Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Friday, May 18, 2012
FaceBook $100 Billion Internet IPO Emperor Has No Clothes, Investors Could Lose 85% / Companies / Tech Stocks
By: Nadeem_Walayat
The Facebook IPO at $38 a share to raise $18.4billon is expected to value the social media company at over $100 billion that reeks of another LastMinute Dot com investors being suckered moment. Now Facebook clearly has value by virtue if its 900 million subscriber base, however valuing the company at X100 earnings is well on par with that of the peak of the last dot com bubble. The IPO itself illustrates that public investors are being sucked in by media hype as the amount to be raised has risen from first $5 billion, to $10 billion and to finally over $18 billion as major private investors including Goldman Sachs and Russian billionaires cash out as they offload stock to the public.
Read full article... Read full article...
Friday, May 18, 2012
Blue-Chip Dividend Growth Stocks Are Today’s Strong Option For Retirement Portfolios / Companies / Dividends
By: Charles_Carnevale
There is a confluence of factors that are painting a very odd picture of current investor behavior. Common sense and a careful analysis of the market dynamics between equities and bonds today would indicate that investors should be acting in the exact opposite manner than they are. Interest rates are hovering at a 100-year low, which creates two problems for investors. First, there is not enough return from bonds to fund a retiree’s income needs or to fight inflation. Second, investing in bonds with interest rates so low makes it riskier to own bonds today than it has been in over a century.
Thursday, May 17, 2012
Apple "Store Within a Store" Bold But Risky Strategy / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes:
Hoping to expand its reach, Apple Inc. (Nasdaq: AAPL) is testing a store-within-a-store concept with both Wal-Mart Stores Inc. (NYSE: WMT) and Target Corp. (NYSE: TGT).
Although both retailers have already been selling Apple merchandise, the new "micro-stores" will expand the current offerings (with the exception of Mac computers) and create a product experience more akin to an Apple Store.
Read full article... Read full article...
Thursday, May 17, 2012
Facebook IPO Facts - The Good, The Bad and The Ugly / Companies / Corporate News
By: Money_Morning
Shah Gilani writes:
Face it, you want it. It seems that everyone wants a piece of the Facebook IPO.
But, can you handle the truth? Will the hyped sensationalism be a boon or a boondoggle?
I'm not going to tell you what to do, whether you should buy Facebook sooner rather than later. That's up to you.
Read full article... Read full article...
Wednesday, May 16, 2012
Capitalizing on India’s Rapid Rural Growth with HDFC Bank (NYSE: HDB) / Companies / Banking Stocks
By: Yiannis_G_Mostrous
India’s HDFC Bank (NYSE: HDB) reported strong first-quarter earnings growth of 30 percent year over year. Fee growth also picked up by 25 percent YoY. Loan growth was a little lower at 21 percent YoY, because of the slowdown and uncertainty in the Indian economy. That said, retail loans increased by 55 percent, indicating stronger than expected consumer demand.Read full article... Read full article...
Wednesday, May 16, 2012
How to Ride the Surge in Biotech Mergers & Acquisitions / Companies / BioTech
By: Money_Morning
Don Miller writes:
Innovations in biotechnology are evolving at the speed of light.
In fact, astonishing advancements in biotech have transformed the way we practice medicine. Leading-edge biotech products and breakthroughs are literally saving thousands of lives every day.
Read full article... Read full article...
Wednesday, May 16, 2012
Mobile Wallet Technology: The New Barbarians are at the Gate / Companies / Technology
By: Money_Morning
Shah Gilani writes:
As I discussed in Part One, the sky is the limit when it comes to mobile wallet technology.
The big brand credit card issuers: American Express, MasterCard, Visa, and Discover Card, along with every other card issuer and wannabe credit extension intermediary are all already into the mobile wallet space.
Read full article... Read full article...
Wednesday, May 16, 2012
Money Center Banks and Stricter Financial Oversight / Companies / Banking Stocks
By: BATR
Once again, the practices of the "Too Big to Fail" banksters bring the financial money machine to the brink. The J.P. Morgan derivative losses and trading gambles by their "London Whale" demonstrates business as usual in the murky world of risk distortion. Even the vexing progressive Robert Reich makes an accurate assessment for breaking up the big banks and the resurrecting of Glass-Steagall.
Tuesday, May 15, 2012
Jamie Dimon: JPMorgan's Chief is the World's Funniest Financier / Companies / Banking Stocks
By: Janet_Tavakoli
Sure the economy is still a mess, unemployment is high, civil services and pensions are being slashed, a record number of people are on food stamps, and families are losing homes. But Jamie Dimon, Chairman and CEO of JPMorgan Chase, does his best to distract the United States from these unpleasant realities.
Tuesday, May 15, 2012
JPMorgan Busted Bet Was No Chance Encounter / Companies / Banking Stocks
By: Money_Morning
Shah Gilani writes:
This weekend I was strolling by JPMorgan Chase's (NYSE: JPM) Park Avenue office building in Manhattan.
It was 11:40 am, and I was returning from a long walk from my midtown hotel down to Chelsea (it was definitely "a Chelsea morning" in NYC... thank you Joni Mitchell).
Read full article... Read full article...
