Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Friday, August 19, 2016
Here’s Why You Should Look for Dividend Stocks — and How / Companies / Dividends
By: John_Mauldin
BY TONY SAGAMI : I love dividends, and I’m not alone.
One of the biggest dividend lovers of all is Warren Buffett. He has more than 90% of the Berkshire Hathaway portfolio invested in dividend-paying stocks.
Sure, a 1%, 2%, or 3% dividend may not sound like a fortune, but what looks like small payouts really adds up.
For the first seven months of 2016, the S&P 500 was up 6.3%.With dividends, the total return increased to 7.7%. That’s an extra 22%!
Read full article... Read full article...
Thursday, August 18, 2016
Corporations – And Corporate Execs — Fall Out Of Love With Their Shares / Companies / Corporate News
By: John_Rubino
It’s no secret that one of the main things propping up the US stock market has been corporations’ willingness to buy back their own shares with borrowed money. The following chart illustrates the rather amazing correlation between share repurchases and share prices.
Read full article... Read full article...
Monday, August 08, 2016
Irish Banks Most Vulnerable In Stress Tests – UK Banks RBS and Barclays At Risk / Companies / Financial Markets 2016
By: GoldCore
– Irish banks vulnerable in stress tests: AIB/ BofI amongst worst 5 banks in EU
– Ulster Bank’s parent Royal Bank of Scotland emerged as 2nd worst bank
– AIB, Banca MPS especially vulnerable & ‘failed’ in adverse scenario (see table)
– Impairment of financial assets was the largest negative contributor to results
– Bad loans continue to pose risks to Irish financial system
Thursday, August 04, 2016
3 Signs IBM Is in Big Trouble—and How the Company Masks It / Companies / Tech Stocks
By: John_Mauldin
BY TONY SAGAMI : I got a lot of positive feedback on my recent column, “Anatomy of a Successful Short Sale.” It’s no surprise, though. Spotting failing companies is as useful and lucrative as uncovering hidden gems.
Now let’s put theory into practice and take a look at a stock that my subscribers are currently shorting.
That stock is IBM.
Read full article... Read full article...
Wednesday, August 03, 2016
European Banking System on Verge of Collapse; 'No Confidence' in Italian Bank Rescue / Companies / Credit Crisis 2016
By: Mike_Shedlock
European bank shares are down for the second day following a last minute bailout package aimed at Italian banks one day before a stress test showed Monte dei Paschi would be insolvent in an adverse scenario.
The ECB's stress tests published on Friday showed Monte dei Paschi has a huge capital shortfall, with the bank's Common Equity Tier 1 (CET1) ratio of negative 2.44 percent.
Read full article... Read full article...
Saturday, July 30, 2016
Facebook Trade Set-Up / Companies / Company Chart Analysis
By: Joseph_VanDerveer
Facebook Crushed Earnings
Overall Facebook is a strong company with great numbers. Including 59% YoY revenue growth, 16 quarters beating earnings estimates, and 2 billion searches per day.
Below is a simple chart of Facebook, 2 days after they crushed earnings. Shown is a 6 month, daily chart using Japanese candlesticks, one of my favorite. Japanese candlesticks can tell a lot when used with other indicators.
Read full article... Read full article...
Monday, July 25, 2016
Retailers Are Doomed as Most Americans Are Too Poor to Shop / Companies / Retail Sector
By: John_Mauldin
BY TONY SAGAMI : We are entering the heart of earnings season. It may be a wild one as Wall Street’s outlook is quite poor.
The consensus Wall Street estimates for Q2 profits of the S&P 500 is a 5.6% fall (YOY). That would be the fifth quarter in a row of falling corporate profits.
Read full article... Read full article...
Monday, July 25, 2016
Is the Banking Stocks Index on Solid Ground? / Companies / Banking Stocks
By: Marty_Chenard
Last Friday, the Banking Index closed at 67.50 with the C-RSI at a Caution level of +2.07.
