Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Wednesday, March 13, 2013
No Kodak Moment for Hewlett-Packard, Why We Still Own it. / Companies / Tech Stocks
By: Vitaliy_Katsenelson
Investment mistakes usually fall into one of three categories: analysis, behavior or bad luck. In October 2011, after the shares of Hewlett-Packard Co. had been halved from about $48 earlier that year, I made a case for the stock. That was a mistake. There was no bad luck. I made several errors in my analysis. In this column I want to drill down into my mistakes and provide a new analysis of what is still an attractive investment.
In 2011 I got three things wrong about HP: printers, services and culture. To better understand the company, it’s helpful to use an analytical framework based on two companies in different time periods: computer maker IBM Corp. circa 1993 and film giant Eastman Kodak Co. since 2006.
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Tuesday, March 12, 2013
The Greatest Investment Opportunity Since 1984 / Companies / Sector Analysis
By: Investment_U
Andrew Snyder writes: There are three reasons investors absolutely must have their eye on the world’s booming unmanned aircraft market. Not one of them involves a 13-hour rant by Rand Paul or Obama’s ability to kill American citizens on American soil.
But the recent political brouhaha is proof that you need to move.
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Tuesday, March 12, 2013
Two Energy Stocks to Buy Now Before Prices Rebound / Companies / Oil Companies
By: Money_Morning
Tim Melvin writes: If you're looking for energy stocks to buy, now's a good time to snag some deals.
Energy stocks have seriously lagged the overall stock market for some time now as the weak economy has reduced demand.
The Energy Information Agency released a report Feb. 27 stating that oil demand in 2012 was the lowest since 1996, and gasoline demand was the lowest since 2001.
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Tuesday, March 12, 2013
Google Could Be the First $1,000 Stock / Companies / Google
By: Profit_Confidential
The top player in the Internet space is Google Inc. (NASDAQ/GOOG), based on my stock analysis. The company is innovative and has grand plans to rule the Internet space. Google believes it can and so does the market, as the stock traded at a record $844.00 last Wednesday.
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Monday, March 11, 2013
Stock Market Indices v Individual Stocks - Hold/Sell? / Companies / Company Chart Analysis
By: Michael_Noonan
Few actually invest in an index, like the Dow, S&P, NASDAQ, etc. Most have individual stocks that may or may not be a component, yet what everyone hears about are how the various indices performed. "The Dow was up/down 80 points, today." "The S&P is near all-time highs." The more pertinent question is, where is/are your stock[s] relative to the market? If the indices are up but your stocks are down or not up by much, what does that say about your portfolio?
Where the Dow and S&P are at/nearing historic highs, does that mean you should be long the stocks in your portfolio? Because charts do not lie, we decided to look at individual stocks to determine if one should buy/hold/sell them. Which stocks? Warren Buffett is purported to be a market "oracle," before he joined the Dark Side. Six of his stocks were in the news last week, so we looked at three of the best performers. Then, we randomly selected several more for an unscientfic grouping.
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Monday, March 11, 2013
How to Profit from The Next Technological Revolutions / Companies / Technology
By: Nadeem_Walayat
The quantum leap in technological development in computing, molecular biology and material sciences is converging towards sparking the next series of technological revolutions the name to which will only be given many decades from now with the benefit of hindsight but all things considered I suspect that we come to call it the Graphene Age, as this wonder material becomes the building blocks for everything we use today including computers, nano machines and ultimately even new life forms.
Sunday, March 10, 2013
Apple's Slump, Google's Surge, and the Curse of 'Forced Innovation' / Companies / Tech Stocks
By: Submissions
Cetin Hakimoglu writes: After a brief reprieve in late January, Apple is back to affirming Newton's observation that apples do indeed fall. I remember in December 2012 reading about how it was 'tax related' selling or funds booking profits after a large run. Or that Apple was cheap and undervalued. Apparently the tax selling went into overtime as Apple began 2013 with a rotten quarter and by the end of January became the worst performing stock on the S&P 500, having under-performed the index by a staggering 40% since peaking at $700. And a PE ratio of 10 apparently isn't 'cheap enough' to placate Wall St.
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Friday, March 08, 2013
Bank Stress Tests Could Lead to Higher Dividends for Investors / Companies / Banking Stocks
By: Money_Morning
Jeff Uscher writes: The U.S. Federal Reserve will announce results of its annual bank stress tests Thursday - which means higher dividend payouts could be on the way from a handful of U.S. banks.
The bank stress tests are designed to assess if big U.S. financial institutions can weather a major economic storm.
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Friday, March 08, 2013
Investors Dumping Apple Stock for Google Could Get Burned / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes: Talk about two stocks going in the opposite direction: Apple stock (Nasdaq: AAPL) is trading near its 52-week lows, while Google Inc. (Nasdaq: GOOG) recently hit an all-time high.
The trend has some wondering if investors are consciously moving their money from one tech giant to the other.
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Friday, March 08, 2013
10 Biotech Stocks Poised to Run / Companies / BioTech
By: TLSReport
For the first time in ages, conditions for biotech investment are just right. The capital markets have loosened up, and institutional investors are ready to bid up share prices on stories that have both merit and looming catalysts. Sure, there's risk. . .but without it, there's no upside. In this Life Sciences Report interview, Senior Analyst and Managing Director George Zavoico of MLV & Co. identifies a group of biotech companies with market-moving events on their calendars. Sharpen your pencils: From cancer to coronary artery disease to vaccine technology, Zavoico names potential winners.
