Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Tuesday, April 26, 2011
Bank of America Unfinished on Downside / Companies / Company Chart Analysis
By: Mike_Paulenoff
My near-term and 6-month pattern and momentum work on Bank of America (BAC) indicate that the price structure has some unfinished business on the downside prior to embarking on a sustainable rally period.
The very negative juxtaposition of the 21, 55, and 200 DMA's is creating significant downward price pressure, which, when coupled with the pattern that BAC has carved out off of its January recovery high at 15.31, projects lower prices into the 11.85/50 area next.
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Monday, April 25, 2011
American Airlines Has Nowhere to Go but Down / Companies / Corporate Earnings
By: Money_Morning
Jack Barnes writes:
In February, I made my case against United Continental Holdings Inc. (Nasdaq: UAL), - owner of both United Airlines and Continental Airlines - saying high fuel prices would be too much for the company to bear.
Well the same is true for AMR Corp. (NYSE: AMR), which is best known as the parent company of American Airlines - the fourth-largest airline in the world. The rising cost of fuel has put a squeeze on the company's margins, leaving it a hostage to higher oil prices.
So let's "Sell" AMR Corp. (**).
Monday, April 25, 2011
Frothy Valuations for Facebook and Groupon Sparking Worries of New Dot-Com Bubble / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes:
With valuations of Web-based companies like Facebook Inc. and Groupon Inc. zooming ever higher, questions have been raised over what these companies are truly worth and whether we're seeing the early stages of a new dot-com bubble.
"The markets are showing signs of speculative froth," Martin Sorrell, chief executive officer of marketing giant WPP PLC (Nasdaq ADR: WPPGY), told the trade journal Information Age in a recent interview.
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Thursday, April 21, 2011
Cloud Computing Helps Boosts Intel and IBM / Companies / Corporate Earnings
By: Money_Morning
David Zeiler writes: Better-than-expected earnings this week by several major technology vendors suggest a rebound is underway in corporate IT spending - much of which was postponed by the recession - and a big surge in cloud computing investments.
Intel Corporation (Nasdaq: INTC) reported a 34% rise in first-quarter profit due to strong sales of chips for high-end servers used in data centers in addition to a surprising increase in PC chip sales. And International Business Machines Corp. (NYSE: IBM) reported its highest revenue growth in a decade as businesses bought more servers and equipment for data centers.
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Wednesday, April 20, 2011
Biotech Investing: Phase II is the Sweet Spot / Companies / Sector Analysis
By: Money_Morning
Marc Lichtenfeld writes:
I recently received a call from an investor relations representative who wanted to know if I'd be interested in hearing about a small biotech company with a drug candidate in Phase II trials.
Obviously, I accepted.
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Monday, April 18, 2011
Eye on Apple Stock Price Support / Companies / Tech Stocks
By: Mike_Paulenoff
We could make the case that today Apple (AAPL) broke down from a 4-month top formation when it sliced beneath 328.00-326.00 support (now resistance). As long as AAPL continues to consolidate below 326-328, the bears will remain in directional control.
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Monday, April 18, 2011
Investors Pocket Higher Profits By Spotting the Next Takeover Target / Companies / Investing 2011
By: Money_Morning
Larry D. Spears writes:
Investors lucky enough to hold shares in a company before it's acquired by another can snag some hefty profits - and this year has been one of the hottest on record for deals.
Global merger and acquisition (M&A) activity in the first quarter topped $799.8 billion, the most since 2007's pre-crash frenzy, according to a recent report in Forbes magazine. Looking forward, most M&A analysts now predict well more than $3 trillion in takeover activity for all of 2011.
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Monday, April 18, 2011
Cash-Rich Companies Share the Wealth with Trillion-Dollar M&A 2011 Activity / Companies / Mergers & Acquisitions
By: Money_Morning
Larry D. Spears writes:
Mergers and acquisitions, or M&A activity, so far in 2011 has been a driving force in the stock market's positive performance.
In fact, global M&A activity in the first quarter topped $799.8 billion, the most since 2007's pre-crash frenzy, according to a recent report in Forbes magazine.
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Sunday, April 17, 2011
This Tech Bubble is Different / Companies / Tech Stocks
By: Trader_Mark
An interesting take in BusinessWeek as we embark on yet another bubble, this time in social media. (which you must embrace as a momo investor, until they crash) Unlike previous "tech" bubbles (say PC era, or internet era), which left something tangible behind when they busted, this time around there appears we'll have little to show for a central banker gone mad showering the world with liquidity. (heck yesterday an unprofitable car rental company that had no market interest last fall went ballistic on its IPO) As an aside, Groupon looks to be coming public in Q3 at a valuation of $15-20 Billion. I bet it doubles on the first day - after all, money for nothing and chicks for free....
Saturday, April 16, 2011
Inflation Hits Google, Share Price Falls 14% / Companies / Google
By: PhilStockWorld
Well who'd have thunk it?
The cost of doing business is rising and GOOG happens to be one of those businesses that lacks pricing power as their rates are generally set through an auction process and their users have to VOLUNTEER to pay more money to advertise. Most advertisers on Google are on fixed budgets, like MSM advertisers and Google has done a great job of replicating that model. Why then, should it be surprising if a maturing Google begins to look more like a traditional media outlet than a dot com company with exploding growth?
