Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Tuesday, February 03, 2009
Wells Fargo's Frightening Balance Sheet / Companies / Banking Stocks
By: Mike_Shedlock
This look at Wells Fargo (WFC) strangely begins with an investigation into 3.875% mortgage loans - fixed for 30 years - offered by Arbor Custom Homes near Portland Oregon. 3.875% is rather interesting given that current mortgage rates are much higher as the following Table of Mortgage Rates from Bloomberg shows.
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Friday, January 30, 2009
Emerging Markets 2009 Recovery Investing ETF's / Companies / Investing 2009
By: Money_Morning
Martin Hutchinson writes: If you're an emerging-markets investor, and you happened to peruse the study that the Institute for International Finance released this week, you must've experienced alarm - if not panic. The IIF expects the inflow of private funds into these markets to plunge to only $165 billion this year - an amount that's just 18% of the $929 billion that flowed into these very same markets in 2007. Read full article... Read full article...
Thursday, January 29, 2009
China's Growth Story and BHP Billiton Cyclical Opportunity / Companies / Metals & Mining
By: Oxbury_Research
Year of the Ox - I want to wish a happy new year to everyone of Chinese descent. According to the Chinese calendar, 2009 is the Year of the Ox. The Ox is said to symbolize prosperity through fortitude and hard work. That description seems to be a very appropriate way to describe the country of China as a whole. Read full article... Read full article...
Wednesday, January 28, 2009
Pfizer and Dow Chemical Merger Talks and Dividend Cut / Companies / Mergers & Acquisitions
By: Money_and_Markets
Nilus Mattive writes: I can't believe how quickly things are changing in these markets! One trading day after I sent out my latest issue of Dividend Superstars , two firms that are widely held by investors announced both merger news and dividend policy changes.
I've covered both of these companies in past Money and Markets issues, too. So today I want to do something a little different, and give you my thoughts on this news.
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Wednesday, January 28, 2009
A Kinder, Gentler Investment Opportunity / Companies / Investing 2009
By: Oxbury_Research
Before we get into the meat of it and introduce you to a very compelling income opportunity, a few brief words on the overall market situation as it appears today. It will be important to bear these items in mind as the calamitous cacophony of media Chicken Littles sings its “sky is falling” reprise.
Take it to heart that:
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Tuesday, January 27, 2009
Warning: Mega-banks Could Fail Despite Federal Bailouts / Companies / Credit Crisis 2009
By: Money_and_Markets
Martin Weiss writes: The time has come to issue one of my sternest warnings to date: Bank of America and Citigroup could fail despite the most radical government rescues of all time.
Right now, after recent close calls with instant death, these two megabanks are on life support, receiving massive transfusions of government capital. But they're still hemorrhaging, and no one in Washington has found a cure.
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Monday, January 26, 2009
Constructive Pattern in XLU Utility Stocks ETF / Companies / US Utilities
By: Mike_Paulenoff
Apart from my sense that the Obama Administration is pro-energy efficiency, conservation, and "alternative," all of which implies a potential increase in electricity usage and production during the next 4-8 years, the technical set-up in the SPDR Select Utility ETF (AMEX: XLU) is very constructive.Read full article... Read full article...
Saturday, January 24, 2009
Investing in Obama's Infrastructure Boom Profits / Companies / Investing 2009
By: Money_and_Markets
Larry Edelson writes: I wish President Obama the best of luck. He's going to need it. The U.S. — and indeed the entire globe — is in the thick of the worst financial crisis since the Great Depression.
Ultimately, the economy and the markets will prevail, healing themselves according to their own timetable.
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Saturday, January 24, 2009
The Next Emerging Boom Stem Cells Technology Stocks / Companies / Sector Analysis
By: Q1_Publishing
“The doctors told us my Dad had two months to live. We were counting down days in our head. But they told us there was one option. It was called a ‘stem cell rescue'…Long story short, it's been two years and my Dad's doing fine.”
That's what a friend of mine told me a few months back. He saw some of the research we were doing on the silently emerging boom in stem cells and wanted to let me know how stem cell research had already yielded something very special for his family.
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Friday, January 23, 2009
Turn Economic Downturn into Investment Opportunity Like a Billionaire / Companies / Investing 2009
By: Q1_Publishing
Do you know what a Model T is?
Of course you do. Who doesn't? It's the car that put America on wheels. It was the product of some of the greatest manufacturing innovations. It changed the world.
