Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Friday, December 19, 2014
Chaos Mounts in Russia. Here's What Investors Can Do… / Companies / Russia
By: Money_Morning
Dr. Kent Moors writes: The collapse in oil prices has exposed some vulnerable economies. All of them are dependent upon crude export sales to maintain even the appearance of a national budget.
As you might expect, every member of OPEC falls into this group, although Saudi Arabia, Kuwait, and the United Arab Emirates have sufficient reserves that will allow them to carry sizable budget deficits for some time.
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Tuesday, December 16, 2014
Eurozone Conflict Will Bring a Major Stocks Buying Opportunity / Companies / Investing 2015
By: Money_Morning
Peter Krauth writes: As the European Central Bank (ECB) top brass battle it out on quantitative easing, the stakes couldn't be higher.
Europe's at the precipice of deflation, despite European Central Bank President Mario Draghi attempting to do "whatever it takes" to avoid that fate.
But dissent at the highest levels could quickly change the winds of investment in Europe.
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Tuesday, December 16, 2014
Crude Oil Price Drop Signals the End for Tesla Motors? / Companies / US Auto's
By: DailyGainsLetter
George Leong writes: Tesla Motors, Inc. (NASDAQ/TSLA) is currently running into a traffic jam on the chart, having declined 27% since trading at $291.42 on September 4. But I see this kind of move in a stock like this as a possible investment opportunity.
Now we are hearing market watchers saying Tesla is dead money as long as oil and gasoline prices stay low. The problem I see with this argument is that it ties the value of Tesla to the direction of oil. While the lower oil prices may hurt Tesla as an investment opportunity, I’m not convinced.
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Tuesday, December 16, 2014
Investing and the Passive Management Bubble / Companies / Investing 2014
By: Michael_Pento
We have happened upon that time in the investment cycle when investors vastly eschew active management of their assets in favor of a more passive management style. In fact, I read recently 461 Hedge Funds, a hallmark of active investment management, shut their doors in the first half of this year alone. If liquidations continue at that rate, they'll outpace the 1,023-closure record from 2009. All signs now indicate that active management has fallen out of vogue.
Sunday, December 14, 2014
Crude Oil Producers Commit Mass Suicide / Companies / Oil Companies
By: Andrew_McKillop
Everyone's A Loser, Baby
David Nelson, former Lehman Bros chief analys speaking on Aljazeera.com's 'Inside Story', December 11 said that at least in the short term, and possibly for the long term, OPEC has decided to commit collective suicide by setting a strategy of "keep pumping and hope". The programme quoted a Saudi oil spokesman as saying the oil market "will sort itself out".
Friday, December 12, 2014
Scary Stocks Investors Should Shun in 2015 / Companies / Investing 2015
By: Money_Morning
Michael A. Robinson writes: Earlier this week, I predicted a strong year for technology stocks in 2015.
But that doesn’t mean every tech stock is going to be a winner in the New Year.
While I usually share those winners with you in this space, a big part of making money over the long haul is avoiding losers whenever possible.
With that in mind, let’s take a look at 2015′s three worst tech stocks.
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Friday, December 12, 2014
Fund Managers' Sears Stock Mania Dangerous Delusion / Companies / Corporate News
By: Money_Morning
Michael E. Lewitt writes: Investors reacted with joy when Sears Holdings Inc. (Nasdaq: SHLD) announced on November 6 that it would sell 200 to 300 of its stores to a real estate investment trust (REIT) in 2015.
It was the "Big Bang" announcement investors had been waiting for since hedge fund billionaire Eddie Lampert combined Sears with the bankrupt retailer Kmart a decade ago.
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Thursday, December 11, 2014
Genetic Cures for Disease: Impossible Biotech Dream Come True? / Companies / BioTech
By: TLSReport
Clinicians like to speak in terms of "managing" disease. That term of art is an admission that, in most cases, they can't cure the serious problems confronting patients. In this interview with The Life Sciences Report, David Nierengarten of Wedbush Securities explores gene therapies that actually correct an inborn mutation in human DNA, creating permanent change, actual cures and better lives for patients. It sounds beyond the reach of medicine . . . and therein lies the opportunity: Investors in gene therapy companies may capture serious returns on risk capital when the cure is attained.
Thursday, December 11, 2014
Banking Crisis II - European Mega-Banks in Trouble / Companies / Credit Crisis 2014
By: Mike_Shedlock
I have been saying for years that European banks are in far worse shape than US banks. We can now show that in chart form thanks to Ophir Gottlieb, CEO of Capital Market Labs.
Let's start with a visualization of the day: Worldwide Mega Cap Banks: Is Europe in Crisis?
Read full article... Read full article...If we take all of the banks in the world with market caps larger than $25 billion USD and then plot them with total assets on the x-axis and non-performing loans as a percentage of total loans, ALL of the top eleven are in Europe.
Wednesday, December 10, 2014
Double-Your-Money Tech Stock Investing Plays For 2015 / Companies / Investing 2015
By: Money_Morning
Michael A. Robinson writes: In its just-released forecast for 2015, CNNMoney.com suggested a “ho-hum year” for stocks.
The popular news service even cited a Goldman Sachs Group Inc. (NYSE: GS) prediction that calls for a gain of less than 2% on the bellwether Standard & Poor’s 500 Index.
As predictions go, this one is pretty mundane. And while folks who buy into this won’t suffer actual losses, they will incur “opportunity losses.”
