Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.Tuesday, April 10, 2012
Is Groupon the Next Enron? / Companies / Tech Stocks
Keith Fitz-Gerald, Chief Investment Strategist, Money Morning writes: Is Groupon the next Enron? ... No. It's worse.
Before the company even went public, there were signs that internal financial controls weren't up to snuff.
Now I'm hearing refrains of "three blind mice" as investors line up to have their day in court. You might as well say the "dog ate my homework."
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Tuesday, April 10, 2012
Eye on Apple and Amazon Stocks / Companies / Tech Stocks
Despite today's downgrade by BTIG, the reactive weakness so far has NOT inflicted any meaningful damage to the overall Apple (AAPL) Point & Figure chart structure. To inflict preliminary damage, the stock must press to a PF print of 623, which should trigger downside continuation to test much more meaningful PF support at 619. A print of 618 will trigger near term sell signals, and WILL represent a near term PF top in AAPL.
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Monday, April 09, 2012
Adobe Systems (NSDQ: ADBE): On the Fast Track to Growth / Companies / Tech Stocks
The 2000 technology bust and subsequent collapse of the high-flying Nasdaq left many investors with the perception that technology is a high-risk, volatile sector that’s only appropriate for the most aggressive growth investors.That sentiment is downright anachronistic. The S&P 500 Information Technology Index has a beta of 0.96 over the past five years; indexes with betas lower than 1.0 are less volatile than the broader market. More important, technology stocks have outperformed the broader market by a sizable margin despite their below-average risk. (See “Tech Sector Shines.”)
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Monday, April 09, 2012
New Lumia 900 Smartphone to Breathe Life into Nokia / Companies / Tech Stocks
David Zeiler writes: After a rocky couple of years, Nokia Corp. (NYSE ADR: NOK) has a plan for a comeback, and it starts with the release of the new Lumia 900 smartphone.
The Lumia 900, which went on sale in the United States yesterday (Sunday), is the fruition of last year's deal with Microsoft Corp. (NASDAQ: MSFT) to put the Windows Phone operating system on Nokia smartphones.
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Monday, April 09, 2012
Coal Stocks Are Historically Cheap – Here's What You Need to Know / Companies / Coal
Patrick Vail writes: The U.S. coal industry is facing a perfect storm and has taken a beating recently, bringing coal stocks down with it.
According to the Energy Information Administration (EIA), electricity generated by coal was down more than 20% in 2011. So it's no surprise that U.S. coal producers have been hit, and their valuations stand at 15-year lows.
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Monday, April 09, 2012
Biotech Stocks: How to Invest in the Buyout Binge / Companies / BioTech
William Patalon III writes: Big drugmakers are scrambling.
Right now, some of their most-lucrative blockbuster drugs are coming "off patent" - meaning they face the loss of $170 billion in annual sales.
But I'm going to let you in on a secret that Wall Street investment pros hope the little guy never learns: The very same problem that has Big Pharma execs wringing their hands even as you read this is also creating one of the biggest profit opportunities we've seen in years.
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Friday, April 06, 2012
If You Think All Utility Stocks Are The Same - Think Again / Companies / US Utilities
I have recently seen comments on articles oriented to the dividend growth investor where people were suggesting that in general, utilities have recently become overvalued. Further discussion indicated that this was probably due to the fact that bond yields were so low that people were flocking to stable utility stocks in lieu of bonds therefore driving utility stock prices to abnormal highs. This article is primarily designed to take a more specific look at whether or not utility stocks as an asset class are currently overvalued. Secondarily, it is offered to expose the fallacy of thinking in generalities rather than more specifically.
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Thursday, April 05, 2012
CACI Stock - Growth at a Ridiculously Low Price / Companies / Corporate Earnings
For 50 years CACI International Inc (CACI) has been serving America by providing in-demand services and solutions for our most vital missions for defense, intelligence, homeland security, and IT government modernization. Moreover, the company has consistently outgrown the government’s defense budget because of its emphasis on higher growth areas of government services needed to defend our country. Also, because of the sensitive nature of the services that are provided through contracts ranging from 3 to 5 years, we believe the company possesses a very strong moat. The majority of CACI’s employees hold high-security clearances that provide natural barriers to entry against outsiders attempting to impinge on their turf.
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Wednesday, April 04, 2012
Why Google Android Can't Compete With Apple's iPhone / Companies / Google
David Zeiler writes: There's an inherent flaw in Google Inc.'s (Nasdaq: GOOG) Android operating system.
The flaw isn't a technical glitch.
In fact, most agree that Google's Android is a first-rate mobile operating system that has gotten better with each update. Some even prefer it to Apple's iOS.
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Tuesday, April 03, 2012
Five Undervalued Dividend Paying Retail Stocks / Companies / Investing 2012
We believe the retail sector is currently a mixed bag where some of the best names are currently too pricey to buy. Retailers such as Costco (COST), Ross Stores (ROST) and T.J. Maxx (TJX) have seen their share prices skyrocket over the last year or so. On the other hand, not all leading retailers have followed suit even when their operating results have been comparable. We have identified five well-known and even leading retailers that offer attractive valuation, good dividend yields and the opportunity for double-digit total returns over the next five years.
