Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.Thursday, August 19, 2010
Three Ways to Invest In South America with ETFs / Companies / Emerging Markets
In last week’s column we looked at some ETFs focused on the booming countries of Southeast Asia. Today we’re turning our spyglass in a different direction. We’re looking at the southern portion of the western hemisphere — South America.
If you participated in the Weiss Global Forum earlier this week, you heard us talking about Brazil as the hub of its continent. The parallels with China are very interesting …
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Wednesday, August 18, 2010
How to Profit From China's Secret Energy Plan / Companies / Oil Companies
Kent Moors writes: Like everything else, the balance of power in the global energy market is shifting toward China, where a little-known province is perfectly situated to become a global oil-and-gas market powerhouse.
Nestled in the far northwest of China, Xinjiang is the country's largest province and the primary domestic source for oil and gas. It is sparsely populated and as big as Western Europe. The name, Xinjiang, literally means "New Frontier." And recent decisions in Beijing are going to give that translation even more meaning - transforming this province into a "new frontier" for the global energy sector.
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Wednesday, August 18, 2010
Kinross Gold Corporation: A Takeover Too Far? / Companies / Gold & Silver Stocks
The acquisitive nature of Kinross Gold Corporation (KGC) has taken it to the door step of Red Back Mining Incorporated (RBI) which appears to be a very good acquisition in terms of providing a pipeline of mining opportunities for Kinross. As usual with the predator in these situations the stock price of Kinross reflects a fair amount of trepidation in the mood of the investor, than both management teams would have liked to see.
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Wednesday, August 18, 2010
Microsoft and IBM Potential Takeover Suitors for Hewlett Packard / Companies / Mergers & Acquisitions
The longer HP languishes at the $41 a share level, the more likely the company will become a takeover target. Well, the fact that HP currently doesn`t have a CEO, and the fact that they are dirt cheap with regards to stock price to book value makes them vulnerable.
After all, when HP is trading at $55 a share, and any takeover requires a hefty premium of at least 20% to actually get a non-hostile bid to be accepted by the board and shareholders, this becomes a huge roadblock to a M&A deal being completed successfully.
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Wednesday, August 18, 2010
In Defense of the Hewlett Packard Board to Vote Out Mark Hurd / Companies / Corporate News
The HP board has taken a lot of heat for their decision to vote out CEO and Chairman Mark Hurd. But the HP board had no other choice in the matter. Some of the confusion surrounding the Mark Hurd saga is the fact that the media is looking for some bigger story than there actually is, after all, controversy sells in their business. Moreover, Mark Hurd who is trying to conduct spin and damage control to save his future corporate career is making a pretty clear cut, necessary, and deserved firing look more mysterious than it actually is. This is a no-brainer, and every board, including Larry Ellison`s would have come to the same conclusion: namely, Mark Hurd had to go.
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Wednesday, August 18, 2010
Master Limited Partnerships (MLPs) are Strong Investment Vehicles in Uncertain Economic Circumstances / Companies / Investing 2010
Credit Suisse Analyst Yves Siegel believes master limited partnerships (MLPs) are strong investment vehicles, particularly in uncertain economic circumstances. "I don't think there are many other places where investors can put their dollars and get a nice return with very moderate risk," he explains. In this exclusive interview with The Energy Report, Yves talks about the "Big Kahuna" and a handful of other well-managed MLP names with impressive yields and sector-leading growth prospects.
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Tuesday, August 17, 2010
Near-term Low in Research in Motion, RIMM / Companies / Company Chart Analysis
Today's point-and-figure low print at 49.40 in Research in Motion (RIMM) satisfies a downside swing objective created by the prior decline from 58.60 to 51.70 and has the right look of a completed correction - or a corrective leg that is carving out a near-term low in the vicinity of 49.40.
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Sunday, August 15, 2010
Potash Sector Heating Up…Again / Companies / Agricultural Commodities
Potash producer Agrium (AGU-TSX) just announced earnings of US$506-million in Q2, or US$3.20 a share - a healthy 37% increase over Q2, 2009. AGU’s revenue rose 7% to US$4.37 billion as sales volumes soared 860% year over year (yoy). The company’s share price rose 3.6% after its second quarter earnings sailed past expectations.
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Sunday, August 15, 2010
10 WAYS TO SAVE TAX WITH YOUR COMPANY / Companies / Business
If you’re not taking advantage of these 10 ways of improving your company’s tax efficiency your missing a trick or two...or ten.
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Sunday, August 15, 2010
Hewlett Packard's Hurd Crisis Creates A Value Investment Play / Companies / Corporate News
Hewlett-Packard Company (HPQ) has had a bad week since the announcement that Mark Hurd was resigning. HPQ stock is currently sitting at $40.40, just off the 52 week low of $39.95 established on Thursday after Cisco`s CEO John Chambers gave tempered guidance for the tech bellwether. (See chart)
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Friday, August 13, 2010
The Supply Chain Strain Is Changing the Way Manufacturers Do Business / Companies / Corporate Earnings
Kerri Shannon writes: As growing demand boosts production in the second half of 2010, some companies will fail to meet output due to struggles in the supply chain.
