Analysis Topic: Companies AnalysisThe analysis published under this topic are as follows.
Wednesday, July 18, 2012
David Zeiler writes: The changing shopping habits of a pressured middle class continue to boost the fortunes of one group of U.S. stocks in particular - discount retailers.
Almost all discount retailers have profited from the Great Recession, but those on the lowest rungs, such the dollar stores, have gained the most.Read full article... Read full article...
Wednesday, July 18, 2012
Martin Hutchinson writes: Investor. Now there's a word you don't hear much these days. "Buy and hold," they tell us, has gone the way of the dinosaur.
Today, it's all about the fast money. In the market, out of the market... this stock, that stock...
Of course, that's perfectly fine for traders. The good ones earn small fortunes that way. But for folks who don't have that kind of experience, being nimble is simply an invitation to be whipsawed by the markets.Read full article... Read full article...
Tuesday, July 17, 2012
Don't Give Up Yet: US Solar Companies can Compete with China with a Bit of Innovation / Companies / Renewable EnergyThe US solar industry is undergoing some serious growing pains, with bankruptcies and mergers a necessary part of that process; meanwhile, competition from Chinese solar panels has many believing that American solar simply cannot compete. Not so.
Solar's track record is certainly not inspiring: The past couple of years have seen a number of high-profile bankruptcies, including Solyndra, Q-Cells, Evergreen Solar and Abound Solar. At the same time, while Chinese solar companies have managed to avoid bankruptcy, they are in trouble and are posting sharp losses, and debts are not government-owned as most might think. Perhaps the Chinese government will bail these heavily subsidized solar companies out, but not necessarily as such a move would further imbalance the solar market.
Sunday, July 15, 2012
Brett Eversole writes: Drug stocks have been on a tear this year.
Pharmaceutical giant Abbott Labs is up 18%. Smaller names like Questcor and Auxilium are up 38% and 35%, respectively.
The sector overall – as measured by the PowerShares Dynamic Pharmaceuticals fund (PJP) – is up 19% so far in 2012... more than double the S&P 500's 9% return.
Saturday, July 14, 2012
JPMorgan's Massive Losses, Failure of Corporate Governance, Questions of Fraud / Companies / Banksters
TOM HUDSON: More now on the JPMorgan (NYSE:JPM) trading loss and the
bank’s response. Janet Tavakoli is president of Tavakoli Structured
Finance with us tonight in Chicago. Janet, I want to get right really to
the heart of JPMorgan’s admission today regarding this $6 billion trading
loss. This is what it said in its release today: the recently discovered
information raises questions about the integrity of the trader marks and
suggests that certain individuals may have been seeking to avoid showing
the full amount of the losses being incurred in the portfolio during the
first quarter. Who is accountable for this?
Friday, July 13, 2012
Three U.S. Stocks to Keep an Eye on as Corporate Earnings Season Unfolds / Companies / Corporate Earnings
Don Miller writes: It's a proven fact -- stock prices eventually follow earnings.
So as we enter second-quarter earnings season, an avalanche of corporate reports will likely set the tone for the stock market for the next six weeks.Read full article... Read full article...
Friday, July 13, 2012
The World's Safest Stocks On Track for Near 10 Percent Annual Earnings Growth / Companies / Water Sector
No natural resource is as vital to human life as water. But that doesn’t mean it’s always a profitable investment.
Time and again, water investors have been tripped up by myriad factors, from changing weather patterns to volatile politics. Growing populations and industry degrade watersheds, wetlands, rivers, lakes and other areas critical to safe drinking water supplies.
Friday, July 13, 2012
US Regulatory Environment Remains Levelheaded
Utilities’ ability to stay strong depends on regulators granting a fair return on investment. The alternative, by contrast, is the surest way to undermine both shareholder returns and long-term system reliability.Read full article... Read full article...
Wednesday, July 11, 2012
Keith Fitz-Gerald writes: Many investors remain on the sidelines under the impression that every company has been stopped in its tracks by the financial crisis. Somehow they've convinced themselves there's nothing worth owning.
The problem is it's just not true. Companies that carry little or no debt are kicking butt and will continue to do so even if the markets stumble.Read full article... Read full article...
Tuesday, July 10, 2012
Martin Hutchinson writes: Successful investing is a bit like connecting the dots. Put enough of them together and they begin to form a picture.
Unfortunately, today's dots are pointing towards a recession.
With first-quarter GDP growth under 2% and a whole host of indicators moving in the wrong direction, it looks as though the U.S. economy has stalled.Read full article... Read full article...
Monday, July 02, 2012
William Patalon III writes: Back on May 9, Internet bellwether Cisco Systems Inc. (Nasdaq: CSCO) warned investors of a weaker-than-expected outlook for the current quarter - thanks to what CEO John Chambers described as a "cautious" spending environment for networking gear.
Cisco's shares were trashed - as were many other tech-sector stocks.Read full article... Read full article...
Friday, June 29, 2012
David Zeiler writes: While impressive in many ways, the Google Inc. (Nasdaq: GOOG) Nexus 7 tablet unveiled today (Wednesday) will struggle in a market already teeming with offerings from other tech titans.
Key competitors include tablet market leader Apple Inc. (Nasdaq: AAPL), Samsung Electronics Co. (PINK: SSNLF), Amazon.com (Nasdaq: AMZN) and as of last week, Microsoft Corp. (Nasdaq: MSFT).Read full article... Read full article...
Wednesday, June 27, 2012
Don Miller writes: Despite the efforts of Federal Reserve Chairman Ben Bernanke and his cohorts, it looks like gridlock in Congress will push us into a recession in 2013, if not sooner.
In case you haven't been paying attention, "Taxmageddon," and election-year politics have driven the economy to the edge of a "fiscal cliff." This means the start of next year, unless drastic measures are taken in Washington, is looking precarious for investors.Read full article... Read full article...
Monday, June 25, 2012
Michael A. Robinson writes: Many Americans view farming as one of the last bastions of low tech.
It's not hard to see why. These days you can use your tablet computer for a video chat session while your car parks itself.
How on earth could crops ever compete with that?Read full article... Read full article...
Friday, June 22, 2012
Did RBS Hit the Greece Election Eurogeddon Bank Holiday Panic Button by Mistake? / Companies / Credit Crisis 2012
RBS Bank and its subsidiary Nat West have effectively been closed all week to all of their customers, freezing them out of control of day to day banking operations. The shutdown appears fairly complete, with thus far RBS being unable to get the system going again.Read full article... Read full article...