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Monday, April 02, 2012
iShares MSCI Malaysia Index Fund At The Nexus Of Many Positive Trends in Malaysia / Companies / Emerging Markets
Malaysia traditionally has been viewed as a backward economy with a very defensive market. As a general rule, the Malaysian market tends to perform best relative to other Asian markets during periods of higher oil prices. That’s because Malaysia is a net exporter of oil.Read full article... Read full article...
Monday, April 02, 2012
With or Without "Obamacare" These Healthcare Stocks Are Headed Higher / Companies / Healthcare Sector
Don Miller writes: The fat lady hasn't sung yet...but she is warming up.
Three days of arguments before the Supreme Court have made it abundantly clear - "Obamacare" is in danger of being gutted or completely wiped off the books.
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Monday, April 02, 2012
High-Tech IPOs Are Fueling the Nasdaq Stock Market Rally / Companies / Tech Stocks
Michael Robinson writes: Don't look now but big paydays are here again in the tech-heavy Nasdaq.
From the depths of the 2009 bottom, the Nasdaq is up 139%, hitting levels it hasn't seen in more than 10 years.
In the last three months alone, the bellwether index is up nearly 19% -- outpacing the 12% gain in the S&P 500.
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Thursday, March 29, 2012
The Truth About Corporate Earnings and How Forecasting Earnings is the Key to Success / Companies / Corporate Earnings
In part one of this two-part series on the importance of earnings I focused on the historical relationship between earnings and market price utilizing cyclical companies to illustrate the validity of my thesis. In this part two, I am going to focus on how since we learned from the past how important and highly correlated the earnings and price relationship is, that it only logically follows that future results will also be a function of future earnings achievements. Therefore, I confidently state that forecasting future earnings is the key to long-term investing success.
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Wednesday, March 28, 2012
An ETF for Latest Boom in Tech Stocks: Technology Select Sector SPDR (NYSE: / Companies / Tech Stocks
As the broader markets turn in a stellar performance, technology has been far and away one of the hottest sectors. That’s driven a huge 17.5 percent gain in Technology Select Sector SPDR (NYSE: XLK), just in the first quarter of 2012 alone.
Although highly commoditized, the semiconductor industry has been the top-performing industry group in the Technology Select Sector’s portfolio, with Advanced Micro Devices (NYSE: AMD), LSI Corp (NYSE: LSI) and Micron Technology (NYSE: MU) all gaining on average about 40 percent so far this year.
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Wednesday, March 28, 2012
Outperform the Stock Market with Covered Call Options / Companies / Options & Warrants
Today’s rock-bottom interest rates and overpriced financial assets have created a low-return investment world that requires proactive yield-enhancement techniques such as covered calls, to generate the additional investment rate of return needed to retire comfortably.Selling covered calls generates additional income and lowers the break-even cost basis of stock you already own, thus reducing the downside risk of stock ownership at all price points.
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Wednesday, March 28, 2012
Worried that Stock Market is Overbought? Play Defense with Kraft Foods (NYSE: KFT) / Companies / Investing 2012
Conventional wisdom holds that consumer staples names such as food and beverage manufacturers are slow-growth stocks that hold up best when the market swoons and lag when equities rally.Read full article... Read full article...
Tuesday, March 27, 2012
ETF's The Pesky Details of Prospectus Disclosure / Companies / Exchange Traded Funds
Vedran Vuk, Casey Research : In the infamous case of the Goldman Sachs Abacus 2007 AC-1 fund, it doesn't take a whole lot to figure out the wrongdoing. Paulson & Co., a multibillion-dollar hedge fund, helped select the mortgage-backed securities held by Abacus while at the same time, Paulson was planning on shorting it. This was all unbeknownst to Abacus buyers, since Goldman Sachs conveniently left out the details of Abacus' creators and their bet against the fund in the investment marketing materials. Ultimately, the case was settled for $550 million.
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Tuesday, March 27, 2012
Investing in Water Stocks: Three Names to Buy Right Now / Companies / Water Sector
Patrick Vail writes: You've no doubt heard about the building scarcity of water. It's the reason savvy shareholders have been busy investing in water stocks.
Here's why.
Water may be everywhere but only 3% of it is fresh or suitable for drinking. Two-thirds of that is locked in glaciers and polar icecaps, which means less than 1% of the world's fresh water is available for human use.
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Tuesday, March 27, 2012
Is Apple Stock the short of a lifetime or the new widow maker? / Companies / Tech Stocks
Keith Fitz-Gerald writes: I have a confession to make.
I believe Apple stock (Nasdaq: AAPL) is going to be world's first trillion-dollar company yet I want to short the snot out of it.
Am I being compulsive?...impulsive?....or foolish?
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