Earnings season has shown industrial companies' surging profits in the first half of the year and increased optimism for the months to come. Emerging market strength and stable raw material prices have helped the manufacturing boost.
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Friday, August 13, 2010
Junior Resources Companies, A Few of Stan Bharti Favorite's / Companies / Metals & Mining
Forbes & Manhattan Founder and CEO Stan Bharti, whose genius has guided dozens of junior resource companies to the pinnacle, discusses his approach in this exclusive interview with The Energy Report—and a few of his favorites. Among them is a company using a molecular-tagging technology to foil a practice that fuels terrorist activities and deprives governments of more than $100 billion in tax revenues annually.
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Wednesday, August 11, 2010
Price and Moving Average Stacking For Category Representative ETFs / Companies / Exchange Traded Funds
The table image uses color coding to help visualize which key ETF categories are in the strongest and weakest price patterns as indicated by the stacking of the price and various moving averages to each other.
An ideal stacking would be for the price to be above the 20-day average, which would be above the 50-day average, which would be above the 100-day average, which would be above the 200-day average. The worst case would have the opposite stacking.
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Wednesday, August 11, 2010
BP’s Return To Libya Decades After Gaddafi’s Revolution / Companies / Oil Companies
After nearly 40 years, BP is returning to Libya amid widespread controversy about an alleged link to the Lockerbie bomber’s release and fears about a potential oil disaster in the Mediterranean Sea.
Yet despite the oil giant’s enthusiasm, its future in Libya – a country boasting the largest crude oil reserves on the continent -- may end up as murky as competitors that have ventured there.
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Wednesday, August 11, 2010
Oil Companies with Natural Gas Assets to Mitigate Risks of Deepwater Drilling / Companies / Oil Companies
Blue Phoenix Inc.'s Chief Commodity Strategist John Licata says BP's Deepwater Horizon accident in the Gulf of Mexico has already resulted in oily names acquiring gas names. It will soon result in more joint ventures as companies try to mitigate the risk of deepwater drilling. In this exclusive interview with The Energy Report, John tells us why he's bullish on natural gas and why he sees more M&A activity ahead. He also offers some E&P and services names that could ultimately benefit from the rapidly morphing oil and gas landscape.
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Tuesday, August 10, 2010
Crude Oil Investors Run for the Canadian Border / Companies / Oil Companies
Marin Katusa, Chief Energy Strategist, Casey Research writes: The Gulf of Mexico disaster has changed U.S. priorities, costs, and energy supply sources for years to come. But the fact that the U.S. needs energy isn’t changing anytime soon, and as mass sources of green energy are still a while away, the most likely alternative might be the most surprising one.
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Monday, August 09, 2010
JPMorgan's Losses From Indecent Overexposure / Companies / Corporate Earnings
JPMorgan Chase's fixed-income revenue fell almost 28% to $3.6 billion in the second quarter, down from $5.5 billion in the first quarter, and down from $4.9 billion for the same period last year. JPMorgan blamed an interest rate squeeze and bad results in the credit markets and the commodities markets.
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Monday, August 09, 2010
New Upleg for Cisco / Companies / Tech Stocks
Without a doubt, CSCO has carved out a 2 1/2-month base-like accumulation pattern since mid-May, which heretofore registered multiple rally failures in the vicinity of 24.00 ... until today, that is.
Let's notice the upside thrust from 24.00 to today's high at 24.65. My work argues that it is the initiation of a new upleg to fulfill the upside potential projected off of the bullish pattern, which points to a minimum target of 24.90-25.20 to the 27.00 area over time.
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Monday, August 09, 2010
How to Build a Global Investment Portfolio Using ETFs / Companies / Exchange Traded Funds
Larry D. Spears writes: It wasn't all that long ago that global investing was an activity that was restricted to only the wealthiest U.S. investors. If you weren't one of America's ultra-rich, you weren't able to access foreign markets.
That began to change in the 1950s, with the advent of international and global mutual funds, and access further expanded over the next three decades with the introduction of single-country closed-end funds. Today, thanks to the recent explosion in exchange-traded funds (ETFs), investing in overseas stocks is now almost as easy as targeting a given market sector here at home.
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Saturday, August 07, 2010
Healthcare, A Safe Options Strategy for Retired Investors / Companies / Options & Warrants
Dr. David Eifrig writes: Most people know stock options are a great way to get rich in America...
Take Stephen Hemsley, CEO of the big insurance firm United Health Group. His 2009 salary came in around $9 million. But a decade earlier, he received stock options as part of his compensation package. In 2009, he exercised 4.9 million of them for a total gain of $98.6 million.