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Wednesday, December 10, 2014
The Rising Tech Powerhouse Stock in Asia / Companies / Tech Stocks
By: Money_Morning
William Patalon III writes: The world's next big center for semiconductor production isn't going to be somewhere on the U.S. West Coast.
It won't be in South Korea, Taiwan, or somewhere in mainland China.
It will be Ho Chi Minh City, in an increasingly powerful Vietnamese tech economy…
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Monday, December 08, 2014
The Race to Fill a $53 Billion Niche, Apple Pay Is the "Killer App" / Companies / Tech Stocks
By: Money_Morning
Even in the fast-paced world of high tech, 10 weeks is a short amount of time.
And yet, as recently as early September, many industry analysts were saying Apple Inc. (Nasdaq: AAPL) had lost its innovative edge in the global smartphone war.
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Sunday, December 07, 2014
A Monster Rally In Airline Stocks / Companies / Sector Analysis
By: DailyWealth
Since July, the price of crude oil is down more than 30%. This decline has killed oil stocks... but provided a big boost to a "bad to less bad" trade we profiled years ago.
Back in September 2011, we wrote a bullish note on airline stocks. Airlines sport razor-thin profit margins, they're subjected to wild swings in fuel costs, and they require lots of capital expenditures to keep the businesses running. This makes them horrible long-term investments. But from a trading viewpoint, it's worth noting that airlines go through big "boom and bust" cycles. These cycles can be traded for big profits.
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Friday, December 05, 2014
E-commerce Online Shopping Trend Is Still Returning 45% Each Year / Companies / Retail Sector
By: Money_Morning
Michael A. Robinson writes: You’ve seen the headlines – and if you shopped online last weekend, you were a part of the story.
Storefront retail traffic was down around 11% on Black Friday, but online shopping was up more than 17%. In other words, we’ve changed the way we’ve shopped.
Thanksgiving Day was Target Corp. (NYSE: TGT)’s best online day ever, with sales rising 40% over the previous year. And so many smartphone-wielding customers headed to Best Buy Co. Inc. (NYSE: BBY) that its website suffered outages all through the long holiday weekend.
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Friday, December 05, 2014
China’s Rising: Best Investment Vehicle to Make Money From It / Companies / China Stocks
By: DailyGainsLetter
George Leong writes: While China is struggling with its gross domestic product (GDP) growth metrics, the country’s main stock market—the Shanghai Composite Index (SCI)—is easily outperforming the S&P 500 and NASDAQ.
China may be stalling, but the Chinese economy is still growing at a rate of more than seven percent—far better than the rest of the G8 countries. Now, of course, that’s if you believe the GDP reading that is put forth by the Chinese government; as with most data coming from China, it is up for debate whether it is real or fictitious.
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Thursday, December 04, 2014
Dell: Growth Rate Accelerating as Private Company / Companies / Tech Stocks
By: Bloomberg
CEO and founder Michael Dell spoke with Bloomberg TV anchor Erik Schatzker at the Council on Foreign Relations in New York yesterday.
Dell said that since going private, "I think about 20 percent of my time has been freed up." He said, "You think about all of the time spent dealing with governance and preparing for investor activities and dealing with various shareholder requests… This can be quite distracting, right, if you try to grow a business."
On whether more public companies should go private, Dell said, "I've had quite a few of them contact me and ask me about how we went through the process and what it was like and that sort of thing. It certainly wasn’t an easy thing to go through the process, once we got through it, it's been a lot easier managing the business as a private entity." On the companies who have contacted him for advice on going private, Dell said, "Some in Dell's size range, some a little larger, quite -- a lot more smaller than Dell. But I'd say more than 10."
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Thursday, December 04, 2014
Innovation Sparks Wealth Creation / Companies / Technology
By: Harry_Dent
Most people almost always reject radically new things or ideas at first. Ask Galileo or Jesus. That’s why it takes extreme personalities to take the necessary risks and to persevere against all odds, criticism and rejection.
I should know. I’m such a personality.
I’m an entrepreneur and innovator in the arena of economics. If it hadn’t been that, it would have been some other kind of arena. It’s just in my blood.
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Tuesday, December 02, 2014
Bio-Tech Stock That Will Profit from a New Breakthrough Medical Direction / Companies / BioTech
By: Money_Morning
Ernie Tremblay writes: Modern medicine, for all of its sophisticated drugs, complex gadgets, and amazing surgical procedures, rarely cures anything. It treats. It manages. It postpones the inevitable.
But return a patient to normal, optimal health?
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Saturday, November 29, 2014
At This Year’s Thanksgiving Table, the Knives Are Out for Goldman Sachs / Companies / Banksters
By: Money_Morning
kdowdle writes: A happy belated Thanksgiving to you all.
If yours wasn’t happy, just think – it could have been a lot worse. You could have been the turkey and gotten slaughtered, like the turkey in this tale I’m about to tell you.
It’s a tale of two birds of a feather, one a greedy, fat butterball stuffed with gibberish and ripped-off profits.
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Wednesday, November 26, 2014
Understanding the Key Threats to Google (GOOG) Stock / Companies / Google
By: Money_Morning
Google Inc. (Nasdaq: GOOG) has grown to be the fourth most valuable U.S. company, with a market capitalization of $370 billion.
Only Apple Inc. (Nasdaq: AAPL), Exxon Mobil Corp. (NYSE: XOM), and Microsoft Corp. (Nasdaq: MSFT) are larger. In 2015, the company will likely generate more than $60 billion in revenue and more than $17 billion in net income.
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