Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Tuesday, March 17, 2015
Banks Stress Tests When the Worst Loans Are the Best Deals / Companies / Banking Stocks
By: Money_Morning
Shah Gilani writes: Last Wednesday, only 2 out of 31 big banks failed the Federal Reserve‘s “qualitative” round of stress tests.
One was Deutsche Bank USA, and the other was Santander Holdings USA Inc.
And then on Thursday, Santander’s biggest U.S. unit, Santander Consumer USA, was able to sell a bundle of subprime auto loans, worth $712 million, in a matter of hours.
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Monday, March 16, 2015
Investors Earn 6% When Others Are Losing Money / Companies / Investing 2015
By: Money_Morning
Peter Krauth writes: We're living in crazy economic times.
The race to debase and stimulate has taken us into uncharted financial waters.
Zero interest rate policies (ZIRP) are being replaced with negative interest rate policies (NIRP).
It's an upside-down banking environment that presents some serious challenges.
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Monday, March 16, 2015
The Most Crowded Trades on Wall Street - Apple / Companies / Apple
By: EconMatters
Herd Mentality
Here are 5 of the most crowded trades in financial markets, where a lot of group think has led to large fund flows on one side of the trade. This has been a very common phenomenon the last couple of years in financial markets, partly due to participating in the same investment conferences, limited trading opportunities, lack of imagination, investors seeking security with the crowd, Fed incentives, shared information and networking otherwise called industry collusion, trend trading, and going with ideas that have worked in recent history.
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Friday, March 13, 2015
At Citigroup, It’s the Same as It Ever Was / Companies / Banksters
By: Money_Morning
Shah Gilani writes: Flashback to the 2008 credit crisis.
There’s Citigroup Inc. (NYSE: C) – bent-over by arrogance, off-balance sheet liabilities and derivative weapons of mass destruction in an insolvent fetal position.
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Wednesday, March 11, 2015
The Best Way to Trade off Sony Stock's Success / Companies / Corporate Earnings
By: Money_Morning
Tom Gentile writes: Sony Corp. (NYSE ADR: SNE) had another blockbuster on its hands with its latest movie release, "50 Shades of Grey," based on the best-selling book of the same name. While most parents justifiably didn't take their kids to this movie, adults seeking the cover of a wide release to justify their desire to watch soft-core porn have flocked to the theaters over the last 30 days.
Wednesday, March 11, 2015
Biotech Stocks Blowoff Beats Even Dot-Com Madness / Companies / BioTech
By: Anthony_Alfidi
Annual health tech fests like the JPMorgan Health Care Conference, Biotech Showcase, and One Med Forum came and went this year in San Francisco. The star performers in this sector no doubt have a lot to brag about. They will also have a lot of explaining to do when the biotech and health care sectors eventually crash.
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Tuesday, March 10, 2015
Bank Stress Test Kabuki Theater Begins Again / Companies / Banking Stocks
By: Money_Morning
Shah Gilani writes: It’s that time of year again. Not for spring cleaning – but for bank stress tests.
Too bad stress tests are nothing more than a sweeping-dirt-under-the-rug exercise, despite the rug-beater supposedly hanging them on the line.
The whole show, which first started in April 2009, is just a public performance.
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Thursday, March 05, 2015
How to Play the Big Broker Stocks When Interest Rates Rise / Companies / Sector Analysis
By: Money_Morning
Tom Gentile writes: You don't have to be a bond trader or follow every self-appointed TV expert to keep a studied eye on interest rates. In fact it can be done much more easily by watching a bellwether ETF.
And it's a good time to pay attention. Just recently, the Federal Reserve changed the tone of its stance on rates, indicating that we could see little change into this summer or fall before it dials the rate needle upward.
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Wednesday, March 04, 2015
Apple's iWatch and Some Crazy Gold Numbers / Companies / Apple
By: John_Rubino
As Apple starts selling its new smart watch there are some, well, crazy-sounding predictions circulating about the amounts of gold the company might soon be buying. The math goes like this: Each gold version of the watch will contain around two ounces, and the company might sell 10 million of them a year, mainly to rich, tech-savvy Asians.
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Tuesday, March 03, 2015
iPhone to add $151 billion to Apple revenue in 2015 / Companies / Apple
By: AmigoBulls
- iPhone revenue to add $151 billion to Apple’s topline in 2015, implying a staggering segment growth rate of 48%.
- iPhone revenues will be driven by increasing shipments and higher average selling prices fuelled by the iPhone 6 models.
- The huge growth potential, high free cash flow margins and attractive valuations drive our bullish Apple stock analysis.
Tuesday, March 03, 2015
Tesla Bonfire of the Money Printers’ Vanities / Companies / Tech Stocks
By: Casey_Research
By David Stockman, Former Director of the Office of Management and Budget
David Stockman needs no introduction, but I’ll give him one anyway. He’s a former US Congressman who, upon assuming responsibility as Ronald Reagan’s budget director in 1981, became the youngest presidential cabinet member of the 20th century.
