Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Monday, July 19, 2010
How to Profit From a Slowing U.S. Economy During Second Half of 2010 / Companies / Investing 2010
By: Money_Morning
Larry D. Spears writes: As much as the architects of the U.S. stimulus might otherwise wish, it's becoming increasingly apparent that the U.S. economy won't be hot-rodding its way into a higher gear in the year's second half.
At best, the U.S. economy will chug along in low gear - managing only minimal overall growth, while bouncing over economic speed bumps that exist in more than a few key sectors. At worst, the engine of economic recovery will sputter, or stall completely - leaving Americans stranded alongside the fiscal roadside, or to roll backward into a double-dip recession.
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Monday, July 19, 2010
Why Upbeat Corporate Earnings Reports Mean Caution For Stock Market Investors / Companies / Corporate Earnings
By: Money_Morning
Jon D. Markman writes: While earnings reports continue to pour out each day, investors should be careful before being excitedly swayed by strong financials - there is much more of the big picture to consider.
Stocks failed to get traction in the middle of last week after Alcoa (NYSE: AA) and Intel (Nasdaq: INTC) earnings reports underwhelmed investors, and Friday they spun off the road. The culprit: Fears that recent earnings gains represented a peak, and that weak readings on the economy were more representative of current conditions.
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Monday, July 19, 2010
Five Reasons for Nonsensical Forward Corporate Earnings Estimates / Companies / Corporate Earnings
By: Mike_Shedlock
Forward S&P 500 earnings estimates are outrageously optimistic as noted in Hussman on Misallocating Resources, Market Valuations, Earnings Estimates, and Public Policy.
The above link addresses what is happening. This post will address the reasons why.
Saturday, July 17, 2010
Why You Should Begin Buying the World's Safest Stocks / Companies / Investing 2010
By: DailyWealth
Porter Stansberry writes: This month, I faced one of the most difficult choices of my career as an investment analyst.
If you've been reading my Investment Advisory or DailyWealth for more than a month, you probably know I'm concerned with exploding levels of government debt in Europe and the United States. Western governments have taken on obligations they cannot possibly hope to repay. The outcome will be a severe devaluation of their paper currencies. You can read some of my thoughts on this subject here.
Thursday, July 15, 2010
The Truth Hurts Stock Market Investors But Helps Option Traders / Companies / Company Chart Analysis
By: Adam_Lass
Turns out, the Axis of Error was "wrong" again about retail sales. Here's how to double your money, as the REAL story spills out.
For weeks now, I have been warning that the retail sector was nowhere near as healthy as the cheerleading squad was making it out to be, what with their endlessly optimistic guesstimates, reiterations of stale numbers, and after-the-fact stealth write-downs.
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Thursday, July 15, 2010
How Investors Can Capitalize on the Rich / Companies / Investing 2010
By: Ron_Rowland
Do you want to be rich — or are you already there? The answer, of course, depends on how you define “rich.”
Today we’ll look at this surprisingly difficult question — and then consider a few exchange traded funds (ETFs) that cater to the very small group of very wealthy people.
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Thursday, July 15, 2010
Breaking Down BP, Who Will Buy BP’s Best Assets? / Companies / Oil Companies
By: Money_Morning
Jason Simpkins writes: There's no question that some of BP PLC (NYSE ARD: BP)'s assets are on the block.
The company said Monday that the total cost of the Gulf oil spill had already risen to $3.5 billion. And while it's too early to estimate the final costs associated with the spill, analysts have pegged the tab at $20 billion to $40 billion. Some even believe the total cost could come in near $100 billion.
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Wednesday, July 14, 2010
Alcoa Earnings Surprise is Positive News for Global Economic Recovery / Companies / Corporate Earnings
By: Money_Morning
Don Miller writes:
When Alcoa Inc. (NYSE: AA) kicked off earnings season on Monday by soundly beating analysts' expectations, it flashed positive signals for the company and, more importantly, the entire global economic recovery.
The aluminum giant swung from a loss of $0.26 in the same quarter last year to a gain of $0.13 per share, exceeding by 18% the 11-cent average estimate of 17 analysts surveyed by Bloomberg News.
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Wednesday, July 14, 2010
BP Gulf Relief Oil Wells Nightmare Scenario / Companies / Oil Companies
By: Money_Morning
Kent Moors, Ph.D. writes:
Although the global energy sector is entering its most-promising stretch in decades - with more new technologies and more investment opportunities than ever before - I just can't seem to get away from BP PLC (NYSE ADR: BP) and its problems.
Wednesday, July 14, 2010
Vultures Circling Over Gulf Oil Disaster Hit BP Ahead of Relief Wells News / Companies / Oil Companies
By: Nadeem_Walayat
Exxon, Petro China and other vultures are circling over the crippled oil giant BP now that it is within reach of 'hopefully' plugging the Gulf oil gusher though still facing perhaps as much as $100 billion in litigation.
