Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.Thursday, August 16, 2012
Taking Advantage of Canada's (Black) Gold Rush / Companies / Oil Companies
Politics is a cynical game, rarely more so than during US presidential election years.
And there are few better examples than the off-again, on-again treatment by federal regulators of TransCanada Corp’s (TSX: TRP, NYSE: TRP) attempt to build the Keystone XL pipeline.
The 1,179-mile Keystone pipeline would bring large amounts of oil from Canada’s tar sands south to US refineries for the first time.
Thursday, August 16, 2012
Strong Earnings at Schlumberger Suggest Oil-Field Services Industry In Midst of Up-Cycle / Companies / Oil Companies
Oil-field services giant Schlumberger grew its second-quarter revenue by 5.3 percent sequentially, led by the reservoir characterization segment, where sales increased by 7.4 percent to $2.8 billion and pretax operating profit margins ticked up 223 basis points to 28.2 percent.Read full article... Read full article...
Wednesday, August 15, 2012
Apple Stock Trading Considerations for Options Expiration Week / Companies / Tech Stocks
“The girls all get prettier at closing time.” ~ Mickey Gilley ~
Option trading is not “just the same as stocks.” It turns on the three primal forces ruling an options trader’s world- time to expiration, price of the underlying, and implied volatility.
As expiration approaches, the forces of time exert their strongest influence of the cycle on a trader’s positions. In today’s blog, written as August expiration is but a few days away, I want to call attention to some of the practical considerations traders would be well advised to incorporate into their trading plan.
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Wednesday, August 15, 2012
It's Game Over, Goldman Sachs Has Won / Companies / Banking Stocks
Shah Gilani writes: I'll make this short.
It's game over.
The match that ended last Thursday wasn't the final match in the series being played here on U.S. fields.
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Wednesday, August 15, 2012
Goldman Sachs Above the Law / Companies / Banksters
No doubt, the chief crook on Wall Street is virtually immune from any law that brings lesser mortals to their knees. The latest outrage summed up nicely in "Relieve Goldman Sachs of Their Legal Exposure", passes with little notice in the establishment media.
Read full article... Read full article..."Goldman Sachs got a rare "reverse Wells notice" from the SEC, when they were told that a mortgage-backed securities deal which they earlier heard they would face prosecution for would not net them any civil enforcement. But that was just the beginning. Later in the day, they learned they would not face any prosecution from the Justice Department for the misdealings brought to light in a Senate Permanent Subcommittee on Investigations report a year ago."
Tuesday, August 14, 2012
Share Buybacks are Dangerous for Your Dividend Stocks / Companies / Dividends
Martin Hutchinson writes: Many investment advisers like to recommend stocks with large buyback programs. A buyback, they argue, is like some sort of magical panacea.
It allows companies to invest in themselves which pushes the share price higher.
On the face of it, the premise seems logical enough. But the reality is that it's not quite that simple.
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Monday, August 13, 2012
"Bionic Eyes" Could Make Blindness a Thing of the Past / Companies / BioTech
Michael A. Robinson writes: Just last week I told you the day of bionic humans is at hand.
Some of you were excited by the possibilities. Take Matt:
"As someone who has bounced back from a severe head injury 25 years ago to do things the brain injury rehab team told me would simply not be possible - complete my bachelor's degree as well as a master's, get married, and subsequently raise a son on my own as a single parent, etc. - I am especially excited about the possibilities at the juncture of neurological research, computing technology, and prosthetics. I will be overjoyed when the day comes that I can once again use both my hands to type 100 words/minute with few to no mistakes, like I could when I first learned to type on an electric typewriter, nearly 40 years ago."
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Saturday, August 11, 2012
Most U.S. Eastern Utility Stocks Are Overvalued / Companies / US Utilities
This is our fourth and final installment on assessing the relative valuation of utility stocks today. Our first installment part 1 looked at utility stocks in general. In part 2 we covered utilities operating in the Western part of the United States, and in part 3 we looked at utilities operating in the Central states. This final installment, part 4, will review utility stocks located in the Eastern region of the United States.
As we stated in previous installments, the utility sector is experiencing a lot of change. With growth long inhibited by regulators, utilities throughout the country have been looking for ways to diversify their businesses and/or develop new markets. Another change that is sweeping the industry is mergers and acquisitions.
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Thursday, August 09, 2012
Stocks At All-Time Highs... and It's Time to Buy / Companies / Investing 2012
Dr. Steve Sjuggerud writes: "But Steve... Coke and Wal-Mart are at 12-month highs... I don't want to buy them at new highs!"
Why not?
What is your evidence that says they'll go down once they hit new highs? History actually says the opposite...
Thursday, August 09, 2012
Using Volatility to Trade IBM Stock Options / Companies / Options & Warrants
One of the hallmarks of an option based trading approach is the ability to accommodate various market conditions by varying the specific construction of your option trade in order to maximize the probability of success.
In order to form a logical basis for trade selection, it is best to think in terms of each of the three primary forces impacting option pricing- price of the underlying, time to expiration, and implied volatility.
