Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.Monday, September 16, 2013
My Favorite Stocks for Investing in the Expanding Coffee Market / Companies / Sector Analysis
George Leong writes: I love the smell of coffee brewing in the morning—and in the afternoon and evening. As you can tell, I do enjoy my coffee—but I also like watching some of the market’s top coffee stocks.
At the top of my hit list in the coffee sector is Starbucks Corporation (NASDAQ/SBUX), just because of its strong brand recognition not only in the United States but worldwide. Whether it’s in Asia, Europe, or Latin America, you can always find that familiar green Starbucks logo. If they are long-term in their investment strategy, there’s little chance an investor could go wrong with Starbucks.
Sunday, September 15, 2013
Starbucks Bull Market in Expensive Coffee / Companies / Company Chart Analysis
Today's chart is yet another reminder that things "can't be all that bad" for the U.S. economy. After all, Americans are still buying expensive coffee.
Over the past couple years, we've featured many charts that demonstrate America may not be booming, but it can't be doing "all that bad." For example, we've shown you the strength in home-improvement stocks, banking stocks, manufacturing stocks, and hotel stocks. Today, we're adding "luxury coffee" to the list. Starbucks is soaring.
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Sunday, September 15, 2013
The Most Dangerous Secret of Corporate America / Companies / Corporate News
Paul Mampilly writes: If you own stocks, chances are good you're being scammed by one of corporate America's biggest secrets.
It's very hard to learn unless you've seen it up close... unless you've shaken its hand.
Over my 20-plus years as a portfolio manager and stock analyst, I was exposed to this secret dozens of times. And it scared the hell out of me.
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Friday, September 13, 2013
How to Invest in Frontier Markets and Tap the World's Fastest Growth / Companies / Emerging Markets
David Zeiler writes: An axiom of investing is that those who get in on great opportunities early make the most money.
Knowing how to invest in frontier markets gives you one of those great, rare opportunities. And it's early enough in the game that most of the profits are still well off into the future.
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Friday, September 13, 2013
Hidden Finds in Biotech Regenerative and Medical Technology / Companies / BioTech
Ladenburg Thalmann & Co. Inc.'s Jeff Cohen regularly explores the frontiers of regenerative and medical technology looking for solid investment opportunities. In this interview with The Life Sciences Report, Cohen reveals promising finds in one of the world's fastest-growing business sectors. From robotics to skin grafts, Cohen knows his science and his market.
The Life Sciences Report: Can you tell me a little bit about your role as an analyst at your firm?
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Monday, September 09, 2013
The Best Bargain in Global Stock Markets Today / Companies / Emerging Markets
Alexander Green writes: Every once in a while, every serious, long-term investor ought to stop, look around and ask himself (or herself), “What asset class can I invest in now that is unequivocally cheap?”
My answer today is emerging market stocks.
This may take many investors by surprise. After all, emerging markets equities, as a group, have plunged 16% this year vs. a 15% gain in the S&P 500. And mutual fund cash flow figures show that mom-and-pop investors are pulling money out in droves.
Friday, September 06, 2013
Are U.S. Auto Stocks a Buy Now? / Companies / US Auto's
Sasha Cekerevac writes: When it comes to buying stocks, it’s important to know how each market sector is performing globally. Because we live in an internationally interconnected world, the events in one economic area can certainly affect a strategy when it comes to buying stocks.
One market sector that has been on fire in America is car sales. We all know that the low-interest-rate environment is now creating an extremely strong automotive market sector, driving the stock of many carmakers significantly higher.
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Friday, September 06, 2013
Nokia Deal Could Mark the Last Chapter for Microsoft / Companies / Microsoft
As a value investor I used to spend a great deal of time in Microsoft hell – on one hand there was the company with enormous cash flows, an incredible return on capital, a huge moat, a cash-rich balance sheet, and trading at single-digit multiples (if you adjust for cash). But on the other hand it threw away cash away for multi-billion-dollar acquisitions, followed up by inevitable write-offs. Its founder and chairman was not interested in running the company, so he delegated to his best friend, who has been wrong at every single technological inflection point, and quite frankly not a very good leader. Every few years the company airbrushes its old products (think of Office), calls it an upgrade, and goes on charging subscription fees; but new products quite frankly … suck. Microsoft's competitors are getting better, and while a strong balance sheet helps in bad times, it is not a competitive advantage against competitors that have even more cash.
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Thursday, September 05, 2013
Neurotechnology Investing - Digging Below the Surface / Companies / BioTech
Neuroscience is about as complex as it gets. The central nervous system contains the brain and spinal cord, where hundreds of billions of neurons are located—and that doesn't include the peripheral nervous system. Casey Lynch, managing director of NeuroInsights, works to make sense of both the disease processes affecting the nervous system and potential therapies that could help patients and enrich investors. In this interview with The Life Sciences Report, Lynch brings some clarity to the complexity, and speaks frankly about the wild goose that some Alzheimer's disease investigators have been chasing.
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Thursday, September 05, 2013
Why I Like Microsoft’s Proposed Acquisition of Nokia’s Cell Phone Business / Companies / Microsoft
George Leong writes: Microsoft Corporation (NASDAQ/MSFT) is finally doing something that I have been calling for over the past several years. With CEO Steve Ballmer set to leave the company (read “Why Microsoft May Finally be Set to Turn its Fortune Around”), the former Wall Street favorite is making plans to aggressively expand its presence in the growing mobility market. How? Through its proposed acquisition of the cell phone business Nokia Corporation (NYSE/NOK), a deal valued at up to $7.2 billion, in an effort to expand in a sector dominated by Apple Inc. (NASDAQ/AAPL) and Samsung Electronics Co. Ltd.