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Wednesday, July 14, 2010
Investors Profit From Master Limited Partnerships (MLPs) High Compound Annual Returns / Companies / Dividends
By: The_Energy_Report
Master Limited Partnerships (MLPs) have delivered compound annual returns of 18.5% over the last 10 years. That's about 6% more than income trusts and 7% better than utilities—and most investment-grade MLPs maintain, and sometimes even grow, cash distributions in stressed markets. MLPs remain sensitive to global economic volatility, but some defensive-oriented MLP names still have strong growth characteristics in their distribution outlook. In this exclusive interview with The Energy Report, Morgan Keegan Analyst John Edwards provides a selection of "defensive-oriented" MLPs for you to choose from.
Tuesday, July 13, 2010
Natural Gas Valuations Jump Up with Buyout – Who’s Next? / Companies / Natural Gas
By: Keith_Schaefer
Valuations in the Canadian gas patch took a BIG jump today as Pengrowth Energy Trust (PGF-TSX) bought out junior gas producer Monterey Explorations (MXL-TSX) for its Montney gas play in NorthEast British Columbia. Monterey’s stock jumped 80%, up $3.46, to close at $7.74 on 6.3 million shares.
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Tuesday, July 13, 2010
Apple (APPL) Plunges on Continued iPhone4 Problems / Companies / Tech Stocks
By: Mike_Paulenoff
While the major market indices climb, Apple (AAPL) plunges in reaction to continued bad PR about iPhone4 and news this morning from AP (in USA Today) that a Federal Judge has given the OK for a monopoly abuse lawsuit against Apple and AT&T (T). AAPL has declined as much as $10, but the loss has stabilized at $8 for now.
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Monday, July 12, 2010
World Financial Market Nervous over BP's Possible Collapse / Companies / Oil Companies
By: Pravda
The British Cabinet of Ministers gathered for a special meeting to discuss the future of one of the world's largest oil companies in the world, British Petroleum, in connection with the liquidation of the consequences of the ecological disaster in the Gulf of Mexico.
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Monday, July 12, 2010
Key Charts Ahead of Corporate Earnings / Companies / Company Chart Analysis
By: Mike_Paulenoff
Catalysts for the market this week are earnings, which begin to be released Monday evening, and reaction to the weekend's news about the China trade surplus. In addition, there’s a potential vote on financial regulation that could affect bank stocks and a vote on extending unemployment benefits.
Saturday, July 10, 2010
Before Peak Or Beyond Petroleum, BP Oil Limits / Companies / Oil Companies
By: Andrew_McKillop
BP's Gulf of Mexico disaster is treated almost daily in the mainstream media as a technology
challenge that BP itself will soon master. This enables corporate-friendly media to yip that things
are alright in the best of all possible worlds, topped off by the coming gusher of ultra-large
damage and loss payments from one of the world's most profitable corporations. The stream of
lies gushing from BP spokespersons since April 20, for example on the real loss rate of oil spewing
into the Gulf's depths, takes second place to the unspoken, but prime role of deep water oil for
defenders of the real economy: produce more outside the OPEC countries and Russia: keep oil
prices down, and keep up consumer confidence.
Friday, July 09, 2010
Is it Safe to buy BP Junk Bonds? / Companies / Corporate Bonds
By: Gary_Dorsch
For fixed income investors, who seek a steady cash inflow from bonds, either to supplement their income, or to subsidize their retirement, - these are the worst of times. The so-called “risk-free” rate of return on money market deposits, or those of FDIC insured bank CD’s in the United States are offering a razor thin 7-basis points. Worse yet, the Federal Reserve might be a year away, before it has the courage to begin lifting short-term interest rates to more “normal” levels.
Friday, July 09, 2010
Three Reasons Technology Companies Will Continue to Coast Through 2010 / Companies / Tech Stocks
By: Money_Morning
Kerri Shannon writes: Technology companies had a blowout first half marked by strong earnings and successful product rollouts. But the second half of 2010 could be even bigger, because a flurry of merger and acquisition activity, corporate IT splurges, and high consumer demand - particularly in emerging markets - have set the stage for a serious haul.
Thursday, July 08, 2010
Investors Bet on Low-Cost High-Volume Natural Gas Shale Plays / Companies / Natural Gas
By: The_Energy_Report
Stifel & Nicholas Oil and Gas Analyst Amar Arif believes cheap natural gas prices shouldn't keep you from making cash in the gas space. Arif says it's all about companies with production growth in low-cost shale basins. "Find the companies that are in these low-cost basins so that you know they have a good margin, regardless of whether gas is forecast at $4, $5, or $6. . .don't make a bet on the commodity, which is what we're seeing. Gas doesn't have positive drivers behind it. You want to make a bet on the volume without diluting the equity," says Arif, who provides some of those names and the reasons behind them in this exclusive interview with The Energy Report.
Thursday, July 08, 2010
Expected Upside Pivot for Real Estate ProShares SRS / Companies / Housing Stocks
By: Mike_Paulenoff
My overall work on the UltraShort Real Estate ProShares (NYSE: SRS) indicates that the upmove from the Jun 21 low at 24.07 to the Jul 6 high at 32.20 completed the initial upleg of a larger, intermediate-term advance. If accurate this means that from in and around the 27.50/00 area, the SRS will pivot to the upside into a new upleg that projects into the 34.50-35.00 target zone.
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