Thursday, March 07, 2013
Two Emerging Markets Invstors Should Look At / Companies / Emerging Markets
By: Investment_U
Carl Delfeld writes: I can’t tell you how many times I’ve heard this comment.
“Carl, it doesn’t really matter where in the world I invest, because markets always move together.”
Really?
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Wednesday, March 06, 2013
Why Internet Sector Stocks Have Lots More Upside Left / Companies / Internet
By: InvestmentContrarian
George Leong writes: Google Inc. (NASDAQ/GOOG) is up seven-fold from its initial price and could be well on its way to being the first $1,000 stock. Another heavy-hitter is priceline.com Incorporated (NASDAQ/PCLN), at over $700.00 a share and sizzling on the charts. At a new 52-week high, eBay Inc. (NASDAQ/EBAY) continues to dominate the Internet retail space. The commonality between all three of these companies is that they are all leaders in their respective Internet space, based on my stock analysis. There are pundits suggesting the best years for the Internet stocks are now behind us. I don’t believe that.
Wednesday, March 06, 2013
Shell's Huge New LNG Win and What It Means for Investors / Companies / Natural Gas
By: Money_Morning
Diane Alter writes: Royal Dutch Shell (NYSE: RDS.A) last week inked a $6.7 billion deal to buy Spanish energy company Repsol SA's (RPYY) liquefied natural gas (LNG) business.
Shell will buy a portion of Repsol's LNG assets for $4.4 billion in cash and $2.3 billion in financial leases and assumed debt - more than double pre-sale estimates, according to Bernstein Research.
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Wednesday, March 06, 2013
Three Ways to Become a Graphene Investor / Companies / Graphene
By: Money_Morning
Michael A. Robinson writes: You've got a rare opportunity to be a high-tech "wildcatter" - thanks to a new miracle material that is destined to revolutionize just about any industry you can think of.
Medicine and biotechnology ... electronics ... energy ... computers ... they'll each be revolutionized by this new substance.
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Wednesday, March 06, 2013
Why Now Is the Time to Add Australia to Your Stocks Portfolio / Companies / Austrailia
By: Money_Morning
Martin Hutchinson writes: There weren't many developed countries that managed to dodge the worst of the financial crisis, but Australia was one of them.
With strong ties to over six billion emerging market customers yearning to adopt a more Western lifestyle, "The Land Down Under" has been left relatively unscathed.
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Tuesday, March 05, 2013
5 Tips for Investing in Mutual Funds / Companies / Investing 2013
By: Don_Miller
In one our recent issues subscriber Jory G. sent us the following question:
“I have a 401(k) with my present employer that has a number of investment options, virtually all of which are mutual funds. Is it possible for Mr. Miller to address in a future letter what we might do to maximize growth or minimize loss in such programs? I realize there are many different 401(k) programs out there, but I just feel overwhelmed when trying to decide which of the funds provide the best growth/protection.”
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Tuesday, March 05, 2013
Tesla Motors 2012 Q4 Report Shenanigans / Companies / US Auto's
By: Submissions
Richard Moyer writes: These days, I await Tesla Motor’s quarterly reports with grim anticipation. I am always guaranteed some unexpected bit of creative accounting, employed to paint a brighter picture than reality would normally provide.
Q4 was no different, offering a rosy picture of 2750 vehicles rolling off the production line, with a Q1 2013 profit just around the corner. The revenue from automobile sales and cost of revenue were balanced, showing a sliver of a profit before R&D and administrative costs.
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Tuesday, March 05, 2013
The Answer to Chinese Pollution and Energy Shortage Problems / Companies / Uranium
By: InvestmentContrarian
Sasha Cekerevac writes: When it comes to making contrarian investments, going against market sentiment might be difficult at first. But the key is to focus on long-term fundamentals with the thesis that corporate earnings will move substantially higher as long as fundamentals strengthen.
One sector that has had quite a bit of negative market sentiment for the past couple of years has been uranium and nuclear power. Following the Fukushima disaster in Japan, nuclear power was put on halt for many nations around the world.
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Monday, March 04, 2013
No Dividends Here, but Smartphone Companies Are Where the Future Is / Companies / Mobile Technology
By: Submissions
Moe Zulfiqar writes:
Smartphones and personal gadgets have gained some extra attention these days. With that said, many investors only focus on the makers of these phones, and not on the other things associated with them—such as accessories.
A report by ABI Research, a market intelligence firm, indicated that the market for mobile device accessories will grow at a 10.5% compounded annual growth rate from 2012 through 2017, due to the growth in smartphone sales. (Source: “Aftermarket Mobile Accessory Revenues to Reach $62 Billion by 2017 as Market Value Moves to Smart Accessories,” ABI Research web site, November 14, 2012, last accessed February 28, 2013.) The firm expects revenues for mobile device accessories to reach $62.0 billion by 2017.
Monday, March 04, 2013
7 Dividend Stocks with 50+ Year History of Increasing Payouts / Companies / Dividends
By: Money_Morning
As Money Morning Executive Editor Steve Christ told us this week, finding solid dividend stocks in different sectors is a key to finding financial freedom, thanks to compounding.
"This compounding effect arises when your dividend yield is added to the principal. From that moment on, the interest begins to earn interest on itself," explained Christ. "Over the long haul, that process can add up to a small fortune - even with very modest investments. All it takes is time."
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