Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Friday, October 24, 2014
Tesco Meltdown Debt Default Risk Could Trigger a Financial Crisis in Early 2015 / Companies / Corporate News
By: Nadeem_Walayat
The mainstream press is finally waking up the the catastrophe that is taking place at Britain's largest Supermarket that for well over a year has been in a state of collapse, whilst the mainstream press in large part swallowed Tesco's bogus financial numbers as its management in a complete state of denial 'of this cannot be happening' first bent and then broke umpteen accounting rules so as to hide the true state of the supermarket giant's financial picture, one of effectively fast disappearing down a financial black hole as a consequence of the fundamental factor that Tesco just CANNOT compete against the discount retailers such as Aldi and Lidl towards which Tesco has been exponentially haemorrhaging customers to the point where last week I wrote that it its customers had effectively vanished that risked the unthinkable that Tesco may not even make it to the end of the current financial year (March 2015).
Friday, October 24, 2014
The 10th Man: The Financial Engineering Market / Companies / Sector Analysis
By: John_Mauldin
Jared Dillian writes: IBM went down hard on its quarterly earnings report this week. This made a splash in the news because, well, it’s IBM, and also Warren Buffett owns it, so it was a rare moment of human fallibility for him. But there is a lot more to the story than that. Very sophisticated people have been keeping an eye on IBM for some time.
Thursday, October 23, 2014
Fear of Ebola Creating Weakness in U.S. Stocks? / Companies / Ebola
By: DailyGainsLetter
George Leong writes: The fear of Ebola has caused pressure towards the U.S. stock markets, particularly in the travel sector and aviation stocks. The concern is real, and if it is allowed to grow in the United States, Asia, or Europe, we could see a significant decline in travel demand that could impact the next few quarters, as my stock analysis would suggest.
The impact on the aviation space has been evident already, as we have seen travel-related stocks come off their tops; albeit, much of this also has to do with the current stock market risk, based on my stock analysis.
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Thursday, October 23, 2014
How to Profit from Massive Spin-Offs with Just One Play / Companies / Tech Stocks
By: Money_Morning
Michael A. Robinson writes: I love corporate spin-offs – and you should, too.
With spin-offs, companies unlock hidden values in their operations and pass them on to shareholders – offering low risks and high probabilities of market-beating profits.
And the past month or so has produced a bonanza.
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Thursday, October 23, 2014
Japan Gives a Hug to the Cell Therapy Biotech Industry / Companies / BioTech
By: TLSReport
Last year, Japan rolled out the red carpet for cell therapy developers with new legislation designed to expedite development of regenerative medicine solutions for all manner of disease. In this interview with The Life Sciences Report, former regenerative medicine consultant R. Lee Buckler, now a vice president with RepliCel Life Sciences Inc., puts his consultant's hat back on to talk about Japan's hospitable stance on proposed cell therapies. He provides an update on the meaning of the new law and discusses a small cohort of companies poised to reap the advantages.
Thursday, October 23, 2014
40% of Eurozone Banks Are in Trouble / Companies / Credit Crisis 2014
By: Raul_I_Meijer
Reuters has had a busy day today reporting on Europe’s banks and the stress tests the European Banking Authority is set to unveil on Sunday. And which put the EU and ECB on a see-saw like balancing act between credibility and panic.
The news bureau started off in the early morning citing a report by Spanish news agency Efe, which said 11 banks would fail the tests:
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Wednesday, October 22, 2014
Follow the Baby Boom to Biotech Stock Profits / Companies / BioTech
By: TLSReport
In recent years, entrepreneurial therapists have comprised the fast-growing sector in outpatient physical therapy. But companies like Agility Health are beginning to seize acquisition opportunities and market share in this growing sector. Steven Davidson, CEO of Agility Health Inc., tells The Life Sciences Report how his company is innovating in the physical therapy space, improving patient care and clients' bottom lines through its management expertise and proprietary software, AgileRPM. With baby boomers aging and the Affordable Care Act increasing access to services, physical therapy just might be the safe haven sector to shield your portfolio from macroeconomic uncertainty.
Tuesday, October 21, 2014
Petrobras is a 'Scheme, Not a Stock' / Companies / Oil Companies
By: Bloomberg
Jim Chanos spoke with Bloomberg Television anchor Stephanie Ruhle from the Robin Hood Investor's Conference in New York today. Chanos described Petrobras as a "scheme," saying that optimism it will benefit if Dilma Rousseff is voted out of office is unfounded: "Every time Dilma's poll numbers go up, Petrobras's stock goes down...Even if Neves wins, it doesn't change the economics" at Petrobras.
STEPHANIE RUHLE, BLOOMBERG: Jim, we will get to talk about China, but you just left the stage. You have been followed out here by attendees talking about your big idea, Petrobras. Talk to us.
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Monday, October 20, 2014
Can Ebola Fears Deliver a Value Opportunity in the Cruise Industry? / Companies / Sector Analysis
By: Investment_U
Tom Sandford writes: For a lesson on smooth sailing into global markets, one only needs to look at the global cruise industry.
In just the last decade, the number of cruise passengers has jumped by 77% from 12 million to 21.3 million, according to the Cruise Lines International Organization.
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Monday, October 20, 2014
Is October the Month for Technology Stocks? / Companies / Tech Stocks
By: Investment_U
David Becker writes: Technology stocks generally perform well in October as investors begin to focus on third quarter earnings. While the group as a whole has outperformed the broader markets, there are a number of both software and hardware companies that have experienced stellar performance.
