OMI: Is Owens and Minor a Major Bargain?

This is a reprint of my 25 August 2008 RealMoney column.
Owens & Minor (OMI) is the nation’s leading distributor of medical and surgical supplies to the acute-care market. It’s also a health care supply-chain management company and a national direct-to-consumer supplier of testing and monitoring supplies for diabetics.
M…
Original Source: http://feeds.feedburner.com/StockMarketBeat

  29 August, 2008| Fundamental Analysis | Comments (0) @ 5:25

Order Cancellations

Econoday has an article out today showing the relationships between the durable goods accounts: shipments, new orders, backlog and inventory. They note that there are now some signs of order cancellations, which demonstrates that the apparent strength shown by strong new orders in recent months was somewhat illusory.
…
Original Source: http://feeds.feedburner.com/StockMarketBeat

  29 August, 2008| Fundamental Analysis | Comments (0) @ 5:25

Three Infrastructure News Stories

These infrastructure stocks continue to be out of favor on an “institutional money rotation away from global growth stories”, but in the big picture I continue to believe the story is very interesting. Below is a series of stories entailing some of the opportunities and challenges we’ve discussed many times in the blog.First, as we always say - America; the land of not addressing a problem until it’s an emergency. And we have an emergency brewing in our infrastructure. The positive is, addressing this emergency can create many good, solid jobs for Americans. (these will be tough to offshore) The negative is we’re plain broke and we’ll have to call the Chinese or Middle Easterners to help us pay for the coming tsunami of upgrades. Or back to the printing press (strong dollar everyone - strong dollar) Even worse - many of these solutions will relay not on states (who actually seem to get some things done in America) but on that pathetic body called Congress, due to the need to cross state lines. Here we have a story from the …
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  29 August, 2008| Fundamental Analysis | Comments (0) @ 5:00

Buffett on Debt

Here is our last post on the “I.O.U.S.A.” coverage.

Enjoy!
…
Original Source: ei-forum.com

  29 August, 2008| Fundamental Analysis | Comments (0) @ 3:55

Weekly Links: Carnivals & Articles - August 29, 2008

Each Friday I highlight the Carnivals I participated in over the past week, along with any notable articles that I came across. For those readers not familiar with carnivals, it’s where personal finance bloggers submit their best articles of the week with one blog serving as the host. The entries are separated into various categories such as Investing, Credit, Debt, Budgeting, Frugality, Wealth Building, Money Management, Financial Planning, Insurance, Taxes, The Economy, Real Estate, et. al….
Original Source: http://feeds.feedburner.com/Dividends4life

  29 August, 2008| Fundamental Analysis | Comments (0) @ 3:30

Understanding the reverse IPO

If there is the well-known initial public offering or the IPO then there is also the reverse IPO. In the reverse public offering, the private company acquires a public company in order to bypass and to avoid the lengthy process of going public. This kind of market procedure often includes the reorganization of the capitalization. In this type of deal, the shareholders in the private company will buy the control of the public shell company and this will then be merged with the private one. The company in center of the transaction or the one that is being traded is called here as the ‘shell’ since this company now exist with only its organizational structure that is running. This is a relatively fast market procedure where the process can take only weeks. And when the shell of the company is registered with the SEC, then this is good news as well since the company will not undergo an expensive and a time-consuming review that will involve the state and the federal regulators.
…
Original Source: networthmasters.com

  29 August, 2008| Fundamental Analysis | Comments (0) @ 0:27

IPOs explained

There will be times when you will read on newspapers and hear the news that a company is being positioned for an IPO. But what is an IPO and why this is a big news for most investors. Simply put when you hear these three letters, always think that the company is trying to open it up to the public. This is the time when Company A decides to sell its stock to the public. By experience when a company undergoes an IPO, that will be usually associated with huge first day gains, and there will be times as well when the move flops big time when the market becomes unreceptive.
…
Original Source: networthmasters.com

  29 August, 2008| Fundamental Analysis | Comments (0) @ 0:01

3i Group Eyes Buyouts in India

It's been a while since I've posted about 3i Group PLC (III/LN) — the publicly traded (in London) private equity firm run by Phil Yea. When I bought 3i stock in 2005 the firm was doing deals in the UK and on the European Continent.The company still does that — but more and more of its deals and investments are in Asia these days. Including Mainland China and India. So in addition to being a play giving the portfolio exposure to Greater Europe, 3i gives us a smart (and I hope smarter) way to play Mainland China and India….
Original Source: www.controlledgreed.com

  28 August, 2008| Fundamental Analysis | Comments (0) @ 21:15

Madcatz (MCZ) Q1 09 Results

MCZ - Madcatz Interactive (AMEX) - (Closing Price $0.76)
Madcatz reported its fiscal 2009 first quarter results on August 19 and reported decent numbers.
The company came in with revenue of 23.23 million and diluted earnings per share of -0.01. Revenue improved 6.2% sequentially and 59% year over year. However, without the revenue from the Saitek acquisition (7.5 […]…
Original Source: http://feeds.feedburner.com/IntelligentSpeculator

  28 August, 2008| Fundamental Analysis | Comments (0) @ 17:00

Dell (DELL): "Dear Mr. Institutional Investor: We’re Not so Safe Either"