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Friday, January 23, 2009
Bankrupt Banks Defacto Nationalization / Companies / Nationalization
By: Adrian_Ash
Private bank stockholders aren't so much being crowded out as thrown out the window...
NOW, I'M NO banking analyst, but that gap on my resumé is starting to look like a very good thing indeed.
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Friday, January 23, 2009
China Digital, Tuning in on Future Growth / Companies / China Stocks
By: Oxbury_Research
It's no secret that 2008 was an abysmal year on Wall Street—the worst, in fact, since 1931. The Dow lost 33.8% of its value, while the S&P 500 and the Nasdaq fell 38.5% and 40.5%, respectively.
On the other side of the globe the markets fared even worse. The Chinese economy, while still growing rapidly, has hit a major speed bump. After a red-hot 2007 that saw China's benchmark CSI 300, a cap-weighted index tracking 300 A-share stocks listed on the Shanghai and Shenzhen Stock Exchanges, gain over 125%, Chinese stocks cooled considerably in 2008. After all was said and done, the index sank 66%.
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Friday, January 23, 2009
Global Systemic Financial Crash as Extreme Leverge Deleverages / Companies / Credit Crisis 2009
By: Mike_Shedlock
Inquiring minds are investigating a visual comparison of banks' market caps valuation as of January 20, 2009 vs. the second quarter of 2007. Bank Market Cap Comparison
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Tuesday, January 20, 2009
America's Beleaguered Banks, Wheres the Bottom? / Companies / Banking Stocks
By: Michael_Pento
Investors who have been pining for a chance to buy into the beleaguered banking sector may have a bit longer to wait. Just this past Friday holders of Bank of America's (NYSE: BAC ) stock were greeted with the reporting of the company's first quarterly loss ($1.79 billion) since 1991. To make matters worse, the company cut its quarterly dividend from $.32 to $.01. The loss prompted a new rescue package totaling $138 billion, which comes on the heels of the recent round of government injected capital of $25 billion last year.Read full article... Read full article...
Tuesday, January 20, 2009
British Banks are Technically Bankrupt as BOE Prints Money in Secret / Companies / Credit Crisis 2009
By: Mike_Shedlock
The Independent is reporting (was reporting but the post has been yanked) British banks are 'technically insolvent' . The link above as well as what follows is from Google cache. Not sure how long that cache will stay but here is the article that someone, for some reason, wanted to suppress.
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Tuesday, January 20, 2009
Why did Barclays' Shares Drop 25% in a Day? / Companies / Banking Stocks
By: Andrew_Butter
Answer: The market did not believe the valuations of assets and liabilities.
The Solution?
Well the management of Barclays went on record to say that the valuations were sound and even went so far as to pre-release their numbers. Last time I looked (early on 20th January) the shares had gone down 10% on that news.
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Tuesday, January 20, 2009
Jim Rogers Says Buy These Stocks / Companies / Investing 2009
By: Q1_Publishing
“Historically, the way you make money in times like these is that you find things where the fundamentals are unimpaired.” – Jim Rogers
That sounds easy enough, right? Just find unimpaired companies, buy them, and wait. In essence, there couldn't be better advice right now.
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Monday, January 19, 2009
Royal Bank of Scotland (RBS) on Sale for 12pence / Companies / Banking Stocks
By: Nadeem_Walayat
The Royal Bank of Scotland's share price crashed by 66% on dreadful results. The latest crash in a string of price crashes during the past 18 months has seen RBS go from one of the worlds biggest banks priced at £7.20 per share to a penny stock that has been kept out of bankruptcy by the ever escalating scale of government capital injections and loans, with the latest cash handout taking the Governments stake to 70% and therefore defacto nationalisation of the Bank in all but name.Read full article... Read full article...
Monday, January 19, 2009
Britain's Bailout of Bankrupt Banks Grows by Another £100 Billion / Companies / Credit Crisis Bailouts
By: Mike_Shedlock
A new bailout of British lenders will take the government stake in Royal Bank of Scotland to 70% following the Treasury's £100bn lifeline .
Britain's bank bosses are on standby to be called to Downing Street today or tomorrow to hear details of the new rescue plan.
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Sunday, January 18, 2009
Global Financial Deleveraging Crisis Will Cost Western Banks Future China Profits / Companies / China Stocks
By: Money_Morning
William Patalon III writes: In mid November, Bank of American Corp. ( BAC ) ponied up more than $7 billion to nearly double its already existing investment in the state-owned China Construction Bank Corp ., a move that gave the biggest U.S. bank a 19% stake in China's second-largest lender. Read full article... Read full article...