Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Friday, November 08, 2013
Why Does JPMorgan Still Have A Banking License? / Companies / Banksters
By: Raul_I_Meijer
I was, well, still am, reading up on the latest developments in the wonderful world of Libor, and the name JPMorgan pops up a lot in connection with all that. There's of course the recent -probably still tentative - $13 billion settlement with the US Justice Department. Seeing all the separate cases that have either been settled or are under active investigation in which JP Morgan is mentioned, along with a couple small lists in the WaPo And HuffPo, I figured it might be a good idea to make a more complete list (though I have no doubt I could make it twice as long) of actually investigated cases America's largest bank is a part of.
Friday, November 08, 2013
Rising Number of Americans See China as Dominant World Power in 2020 / Companies / China Stocks
By: InvestmentContrarian
George Leong writes: Over the past year, I have heard a lot about how the Chinese real estate market was in a bubble and ready to collapse, similar to the state of the U.S. real estate market in 2008.
Anti-Chinese real estate pundits were saying to sell. “Chinese companies are crooks,” was a common theme and the communist regime there was not to be trusted by anyone, especially Americans, according to these talking heads.
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Thursday, November 07, 2013
Time to Buy Former Retailing Darling Tesco / Companies / Investing 2013
By: Vitaliy_Katsenelson
Analyzing a company is like putting together a jigsaw puzzle that you bought at a garage sale — some pieces will always be missing. No matter how hard you try, you’ll never have a complete picture. But the beauty of investing is that to succeed you don’t need all the pieces, just enough to see what the picture is trying to tell you.
Wednesday, November 06, 2013
Starbucks Solid Growth Stock Expected to Keep Ticking Higher into 2014 / Companies / Company Chart Analysis
By: Profit_Confidential
Mitchell Clark writes:
If volatility is the name of the game with stocks right now, consistency of performance is a very attractive asset.
Over the last several years, few companies have been able to deliver consistently rising financial metrics like Starbucks Corporation (SBUX).
Tuesday, November 05, 2013
Explaining Amazon's Stock Price Performance / Companies / Tech Stocks
By: Charles_Carnevale
Amazon (AMZN) is a stock that seems to defy conventional wisdom about how a stock is, or should be, valued. Fundamental investors, like yours truly, recognize and respect the importance of the earnings and price relationship. Moreover, I will be so bold as to emphatically state that in the long run profitability (earnings) will be the primary determinant of a businesses' fair value, any business. However, my bold statement is predicated on the longer run. In the short run it is often a truth that all bets are off.
This leads me to a few words about market efficiency. Academics supportive of modern finance theory argue for an efficient market hypothesis (EMH). Investopedia offers the following definition of the Efficient Market Hypothesis (emphasis added mine):
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Friday, November 01, 2013
RBS Fake Internal Bad Bank For Engineering Artificial Profits Bonuses on Asset Writedown's and Privatisation / Companies / Banksters
By: Nadeem_Walayat
Today's announcement by the Royal Bank of Scotland (RBS) that has seen its senior staff apparently been sat twiddling their thumbs for the past 5 years whilst collecting bonuses on the basis of fictitious profits are finally to get around to dealing with the banks bad debts by ring fence its worst performing assets / bad debts amounting to £38 billion in an INTERNAL bad bank which on face value goes against the wishes of last governor of the Bank of England who just wanted ALL of the bad toxic sludge to be dumped onto tax payers.
Friday, November 01, 2013
Why Facebook Stock is a Dead End Investment / Companies / Internet
By: Money_Morning
Keith Fitz-Gerald writes: I've made no bones about my feelings for Facebook Inc (Nasdaq: FB) - that it's overrated, a flash in the pan, and ultimately doomed.
Yes, the company just knocked the ball off earnings yesterday. And the stock is up 4.86% as I write this. But I really couldn't care less what happens in the short term. I still can't get behind its long-term potential.
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Tuesday, October 29, 2013
4D Printing Profit Potential Makes Me Drool / Companies / Tech Stocks
By: Money_Morning
Keith Fitz-Gerald writes: After more than 30 years in the markets, I've seen all kinds of new technologies that are supposed to change the world. Most are pumped by little-known companies with overly hyped marketing, aggressive underwriters, and little more than vaporware. To say I'm jaded would be an understatement.