I’ve been confounded by this Dell (DELL) chart - obviously institutions piled in as the “safe haven play” - I mean it’s technology after all and that’s immune to problems (sort of like the US economy). Not so safe after all - down 10% after hours due to “facts”. (I hate facts; I much prefer sentiment driven opinion to drive stocks up that have no right being driven up). The chart won’t be looking quite so pretty tomorrow. Hopefully we can brush it off and take this market up another 300 points since facts are just obstacles in the road to a rally based on hope/dreams/unicorns/Kool Aid we deserve….
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  28 August, 2008| Fundamental Analysis | Comments (0) @ 15:56

20% of the S&P 500 Gained 3%+ Today

Since my watch lists are so empty of big gainers I was curious to see what exactly is driving the indexes up today. Since the S&P 500 is the broader index (over Dow Jones 30) that I focus on, here is a list of all the stocks with a >3% return from highest to lowest (104 names). I like to use this data mining to see what exactly I am missing. Today is just 1 day but if over time, we continue to underperform, I like to see what sectors/stocks are doing well that I am not watching so I run screens such as this. Housing and financials dominate the 5%+ range. Retailers and financials with some industrial in the 3-4% range….
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  28 August, 2008| Fundamental Analysis | Comments (0) @ 13:12

Back to the Top of Our Range - and Cutting another Swath of Lennar (LEN)

The S&P 500, and market, is quite frankly trying to drive as many people batty as possible. With light volume it is relatively easy for large money to move things around and with month end the “theory” (who knows what is really happening) is people can “mark up” stocks temporarily so they can show a better than it should be monthly performance. I don’t know how much truth there is to that - I just continue to watch the action in quiet amazement I will call this the Rally of the Zombies… best performers - Freddie, Fannie, Ambak, MBIA - boo yah….
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  28 August, 2008| Fundamental Analysis | Comments (0) @ 11:52

Speculative stock pick: Green Hunter Energy

I have a strong interest in the renewable energy sector and believe this is a strong growth area for the next 20-40 years as renewables increase their percentage of world wide energy consumption. Green Hunter Energy (GRH: 15.90 -0.10 -0.63%) flew across my radar a few months ago and I added it to this site’s Watch List. A recent news item caused me to take a closer look at the company and what I found is quite appealing.
…
Original Source: timplaehn.com

  28 August, 2008| Fundamental Analysis | Comments (0) @ 8:37

Bookkeeping: Closing Amylin Pharmaceuticals (AMLN)

Every so often, maybe once every 3 years, I need to be reminded why I have a rule to not buy individual biotech stocks. I remember now. This is the sector where people with a full time staff of analysts devoted to this 1 niche get regularly blown up.So aside from victories you get to see bad decisions in this transparent methodology we pursue…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  28 August, 2008| Fundamental Analysis | Comments (0) @ 7:59

Bullish Action in Titanium Metals (TIE)

On of our old holdings is making a serious move the past few days, on major volume. Someone knows something. It appears. This group has been moribund for ages.[O…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  28 August, 2008| Fundamental Analysis | Comments (0) @ 7:54

Bookkeeping: Increasing China Medical (CMED)

We are going to give China Medical (CMED) another try on the long side. Volume is non existent in this market so it is impossible to trust any moves, but this stock was absolutely hammered once they did their convertible announcement [Aug 12: China Medical Announces Convertible Debt Offering] and now will have a standing short position sitting in there (shorting common stock versus convertible holding) so we’ll see if CMED can move up into that. But we have a nice low risk entry on the chart….
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  28 August, 2008| Fundamental Analysis | Comments (0) @ 7:27

Energy Conversion Devices (ENER) Turnaround Story Continues to have Legs

It’s amazing what the right type of leadership (our country could take note) does for a company. After being a long lost laggard, the focus on business execution over science continues to benefit Energy Conversion Devices (ENER). Another very good earnings report, and while the stock valuation is in the stratosphere we don’t worry about things like that anymore - when companies trading at 10x PE for 100% growth are ignored, yet companies at 80x PE are run up - all that matters are charts. And ENER’s has been fantastic for many months. We do, however, want to see a break over that mid June high of $82.50 - otherwise we could be forming quite the “double top”…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  28 August, 2008| Fundamental Analysis | Comments (0) @ 6:35

China to Subsidize Wind Turbines

Pardon me while I remain extremely frustrated with a Congress that fights over passing any form of renewable energy subsidy extensions while the rest of the world races along into the future. We’re too busy debating gas tax holidays. Grrr….This is very positive news … China has in a very short span moved to subsidize both solar and now wind. In the medium term this should be great news for A…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  28 August, 2008| Fundamental Analysis | Comments (0) @ 6:30

BankUnited Financial (BKUNA) - Friday Night Special?

In my vision of the coming waves of bank failures over the coming 18+ months, we will have a lot to keep track of, so let’s just focus on the bigger names - since we can’t be bothered with the mom and pop failures. [FDIC “Troubled Bank” List] BankUnited Financial (BKUNA) is apparently the largest bank in Florida and from multiple reports yesterday it looks like this could be one of the F…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

  28 August, 2008| Fundamental Analysis | Comments (0) @ 6:15

Are You Creating Your Greatest Missed Opportunity?

Each month the Wealth, Money & Life Network chooses a topic for that month’s theme. Since our members are a diverse group, the selected topic is usually broad, allowing each of us an opportunity to address it from our perspective. This month, M…
Original Source: http://feeds.feedburner.com/Dividends4life

  28 August, 2008| Fundamental Analysis | Comments (0) @ 3:30

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