Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
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.
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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?
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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.
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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.
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Tuesday, May 08, 2012
Baidu Inc: High Priced or Good Value to Buy? / Companies / Corporate Earnings
By: Fast_Graphs
Baidu Inc (BIDU) is most commonly referred to as the Chinese version of Google. Not unlike Google, Baidu Inc has generated an extraordinary record of earnings growth over its short history as a publicly traded company. Furthermore, even though Baidu Inc is trading at one of its lowest price earnings ratio as a public company it has still managed to provide shareholders with lavish returns. Finally, just like Google, the company's future earnings growth rate is expected to slow dramatically against the backdrop of its historical results. On the other hand, future earnings growth is still expected to be among the highest of any company you can find.
Monday, May 07, 2012
Investing in Emerging Markets with U.S. Traded ADRs / Companies / Emerging Markets
By: Money_Morning
Larry D. Spears writes:
For most of the past decade, the name of the game in worldwide equities has been investing in emerging markets.
If you don't believe me, just take a look at the performance of the iShares MSCI Emerging Markets Index Fund (NYSEArca: EEM).
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Friday, May 04, 2012
Innovation Investing: Now is the Time to Buy ABB Stock / Companies / Tech Stocks
By: Money_Morning
G. S. Early writes:
As investors, we constantly hear that the markets are forward looking. There is a good reason for that.
The future is precisely where smart investors need to be focused these days.
It doesn't matter whether you are investing for income or for growth, it is what's over the horizon that matters most.
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Friday, May 04, 2012
Five Healthy Dividend Growth Stocks to Cure What Ails Your Portfolio / Companies / Dividends
By: Fast_Graphs
These five above-average growing opportunities in the healthcare sector provide dividend growth investors potential alternatives to the traditional large-cap pharmaceuticals. This is a high quality group of healthcare companies that possess above-average growth potential plus an above-average dividend yield that is expected to grow at above-average future rates. Consequently, we believe these candidates offer the total package. We believe that each of these nontraditional healthcare opportunities are attractively valued, provide an attractive dividend, and the opportunity for above-average total return.
Thursday, May 03, 2012
MF Global Implosion: Congressman Grimm Sends a Message / Companies / Credit Crisis 2012
By: Janet_Tavakoli
In my previous post, I quoted from MF Global's crisis plan, a document called "Stress Scenario Analysis -- Downgrade Potential Impact on MF Global." Work on that document began in January 2011, although it apparently wasn't completed until around 18 days before the bankruptcy. MF Global worried that it wouldn't have enough cash and liquid assets of its own to meet calls for collateral (margin calls), among other things, in the event of a ratings downgrade.
Thursday, May 03, 2012
Experimental Brain Injury Treatments Could Be Worth Billions / Companies / Healthcare Sector
By: Money_Morning
Michael A. Robinson writes:
Brain trauma is one tough and expensive field.
Each year brain injuries cost the nation roughly $50 billion. That's half a trillion every decade.
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Tuesday, May 01, 2012
The Dividend Aristocrats Found The Lost Decade / Companies / Dividends
By: Charles_Carnevale
There are many people who continue to hold a jaundiced view of stocks because they were traumatized by the last two recessions. Precipitous drops in equity prices drove them to distrust stocks and stock markets. However, I believe that most of the negative sentiment is a function of what I would describe as vague ideas about what really happened. A lot has to do with many investors failing to recognize, or make the important distinctions, that were the true causes of our last two market crashes.
Tuesday, May 01, 2012
BHP Billiton Boost From Resumption of Production in Key Operations Should / Companies / Metals & Mining
By: Yiannis_G_Mostrous
Wild weather and a prolonged strike at its coalmines in Queensland, Australia exacted a toll on the world’s biggest miner, BHP Billiton (NYSE: BHP). That said, there still was plenty of news to cheer investors.
BHP Billiton reported first-quarter 2012 production numbers, with iron as the brightest spot. Energy coal also was strong and copper remained flat. However, heavy rains and industrial action hit production of metallurgical (met) coal.
Tuesday, May 01, 2012
The ABCs of Picking Mining Stocks / Companies / Metals & Mining
By: Roger_Conrad
Stick to physical metals, avoid mining stocks. That’s the conventional wisdom in global stock markets in spring 2012.
Mining companies’ stocks across the board have sunk to their biggest discount ever, to the price of the resources they produce. As many investors worry that slower growth in Asia could reduce demand for key minerals, these stocks could fall further.
Monday, April 30, 2012
Apple Stock Hopes to Turn Liquidmetal Into Gold / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes:
Apple Inc. (Nasdaq: AAPL) loves to think of lucrative new uses for other people's bright ideas.
For instance, the original iPod wouldn't have been possible without Toshiba's innovative 1.8-inch hard drive.
And when Steve Jobs learned about Gorilla Glass in 2006, he convinced Corning to revive the largely unused technology so Apple could put it in the iPhone.
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Friday, April 27, 2012
How Exchange-Traded Funds Can Save You Money / Companies / Exchange Traded Funds
By: Money_Morning
Don Miller writes:
High commissions and management fees, along with taxes, can really cut into your returns.
That's where exchange-traded funds, or ETFs, come in. In today's investment world, ETFs are cheaper and more tax-friendly than mutual funds.
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Friday, April 27, 2012
How You can Double Your Money in Days Trading Biotech Stocks / Companies / BioTech
By: Money_Morning
William Patalon III writes:
At the beginning of May 2011, OXiGENE Inc. (Nasdaq: OXGN) was a relatively unremarkable biotech stock. It was trading at less than $2 a share.
You might even say that OXiGENE was deeply troubled.
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Friday, April 27, 2012
IMF Reports on Spanish Banks / Companies / Eurozone Debt Crisis
By: Ian_R_Campbell
An April 25 article reports that a recent IMF overview of Spain's financial system has said the Spanish banking system "remains vulnerable" and needs:
- a capital infusion; and,
- a strategy to 'quickly clear away' a collapsing property bubble legacy, where bad debts have now reached U.S.$185 billion.
Thursday, April 26, 2012
Apple Stock Price Consolidating Gains / Companies / Tech Stocks
By: Mike_Paulenoff
Since it hit its post-earnings peak at a point-and-figure print of 618 (off of 555), let's notice that until a few minutes ago Apple (AAPL) was consolidaing its gains in a high-level area above 607.
However, the triple low at 607 was violated, and sure enough AAPL has followed-through to a print low at 604 so far, but could trade down to 598-596 prior to the conclusion of the corrective period, and my expectation of the emergence of another upleg.
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