Category: Investing 2011The analysis published under this category are as follows.
Wednesday, December 14, 2011
David Zeiler writes: You may not realize it, but the annual practice of "window dressing" - a process through which fund managers dump their worst-performing stocks and replace them with high flyers - can create some real bargains for retail investors.
The sleight-of-hand does actually little to improve the fund's performance, but it does keep a fund manager's biggest mistakes of the year out of the annual reports sent to investors. For that reason, most fund managers do some window dressing every December. And in years that the overall stock market has struggled - as it has this year - they're busier than usual.Read full article... Read full article...
Monday, November 21, 2011
Jack Barnes writes: If they aren't already, long-term investors should be digging up some solid defensive plays, like PepsiCo Inc. (NYSE: PEP).
Everyone is familiar with PepsiCo, one of the leading manufacturers and marketers of food and beverage products. And with a strong business model, steady bottom-line growth, and a healthy dividend, PepsiCo is one of those rare buy-and-hold investments.Read full article... Read full article...
Friday, November 18, 2011
Keith Fitz-Gerald writes: Legendary investor Warren Buffett recently made news with his purchase of International Business Machines Corp. (NYSE: IBM), though I can't say I'm surprised.
Despite criticism that he's buying into a top-heavy market, that IBM is at a premium, and that he's losing his touch, chances are Buffett knows exactly what he's doing.Read full article... Read full article...
Friday, November 11, 2011
Keith Fitz-Gerald writes: As you might imagine, I receive a lot of questions from readers around the world and right now the question I'm being asked most frequently is, "How much cash should I be holding?"
There's no right answer, but given the extraordinary times we're living in, I think the more interesting thing to consider is "what to do with it?"Read full article... Read full article...
Tuesday, November 08, 2011
Kerri Shannon writes: Investing legend Warren Buffett must be feeling good about the U.S. market and economic outlook - he's bet $24 billion on them.
Buffett's Berkshire Hathaway Inc. (NYSE: BRK.A, BRK.B) invested $23.9 billion in this year's third quarter, the most in at least 15 years.Read full article... Read full article...
Friday, October 21, 2011
Larry D. Spears writes: With the U.S. unemployment rate steady at 9.1% and President Obama's jobs plan creating more conflict than opportunity, it's hard to believe there are U.S. companies that are hiring.
But there are.
Even taking into account the gloomy economic outlook, these companies project growth into next year that will increase revenue and require more employees.Read full article... Read full article...
Sunday, October 16, 2011
Pablo Picasso is supposed to have once said, "I'm a joker who has understood his epoch and has extracted all he possibly could from the stupidity, greed and vanity of his contemporaries!" With:
1. The US being downgraded;
2. The Eurozone crisis escalating;
3. The Arab Spring turning into a winter of discontent;
4. The Swiss franc losing its sheen post devaluation; and
5. Fears that gold is looking distinctly frothy;
Wednesday, October 12, 2011
David Zeiler writes: Ten companies with at least $100 million in assets filed for Chapter 11 bankruptcy last month - the most since April when 17 such companies filed. So far in October five more big companies have filed, including Friendly Ice Cream Corp. and Open Range Communications Inc.Read full article... Read full article...
Tuesday, October 11, 2011
Berkshire Hathaway's shares (BRKA & BRK-B) trade on only a small premium to their underlying net asset value, a highly unusual occurrence. The board of Berkshire Hathaway is clearly of the same view and has recently obtained the authority from shareholders to buy-back shares at between 0-10% premium to net asset value. At $73 a share (B shares), the stock is currently trading on a 12% premium to the 2010 net asset value (NAV) or 5-6% to the estimated 2011 NAV.Read full article... Read full article...
Wednesday, September 28, 2011
Kerri Shannon writes: Investing legend Warren Buffett announced Monday that Berkshire Hathaway (NYSE: BRK.A, BRK.B) might execute a share buyback for the first time ever - a bullish signal that it's time to buy stocks at record bargain prices.
Buffett said Berkshire is authorized to repurchase stock for the first time as long as its price is less than 1.1 times book value, and it retains cash holdings of no less than $20 billion.Read full article... Read full article...
Friday, September 23, 2011
We have crossed a critical threshold. The demand we are now placing on our planets resources appears to have begun to outpace the rate at which they can be supplied.
