Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Friday, May 06, 2011
GM and Ford Bullish Chart Patterns / Companies / US Auto's
By: Mike_Paulenoff
Last week we discussed for subscribers the patterns unfolding in Ford (F) and General Motors (GM). With regard to Ford, we noted that the current outlook could press the stock into the 15.20-14.80 buy window, ahead of a powerful rally that should propel Ford through key resistance at 16.00-16.50 on the way to 18.00.
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Wednesday, May 04, 2011
Rally Expected in Goldman Sachs / Companies / Company Chart Analysis
By: Mike_Paulenoff
Since its January high at 175.34, Goldman Sachs (GS) has carved out a descending stairstep pattern that is starting to exhibit the right form of a completed correction, both in terms of its double April low at 149.55/64 and in terms of its 33-38 trading day cyclic cadence (low to low).
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Sunday, May 01, 2011
ISRG Setting Up For A Potential Move Higher / Companies / Company Chart Analysis
By: David_Grandey
We’ve spent a fair amount of time on Pullbacks Off High’s (POH) chart patterns and one look below at ISRG pretty much tells the story. Keep in mind this name is prone to 3-5 point mood swings on a daily basis. That works for you and against you.
For us a big part of our success around here has been that of the Pullback Off Highs (POH) longside trade set ups of leading stocks in clearly defined uptrends. It’s really the only pattern you’ll ever need to know in uptrending markets.
Sunday, May 01, 2011
Is Apple Inc. (Nasdaq: AAPL) Undervalued? / Companies / Tech Stocks
By: Money_Morning
Jon D. Markman writes: Apple Inc. (Nasdaq: AAPL) last year passed Microsoft Corp. (Nasdaq: MSFT) to become the largest technology company by market capitalization. Overall, it's now second only to Exxon MobilCorp. (NYSE: XOM) in size.
But shockingly, even at $323 billion, Apple still looks cheap.
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Saturday, April 30, 2011
Bullish on Cisco / Companies / Tech Stocks
By: Mike_Paulenoff
Right now all of my work in Cisco (CSCO) argues very strongly that the April 19 low at 16.52 ended its bear market phase from its April 30 high at 27.74. If accurate, this means that the strength off of 16.52 either represents the start of a powerful counter-trend recovery rally (that projects to 18.20/50 next) or the start of a new bull phase that should propel CSCO well beyond 18.20/50.
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Friday, April 29, 2011
Is it Downhill from Here for Buffett Berkshire Hathwaway? / Companies / Corporate Earnings
By: Money_Morning
David Zeiler writes:
The mood this weekend at Berkshire Hathaway Inc.'s (NYSE: BRK.A, BRK.B) annual shareholder meeting could be less festive than usual, darkened by a laundry list of concerns that includes mediocre returns and who eventually will succeed iconic Chief Executive Officer Warren Buffett.
Tuesday, April 26, 2011
Picking Low Priced Stocks, Separating the Treasure From the Trash / Companies / Investing 2011
By: Money_Morning
Larry D. Spears writes:
Investors have a weakness for low-priced stocks. The logic is pretty easy to see: If you buy shares at $1.00, and the stock takes off, you can pocket a bundle.
But if you're wrong, this line of reasoning goes, you only lose a buck.
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Tuesday, April 26, 2011
Bank of America Unfinished on Downside / Companies / Company Chart Analysis
By: Mike_Paulenoff
My near-term and 6-month pattern and momentum work on Bank of America (BAC) indicate that the price structure has some unfinished business on the downside prior to embarking on a sustainable rally period.
The very negative juxtaposition of the 21, 55, and 200 DMA's is creating significant downward price pressure, which, when coupled with the pattern that BAC has carved out off of its January recovery high at 15.31, projects lower prices into the 11.85/50 area next.
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Monday, April 25, 2011
American Airlines Has Nowhere to Go but Down / Companies / Corporate Earnings
By: Money_Morning
Jack Barnes writes:
In February, I made my case against United Continental Holdings Inc. (Nasdaq: UAL), - owner of both United Airlines and Continental Airlines - saying high fuel prices would be too much for the company to bear.
Well the same is true for AMR Corp. (NYSE: AMR), which is best known as the parent company of American Airlines - the fourth-largest airline in the world. The rising cost of fuel has put a squeeze on the company's margins, leaving it a hostage to higher oil prices.
So let's "Sell" AMR Corp. (**).
Monday, April 25, 2011
Frothy Valuations for Facebook and Groupon Sparking Worries of New Dot-Com Bubble / Companies / Tech Stocks
By: Money_Morning
David Zeiler writes:
With valuations of Web-based companies like Facebook Inc. and Groupon Inc. zooming ever higher, questions have been raised over what these companies are truly worth and whether we're seeing the early stages of a new dot-com bubble.
"The markets are showing signs of speculative froth," Martin Sorrell, chief executive officer of marketing giant WPP PLC (Nasdaq ADR: WPPGY), told the trade journal Information Age in a recent interview.
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Thursday, April 21, 2011
Cloud Computing Helps Boosts Intel and IBM / Companies / Corporate Earnings
By: Money_Morning
David Zeiler writes: Better-than-expected earnings this week by several major technology vendors suggest a rebound is underway in corporate IT spending - much of which was postponed by the recession - and a big surge in cloud computing investments.
