David Hunkar submits:
In an earlier post, we discussed about the companies from developed countries that have the potential to profit from emerging markets’ growth. Many companies in the emerging markets are already champions in their domestic markets and are poised to become global market leaders. This is especially true with BRIC companies.
The economic power is projected to shift from the US and Western Europe to the emerging countries in Asia and Latin America in the next decade and beyond. Goldman Sachs noted in a November report:
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Tom Lydon (ETF Trends) submits:
Yields have been dropping so low we could soon need to dig up a microscope to find them. If you’re an income-oriented investor, don’t lose heart – dividends are making a comeback and exchange traded funds will give you access to them.
After the financial crisis, many banks and other financial companies reduced or suspended dividend payments, remarks Alexander Green for Investment U. But according to Howard Silverblatt, senior index analyst at S&P, “the worst is over for dividends. Standard & Poor’s believes that a dividend recovery is under way.”
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Carl T. Delfeld submits:
Turkish equity markets, which have been among the world’s top performers over the last year, hit some major bumps this week with the arrests over a recent coup plot and ongoing trouble in neighbor and longtime rival Greece spooking investors. The news sent the iShares MSCI Turkey ETF (TUR) sharply down and at $48.7, it has fallen 20% from its 2010 high of $58.5 2010 on February 1st.
This is a reminder that emerging markets are not for the faint of heart and that politics in these markets matter a great deal.
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Ben Axler submits:
Shares of Build-A-Bear Workshop (NYSE: BBW, $6.05/share), are slowly getting the attention they are due from the Street as both its core business fundamentals are improving and new growth strategies are being implemented. However, shares are still considerably undervalued despite a recent rally from a low of $4.50/share earlier this month.
Despite these bullish indicators, Build-A-Bear’s shares remain precariously shorted with nearly 1.5 million shares short or 10.8% of the estimated float. Among other things, the shares may be benefiting from shorts scrambling to cover as technical factors suggest the price may have found a bottom.
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Brandon Matthews submits:
By Brandon Matthews
Over the past year, Sirius XM Radio (Nasdaq: SIRI) investors have become a bit more sophisticated, perhaps to their own detriment. The trouble with Sirius XM is that its common stock has never traded on valuation. There seems to be an attitude towards Sirius XM by some that suggests the share price may have topped out in recent days.
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Dan Wieman submits:
I added some shares of Sharps Compliance (SMED) earlier this quarter. The company provides disposal solutions for medical waste. Trailing earnings look great for the company, but this is largely due to a front-loaded government contract. The real question is whether or not the company can add additional contracts to maintain its momentum.
MagicDiligence has a nice article on Sharps here on Seeking Alpha. They note:
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Jason Schwarz submits:
What are the two most surprising things about Apple (AAPL)? According to Apple management it’s the success of the App Store and the iPod Touch. At a time when the iPod was supposed to fade away into the sunset, the iPod Touch catches fire? Huh? Why would anyone buy a Touch when they can buy an iPhone? People actually pay up to $399 for the Touch. Nobody saw this coming. So what does the surprises success of the Touch and the 3 billion downloads from the App Store tell us about the iPad? A lot.
The iPad finds itself right in the middle of Apple’s sweet spot. Let’s analyze the converging highways of potential buyers. On one highway you’ve got 75 million current iPhone and iPod Touch users who are familiar with the App Store and can’t wait to utilize the bigger screen. On another highway you’ve got 33 million units of 2009 netbook sales showcasing the demand for such a product. Then we’ve got the gamers: According to the Entertainment and Merchants Association 2009 Annual Report once a consumer decides to play video games, they continue to play for life, 68% of all American households are now playing video games and total industry sales jumped to $23 billion in 2008. It is estimated that there are 217 million online gamers worldwide.
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Frank Holmes submits:
New Yorkers looking to catch a glimpse of the world’s hottest car have until late April to visit the Cooper-Hewitt National Design Museum, which is displaying the $2,200 Tata Nano as an achievement in efficient design.
I was fortunate enough to drive “the people’s car” on a recent trip to India (that’s me in the photo).
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Zacks.com submits:
Amylin Pharmaceuticals, Inc. (AMLN) and partner Takeda Pharmaceutical Company Limited recently announced that they intend to advance their obesity combination treatment of pramlintide and metreleptin into phase III studies.
The decision is based on encouraging 52-week results on the combination treatment from a blinded, placebo-controlled phase II extension study in which the combination succeeded in achieving the key target of sustained and robust weight loss.
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Sean Hannon submits:
On occasion, the simplest ideas are the most effective. When I sent last Thursday’s bonus article to subscribers of my weekly newsletter EPIC Insights, I focused on Cliff Natural Resources (CLF). With a trailing P/E of 33, a forward P/E of 13, and a dividend yield of 0.66%, the stock was fairly valued and from a fundamental perspective did not offer a compelling reason to either own or be short the stock. Technical analysis led to the same conclusion: after breaking a long-standing uptrend (black line) in early January, CLF had meandered for weeks.
After dismissing a trade on technical merits, I turned to an event-driven strategy. Having just reported robust earnings, CLF was prepared to rally. Never one to chase a move, I examined the prior earnings announcements and saw an interesting pattern. Each time CLF reported results, the direction of the price movement the next day (blue arrows) started a move that persisted for weeks. Expecting a rally and looking to exploit this tendency, I recommended buying the stock with a $55 upside target.
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Investing, Long Term Investment, stock market | admin February 25, 2010 | 
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