One way to measure the performance of a sector or a specific stock is to analyze its seasonality. Seasonality can be defined as regular changes that occur to a stock or sector every calendar year. For example, if the price of a stock climbs every October then it has a seasonal pattern.
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Saturday, October 18, 2014
Tesco Supermarket Crisis Worse To Come as Customers Vanish! / Companies / Corporate News
By: Nadeem_Walayat
It's a year since I started warning that Tesco was in crisis and that investors should bail out immediately (£3.80) and so far with the share price more than halving (£1.74) this mega corporation trend trajectory towards becoming a penny stock remains in tact. However, I fear things are about to get worse, much worse even to the point that within a few short months we could even be contemplating unimaginable, EXTINCTION!
Thursday, October 16, 2014
Stocks Got Their Piece – Now It’s Our Turn / Companies / Investing 2014
By: Money_Morning
Michael A. Robinson writes: This morning’s 600-point neck-breaking swing in the Dow Jones Industrial Average only added to the pain of the big sell-off over the past week and a half.
And in our realm of tech, chip stocks came under especially hard pressure after the CEO of Microchip Technology Inc. (Nasdaq: MCHP) said that “another industry correction has begun.”
But you shouldn’t be joining the crowd and dumping stocks at this point.
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Tuesday, October 14, 2014
The Safest Stocks in the World / Companies / Investing 2014
By: DailyWealth
Amber Lee Mason writes: The market is teaching investors a timeless lesson...
Monday, October 13, 2014
Bill Ackman: I'm not a Crybaby Shareholder / Companies / Investing 2014
By: Bloomberg
In an interview with Bloomberg's Hans Nichols from the Euronext Amsterdam, Pershing Square Holdings Founder and CEO Bill Ackman said, he's preparing to buy a 'decent-sized stake' in a U.S. based company, "The cash that we've raised we intend to use for a new commitment. So we have a new investment we're going to announce probably in the next 45-60 days, and the capital will go for that new investment."
Ackman told Nichols that Pershing Square can exist and do well without him," I'm not planning on going anywhere. But we've actually built Pershing Square Holdings with a key man provision that says if I were to disappear, then shareholders could elect -- would have vote to continue the entity and I think that vote would be a favorable vote. It's been a very good, it's been a good place to have capital for the past 11 years."
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Monday, October 13, 2014
Quantum Artificial Intelligence and ‘Humanoid’ Robots / Companies / Robotics
By: DK_Matai
Why do we spend so much time looking at our smart phone? The smart phone we carry -- Android or iPhone -- is an impressive machine, with computing speeds and storage capacities thousands of times those of desktop Personal Computers (PCs) and laptops from only a few years ago. The 'apps' we use every day are enhancing our capacity to function in the complex and truly globalised world we now encounter at work, home and play. Imagine living without that smart phone which provides an additional silicon brain? As Moore's Law climaxes, our smart watch is likely to outshine our present smart phone the way our smart phones now eclipse old PCs and laptops. Yet, there is something missing...
Thursday, October 09, 2014
Bet you sold Apple and Google a long time ago / Companies / Investing 2014
By: John_Mauldin
My good friend Barry Ritholtz, famous for launching The Big Picture blog (and since graduating to being a regular Bloomberg columnist as well as writing a weekly column for the Washington Post), is well-known for being a contrarian. Barry is a regular dinner partner when I get to New York, and he also participates in the annual Maine fishing trip. We frequently trade information … and barbs. The word colorful affectionately comes to mind when I think of Barry (and maybe opinionated would work).
Wednesday, October 08, 2014
How Theater Chains Can Fight Netflix / Companies / Sector Analysis
By: Submissions
Netflix has just inked a four-movie deal with Adam Sandler that threatens to shake up the big theater chains by radically altering the way movies are distributed and viewed. It will allow Netflix to produce movies and to stream them directly to customers’ home entertainment centers and computers, completely bypassing exhibit houses. The online Washington Post put this ominous headline on the story: “Why the Adam Sandler deal with Netflix could doom theaters…” Exhibitors, especially big chains like Regal Cinemas, Cinemark and AMC, are understandably upset. But they needn’t be. When they come to their senses, they’ll realize not only that they have the means to compete with online movie producer/distributors such as Netflix , but to do so in a way that promises to usher in a golden era for the film medium itself.
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Wednesday, October 08, 2014
Tech’s Fastest Growing Sector Could Make You Rich / Companies / Tech Stocks
By: Money_Morning
Short sellers have their knives out for GoPro Inc.
And that’s the least of the wearable sports camera maker’s problems right now.
GoPro’s share priceseems to be flopping around wildly on news: surging 11% after a new product announcement, then sinking the same after the company’s founders found a loophole that allows them to sell some of their stock early.
The stock has spiked again since then – but I don’t expect that to last.
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Wednesday, October 08, 2014
How Alibaba Could Capitalize on the EBay-PayPal Split / Companies / Tech Stocks
By: Frank_Holmes
Internet auctioneer and retailer eBay announced last week that it will be spinning off its online payment service PayPal into two listed companies. This decision, heralded by activist shareholder Carl Icahn, among other investors, will allegedly enable both companies to focus exclusively on what they do best.
Tuesday, October 07, 2014
Let’s Watch as the Big Bank “Fixers” Scramble and Flee / Companies / Banksters
By: Money_Morning
Shah Gilani writes: If you can’t beat ‘em (or manipulate ‘em), then don’t join ‘em.
That’s the new Wall Street mantra, as evidenced by happenings in the “fixing” world.
Talk about irony. “Fixing” or “fix” are Wall Street terms used to describe how benchmarks are priced on hundreds of instruments, from the Libor and other foreign currency exchange rates to gold, silver and swaps.
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