Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.Friday, February 01, 2013
How the Pentagon Aims to Stop China's Cyber-Hacking of America / Companies / Cyber War
William Patalon writes: Given the deficit fears and budget skirmishes that are focus of the moment down in Washington, it's tough to get excited about defense-related investments right now.
Defense outlays are destined to shrink.
But there's one area where spending is slated to go up ...
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Thursday, January 31, 2013
Facebook Stock Earnings Downgrades Keep Pouring In / Companies / Tech Stocks
Diane Alter writes: They say third time's the charm, but no such luck for Facebook stock, which fell even though the company's third earnings report since going public beat expectations.
The numbers failed to charm Facebook Inc. (Nasdaq: FB) investors who expected the report would offer more to like, and analysis who found plenty of concern in the expenses.
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Thursday, January 31, 2013
Looking for the “Herbal” in Herbalife / Companies / Corporate News
Months before the recent Sturm und Drang surrounding nutritional-supplement maker Herbalife, my firm took a long, hard look at the company. On the surface it was a value investor’s dream: great balance sheet, high return on capital, high revenue and earnings growth, and attractive valuation. Of course, there was one problem: The validity of its multilevel marketing (MLM) pyramid structure was being questioned by some investors.
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Thursday, January 31, 2013
Will BlackBerry 10 Rescue RIMM Stock Price? / Companies / Company Chart Analysis
George Leong writes: I can honestly say that I’m excited to see the introduction of the new and highly anticipated “BlackBerry 10” (BB10) operating system and products by Research In Motion Limited (NASDAQ/RIMM; TSX/RIM) today. The overall market also appears hyped up on the BB10 platform. Research In Motion (RIM) has surged 176% since trading at $6.43 on September 21, 2012, as traders speculate on the company.
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Tuesday, January 29, 2013
Why the Smart Money is Selling Amazon / Companies / Tech Stocks
David Mamos writes: I love the super deals that I get from Amazon.com (NASDAQ: AMZN). They always seem to beat the brick-and-mortar stores and I get two day-delivery for free.
It's no wonder to me that the online retail giant has ranked at the top of Foresee's E-Retailer Consumer Satisfaction index for eight straight years.
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Sunday, January 27, 2013
Apple Stock Down 33% in Four Months... Is it Time to Buy? / Companies / Tech Stocks
Dr. Steve Sjuggerud writes:
"If anything, I wish I had been more aggressive with the call," I told my True Wealth Systems analyst Brett Eversole yesterday morning.
In the September 27 DailyWealth, I warned readers of a potential peak in Apple's share price. Four months later, the stock is down 33%.
Saturday, January 26, 2013
Luxury Retailers Need the Rich / Companies / Sector Analysis
George Leong writes: The shares of luxury stock Coach, Inc. (NYSE/COH) plummeted by more than 14.0% last Wednesday. The stock is down 35.0% from its 52-week high, as the retailer of high-end designer handbags and accessories is struggling to achieve the sales growth that helped to drive the stock from the $2.00 level in 2000. Revenue growth in the second quarter was a muted 3.8%.
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Friday, January 25, 2013
French Internet Tax Should Have Google, U.S. Web Giants Very Worried / Companies / Internet
David Zeiler writes: A proposed French Internet tax is just the latest sign of an increasing desire among the major European Union economies to do more to force the big U.S. tech companies to pay their "fair share" of taxes.
The French Internet tax, an option proposed in a 150-page report released last week, would attempt to tax the collection of personal data. It's directed at such U.S. tech titans as Google Inc. (Nasdaq: GOOG), Amazon.com Inc. (Nasdaq: AMZN), Facebook Inc. (NYSE: FB) and Apple Inc. (Nasdaq: AAPL).
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Friday, January 25, 2013
The Apple Stock Sell-Off is Just Beginning / Companies / Tech Stocks
Keith Fitz-Gerald writes: I've made the case several times that Apple Inc. (Nasdaq: AAPL) was over-cooked, most recently last fall when the company was flirting with $700 a share.
Each time I did I was taken to the woodshed by the legions of Apple fans who couldn't reconcile their passion with their profits.
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Friday, January 25, 2013
Technology Changing the Way Money Is Made and Diseases Are Cured / Companies / Tech Stocks
Stephen Brozak doesn't mess around. He focuses on technologies poised to change the way medicine has been practiced for thousands of years. As president of WBB Securities, Brozak is talking to his clientele about revolutionary stem cell therapies that deal with disease in totally new ways. He's also bullish on new antibiotics—important innovations in a world facing a shortage of effective drugs and a potential crisis of catastrophic proportion. In this interview with The Life Sciences Report, Brozak talks up must-hear ideas that growth investors need to consider.
The Life Sciences Report: Steve, for medicine in general, what's the allure of cell technologies?
