Fundamental Analysis » 2008 » Julio

Fundamental Analysis
Fundamental Analisis on time

RSS | Visita nuestra web

Anthony Bolton on Where to Invest in the Bear Market

Regular readers know of Anthony Bolton, the legendary fund manager in the UK who retired last year. He’s interviewed in today’s Daily Telegraph about where to invest in the current Bear market. He rightly says that if times like this make you unlikely to stay invested in equities, maybe you shouldn’t be in them. But what about those of us happy (what a word!) to own stocks in these lousy times? Bolton says focus on large, good quality companies….
Original Source: www.controlledgreed.com

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 21:46

The Impact of Things That Happened Before We Were Even Born

Probably the most dramatic example of how things can impact future generations is World War I. The Great War. The so-called “war to end all wars.”Besides laying the groundwork for Hitler and Soviet communism, the First World War’s resulting breakup of the Ottoman Empire has ramifications for us all to this very day. And looks to for quite some time yet.But I’m not posting to re-fight wars past and present. I was, however, reminded of how actions taken (or not taken) can eventually burden those not even born when reading R…
Original Source: www.controlledgreed.com

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 21:25

Activision Blizzard Merger Completed (ATVID).

The Merger between Game Software Maker Activision (formerly ATVI), maker of the very popular Guitar Hero and Call of Duty, and Blizzard, maker of the popular online role playing game World of Warcraft, has completed.

The new ticker symbol for Activision Blizzard is now ATVID.

The ATVID stock rose 5.44% to $31.77 per share.

As we previously blogged, Activision-Blizzard has a bright future….
Original Source: techfarm.blogspot.com

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 17:08

Foreclosure Activity Map

I’ve basically stopped commenting on these foreclosure statistics and sales statistics in housing because all this “trying to find a glimmer of hope” in line item 23.1-b is just so silly, not to mention way too early. But Barry Ritholtz over @ The Big Picture has some nice eye candy for us, and as they say a picture is worth a thousand words. In case you were wondering, foreclosures are up 53% year over year (yawn)…
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 16:07

Bakken Shale Making More North Dakotans Rich - Continental Resources (CLR) +20%

Note to self - step up marketing in North Dakota for the newly rich land owners who happen to be sitting on some great motherloads of dead dinosaurs.We got another runner here in Continental Resources (CLR); looks like a big hit in Bakken Shale - more on the oil side than natural gas.Oil and gas producer Continental Resources Inc. on Thursday said a test of its second well in a promising area of North Dakota resulted in encouraging results….
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 12:40

CNBC Bonus Bucks Trivia: In Vince Farrell’s post “Signs the Fed Will Defend Dollar?” he suggests what fate “could be avoided” by Fed action?

In Vince Farrell’s post “Signs the Fed Will Defend Dollar?” he suggests what fate “could be avoided” by Fed action?
There is little borrowing going on as investment banks don’t want to appear desperate by going to the Fed, but if one of them indeed becomes desperate, then the window will be open and another Bear Stearns could be avoided.

…
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 12:19

Another Payday Loan/Pawn Shop Breaks Out on Higher Guidance - A Trend Seems to be Afoot

This is the second name this week to breakout off of higher guidance; earlier in the week we saw Cash America (CSH) [Jul 7: Missed Opportunity in Cash America] The past 2 days we have an incredible technical breakout (on the chart) of EZCORP (EZPW) on increased guidance….
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 11:30

CNBC Bonus Bucks Trivia: On Wednesday, which strategist told Squawk Box Europe that commodities are likely to become “horrendously volatile”?

On Wednesday, which strategist told Squawk Box Europe that commodities are likely to become “horrendously volatile”?
Crowding into commodities by investors fleeing stocks will contribute to increased volatility, Peter Toogood, chief investment officer at Crosby Forsyth, told “Squawk Box Europe” on Wednesday.
Commodities “are going to be horrendously volatile because it’s the only place anybody’s going to be playing, including most of the hedge funds,” Toogood said, adding that a serious lack of long-term investors in the stock market means the prospect of a turnaround is unlikely….
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 11:23

CNBC Bonus Bucks Trivia: In Wednesday’s Stop Trading post, Financials Fallout, which entity had Jim Cramer “consistently concerned”?