Tuesday, May 15, 2012
New Technology Spots Crime Before it Happens / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes:
Falling statistics aside, crime is still a national epidemic.
The truth is 1.2 million of us will fall victim to a rape, robbery or murder by the end of this year.
That adds up to 3,400 new crime victims each and every day--all year long.
Read full article... Read full article...
Tuesday, May 15, 2012
World Looking to China to Fire Up Its Economy / Companies / China Economy
By: Frank_Holmes
Following on the heels of renewed concern over Europe’s debt situation, China released its monthly economic data. Fixed asset investment, industrial production and retail sales all rose in April, yet growth was not as strong as analysts anticipated. “Weak” is the word to describe China’s April figures, says CLSA’s Andy Rothman in his Sinology Report.Read full article... Read full article...
Monday, May 14, 2012
When an Airline Buys an Oil Refinery / Companies / Corporate News
By: EconMatters
The biggest news in the airline sector of late is probably the announcement by Delta Airlines to buy a Phillips 66 refinery in Trainer, PA. Delta will pay $150 million for the 180,000 barrels per day (bpd) facility, spend an additional $100 million to upgrade the plant, and get $30 million in state subsidies for infrastructure and to create jobs.
Friday, May 11, 2012
Investing in Semiconductor Stocks: Three Chipmakers on the Upswing / Companies / Tech Stocks
By: Money_Morning
Deborah Baratz writes:
Global semiconductor sales have been pretty listless lately, but new data suggests a turnaround is on the horizon for this sector.
In fact, one new forecast by research firm IDC predicts the rate of growth in the semiconductor sector could potentially double in the latter part of this year.
Read full article... Read full article...
Friday, May 11, 2012
JP Morgan $2 Billion Derivatives Trading Loss, Jamie Dimon the Man Who Knew Nothing / Companies / Banking Stocks
By: Brady_Willett
News that JP Morgan lost $2 billion trading synthetic credit securities is spreading like wild fire. Shares of JPM are deeply in the red. The stench of Volcker is in the air:
"It's a pretty stunning admission for a company that prides itself on its risk management systems and the strength of its balance sheet. The timing couldn't be worse for the industry. At the end of the day, it will have ramifications across the broker-dealer community." Sterne Agee analyst Todd Hagerman.
Read full article... Read full article...
Thursday, May 10, 2012
Apple and Amazon, A Tale of Two Stocks...and Two Economies / Companies / Tech Stocks
By: Clif_Droke
The government recently reported that the U.S. economy grew at an annual rate of 2.2 percent, below the expected 2.5 percent rate. The jobless rate has declined, but mainly because so many job seekers have given up in their search for a job. The economic recovery, in other words, isn't as strong as it appears on the surface.
Wednesday, May 09, 2012
Small Uranium Stocks Tempt Major Players / Companies / Uranium
By: The_Energy_Report
Investors may still be holding their breath, but larger mining companies aren't waiting around for the price of uranium to go up. No, indeed, they are buying smaller companies on the cheap. In this exclusive interview with The Energy Report, Equity Research Analyst Rob Chang of Versant Partners makes his case for deep value and discusses his favorite plays. With or without Germany and Japan, life goes on for uranium producers.
The Energy Report: Fourteen months after the fact, the biggest story in uranium is still the tsunami that struck Japan and destroyed four nuclear reactors at the Fukushima Daiichi nuclear power station. Japan is attempting to eradicate its dependency on nuclear energy. Are any plants still operating? Will all reactors be shut down in the near future?
Read full article... Read full article...
Tuesday, May 08, 2012
IBM Proving That Value Investing Is Not A Form Of Market Timing / Companies / Investing 2012
By: Charles_Carnevale
Throughout my career, I have often come across those who believe that value investing is a form of market timing. This misconception seems to be based on the notion that since a value investor determines the price above which they are not willing to pay for a stock, that they are in effect timing the market. The fallacy in this logic is that value investors are not concerned with price, they are concerned with valuation. Therefore, I offer this article as an attempt to clarify the differences between timing the market versus behaving as a value investor.
Tuesday, May 08, 2012
Does the "Showroom Effect" Spell Trouble for Amazon? / Companies / Tech Stocks
By: Money_Morning
Patrick Vail writes:
Thanks to the "Showroom Effect," Target Corp. (NYSE: TGT) and Amazon.com Inc. (Nasdaq: AMZN) have parted ways.
That means Amazon's hot new Kindle e-reader will no longer be found on the shelves of one of the biggest U.S. chain retailers.
The "Showroom Effect" is a phenomenon in which consumers use brick-and-mortar stores to test drive certain products before purchasing them online at a lower price.
Read full article... Read full article...
Tuesday, May 08, 2012
Facebook Will Always Be #2 To Google: That’s Why It’s Worth $30 Billion Not $100 Billion / Companies / Tech Stocks
By: Andrew_Butter
Putting to one side the hype about promoting World Peace by facilitating better connections between 845 million friends, particularly cool young ones, Facebook is in the Selling-Advertising-on-the-Internet-Business.
Google got to there first, so unless the 22-Immutable Laws of Marketing got revoked Google will always be #1 and Facebook, who got there second, will always be #2.
Read full article... Read full article...