Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Wednesday, October 26, 2011
Netflix Share Price Crash on Loss of Subscribers / Companies / Tech Stocks
By: EconMatters
Shares of Netflix (NFLX) plummeted almost 35% to $77.37 in one day on Tue. Oct. 25 after reporting losing 800,000 U.S. subscribers in the third quarter, and predicting an unprofitable 2012 mostly due to its aggressive international expansion plan. The magnitude of the share price drop caught option traders off guard even though the options market had priced in a 15% swing in either direction.
Tuesday, October 25, 2011
Unfair Chinese Business Practices Threaten Profits of U.S. Businesses / Companies / Protectionism
By: Money_Morning
David Zeiler writes:
U.S. companies have become increasingly worried that unfair Chinese business practices are hurting their ability to compete and will start eating into the juicy profits they've been extracting from the Asian giant.
Problems with how China treats foreign businesses have been simmering for several years, but a recent incident with Wal-Mart Stores Inc. (NYSE: WMT) has pulled those issues back into the spotlight.
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Monday, October 24, 2011
Vale, Emerging Markets Mega-Miner Taking Production to Another Level / Companies / Metals & Mining
By: Money_Morning
Jack Barnes writes:
You might think you know everything you need to know about Vale SA (NYSE: VALE), but you don't.
This is a company that, while big, is rife with hidden profit potential.
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Monday, October 24, 2011
Dividend-Paying Water Company Stocks Bound to Make a Splash / Companies / Water Sector
By: Money_Morning
David Zeiler writes:
When it comes to commodities, attention typically focuses on gold and oil. But there's only one commodity that humans truly cannot live without - water.
Water covers nearly three-fourths of the Earth's surface, but 97.5% of that is undrinkable seawater, and 70% of what remains is frozen in glaciers.
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Monday, October 24, 2011
Bank Earnings, Heads I Win Tails You Lose / Companies / Banking Stocks
By: Tony_Pallotta
The "Too Big To Fails" have reported Q3 2011 EPS and in a word, horrible. On the surface earnings looked like another beat on both the top and bottom line but simply reading through the press release reveals the truth about how desperate the banks are right now.
Their ability to generate real income has simply vanished. With a flat yield curve, constrained consumer and a balance sheet loaded with risk they only have one tool left. Their last line of defense between the reality of insolvency and the absurdity of accounting is known as CVA.
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Sunday, October 23, 2011
Is Bank of America Headed for the Glue Factory? / Companies / Credit Crisis 2011
By: Mike_Whitney
Why is Bank of America moving derivatives from Merrill Lynch to an insured subsidiary? Is it because the derivatives could blow up at any time leaving Merrill with gigantic, unsustainable losses? If that’s the case, then it would make perfect sense to shift them into a depository institution that’s covered by the FDIC. That way, the taxpayers would wind up paying for the damage and no one would be the wiser. It’s like a stealth bailout, right? The only problem is that Bloomberg let the cat out of the bag, so now everyone knows what’s going on. And that’s going to be a very big problem for B Of A. Here’s a clip from the Bloomberg article:
Friday, October 21, 2011
Seven Potential Employment, And Investor Profit Opportunities / Companies / Investing 2011
By: Money_Morning
Larry D. Spears writes:
With the U.S. unemployment rate steady at 9.1% and President Obama's jobs plan creating more conflict than opportunity, it's hard to believe there are U.S. companies that are hiring.
But there are.
Even taking into account the gloomy economic outlook, these companies project growth into next year that will increase revenue and require more employees.
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Friday, October 21, 2011
Bank Stocks Are Bad Investments - But Excellent Trading Opportunities / Companies / Banking Stocks
By: Money_Morning
Shah Gilani writes:
Long gone are the days when bank stocks were safe investments. Now, and for the foreseeable future, the only safe way to play banks and financials is by trading them.
Banks face so many issues, both in the near term and on a long-term secular basis, that putting shares away, even now when they look cheap, could be hazardous to your wealth and your mental state.
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Thursday, October 20, 2011
Don't Worry: Apple Stock Will Bounce Back / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes:
Suddenly, Apple Inc. (Nasdaq: AAPL) appears mortal.
With Apple stock falling 5.59% yesterday (Wednesday) to close at $398.62 following an uncharacteristic earnings miss Tuesday, the company has lost its aura of invincibility.
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Thursday, October 20, 2011
A Nobel Prize for Steve Jobs? / Companies / Tech Stocks
By: Money_Morning
Martin Hutchinson writes:
The Nobel Prize in Economics was awarded Oct. 10. It went to Christopher Sims and Thomas Sargent - two fairly obscure economists whose main work was on rational expectations theory.