In Wednesday’s Stop Trading post, Financials Fallout, which entity had Jim Cramer “consistently concerned”?
“I have just been consistently concerned about Bank of America (BAC), both its yield and post-Countrywide,” began Cramer.
Given that my models show poor e…
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 9:10

Whose Bottom will this Be? Lehamn Brothers (LEH) or Fannie (FNM)/Freddie (FRE)

This is a long post, but it is important to read - so you can tell your neighbors what is happening to the United States of Subprime, and why we are going to be potentially footing the bill in the biggest bailout ever. And how a lax system full of “anti regulation” and cronyism, along with “heads we win/tails we still win” executive compensation has created a disaster.In January 2008 we had the SocGen…
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:47

Security Analysis: Homework for Monday, July 14th, 2008

Get

Security Analysis: The Classic 1940 Edition

T…
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:47

Boston Scientific (BSX) Provides Good Valuation, But Technically Shaky

…
The following post is provided exclusively to readers of SelfInvestors.com by the good folks at TheCorrectCall.com. I agree that medical and drug stocks are showing some resiliency.. some even showing very bullish action, but being a technical trader myself I personally would hold off on Boston Scientific until it gets back above key resistance […]
Original Source: selfinvestors.com

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:11

CNBC Bonus Bucks Trivia: CNBC Stock Blog: On July 9, what did Dinosaur Securities’ David Garrity say was the “real trade” in the iPhone story?

…
CNBC Stock Blog: On July 9, what did Dinosaur Securities’ David Garrity say was the “real trade” in the iPhone story?
But Garrity thinks the real trade lies with Nokia’s N81 phone, which has not yet been released.

Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:03

VMware, Inc. (VMW) - Family Squabbles

…
VMware, Inc. (VMW) which is 80% owned by EMC Corporation (EMC) made headlines this week when the company fired their CEO (Diane Green) and lowered their 2008 outlook. While the change in leadership may have caught many by surprise, guidance lower should have been expected given the difficult economic environment and the announcement by […]
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 7:50

Always a Silver Lining - We no Longer Own FCStone Group (FCSX)

As bad as things are, we could always have it worse. For example, FCStone Group (FCSX) could be our largest holding; or a top 10 holding; or any sort of holding! It’s a derivative of the commodity boom. Would seem like a safe bet. Not so much - down 45% this morning off of earnings. Did I mention every day during earnings season is like running through a mine field?…
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 7:33

How to find undervalued companies?

Time ripe to invest in companies with decent valuations for Long-term Investors

Market faces headwinds but genuinely long-term investors can now find stocks worth buying: The market continues to face headwinds from high crude oil prices, political uncertainty, fragile global financial markets, weak domestic sentiment, rising bond yields, slowing growth and prospects of earnings downgrades. […]…
Original Source: www.valuestockplus.net

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 7:27

Good Franchises at Decent Valuations

Some Good Franchises At Decent Valuations for Long-term Investors

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 7:27

Bookkeeping: Closing Intuitive Surgical (ISRG)

Intuitive Surgical (ISRG) is sort of in no man’s land right now. It is below all key moving averages, but not too far away… and it has not really “broken down” - it’s sort of in the middle of both scenarios. Neither strong not super weak. At this valuation, and technical level I don’t have any major conviction in adding to it so I am going to close the position to raise a bit of cash - it is only a 0.3% stake so it did not raise too much for us….
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 7:07

Well It’s a Start - Sunpower (SPWR) to Build 2 US Solar Plants

These plants are not so big, but it’s a start. America has finally hit the stage Germany and Japan were a decade ago. Congrats.Reactive. Not proactive.SunPower Corp. said Thursday that Florida Power & Light Co. hired it to build two solar power generating plants, one of which is expected to be the largest in the U.S.SunPower will design and build a 2…
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 6:40

CNBC Bonus Bucks Trivia: In a spooky Two-Way Street blog post on “omens,” CNBC.com’s Allen Wastler refers to which paranormal concept?

In a spooky Two-Way Street blog post on “omens,” CNBC.com’s Allen Wastler refers to which paranormal concept?
After all, business journalists rarely get to write about Atlantis or haunted houses. They just don’t come up that much in business coverage. But a good, prescient warning sign in a psychologically challenged market and you just get into a O…
Original Source:

10 Julio, 2008| Fundamental Analysis | Comments (0) @ 6:12

Siguiente página

Sitios de Webalalza

Sites of Webalalza

Categorías:

Fundamental Analysis

S	M	T	W	T	F	S
« Jun				Aug »
		1	2	3	4	5
6	7	8	9	10	11	12
13	14	15	16	17	18	19
20	21	22	23	24	25	26
27	28	29	30	31

Fundamental Analysis Fundamental Analisis on time

Sitios de Webalalza

Sites of Webalalza

Recent Comments

Fundamental Analysis
Fundamental Analisis on time