Following a 20-year career on Wall Street, David is now an outspoken critic of government stupidity. He argues on behalf of outdated notions like a balanced budget, free markets, and for the government to just plain leave us alone.
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Monday, March 02, 2015
Watch the Skies... for Investor Profits / Companies / Technology
By: Investment_U
Sean Brodrick writes: Here is one of the scariest data points I’ve seen this year: nearly 80% of consumers are willing to pay extra for drone delivery. We’re talking everything from books to pizzas.
I can just imagine what the skies over my little burg of Delray Beach, Florida, will look like.
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Monday, March 02, 2015
How Investors Can Identify the Best Small-Cap Stocks / Companies / Investing 2015
By: Money_Morning
Sid Riggs writes: Since the October 2014 lows, the Russell 2000 (the broadest measure of the small-cap sector) has gained 18.09%.
To put it mildly, small-caps have absolutely been crushing the broader market over the last four-and-a-half months. Too bad the mainstream financial media would rather spook investors with the "what-ifs" of what is going wrong domestically and abroad.
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Friday, February 27, 2015
The Only Public Hedge Fund You Should Own / Companies / Hedge Funds
By: Money_Morning
Hedge fund managers who offer shares to the general public have lost investors billions. Och-Ziff Capital Management Group LLC (NYSE: OZM) has lost over half of its value since its debut during the financial crisis. Fortress Investment Group LLC (NYSE: FIG) has lost three quarters over the same time period. But there is one hedge fund that just might live up to the hype. I'm going to tell you about it here.
Mind you, if you have $10,000 or more to invest, you can skip the whole hedge fund hoopla and invest in so called "liquidity products." These are hybrids between hedge funds and mutual funds – essentially, hedge funds that are registered with the Securities and Exchange Commission. Blackrock, Deutsche Asset Management, PIMCO and a host of others have been pumping these out in recent years.
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Friday, February 27, 2015
I Heart Capitalism, Nasdaq Stocks, Then And Now / Companies / Tech Stocks
By: John_Mauldin
Jared Dillian writes: Let me begin by saying that if you aren’t on Twitter, you’re making a huge mistake. I was encouraged to get on Twitter years ago by a tech-savvy friend. There is a learning curve. It’s not the easiest thing to get the hang of. Used correctly, it can make you smarter. If you could take a smart pill to make you smarter, you would take it, right? Get on Twitter.
Wednesday, February 25, 2015
Investor Profits from China 2,000-Year Unstoppable Trends / Companies / China Stocks
By: Money_Morning
Keith Fitz-Gerald writes: What if I told you that a two-millennia old economic pattern is about to reassert itself – and you can profit from not one but two Unstoppable Trends by getting in today?
Better yet, what if pundits were almost universally writing off what I am about to share with you, further clearing the way for savvy investors to enjoy the earliest windfalls and potentially the biggest gains, too?
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Monday, February 23, 2015
5 Reasons Why You Should Sell Amazon Stock / Companies / Internet
By: Submissions
Amigo Bulls write: Amazon reported Q4 2014 earnings results in January 2015. The company which has always pursued a topline focused strategy failed to keep up with expectations on the revenue front missing estimates by 2%. Yet investors showed confidence with the Amazon stock gaining close to 12.2% on account of beating earnings estimates. So what does this mean? Is it proof that investors are now valuing earnings growth over topline growth? The Amazon stock which went through a rough patch in 2014 has been on the rise since its Q4 results. Is it a time for Amazon investors to rejoice? We look at the top 5 reasons why the earnings was more than spectacular and the fundamental reasons behind why the stock is a sell.
Sunday, February 22, 2015
U.S. Auto Makers Subprimed for a Fall / Companies / US Auto's
By: EWI
With gas prices tumbling and car sales surging in December, analysts expect total vehicle sales to rise to 17 million units in 2015, close to the 17.3 million record in 2000. But a closer look reveals that this presumed "pocket of strength" is actually another deflationary sinkhole.
A big clue to this potential is the source of much of the industry's recent sales surge: debt.
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Saturday, February 21, 2015
The Seven Financial Indicators of Highly Successful Biotech Stocks Investing / Companies / BioTech
By: Money_Morning
Ernie Tremblay writes: When evaluating biotech stocks, many key indicators that work for other industries – e.g. price-to-earnings ratio, profit margin, revenue-per-share – often don't apply.
Here's why they don't, and why seven of these critical financial indicators do…
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Thursday, February 19, 2015
Zuckerberg, Facebook Would Love to work With Google on Connectivity Projects / Companies / Internet
By: Bloomberg
Tonight's "Studio 1.0" hosted by Bloomberg Television's Emily Chang (;@EmilyChangTV) features Facebook CEO Mark Zuckerberg. In a wide-ranging interview, Zuckerberg discussed Internet.org, his relationship with Google, and Facebook's development of drones and lasers.
Zuckerberg says that Facebook will probably "lose a bunch of money" on Internet.org and he doesn't have a "better idea" of when it will become profitable. On whether he'll reach his goal of connecting 1 billion more people by 2020, he said, "We'll see. I think so."