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Friday, April 15, 2011
Microsoft-Nokia Deal Doesn't Guarantee a Spike in Smartphone Market Share / Companies / Microsoft
By: Money_Morning
David Zeiler writes:
While two major research firms predict that the February deal struck between Microsoft Corporation (Nasdaq: MSFT) and Nokia Corporation (NYSE ADR: NOK) will result in a huge jump in smartphone market share for Windows Phone, such gains won't come easily - if at all.
The two companies announced on Feb. 11 that they would jointly enter the mobile smartphone market - in what some might call a "shotgun marriage" - with Nokia making the hardware and Microsoft proving the operating system (OS).
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Wednesday, April 13, 2011
Dominant Trend Still Bullish for FCX / Companies / Company Chart Analysis
By: Mike_Paulenoff
After ending its upleg from a major corrective low at 46.20 (Mar 10) to its 58.75 high (Apr 8), Freeport McMoRan Copper & Gold (FCX) has relinquished 50-55% of its prior upleg gains, which is the area to look to re-establish long positions within a larger, still-intact bull trend.
My near- and intermediate-term work argues that unless and until FCX violates the 46.20 low, the larger, dominant trend remains bullish, and acute weakness should be used as a buying opportunity.
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Wednesday, April 13, 2011
JP Morgan Q1 2011 Earnings / Companies / Corporate Earnings
By: Tony_Pallotta
On the headline JP Morgan (JPM) beat with $1.28 versus estimates of $1.15 on EPS. Comparing Q1 2011 to Q1 2010 net revenues is down 8.8% while EPS is up 72%.
Sounds OK unless you ask two very simple questions (1) what is the direction of income before provisions for loan losses and (2) what is the direction of asset prices.
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Tuesday, April 12, 2011
Apple May Be in Trouble / Companies / Tech Stocks
By: Jared_Levy
I am a firm believer in the Peter Lynch style of investing. Peter Lynch's mantra was to "invest in what you know." So many of us tend to get caught up in complicated algorithms, strategies and analysis, when all we might have to do is simply open our eyes to what is happening right outside our front door.
Tuesday, April 12, 2011
Can Apple Punch Through Resistance / Companies / Tech Stocks
By: Mike_Paulenoff
This morning's pre-open down-gap in Apple (AAPL) and spike to 327.49 so far has turned out to be the low for the larger downleg off of the Mar 28 high at 354.34. The spike low, followed by what is shaping up to be a significant upside reversal so far today, also can be considered another test of critical three-month support at 326.50/00 from the day that Steve Jobs announced he was taking a leave of absence.Read full article... Read full article...
Monday, April 11, 2011
The Battle to Dominate Could Based Computing / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes:
Cloud-based computing is shaping up to be a major battleground in the U.S. high-tech sector for the rest of this year, as companies compete to deliver such services as music streaming to consumer-based mobile devices.
And it figures to be a true clash of titans, with such high-tech heavyweights as Amazon.com Inc. (Nasdaq: AMZN), Apple Inc. (Nasdaq: AAPL), Google Inc. (Nasdaq: GOOG) and Microsoft (Nasdaq: MSFT) serving among the major combatants.
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Monday, April 11, 2011
Post-PC Era Poses Challenge for Tech Stocks, The Rise of Smartphones / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes: The accelerating transition to mobile computing devices - such as smartphones and tablets - will drive tech companies to adapt to shifting consumer preferences or risk getting left behind.
Although they haven't yet tossed out their desktop or laptop PCs, more and more people are adopting mobile devices for such activities as checking e-mail, browsing the Web, playing games and interacting with social networks like Facebook and Twitter.
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Thursday, April 07, 2011
Will The Internet Play An Increasing Role In Corporate Governance? / Companies / Corporate News
By: Submissions
Ian R. Campbell writes: I received an e-mail a few days ago from a Stock Research Portal subscriber who obviously had spent time researching my work history and reading my daily commentaries. His e-mail dealt with the proposed Plan of Arrangement (the 'Plan') announced March 14 pursuant to which Century Mining Corp. ('Century') shareholders would exchange their shares for shares of White Tiger Gold Ltd. ('White Tiger'). About the Plan, he said: "We as minor shareholders need some credible press on this and since I have been reading your writing for a couple years, I trust you to take a real look past the surface, at the truth. Ian, its not right, its not fair and I am trying to do something about it, will you help".
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Thursday, April 07, 2011
A Crack in the Great Wall-Mart: China Inflation, Watch Out for Rising Prices / Companies / Inflation
By: Jason_Kaspar
In a widely covered interview last Wednesday, the CEO of Wal-Mart, Bill Simon, warned that “U.S. consumers face ‘serious’ inflation in the months ahead for clothing, food and other products.” He noted: "We're seeing cost increases starting to come through at a pretty rapid rate." Given his purview, I accept Simon’s opinion as positively disconcerting, and if inflation is to hit home in the heartland of America, it will certainly begin at Wal-Mart.
Monday, April 04, 2011
Toyota Motor Corp Needs to Rebuild from Supply Chain Collapse / Companies / Corporate News
By: Money_Morning
Jack Barnes writes:
Toyota Motor Corp. (NYSE ADR: TM), one of the largest manufacturing companies in the world, has offered strong periods of growth from which investors have profited.
However, today it is a "Sell" - and is likely headed toward a long-term redevelopment of its core company structure (**).
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