Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.Friday, November 16, 2012
Corporations Making a Huge Mistake, Destroys More Value Than the Government Ever Could / Companies / Corporate News
Dan Ferris A few weeks ago, I called Apple...
I spoke to an investor relations person about the company's massive cash hoard. She confirmed Apple has $121.3 billion in cash and securities on its balance sheet... Of that amount, a "substantial portion" of the company's cash is "indefinitely reinvested" in accounts outside the U.S.
Friday, November 16, 2012
Facebook's Mobile Revenues Strategy in Trouble / Companies / Tech Stocks
In its last earnings report Facebook touted its mobile revenues strategy--a strategy that it said depends on "sponsored stories"--as the answer to its loss on a GAAP basis (the accounting benchmark for U.S. corporations), declining margins, and sharp decline in revenues from Zynga's games, once 12% of its revenues.
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Friday, November 16, 2012
Big Blast-Off for Microsoft Windows 8 / Companies / Microsoft
Recent days have seen a blizzard of Microsoft-related activity, as a host of new products has blanketed the marketplace.
First and foremost: the release of Windows 8, the most radical change in MS's flagship operating system in 17 years. The Redmond behemoth wants you to switch over, and fast. If you don't want to swap your old computer for one with the new OS pre-installed, the company has put an attractive $39.99 price out there for an in-place, downloadable upgrade (or $69.99 if you want a disc mailed).
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Thursday, November 15, 2012
Biotech Stocks to Buy Now / Companies / BioTech
Don Miller writes: If you're looking to hit a home run over the next 12 months, your best bet for stocks to buy now is biotechnology companies - especially those focused on cancer research.
Here's why: biotech stocks have been in a stealth bull market in 2012.
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Wednesday, November 14, 2012
Cisco Represents Rare Investor Opportunity of an Undervalued Dividend Growth / Companies / Tech Stocks
We don’t believe that anyone will argue against, or should argue against, the idea that the Internet will continue to grow for many years to come. Cisco Systems (CSCO) is the world’s largest supplier of high performance Internet networking systems and solutions. According to research from Standard & Poor’s Corp., Cisco’s product families are comprised of four segments. Switches represent 32% of fiscal product sales, routers represent 18%, new products (the biggest segment) representing 48%, and the final category is other representing 2% of fiscal sales.
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Sunday, November 11, 2012
Just How Big Is Apple’s Growth Challenge / Companies / Tech Stocks
Apple (AAPL) faces a monumental continuing growth challenge. It is so large that in order to continue growing at its recent pace, it has to create revenue and market-cap each year equal to the entire revenue or market-cap of major companies.
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Thursday, November 08, 2012
Google Earnings Options Trading Idea / Companies / Options & Warrants
We recently discussed the impending release of third quarter earnings for Google (GOOG), analyzed the expected move in light of then-current options pricing, discussed the expected behavior of the implied volatility of the options, and finally constructed an option trade structure we thought had a high probability of success. I thought it would be helpful to discuss how our prognostications fared and finally to consider “lessons learned” in this exercise.
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Thursday, November 08, 2012
Why Apple Should be Trading at $1000, Tech Stocks Market Mispricing / Companies / Tech Stocks
At the risk of jumping on the everybody’s-writing-articles-on-Apple-bandwagon, this article is offered at the request of a loyal reader. Our objective is to put not only Apple’s valuation into perspective, but also what we believe to be the current undervaluation of technology stocks in general.
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Wednesday, November 07, 2012
New Carbon Nanotubes Mean Silicon Valley's Days Are Numbered / Companies / Tech Stocks
Michael A. Robinson writes: We have to come up with a new name for Silicon Valley.
Don't get me wrong. It's not going away. The famous region at the southern end of San Francisco Bay will continue being home to the world's top high-tech companies.
