4 a gallon in many places, breaking free from our dependence on fossil fuels seemed like a good business opportunity.
As someone who greatly enjoys driving, air conditioning and electricity, I totally agree that it would be nice to diversify our energy sources. The question is: How to do it cost-effectively?
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Thursday, September 09, 2010
Consumer Debt Financed Demand Deleveraging Reality Check for Retailers / Companies / Sector Analysis
By: James_Quinn
Having worked for a big box retailer for 14 years, I understand the dynamics of a high growth rollout of stores as a key to increasing market share and profits. Some of the best retail names in the US have practiced the identical strategy of concentrating many stores in each market to drive the small competitors out of business. This strategy worked wonders for Lowes, Wal-Mart, Target and Kohl's during the early part of this decade. The combination of solid same store sales and opening new stores is a fantastic combination during good times. The results actually make the CEOs of these companies think they are brilliant. Their store expansion models based on rosy assumptions are followed like they can't go wrong.Read full article... Read full article...
Thursday, September 09, 2010
HP Is Right To Sue Mark Hurd / Companies / Corporate News
By: Dian_L_Chu
Hewlett-Packard Co. slapped Mark Hurd, the CEO it ousted last month, with a law suit soon after rival Oracle Corp. named Hurd as Co-president and Director. HP claims that Hurd cannot perform his job at Oracle without violating a confidentiality agreement.
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Thursday, September 09, 2010
Oracle Declares War with HP By Hiring Hurd / Companies / Mergers & Acquisitions
By: Dian_L_Chu
In response to HP's suit against its former CEO Mark Hurd to block him from working at Oracle, Larry Ellison stated that
Read full article... Read full article..."Oracle has long viewed HP as an important partner...By filing this vindictive lawsuit against Oracle and Mark Hurd, the HP board is acting with utter disregard for that partnership, our joint customers, and their own shareholders and employees....The HP Board is making it virtually impossible for Oracle and HP to continue to cooperate and work together in the IT marketplace."
Wednesday, September 08, 2010
What Do You Need To See To Take A Trade / Companies / Company Chart Analysis
By: David_Grandey
Summer is over and it’s time to get serious — serious in the sense of reviewing YOUR GOALS. A question we find ourselves asking right here is:
What is it going to take for me to earn another 10% return on the overall portfolio from here by year end?
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Tuesday, September 07, 2010
Pump Up Your Investment Portfolio with Utilities Stocks / Companies / US Utilities
By: Money_Morning
Larry D. Spears writes: There was a time when the words "widows and orphans" pretty much defined utilities stocks. As well-regulated monopolies whose products were in constant and increasing demand, they provided a steady stream of income with a level of safety adequate for even the most conservative portfolios.
Because of more competition, looser rate regulation, and slower growth, utility stocks aren't quite the safe haven they once were. But with interest rates at all-time lows and continuing economic turmoil, they still have something to offer most investors.
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Monday, September 06, 2010
How to ‘Beef’ Up Your Stocks Portfolio With Soaring Global Meat Prices / Companies / Investing 2010
By: Investment_U
Tony Daltorio writes: The two-speed global recovery underway in developed and emerging economies is playing out in the oft-ignored meat market.
Global meat prices have hit a 20-year high. The UN Food and Agriculture Organization’s meat price index rose to its highest level since 1990 in August, up 16% over the past year.
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Monday, September 06, 2010
China Agritech: Dominating a Multibillion-Dollar Market / Companies / Corporate Earnings
By: Investment_U
Alexander Moschina writes: You probably remember the agri-boom a few years back.
As grain prices rose to astronomical figures, it triggered an increase in food prices across the board.
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Sunday, September 05, 2010
HP`s 3PAR Acquisition Makes Strategic & Financial Sense / Companies / Mergers & Acquisitions
By: Dian_L_Chu
The 3PAR saga finally came to a close on Sep. 2 with Dell Inc. (DELL) beaten by Hewlett-Packard Co. (HPQ) in an 18-day bidding war. The final price tag of 3PAR is at $33 a share, or $2.35 billion, almost twice Dell’s initial offer at $18 a share last month.
So, does this acquisition make sense for HP?
Saturday, September 04, 2010
Endeavour Silver Corporation Identifies Three New Veins / Companies / Gold & Silver Stocks
By: Bob_Kirtley
We will start with a quick look at the chart where we can see that Endeavour Silver Corporation (EXK) has put in a good rally gaining around 22% recently and as we see it once silver prices get going this stock will be one of the winners in this sector. However, the technical indicators are slightly overbought so there may be a breather, but don’t count on it as silver appears to be powering up for decent fall rally.
Saturday, September 04, 2010
British Columbia Mining Renaissance Continues with Historic Revenue Agreement / Companies / Metals & Mining
By: The_Gold_Report
Gold Stock Trades Editor Jeb Handwerger joins The Gold Report for a look at the mining renaissance currently taking place in British Columbia. With the BC government now playing a more active role in bridging the conflicting needs of opposing sides, Jeb sees diminishing poverty, crime and unemployment levels in the province that generates close to $8 billion a year. "This is a historic first," he says, "BC's government sharing its wealth with the natives." Jeb also offers up some names in the space that are poised to grow alongside BC's rising economy in this Gold Report exclusive.
Friday, September 03, 2010
Endeavour Merchant Bank Becomes Gold Producer / Companies / Gold & Silver Stocks
By: Richard_Mills
For the last decade, Endeavour (EDV: TSX) has been the architect of numerous equity financings and acquisitions in the junior gold sector. Over the years, the company has proven to be a savvy dealmaker, participating in M&A transactions valued at over US$28 billion.
Friday, September 03, 2010
China Using Government Muscle to Turbo Charge its Auto Industry / Companies / China Stocks
By: Money_Morning
Jason Simpkins writes: Having already supplanted the United States as the world's largest auto market, China is on the fast track to becoming the global leader in hybrid and electric cars.
General Motors and Chrysler were forced into bankruptcy largely because they failed to pursue more fuel-efficient models. Indeed, GM and Chrysler looked wholly unprepared as gas prices soared over $4.00 a gallon in 2008.
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Thursday, September 02, 2010
The Surprise Threat to BP's Future / Companies / Oil Companies
By: Money_Morning
Kent Moors, Ph.D writes:
In the aftermath of the biggest environmental disaster in U.S. history, the Gulf of Mexico relief-well saga continues to monopolize our attention.
But here's the reality: Money problems - not the relief wells - could prove to be the undoing of BP PLC (NYSE ADR: BP). And that means the company's fate is most closely tied to its ongoing efforts to raise money by selling key assets from around the world.
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