Analysis Topic: Companies AnalysisThe analysis published under this topic are as follows.
Tuesday, February 11, 2014
Where Stock Investors Can Find Stability in These Economically Unstable Times / Companies / Investing 2014
John Paul Whitefoot writes: While most astute investors would point to a weak U.S. economy as the reason for the recent lackluster U.S. employment data, economists, in their infinite wisdom, point to Mother Nature. She seems to shoulder a lot of the economic blame in this country.Read full article... Read full article...
Monday, February 10, 2014
George Leong writes: Small-cap stocks are faring the worst this year and are down nearly 10% from their record-high in late 2013; many would deem this to be an official stock market correction.
Given that small-cap stocks surged upward by more than 33% in 2013, it shouldn’t be a surprise to see this group get the brunt of the selling this year.Read full article... Read full article...
Friday, February 07, 2014
David Zeiler writes: Investing in Bitcoin isn't as easy as investing in stocks - right now.
But the arrival of the Winklevoss Bitcoin ETF - an exchange-traded fund developed by twins Cameron and Tyler Winklevoss - will change that.
The Winklevoss Bitcoin ETF will make investing in Bitcoin as simple and straightforward as buying shares of any other exchange-traded fund.Read full article... Read full article...
Thursday, February 06, 2014Having your cake and eating it too!
Sometimes you can have your cake and eat it! In investing that means buying stocks with good defensive growth characteristics. In May 2010, GillenMarkets introduced the US Global Defensive Consumer Franchise Theme for subscribers and the theme included eight US companies at that time—Coca Cola, McDonalds, Proctor & Gamble, Colgate, Johnson & Johnson, Wal-Mart, Kellogg and Kraft. The European equivalents—Unilever, Diageo, Reckitt Benckiser and Kerry—were added to the theme in 2011. Kraft has since de-merged and we have substituted Mondelez (the spin off from Kraft) in Kraft's place.
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Wednesday, February 05, 2014
Apple, Ebay and Visa - Stocks to Watch as Activist Investors Unlock Value / Companies / Investing 2014
Sasha Cekerevac writes: One of the most hotly debated topics these days is the role of activist investors. Some people have the impression that an activist investor is not a positive factor when it comes to long-term investing. I disagree, as many times, the investment strategy recommended by these activist investors ends up benefiting all shareholders.Read full article... Read full article...
Wednesday, February 05, 2014
Terry Weiss writes: Michael Robinson has been following the auto sector since 1980 when he was a young analyst living in Detroit.
And over the last 34 years, he’s seen a lot of changes come to this iconic industry – both good and bad.
But he’s never seen anything like what’s happening now.Read full article... Read full article...
Tuesday, February 04, 2014
Michael A. Robinson writes: During the Depression-ridden 1930s, with the United States circling the financial abyss, an American industrialist named Thomas J. Watson Jr. gambled the future of his business-equipment company on an expansion plan that included wholesale hiring, investments in technology, and the construction of new factories.
For six years, Watson had his factories at full bore – churning out tabulating equipment there were no buyers for. But he believed in his plan and stayed with his strategy.Read full article... Read full article...
Sunday, February 02, 2014
Michael A. Robinson writes: China has been dominating the headlines in recent days... And not in a good way.
Since late last week, worries about slowing growth, financial-system shenanigans, and the potential for an "Asian Contagion" type spillover have whacked global stocks - and have left folks wondering if the Chinese Miracle is over.
But China's kind of like a still-young tech venture: There are going to be reversals, it's going to be volatile, and it's normal to expect this kind of whipsaw market action.Read full article... Read full article...
Thursday, January 30, 2014
By Andrey Dashkov
Business Development Companies (BDCs) are publicly traded private debt and equity funds. I know that description isn’t terribly sexy, but keep reading and you’ll find there’s a lot to be excited about.
BDCs provide financing to firms too small to seek traditional bank financing or to do an IPO, but at the same time are too advanced to interest the earliest-stage venture capitalist. These companies are often near or at profitability and just need extra cash to reach the next milestone. Filling this void, BDCs provide funds to target companies in exchange for interest payments and/or an equity stake.Read full article... Read full article...
Thursday, January 30, 2014
Robert Hsu writes: As readers of my Permanent Wealth Investor know, alternative money management firms are some of my favorite securities for investors to own.
After a great run in 2013, those firms will have a hard act to follow in 2014.
But, here's the thing: the same sources that drove income last year for these companies are firmly in place. And will be throughout 2014.Read full article... Read full article...
Tuesday, January 28, 2014
Michael A. Robinson writes: As a tech investor, I pay a lot of attention to the key trends reshaping our world and setting us up for massive gains.
I've also found that sometimes you can boil down great investment opportunities into a number. In this case its 11.4...the average age of a car on U.S. roads today.
Compared with the new connected car, that's like driving something out of the Flintstones.Read full article... Read full article...
Monday, January 27, 2014
John Paul Whitefoot writes: The first raft of first-quarter earnings reports are in…and they’re not a total surprise. Against the backdrop of a weak U.S. economy and waning consumer confidence, some big go-to stocks are beginning to show signs of distress—few more (right now) than makers of personal computers (PC makers).Read full article... Read full article...
Thursday, January 23, 2014
Carl Icahn spoke with Bloomberg Television's Trish Regan and Adam Johnson today about his proposed PayPal spinoff, saying that eBay "hasn't don't as well as it should have" and a separation of PayPal is a "no brainer."
On Apple, Icahn said, "There's nothing wrong with the management at Apple...I just think that the board is just plain wrong in not taking advantage of a very undervalued situation at Apple and not using that capital."
Monday, January 20, 2014
Market Under-estimating Apples Growth Potential Following Moves into China / Companies / Tech Stocks
Sasha Cekerevac writes: When it comes to big-cap stocks, very few are larger than Apple Inc. (NASDAQ/AAPL).
But there’s one question many investors may be asking: is there an investment opportunity in Apple’s stock at current levels? I believe there may be, even after a strong move up since hitting a 52-week low in April at $385.10.
You have to be careful when looking at big-cap stocks and whether or not there is a strong investment opportunity going forward. Just because a stock has moved up over the past year, that doesn’t mean it’s necessarily overvalued.Read full article... Read full article...
Monday, January 20, 2014
John Paul Whitefoot writes: We expect American consumers to do a lot in this country; not least of which is to be the nation’s economic engine, after all, 70% of our gross domestic product (GDP) comes from consumer spending.
After years of strong stock market gains, America is still being bogged down with stagnant wages, high unemployment, and near-record-high food stamp usage—not the best formula for a nation that relies on consumers to spend, spend, spend. However, it is also contingent upon us being able to continually pay our bills. It’s the ebb and flow of consumerism.Read full article... Read full article...