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Thursday, January 24, 2013
Four Ways to Play the "New Gold Rush" in Materials Technology / Companies / Tech Stocks
Who would have thought that the new gold rush would be in material sciences?
We're talking about everything from rare earths that drive precision lasers to the cobalt needed for rechargeable batteries
Not to mention the advanced materials that make computer chips run faster. Or the "smart" materials that are driving the nanotech revolution.
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Wednesday, January 23, 2013
How to Play Google in Spite of High Stock Price / Companies / Google
In my view, Google Inc. (NASDAQ/GOOG) is tops in the Internet space, and a better play than Facebook, Inc. (NASDAQ/FB) and Yahoo! Inc. (NASDAQ/YHOO), based on my stock analysis. (Read “Facebook’s Hot, But Valuation’s Questionable.”)
At just over $700.00 a share, you may think the stock is expensive. On an absolute basis, a $700.00-plus stock is not cheap, but on a valuation and comparative basis, Google is still tops, according to my stock analysis.
Wednesday, January 23, 2013
Why This Week's Apple Earnings Matter So Much More than Usual / Companies / Tech Stocks
David Zeiler writes: Monster Apple earnings in the December quarter would do wonders for Apple stock - but don't count on that happening.
Apple Inc. (Nasdaq: AAPL) earnings for Q1 2013 are due out Wednesday after market close, and Wall Street estimates range from a 14% decline to a 12% gain. Apple's own guidance is for earnings of just $11.75 per share, while the consensus on Wall Street is for earnings of $13.41 per share.
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Wednesday, January 23, 2013
There’s Still Money to Be Made in This “Dead” Business / Companies / Tech Stocks
David Eller writes: So, is the era of the PC finally over?
Last week, Gartner published PC-unit growth estimates for the fourth quarter, showing a decline of 5%. This concern was supported by Intel’s (Nasdaq: INTC) December quarterly results, showing a 6% decline in its PC business.
Clearly, there’s a shift occurring as people choose tablets over laptops. But I believe the PC isn’t dead – it’s just sleeping. And more importantly, there’s still a place to profit.
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Tuesday, January 22, 2013
How to Trade Options Around Corporate Earnings / Companies / Options & Warrants
The hallmark of a professional option trader is the ability to use a wide variety of trade structures in order to exploit opportunities to profit from specific situations the market presents. One of the opportunities routinely presented multiple times yearly is the impending release of earnings.
Underlying the logic of earnings trades is the stereotypic pattern of increasing implied volatility of options as earnings approach. This pattern is so reliably present that experienced options traders can recognize the approximate date of an impending earnings release by simply perusing the implied volatility of the various series of upcoming options.
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Monday, January 21, 2013
Uranium Stocks Want to Run, Again / Companies / Uranium
Hypedu writes: Not so long ago European Uranium Resources was one sick pup. In fact if you checked the long-term chart and nothing but there would be only one verdict – it’s dead.
That first impressions is deceiving. The company actually have a decent story to tell and It is out there, only being quietly ignored.
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Monday, January 21, 2013
Investing in South Korea Today Like Buying U.S. in 1990s, Brewing Tech Boom / Companies / Tech Stocks
Martin Hutchinson writes: If you're tired of the crisis a month routine we've seen with the United States and the Eurozone, there's always South Korea.
In fact, for demographic and budgetary reasons, South Korea is much like the United States was during the prosperous 1990s--not the deficit-ridden, slow-growing place the U.S. has become.
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Monday, January 21, 2013
Don't Get Suckered by the Boeing Media Frenzy, Instead Potential Buying Opportunity / Companies / Corporate News
Look for a chance to buy Boeing now.
You heard me right.
As someone who worked in the news business for nearly three decades, I've seen these kinds of media "feeding frenzies" take hold more times than I can count. They take on a life of their own - meaning that facts, logic and context can fall by the wayside.
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Saturday, January 19, 2013
Investors, You Need to Stick with the Cheap Retailers / Companies / Sector Analysis
George Leong writes: The retail sector continues to show decent growth, which is encouraging given the lack of strong jobs growth. The improvement in the housing market is helping to add some confidence to consumer spending and the retail sector. Retail sales in December grew 0.5%, above the 0.4% estimate made by Briefing.com. On an ex-auto basis, sales grew at 0.3%, which was the same as November, but below the Briefining.com estimate of 0.5%.
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Saturday, January 19, 2013
How You Can Profit from the Currency Wars / Companies / Investing 2013
Sasha Cekerevac writes: Recently, we have heard a lot about currency wars being waged by various nations around the world. To those who are unfamiliar, “currency war” is a term that refers to countries that are actively looking to devalue their currency to help stimulate export growth and their domestic economy.
Investing in stocks in this type of environment can be tricky, as one needs to add additional variables to the analysis. Having a strong market sector, solid long-term fundamentals of the individual stock, and a favorable currency direction can help when considering investing in stocks.
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