The gap between human demand on our planet's resources and the supply of those resources is known as ecological overshoot. To better understand the concept think of your bank account - in it you have $5000.00 paying monthly interest. Month after month you take the interest plus $100. That $100 is your financial, or for our purposes, your ecological overshoot and its withdrawal is obviously unsustainable.Read full article... Read full article...
Tuesday, September 20, 2011
Martin Hutchinson writes: If you're like most investors, you probably spend most of your time searching for the "next" Apple Inc. (Nasdaq: AAPL) or next Google Inc. (Nasdaq: GOOG) - in other words, the next big winner.
But finding winners is only part of the equation.Read full article... Read full article...
Monday, September 19, 2011
Don't Miss the Stock Breakout for Agriculture Leader Monsanto Co. (NYSE: MON) / Companies / Investing 2011
Jack Barnes writes: Higher food prices aren't disappearing any time soon - meaning it's time to revisit one of the best "Buys" in the agricultural industry - Monsanto Co. (NYSE: MON).
I first called Monsanto Co. a "Buy" in October 2010, when I told you the company had started a rebound that would pay off for investors. The stock was trading at $56 a share and down 34% for the year - compared to an 11% gain in the Standard & Poor's 500 Index.Read full article... Read full article...
Thursday, September 15, 2011
These Money Manager Stocks Will See Pay Day, Not Pain, from Market Turmoil / Companies / Investing 2011
Kerri Shannon writes: Recent market volatility has scared mutual fund investors out of stock funds and into more diversified investments - opening the door for you to profit from a rebound in the top money manager stocks.
Anxious mutual fund investors pulled a net $21.4 billion from U.S. stock mutual funds in August after the Dow Jones Industrial Average had two of its top-10 worst days ever on Aug. 4 and Aug. 8, according to industry consultant Strategic Insight.Read full article... Read full article...
Wednesday, September 07, 2011
Potash Corp. Reaping the Rewards of a Global Agicultural Commodities Boom / Companies / Investing 2011
Jack Barnes writes: Potash Corp. of Saskatchewan Inc. (NYSE: POT) is the world's largest fertilizer company by capacity, which means it's perfectly positioned to capitalize on the current global agricultural boom.
Not only are populations growing, but middle class consumers in emerging markets are developing a taste for meat as well. This insatiable hunger for more choices has resulted in greater demand for corn-fed livestock, which is taking a hefty chunk out of crop yields.Read full article... Read full article...
Friday, September 02, 2011
Intelligent Commodity Indexing is a new book that explains how investors can intelligently use commodities in a portfolio in order to diversify risk and protect against inflation. Readers will find the book filled with decades of experience from its authors.Read full article... Read full article...
Tuesday, August 23, 2011
What asset has appreciated more than any asset since the year 2000?
Answer: Farmland. 1,200%
I was talking to one of my readers and he sent me an article from Panama that talked about farmland. Food prices are skyrocketing all across the globe, and there’s no end in sight. The United Nations says food inflation is currently at 30% a year, and the fast-eroding value of the dollar is causing food prices to appear even higher in contrast to a weakening currency. As the dollar drops in value due to runaway money printing at the Federal Reserve, the cost to import foods from other nations looks to double in just the next two years — and possibly every two years thereafter.
Monday, August 15, 2011
Jack Barnes writes: Kraft Foods Inc. (NYSE: KFT) is about to unlock a lot of value for patient investors.
I chose Kraft Foods as my first "Buy, Sell or Hold" pick of 2011 as a hedge against inflation. At the time the world was looking at food inflation caused by fires in Russia, rains in Australia, and droughts in China.Read full article... Read full article...
Wednesday, August 10, 2011
Jason Simpkins writes: There's never been a better time to invest in "safety stocks."
The Dow Jones Industrial Average is down 14% since July 22 and the Standard Poor's 500 Index is down 15% in that time. The U.S. economy is grinding to a halt, and a double-dip recession could be in the offing. Meanwhile, the U.S. Federal Reserve continues to undermine the dollar with expansive monetary policy.Read full article... Read full article...
Friday, July 29, 2011
Oil and gas prices may go up or down, but that doesn't bother Josh Young, portfolio manager and founder of Young Capital Management. In this exclusive interview with The Energy Report, he tells us why his key to finding potential winners in the oil and gas (O&G) business is based on finding stocks with attractive assets trading at a large discount to their intrinsic values rather than particular commodity prices.Read full article... Read full article...