Category: Investing

Comcast: Solid Media Play

By George Liu: The Niche Comcast Corporation (CMCSA) is a $74 billion media conglomerate operating in the Services sector that provides entertainment, information, and communications products and services in the United States and internationally. It operates everything from television channels such as USA and CNBC to theme parks such as Universal Studios Hollywood. Comcast is [...]

Ding Dong, Avon’s Calling: Why This Contrarian Value Idea Is A Screaming Buy

By Stock Croc: Avon Products (AVP) has been troubled by regulatory problems since 2008. At that time, the company began an investigation into bribery rumors in connection with its operations in China. Those investigations were related to expenses for travel and entertainment, and it wasn’t long before the net widened to other countries. Many have [...]

Starbucks India Focus Leaves Room For Fantasy

By Dutch Trader: Wrap-Up Results Starbucks Corp. (SBUX) fiscal first-quarter revenue advanced 16% to $3.44 bln, higher than consensus of 3.29 bln. Net income in the period ended 1 January rose 10% to $382 mln, or $0.50 a share, slightly ahead of market expectations of $0.49 a share. Sales at stores open at least 13 [...]

Is Bubble Trouble Ahead for Dividend-Paying Stocks?

Most readers think the stocks are far from nosebleed territory, but selectivity is essential.

Sunday February 5th, 2012 in Investing | No Comments »

Why Talisman Is More Undervalued Than Suncor

By Takeover Analyst: In an earlier article here, I promoted Suncor Energy and since then the stock has hit my price target – rising by 31.9%, beating the Dow Jones by 2,350 basis points. The Street is currently bullish on Talisman (TLM), Suncor (SU), and Chevron (CVX), but prefers Talisman the least due to operational [...]

Why Walmart, Target’s Defensive Upside Will Outperform

By Takeover Analyst: With employment figures improving, investors are naturally looking to Walmart (WMT) as a way to benefit from increased consumer expenditures. What investors fail to note, however, is that Walmart will struggle to be an outperforming beneficiary of a macro recovery due to its low beta of 0.4. With that said, the company [...]

Green Mountain Coffee: How Much Is Vindication Worth?

By Jason Merriam: We were not surprised to see Green Mountain Coffee (GMCR) execute a turnaround in its fiscal 2012 Q1 following its disastrous Q4 2011 results. In the quarter ending Dec. 24th, 2011, GMCR reported a 57% increase in EPS (Q-to-Q) on a 62% rise in sales (Q-to-Q). Not too shabby. More remarkable, it [...]

Saturday February 4th, 2012 in Investing, Long Term Investment, stock market | No Comments »

Research and Markets: GIA – Electronic Access Control Systems – Global Strategic Business Report

Research and Markets has announced the addition of the “Electronic Access Control Systems – Global Strategic Business Report” report to their offering.

Saturday February 4th, 2012 in Investing | No Comments »

Jim Cramer’s Best Blogs

Catch up on Jim Cramer’s thinking on the hottest topics of the past week.

Saturday February 4th, 2012 in Investing | No Comments »

How Buying The Stupidest Company In America Yielded 79% Profits

By Ian Wyatt: After a series of very stupid and very public mistakes, investors had essentially written off shares of Netflix (Nasdaq: NFLX). Late last year, Netflix lost 3 million subscribers and angered many others after a series of mind-boggling missteps. The bad press that ensued took a serious toll on Netflix’s stock. But as [...]

Saturday February 4th, 2012 in Investing, Long Term Investment, stock market | No Comments »

Indexing and the Average Active Manager

A forum in honor of Vanguard founder Jack Bogle prompts the question: Does indexing have to be all or nothing?

Saturday February 4th, 2012 in Investing | No Comments »

Consumers Make More, Save More, Potentially Fueling Growth

After some truly horrific personal income data last summer, the consumer is finally beginning to see meaningful increases in income.

Saturday February 4th, 2012 in Investing | No Comments »

Four Cyclical Companies With Options Worth Buying

Falling implied volatility may present opportunity to buy upside on these undervalued cyclicals.

Saturday February 4th, 2012 in Investing | No Comments »