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Tuesday, September 03, 2013
Microsoft: Look at This Chart Before You Decide to Invest / Companies / Microsoft
Keith Fitz-Gerald writes: Judging from the 7.28% "Ballmer Bounce" that followed his announcement, the markets love the idea of long-suffering Microsoft CEO Steve Ballmer stepping down.
So do a lot of investors who believe now - finally - it's time to buy Microsoft.
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Friday, August 30, 2013
U.S. Airline Industry - The Unfriendly Skies / Companies / Sector Analysis
As if the federal government were not already doing enough to kill the U.S. airline industry with restrictive workplace rules, over-regulation, and a monetary policy that supports higher fuel prices, earlier this month anti-trust authorities at the Justice Department blocked the merger between American Airlines and US Air. (Unbelievably, the regulatory roadblock was thrown up more than a year after the two companies had agreed to terms, and after great expense has been incurred to integrate operations). Although long suffering investors had hoped that the merger would allow the beleaguered airline to finally exit bankruptcy, in the days after the surprise announcement, AMR stock almost fell as much as 60%.
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Friday, August 30, 2013
Biotech Stocks Investor Realism / Companies / BioTech
Expert healthcare company watcher Andrew Fein of H.C. Wainwright & Co. knows how the sausage is made in the stock analyst factory. And he doesn't pull any punches: In this interview with The Life Sciences Report, Fein dishes out praise for sticking to sellside fundamentals and suggests skimming off bloggers who have yet to earn their analytical chops. He rounds out the menu by naming biotech companies with the potential to rise to the top of the simmering biotech market.
The Life Sciences Report: How has the nature of biotech investing changed since you began analyzing healthcare biotech equities in 2000?
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Thursday, August 29, 2013
Why Chinese Stocks Are Taking Off All of a Sudden / Companies / China Stocks
George Leong writes: The comparative advance in the Shanghai Composite Index may be subpar and well below the moves in the S&P 500 and Dow Jones Industrial Average, but that doesn’t mean you should ignore Chinese stocks. Recall a few weeks back when I discussed the upward moves in Chinese stocks. (Read “They’re Not Popular, But These Stocks May Offer Opportunity After All.”)
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Thursday, August 29, 2013
Some People Will Get Stinking Rich on These Tech Devices / Companies / Tech Stocks
Michael A. Robinson writes: You've heard stories about him before - the savvy stock analyst who gets his hands on the hottest new smartphone before Verizon's first bulk order ships... only to smash it to bits so he can see what's inside.
The idea is simple: If you know which company manufactures a small - but key - component in the product, you can invest in it and make a bundle.
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Wednesday, August 28, 2013
Why Microsoft May Finally Be Set to Turn Its Fortune Around / Companies / Microsoft
George Leong writes: Steve Ballmer’s run as the head of Microsoft Corporation (NASDAQ/MSFT) is winding down after his somewhat surprising decision to exit the company within a year.
Yet the move may make the difference between Microsoft being a mediocre technology company or a technology company blazing ahead of its competitors, right at the forefront of technological advances.
Wednesday, August 28, 2013
Amgen Onyx Deal, The Fastest Route To Biotech Profit Now / Companies / BioTech
Tara Clarke writes: On Sunday, the world's largest independent biotechnology company, Amgen Inc. (Nasdaq: AMGN), bought Onyx Pharmaceuticals Inc. (Nasdaq: ONXX) in a $10.4 billion dollar deal - making it the fifth-largest biotech deal in history according to Standard & Poor's Capital IQ.
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Wednesday, August 28, 2013
The Beating Coming for Austrailian Banking Stocks, Time to Short / Companies / Banking Stocks
The banks that escaped balance sheet damage from the 2008 financial crisis are those down under in Australia.
The Aussie banks and economy was saved by the 18% of GDP stimulus China started on the eve of the crisis. This allowed Aussie exports to flow to China without a any major hick up, this also allowed the Aussie property market to avoid any serious down swing.
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Tuesday, August 27, 2013
War on the Horizon as Defense Stocks Outperform / Companies / Sector Analysis
After two years of winding down the U.S. military's presence in Iraq and Afghanistan, the rumblings of war are being felt in Syria. Calls for American intervention in Syria's civil war have been increasing lately, especially after reports indicate that Syria's government used chemical weapons on civilians.
According to a Reuters /Ipsos poll, 60 percent of Americans surveyed said they don't favor the U.S. intervening in Syria, even if it's confirmed that chemical warfare is being used in that country. Only 9 percent believe President Obama should act now.
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Sunday, August 25, 2013
Time for Income-Starved Investors to Reconsider REITs? / Companies / Housing Stocks
John Paul Whitefoot writes: After a serious pullback in May, is it time for income-starved investors to reconsider real estate investment trusts (REITs)? Or will America’s favorite sugar daddy, Federal Reserve Chairman Ben Bernanke, tease investors with ongoing threats of tapering?
The North American REIT bull market was stopped dead in its tracks on May 22, after Bernanke hinted the central bank might begin tapering its massive $85.0-billion-per-month government bond-buying program.
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