But I ran across something recently that positively made my mouth drop.
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Tuesday, October 29, 2013
My Six Favorite Growing Dividend Paying Stocks / Companies / Dividends
By: Profit_Confidential
Mitchell Clark, B.Comm writes: The stock market typically reacts quite positively when a company beats Wall Street consensus. But in a considerable number of cases, a company’s share price after-earnings bounce isn’t really warranted, considering the run-up in anticipation.
Many stocks go up in value after beating expectations, but many numbers this quarter actually reveal a contraction in business conditions.
Monday, October 28, 2013
What Caterpillar’s Big Drop in Earnings Means for the General Stock Market / Companies / Corporate Earnings
By: InvestmentContrarian
Sasha Cekerevac writes: With the S&P 500 hovering around its all-time highs, I think it’s quite interesting to read some of the latest corporate earnings reports and get a sense of what’s really happening in the global economy.
One of the most international companies within the S&P 500 is Caterpillar Inc. (NYSE/CAT). The firm recently released its third-quarter 2013 corporate earnings report, in which the firm poured some cold water on expectations. Revenue during the quarter was down 18% year-over-year, and corporate earnings were down 44% year-over-year. (Source: Caterpillar Inc., October 23, 2013.)
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Monday, October 28, 2013
Corporate Earnings Leadership Emerging in These Transport Stocks / Companies / Corporate Earnings
By: Profit_Confidential
Mitchell Clark, B.Comm writes: As more and more companies report, it’s apparent that quite a few are beating Wall Street consensus (usually either on revenues or earnings, rather than both), and it’s happening in industries where you want to see leadership.
What Wall Street consensus actually becomes is typically a well-managed dance between sell-side analysts and a company’s chief financial officer. Consensus estimates generally don’t mean very much in the way of real economic growth, which makes it all the more significant when you do see real growth.
Friday, October 25, 2013
Three Bullish ETFs for an Increasingly Optimistic Eurozone / Companies / European Stock Markets
By: DailyGainsLetter
John Paul Whitefoot writes: Despite Congress miraculously pulling the U.S. back from the brink of destruction by temporarily raising the debt ceiling and ending the U.S. government shutdown, Americans continue to be a pessimistic bunch. But can you blame us?
According to Gallup’s U.S. Economic Confidence Index, consumer sentiment remains in negative territory. After falling to -39 during the recent standoff in Washington, U.S. economic confidence has improved to -36. To use the term “improved” is being generous; in late May, the index was at -3. (Source: “U.S. Economic Confidence Index [Weekly],” Gallup web site, October 14, 2013.)
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Friday, October 25, 2013
JPMorgan Pays Another Record Fine - What Next? / Companies / Banksters
By: Money_Morning
Garrett Baldwin writes: The $13 billion settlement between JPMorgan Chase & Co. (NYSE: JPM) and the federal government shocked markets this week, as the fines would be a record paid by a Wall Street institution.
According to reports, the sum will amount to approximately half of the company's 2012 profits.
The JPM settlement is another black eye for the company and its weathered Chief Executive Officer (CEO) Jamie Dimon, who had emerged from the financial crisis as a pseudo cult figure with Teflon status.
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Friday, October 25, 2013
This 3.5% Dividend Payout Is "High Yield" in Disguise, Best Dividend ETFs / Companies / Dividends
By: Money_Morning
Robert Hsu writes: If I offered you an investment that pays 3.5% a year, and one that pays 12% a year, which one would you choose?
All else being equal, we'd be fools not to take the 12% offer.
Of course, "all else" is rarely equal... especially in a rising interest-rate environment. "Growth," as you'll recall, is the new "income."
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Friday, October 25, 2013
The Biotechnology Platform Could Save Millions of Lives / Companies / BioTech
By: TLSReport
Patrick Cox, editor of the brand-new publication Transformational Technology Alert, is acutely aware of how transformational technology platforms can enable efficiencies and improve scale a la Moore's Law. A sweeping new synthetic vaccine platform that poses infinite possibilities for researchers and could produce novel preventive and therapeutic drugs is a quintessential example. In this interview with The Life Sciences Report, Cox delivers a single name that holds the potential to save lives on a mass scale, cheaply and efficiently, in both the developed and developing world—and deliver health and wealth to investors' portfolios as well.