That followed by five days the death of Steve Jobs, whom the Nobel Prize committee never recognized in any way.
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Monday, October 17, 2011
Apple Technically Ripe for "Sell the News" / Companies / Tech Stocks
By: Mike_Paulenoff
Apple (AAPL) comes out with earnings tomorrow (Tuesday) after the closing bell, and we have to figure that the results will be stellar. That said, AAPL technically is set up for a potential sell-the-news event in the aftermath of its results.
AAPL is extremely overbought atop its near-vertical advance off its October 4 low of 354.24, and in the aftermath of Steve Jobs' death on October 5.
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Monday, October 17, 2011
Europe's Banks Are Still About to Go Bust / Companies / Credit Crisis 2011
By: Money_Morning
Keith Fitz-Gerald writes:
The latest plan to preserve the European Union (EU) and save the global banking sector is to force European banks to increase their equity capital.
The goal, of course, is to restore confidence and stability. But if that's the case, then why are so many analysts and savvy investors still nervous?
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Friday, October 14, 2011
Crude Oil Stocks Deeply Oversold / Companies / Oil Companies
By: Zeal_LLC
The recent recession-fear craze hammered commodities prices, crushing the stocks of the companies that produce them. Commodities stocks were wholesale abandoned by frightened traders, left bludgeoned and bleeding. But driven to deeply-oversold levels, they got incredibly cheap relative to their underlying fundamentals and bull-market precedent. Oil stocks are a shining example of this great opportunity.
Friday, October 14, 2011
Corporations Are the Real Winners When it Comes to Free Trade Agreements / Companies / Corporate Earnings
By: Money_Morning
David Zeiler writes:
Whether the free trade agreements with Colombia, Panama and South Korea create jobs or destroy them is debatable, but one thing is sure: U.S. corporations will reap the most benefit from the deals.
After years of delay, the U.S. Congress on Wednesday approved the free trade agreements - the largest since 1994's North American Free Trade Agreement (NAFTA) - in a rare instance of bipartisan cooperation.
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Friday, October 14, 2011
These Are the Retailers to Watch This Earnings Season / Companies / Sector Analysis
By: Money_Morning
Kerri Shannon writes:
There are a handful of savvy retailers that prepared for the tough economy by positioning themselves to profit - and now they're being rewarded with blockbuster earnings.
So far this earnings season, more than half of retailers have beat analysts' estimates for same-store sales, according to a Thomson Reuters survey.
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Thursday, October 13, 2011
Google (GOOG) Smashes Estimates with $9.72 Quarter vs $8.76 Estimate / Companies / Google
By: Trader_Mark
Oh I am so glad to talk about something other than Europe for the first time in a few months. Google (GOOG) is the first interesting company to report and had pulled an Apple with an under promise and over deliver, beating estimates by almost a dollar. The stock is up about 8-9% in early action. Full report here.
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Thursday, October 13, 2011
Ways To Add Income to Your Portfolio as a Currency Investor / Companies / Dividends
By: Money_Morning
Sean Hyman writes:
For the past 30 years, my grandfather has been living the retirement dream, thanks to a few strategic stock plays.
Here's the interesting part: My grandfather never knew a thing about stocks. He didn't know how to value them, or when to buy and sell.
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Thursday, October 13, 2011
The "Currency Manipulator" That's About to Put 3 Million Americans Back to Work / Companies / Employment
By: Money_Morning
Martin Hutchinson writes:
Think U.S. jobs are destined to drain away to China forever? Think U.S. unemployment will grow and grow while cheap overseas labor supplants American workers? Think your children will be forced to work selling Big Macs to Chinese billionaires?
Wednesday, October 12, 2011
Where Google Gets Its Power / Companies / Google
By: MISES
On September 21, 2011, Google executive chairman Eric Schmidt faced a hailstorm of criticism from senators and rival CEOs alike at a hearing of the Senate Judiciary Committee's Antitrust, Competition Policy, and Consumer Rights Subcommittee. According to Nextag (who?) CEO Jeffrey Katz, "Google rigs the results" of searches to give preferential treatment to its own businesses. Yelp (who, again?) CEO Jeremy Stoppelman claimed, "Google is no longer in the business of sending people to the best destinations on the Web. It has everything to do with generating more revenue." Senator Mike Lee of Utah charged the search engine of having "clear and inherent conflict of interest."
Wednesday, October 12, 2011
These Seven Companies Are Headed for Bankruptcy / Companies / Investing 2011
By: Money_Morning
David Zeiler writes:
Ten companies with at least $100 million in assets filed for Chapter 11 bankruptcy last month - the most since April when 17 such companies filed. So far in October five more big companies have filed, including Friendly Ice Cream Corp. and Open Range Communications Inc.