The Accelerator had a very small up tick. The Timing Indicator was in positive territory with an up tick that still showed technical upside trending.
Read full article... Read full article...
Sunday, July 24, 2016
Sernova, Diabetes and Haemophilia / Companies / Healthcare Sector
By: Richard_Mills
Paul Lacey was a researcher at Washington University when, in 1972, he cured some diabetic rats by transplanting the islet cells from healthy rats into diabetic ones.
Over the next two decades researchers made many attempts to apply the procedure to humans. Unfortunately no one was successful. By the early 1990’s most scientists had come to the conclusion that islet-cell transplantation was a lost cause.
Drs. James Shapiro, Jonathan Lakey and colleagues from the University of Alberta in Edmonton were successful at improving the treatment of a select group with severe diabetes through development of the Edmonton protocol in the late 1990s.
Read full article... Read full article...
Tuesday, July 19, 2016
Banking Stocks Index - Does Danger Lurk? / Companies / Banking Stocks
By: Marty_Chenard
Does Danger lurk on the Banking Index?
Last week, the Banking Index closed at 67.22 with the C-RSI at a Danger level of +1.59.
The Accelerator had a very small down tick. The Timing Indicator was in negative territory with an up tick that still showed technical upside trending.
Read full article... Read full article...
Wednesday, July 13, 2016
How Hostess Has Adapted Even the Twinkie to a Changing World / Companies / Corporate News
By: Rodney_Johnson
In 2004, Hostess Brands declared bankruptcy. At the time, I wrote that the maker of Twinkies, Ho Hos, and Snoballs was suffering because of demographic trends.As millennials aged past elementary and middle school, they quit munching on such snacks. With fewer kids in the younger age cohorts, slower Twinkie sales seemed inevitable
Read full article... Read full article...
Saturday, July 09, 2016
Monsanto, Bayer, and the Push for Corporate Cannabis / Companies / Cannabis
By: Ellen_Brown
As detailed in my recent article “The War on Weed is Winding Down,” the health benefits of cannabis are now well established. It is a cheap, natural alternative effective for a broad range of conditions, and the non-psychoactive form known as hemp has thousands of industrial uses. At one time, cannabis was one of the world’s most important crops. There have been no recorded deaths from cannabis overdose in the US, compared to about 30,000 deaths annually from alcohol abuse (not counting auto accidents), and 100,000 deaths annually from prescription drugs taken as directed. Yet cannabis remains a Schedule I controlled substance (“a deadly dangerous drug with no medical use and high potential for abuse”), illegal to be sold or grown in the US.
Saturday, July 09, 2016
Deutsche Bank or Dumb Bank? / Companies / Credit Crisis 2016
By: Chris_Vermeulen
Deutsche bank (DBK) shares dropped to fresh new lows with the various news announcements, as well as a feeling that Germany will not be capable of bailing out the bank. The imminent outcome for DBK is ‘bankruptcy’ while the world will have to bear the brunt of the fallout from all of the complicated ‘derivatives’ which are being held by Deutsche Bank.
DBKs’ outstanding ‘derivatives’ exposure is 20x the German GDP and 5x the Eurozone GDP.
Read full article... Read full article...
Friday, July 01, 2016
Italian Banks & Moving The Risk During Crisis / Companies / Credit Crisis 2016
By: Dan_Amerman
Europe is changing by the hour and the day at this point. In this analysis, I'm going to take a quick look at critical events that have happened in Italy in the last day or so, and how they relate to my recent Video Guide To Bail-Ins series. I will be using three current Bloomberg articles that came out in the space of about 7 hours as references.
Italy did a bail-in of four banks at the end of 2015, which inflicted bail-in losses on many individual savers, using the process explained in Video #2 of the series, "Comparison Of Bail-Outs vs Bail-Ins For Banks", linked below.
Read full article... Read full article...