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Wednesday, November 07, 2012
The Real Crooks Are The Ones Who Perpetrated This Scam Not Bank Shareholders / Companies / Banking Stocks
Martin Hutchinson writes: Haters of the big banks cheered when Federal prosecutors decided to sue Bank of America (NYSE: BAC), alleging that they defrauded Fannie Mae and Freddie Mac of at least $1 billion.
But they shouldn't have. Because no matter how satisfying it might be to see justice done after the financial crash of 2008, the truth is the real crooks have already gotten away.
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Tuesday, November 06, 2012
Apple Stock Regression Analysis Price Forecast 2013 / Companies / Tech Stocks
Apple is in a bearish condition at the moment, with swirling questions about its management changes, product roll-outs, and competition, as well as the 2012 Christmas shopping season. There is also the possibility that some of the current selling pressure may be due to an extra level of year-end selling due to upper income investors deciding to realize profits before the increased gains taxation expected in 2013.
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Tuesday, November 06, 2012
How the Once-a-decade Political Transfer in China Affects U.S. Corporations / Companies / China
Sasha Cekerevac writes: Many investors around the world are keeping a close eye on the Chinese economy. This is because a growing number of companies depend on the Chinese economy for their corporate earnings growth. One of the most important events in China is the transfer of power within the Communist Party that happens once a decade. The 18th National Congress starts on Thursday and ends next week.
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Monday, November 05, 2012
Investor Opportunity After Hurrican Sandy in Energy Logistics / Companies / Energy Resources
Dr. Kent Moors writes: Since the storm last week, I've seen a recurring, disturbing bit of advice surface on those cable news investment shows.
The pundits are hard at work prognosticating on what is likely to spike in the aftermath of Hurricane Sandy. They are peddling a belief that this natural disaster will produce shortages - and that those shortages can be exploited for a short-term windfall.
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Friday, November 02, 2012
Investing in Mexico: Latin America’s Next Largest Economy / Companies / Mexico
Mike Kapsch writes: I’ve noticed people go to great lengths to travel the world, but inexplicably ignore sites in their own backyard.
Take me, for example.
I have lived in the United States for over 25 years.
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Friday, November 02, 2012
How Not to Start a Business in Mexico / Companies / SME
Ben Lagow writes: Recently, during one of my frequent visits to LewRockwell.com, an article caught my attention. It was titled, “So, How Can I Make a Living in Mexico?" written by Jim Karger of The Dollar Vigilante. It piqued my interest because I had actually attempted to make it in business in Mexico.
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Thursday, November 01, 2012
Apple AAPL Stock Looks Ready to Bounce, the Next Best Trade Ideas / Companies / Tech Stocks
AAPL shares have been in free fall mode all October spooking investors with a $120 drop from the all-time high in September. As well all know, though it’s hard to follow without a proven trading strategy to keep us focused but the key is that you must buy when others are selling and then sell when everyone is buying.
Apple shares really have helped in holding the overall stock market up in the past but recently it has been a big drag on the broad market. Taking a look at the chart below you can see my analysis and thoughts of this giant.
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Thursday, November 01, 2012
The CIA and Amazon Are Investing in Quantum Computing / Companies / Technology
Michael A. Robinson writes: The CIA and the world's biggest Web retailer want to see the world of Big Computing turned upside down.
That's why they joined a $30 million investment round in a small supercomputing startup. The firm is taking a radical new approach to how these processors crunch massive amounts of data.
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Thursday, November 01, 2012
The Dangers of Holding Overvalued Stocks / Companies / Stock Market Valuations
We often write about valuation because we believe it is one of the most misunderstood aspects of investing in common stocks. This causes many people to hold what we consider to be unjustified biases that are based primarily on price action. For example, the concept of the lost decade, which many almost gleefully point to as evidence validating that stocks are poor investments, fail to recognize that the true culprit was overvaluation during the appropriately labeled “irrational exuberance” days.
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Tuesday, October 30, 2012
Your Credit Card May Soon be Worthless, Visa's Days Are Numbered / Companies / Sector Analysis
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
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.