Thursday, October 24, 2013
Goldman Sachs Feels Bad about What JP Morgan is Going Through / Companies / Banking Stocks
By: Bloomberg
Goldman Sachs president and COO Gary Cohn told Bloomberg TV's Stephanie Ruhle on "Market Makers" today that he doesn't know what drove the firm's underperformance in fixed-income trading in the third quarter: "We don't know precisely why we had a tough quarter, but the results are in, and I can tell you we had a tough quarter in fixed-income...We're very committed, we're going to redouble or triple our efforts in fixed-income. We believe ourselves to be a very powerful, very dominant, top-tier fixed-income shop."
Thursday, October 24, 2013
Why Apple Stock is Cheap, Buyback a No Brainer / Companies / Tech Stocks
By: Bloomberg
Billionaire investor, Carl Icahn speaks to Bloomberg Television's Trish Regan this afternoon on "Street Smart" and said on Apple:
- Apple buyback would be 'no-brainer'
- "We are not leaving Apple, we are there to stay"
- "Apple needs a board that goes in and does a huge buyback. We are saying that. I respect Tim Cook and I expect to talk to him again very shortly and I think he is doing a very fine job."
- Apple should buy back $150 Billion in Stock
- To critics of the Apple buyback: "[they] have not bothered to read the balance sheet or maybe does not know how to read a balance sheet."
- Tim Cook believes the stock is very Cheap
- Not looking for a quick turn in Apple
Thursday, October 24, 2013
Why the Gaming Stocks Sector Should Be on Your Investing Radar / Companies / Sector Analysis
By: Profit_Confidential
George Leong writes: With the upcoming release of new video consoles from Sony Corporation (NYSE/SNE) and Microsoft Corporation (NASDAQ/MSFT), the video game sector appears to be set to experience a revival, as my stock analysis indicates.
According to NPG Group, the U.S. sales of video game-related hardware, software, and accessories surged by 27% year-over-year to $1.08 billion in September. (Source: The NPD Group, Inc. web site, last accessed October 22, 2013.) The sale of software, specifically, surged 52% to $754 million, accounting for 70% of total sales. Yet with the debut of two new consoles in November (Sony’s “PlayStation4” and Microsoft’s “Xbox One”), my stock analysis indicates that sales in the hardware sector will pick up, giving a boost to the share prices of Microsoft and Sony.
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Thursday, October 24, 2013
Tesco Bubble Bursts - Profits Crash As Big Spending Customers Quit Shopping on Poor Service / Companies / Corporate Earnings
By: Nadeem_Walayat
Tesco, Britains biggest super market has seen its profits crash by 23.5% to £1.39 billion for the 6 months to Sept 30th, surprising the markets and prompting many worried investors such as Warren Buffett to start existing their Tesco holdings (Buffet cut his holding near immediately by 1/5th) as clearly something is seriously going wrong at Tesco's resulting in competitors such as Sainsbury's winning market share away from Tesco, which illustrates that it's a lot quicker on the way down than it was on the way up!
Wednesday, October 23, 2013
Corporate Earnings Growth to Ramp Up? Call Me a Skeptic / Companies / Corporate Earnings
By: John_Mauldin
In today’s Outside the Box, Sheraz Mian, Director of Research for Zacks Investment Research, gives us an overview of corporate earnings trends for the past several quarters and consensus expectations going forward, and asks, “How realistic are these expectations?”
Not very, he says, and tells us why. This is the sort of thorough, no-nonsense analysis Zacks is famous for. Zacks Investment Research was founded in 1978 by Len Zacks, PhD. Many innovations have come from this firm over the years, including the creation of the Earningps Consensus that many investors use now to compare versus actual earnings reports. Most notably, Len discovered the predictive power of earnings estimate revisions. He harnessed these benefits into the proprietary Zacks Rank stock rating system that has allowed Zacks Rank to compile an outstanding track record.
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