Friday, July 01, 2016
Will PayPal Ever Hit Its Stock Price Target? / Companies / Corporate News
By: Boris_Dzhingarov
Can shares of PayPal, which began trading as an independent company last year after its spinoff from eBay, manage to reach its share price target estimated by analysis at $45 a share? According to comments on Twitter and StockTwits, a financial social media platform from back when PayPal first began trading, many thought that this was certainly possible. Right at the beginning, PayPal shares were closing at around $40, valuing PayPal at $49.4 billion. However, currently, PayPal share prices are valued at $35.08, just under $10 less than their share price target for 2016.
Read full article... Read full article...
Friday, July 01, 2016
Barclays Doesn’t Need More Capital Even With Brexit, Staley Says - Video / Companies / Banking Stocks
By: Bloomberg
Barclays CEO Jes Staley says in a Bloomberg Television interview with Erik Schatzker that the bank didn’t see stress in funding during market volatility.
He says:
- No agreed-upon sales of non-core assets had clauses that would cancel them because of Brexit.
- Stock decline prompted by earnings concerns, not capital or liquidity questions.
Read full article... Read full article...
Thursday, June 23, 2016
Details Behind Semiconductor Stocks Leadership / Companies / Tech Stocks
By: Gary_Tanashian
I am prompted to write this article because TA’s are starting to pick up on the Semiconductor index’s bullishness and even the overwhelmingly bearish website, the Daily Reckoning is calling bull on the Semiconductor sector.
These Tech Stocks Are Ready to Lead the Market. Before Buying, Read This…
The author uses only charts to clue readers in to this little secret (Semis led the market down and now they are leading it up) but there is much more to the story, and since it has been our story (for its upside and downside market leadership) since 2013 I’ll lay claim before the whole enchilada opens up and every wise guy with a chart or a stock pick is touting the Semis.
Read full article... Read full article...
Wednesday, June 22, 2016
Here’s a Trillion-Dollar Investment Opportunity for Those Few with No Debt / Companies / Credit Cards & Scoring
By: John_Mauldin
BY TONY SAGAMI
Politicians and central bankers throw the word “trillion” around as if it were chump change, but a trillion dollars is a huge mountain of money.
A trillion is equal to a thousand billions (1,000 x 1,000,000,000).
1,000 = one thousand
1,000,000 = one million
1,000,000,000 = one billion
1,000,000,000,000 = one trillion
Read full article... Read full article...
Friday, June 17, 2016
Stock Investors Get Higher Returns and More Dividend Income - In Less Time With Less Risk / Companies / Dividends
By: Charles_Carnevale
Investing in blue-chip dividend growth stocks such as the Dividend Aristocrats or Champions has become very popular with retirees. This is understandable considering the low interest rate environment we find ourselves in. Traditional fixed income investments do not currently offer enough yield for the retired investor to live on. Consequently, current low interest rates, coupled with the possibility of a steadily increasing level of dividend income have made dividend growth stocks a viable and even attractive alternative.
When choosing the appropriate dividend growth stock, many dividend growth investors will rightfully focus on the company’s dividend record and dividend growth more than they will its price history. However, this can be a detrimental practice if the investor ignores valuation. Unfortunately, this is not an uncommon practice. There are many dividend growth investors who will invest in a blue-chip Dividend Aristocrat even when it is overvalued at the time. Many of these investors argue that since the dividend is what is of paramount importance, being out of a blue-chip will cause them to generate less dividend income. To these investors, a dividend missed is a dividend lost.
Read full article... Read full article...
Friday, June 10, 2016
Nasdaq Composite Pieces of The Puzzle / Companies / Tech Stocks
By: Joseph_VanDerveer
Below is a weekly chart of the Nasdaq or Comp accompanied by 5 pieces of the market puzzle.
Williams %R oscillator is suggesting overbought conditions.
Moving average crossover indicating momentum is slowing.