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Wednesday, August 08, 2012
Steve Austin Lives, Our Bionic Future Has Arrived / Companies / Healthcare Sector
Michael A. Robinson writes: Get ready for bionic humans.
They'll be faster, stronger, and much smarter than we are today. They'll wear exoskeletons made of smart materials, complete with onboard computing.
Part of their enhanced IQs may come from implants in their eyes that automatically access the wireless Web.
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Wednesday, August 08, 2012
Stocks to Avoid At All Costs, Don't Fall For High Dividend Yield Traps / Companies / Dividends
Martin Hutchinson writes: Buying stocks with high dividend yields is an excellent way to invest. But it's not fool-proof.
In fact, if you shop by yield and yield alone, you're playing a dangerous game. It's called picking up nickels in front of a steamroller.
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Wednesday, August 08, 2012
Borat Talking About Breaking Up Banks / Companies / Banking Stocks
Today on Bloomberg TV's "Market Makers," former Bear Stearns CEO and JP Morgan Vice Chairman Emeritus Ace Greenberg talked about Sandy Weill's recent comments about breaking up big banks - saying he didn't believe Sandy made the comments. Greenberg said, "It was that guy Sacha Barry Cohen, or whatever his name is...Yeah, he was impersonating Sandy. I know Sandy."
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Tuesday, August 07, 2012
The Real Story Behind the Knight Capital Trading Fiasco / Companies / Corporate News
Shah Gilani writes: Oh, you are going to love this.
That whole Knight Capital fiasco last Wednesday, when a software glitch caused them to flood the market with thousands of unintended orders, it ain't exactly what you think it is.
Sure, they tripped over themselves in the dark pool where they were trying to compete.
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Tuesday, August 07, 2012
Facebook is Only Worth $7.50 a Share / Companies / Tech Stocks
Keith Fitz-Gerald writes: The technorati took me to task. So did Wall Street.
They were agitated by an article I wrote in May explaining why the world's most hotly anticipated IPO, Facebook (Nasdaq:FB), was worth a mere $7.50 a share at best.
"Out of touch," one of the critics said. A "luddite" charged another.
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Tuesday, August 07, 2012
Investing in Central Utility Stocks - Do Today’s Valuations Make Sense? / Companies / US Utilities
This is the third in my series on investing in utility stocks based on the sector’s current valuation levels. The series was initially inspired by concerns that utility stocks may be overvalued because they had recently performed very well. When the series first started with Part 1, utility ETF’s were showing the best one-year performance of any sector. By the second installment Part 2, the utility sector had fallen into second place (Utility Sector Performance July 31, 2012). Since that time, utilities have fallen into fifth place with year-to-date performance of only 3.8% (see Utility Sector Performance August 3, 2012 below), this could be an indication that utilities are reaching full value.
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Friday, August 03, 2012
Investing in Water Stocks: Profit from the New "Water Market" / Companies / Water Sector
Patrick Vail writes: Investing in water stocks is about to become one of the hottest trends in 2012.
That's because the days of easy access to cheap commodities are drawing rapidly to a close. In the coming years, the prices of commodities are going to skyrocket - thanks to exponential growth.
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Wednesday, August 01, 2012
Investing in Western Utility Stocks - Do Today’s Valuations Make Sense? / Companies / US Utilities
In part 1 of this series on utilities published on July 26, 2012, we looked at the utility sector with a broad brush. In this part 2, we will focus on utilities located in the western part of the United States. The series was inspired because of the apparent general impression that utility stocks are overvalued.
This impression stems from the fact that utilities have been the best performing sector over the past year. Therefore, people automatically assume that because an asset class has risen in price, that it must also be overvalued. However, if they have risen from previously undervaluation levels, this may not be the case. The following comparison of the performance of US ETF’s by sector first reported in part 1 on July 26, 2012, illustrates their recent outperformance.
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Tuesday, July 31, 2012
Protect Your Stocks Portfolio Against Wall Street's Greatest Lie / Companies / Corporate Earnings
Keith Fitz-Gerald writes:"Can't anybody tell the truth anymore?" an exasperated Bob J. asked me at a recent cocktail reception.
"Evidently not" I told him.
Bob had seen me earlier that afternoon on Fox News. I appeared on the show to respond to a new study on corporate earnings by Professors Ilia Dichev, Shiva Rajgopal of Emory University and John Graham of Duke.
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Saturday, July 28, 2012
Exxon - If You Cant Produce Oil, Sell Assets / Companies / Oil Companies
The second-quarter results for Exxon, which was the world's biggest company by market capitalization until Apple moved into that slot, confirm a stack of trends in world energy and the global economy. Exxon Mobil is still the world’s biggest oil company by market value, even if its combined oil and gas reserves are now minuscule relative to those of a long list of both OPEC and NOPEC national oil companies. Its de facto shift, like the other "historic oil majors" to the refining downstream, energy trading, non-energy activities - and gas production and the hunt for global natural gas resources - makes Exxon highly vulnerable to the global economy's performance, and to falling oil prices.
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