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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
By Matthew Potter: Alliant Techsystems (ATK) has seen sales increase over the last decade due to the U.S. military demand for ammunition, explosives, pyrotechnics and rocket motors for use in Iraq and Afghanistan as well as training purposes. The stock though has not moved much in recent years trading around the $60 mark for most [...]
By Dana Blankenhorn: A market-average PE for a fast-growing company will cause a lot of seeming trouble to go away. Even with its recent run-up, Apple (AAPL) is selling at a market-average 13 times current earnings. Yet most here at Seeking Alpha and elsewhere expect those earnings to keep rising. Current estimates on the next [...]
By Rougemont: Many corporations have huge amounts of cash sitting on the balance sheet, and that money is earning close to nothing in this low interest rate environment. The U.S. Federal Reserve recently affirmed it would continue with a low-rate policy in order to help boost the economy until at least 2012. We know that [...]
By Ray Merola: Caterpillar, Inc. (CAT) trades at about $110 a share after a 22 percent pop thus far in 2012. Is this stock washed out, or is it just getting into high gear? Let’s analyze this bellwether equity to see if there’s additional upside. We will review some fundamentals benchmarks, the current charts, recent [...]
By Takeover Analyst: For investors looking to benefit from a recovery and a shift back into the industrial economy, coal producers offer an ideal way to back such an outlook. Currently, Arch Coal (ACI) is rated a “buy” on the Street while Peabody (BTU) is rated near a “strong buy.” The two have recently been [...]
By Adam Muller: A lot has happened to Yahoo (YHOO) in the last few weeks and while many uncertainties remain, the risk/reward dynamics of an investment at the current stock price of $15.73 is compelling. Recent Events In early January Yahoo announced Scott Thompson as the new CEO of Yahoo. Prior to the appointment Mr. [...]
By Mark Bern, CPA CFA As I was talking to Alan on Monday…I was actually privileged to be included in an interview of Mr. Mulally conducted by Seeking Alpha Editors Yigal Grayeff and Yosef Levenstein and another SA Contributor, Brian Nichols. Mr. Mulally had a story to tell and he presented it, as could be [...]
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