Intel Corporation (Nasdaq: INTC) reported a 34% rise in first-quarter profit due to strong sales of chips for high-end servers used in data centers in addition to a surprising increase in PC chip sales. And International Business Machines Corp. (NYSE: IBM) reported its highest revenue growth in a decade as businesses bought more servers and equipment for data centers.
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Wednesday, April 20, 2011
Biotech Investing: Phase II is the Sweet Spot / Companies / Sector Analysis
By: Money_Morning
Marc Lichtenfeld writes:
I recently received a call from an investor relations representative who wanted to know if I'd be interested in hearing about a small biotech company with a drug candidate in Phase II trials.
Obviously, I accepted.
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Monday, April 18, 2011
Eye on Apple Stock Price Support / Companies / Tech Stocks
By: Mike_Paulenoff
We could make the case that today Apple (AAPL) broke down from a 4-month top formation when it sliced beneath 328.00-326.00 support (now resistance). As long as AAPL continues to consolidate below 326-328, the bears will remain in directional control.
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Monday, April 18, 2011
Investors Pocket Higher Profits By Spotting the Next Takeover Target / Companies / Investing 2011
By: Money_Morning
Larry D. Spears writes:
Investors lucky enough to hold shares in a company before it's acquired by another can snag some hefty profits - and this year has been one of the hottest on record for deals.
Global merger and acquisition (M&A) activity in the first quarter topped $799.8 billion, the most since 2007's pre-crash frenzy, according to a recent report in Forbes magazine. Looking forward, most M&A analysts now predict well more than $3 trillion in takeover activity for all of 2011.
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Monday, April 18, 2011
Cash-Rich Companies Share the Wealth with Trillion-Dollar M&A 2011 Activity / Companies / Mergers & Acquisitions
By: Money_Morning
Larry D. Spears writes:
Mergers and acquisitions, or M&A activity, so far in 2011 has been a driving force in the stock market's positive performance.
In fact, global M&A activity in the first quarter topped $799.8 billion, the most since 2007's pre-crash frenzy, according to a recent report in Forbes magazine.
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Sunday, April 17, 2011
This Tech Bubble is Different / Companies / Tech Stocks
By: Trader_Mark
An interesting take in BusinessWeek as we embark on yet another bubble, this time in social media. (which you must embrace as a momo investor, until they crash) Unlike previous "tech" bubbles (say PC era, or internet era), which left something tangible behind when they busted, this time around there appears we'll have little to show for a central banker gone mad showering the world with liquidity. (heck yesterday an unprofitable car rental company that had no market interest last fall went ballistic on its IPO) As an aside, Groupon looks to be coming public in Q3 at a valuation of $15-20 Billion. I bet it doubles on the first day - after all, money for nothing and chicks for free....
Saturday, April 16, 2011
Inflation Hits Google, Share Price Falls 14% / Companies / Google
By: PhilStockWorld
Well who'd have thunk it?
The cost of doing business is rising and GOOG happens to be one of those businesses that lacks pricing power as their rates are generally set through an auction process and their users have to VOLUNTEER to pay more money to advertise. Most advertisers on Google are on fixed budgets, like MSM advertisers and Google has done a great job of replicating that model. Why then, should it be surprising if a maturing Google begins to look more like a traditional media outlet than a dot com company with exploding growth?
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Friday, April 15, 2011
Microsoft-Nokia Deal Doesn't Guarantee a Spike in Smartphone Market Share / Companies / Microsoft
By: Money_Morning
David Zeiler writes:
While two major research firms predict that the February deal struck between Microsoft Corporation (Nasdaq: MSFT) and Nokia Corporation (NYSE ADR: NOK) will result in a huge jump in smartphone market share for Windows Phone, such gains won't come easily - if at all.
The two companies announced on Feb. 11 that they would jointly enter the mobile smartphone market - in what some might call a "shotgun marriage" - with Nokia making the hardware and Microsoft proving the operating system (OS).
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Wednesday, April 13, 2011
Dominant Trend Still Bullish for FCX / Companies / Company Chart Analysis
By: Mike_Paulenoff
After ending its upleg from a major corrective low at 46.20 (Mar 10) to its 58.75 high (Apr 8), Freeport McMoRan Copper & Gold (FCX) has relinquished 50-55% of its prior upleg gains, which is the area to look to re-establish long positions within a larger, still-intact bull trend.
My near- and intermediate-term work argues that unless and until FCX violates the 46.20 low, the larger, dominant trend remains bullish, and acute weakness should be used as a buying opportunity.
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Wednesday, April 13, 2011
JP Morgan Q1 2011 Earnings / Companies / Corporate Earnings
By: Tony_Pallotta
On the headline JP Morgan (JPM) beat with $1.28 versus estimates of $1.15 on EPS. Comparing Q1 2011 to Q1 2010 net revenues is down 8.8% while EPS is up 72%.
Sounds OK unless you ask two very simple questions (1) what is the direction of income before provisions for loan losses and (2) what is the direction of asset prices.
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