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  • Vancouver Android Development

    Vancouver Android Advancement Company is a professional mobile application advancement company.  

  • Eric Mindich Increases Stake in Riverbed Technology

    Eric Mindich (Trades, Portfolio), founder of hedge fund Eton Park and famous for becoming at age 27 the youngest partner at Goldman Sachs, increased his stake in Riverbed Technology (RVBD) on Sept. 18, according to GuruFocus Real Time Picks.  

  • Hennessy Japan Small Cap Fund Second Quarter Commentary

    The resurgence of the Japanese equity market has been underway since Prime Minister Shinzo Abe’s term began in 2012. What should investors expect from the economy and stocks going forward? Below, the portfolio management team addresses these questions and more.

    1. Would you please provide an update of Prime Minister Shinzo Abe’s growth strategy involving the “Three Arrows” program?


  • Hennessy Japan Small-Cap Fund's Q3 New Buys

    Japan Prime Minister Shinzo Abe’s fiscal stimulus and monetary stimulus began in 2012 has resulted in 4.2% cumulative growth over the past six quarters ended March 31, 2014. Portfolio managers at Hennessy’s Japan Small Cap Fund believe Abe’s longer-term structural reforms, introduced in June, will “create a more business-friendly environment,” they wrote in their quarterly commentary. Abe’s plan aims to increase private investment by lowering the corporate tax rate below 30% and easing business regulations.


  • Guru Favorites Make Up For Top Dividend Growers of the Week

    During the past week, GuruFocus recognized four companies as dividend growers. In order to be qualified for this list, the company had to:

  • USPH: A Small Cap with Big Cap Predictability

    Aches, pains and partnerships. That’s the story of U.S. Physical Therapy (USPH). Aches and pains, not to mention recovery after surgery, represent a growing market as the population ages, and younger generations hit the tennis courts and running tracks.

    Partnerships refers to the business model of U.S. Physical Therapy, Inc. which has found a growing and profitable niche working with local therapists. This 25-year old company now has interests in some 500 clinics (491 in August 2014, according to an investor presentation), and a market cap of $437-million.


  • Why Hedge Fund Guru Charles Brandes Sold Out Total S.A.?

    In this article, let´s consider Total S.A. (TOT), a $154.1 billion market cap, which has a trailing P/E ratio that indicates that the stock is relatively undervalued (PE 12.6x vs Industry Median 13.9x).

    So in this article, let's take a look at a model that is applicable to stable, mature, dividend-paying firms and try to find the intrinsic value of the stock. Although the model has a number of characteristics that make it useful and appropriate for many applications, it is by no means the be-all and end-all for valuation. The purpose is to force investors to evaluate different assumptions about growth and future prospects.


  • Keurig Green Mountain's Strong Financial Position Is a Long-Term Catalyst

    Keurig Green Mountain (GMCR) has done very well in 2014. The company's important partnerships and new products are its growth drivers. Another striking fact about Keurig is its strong free cash flow, which is strong enough to attract shareholders and investors who are looking for a dividend-paying stock in the industry. Keurig has paid approximately $800 million in the form of dividend and share repurchase programs while maintaining a burly $1.1 billion of cash. This will certainly provide financial flexibility to the company and help her to invest in many new growth opportunities that lie ahead. In addition, Keurig Green Mountain has decided to pay cash dividend of $0.25 per share on August 1, 2014.

    Making good progress


  • Rising Interest in Organic Foods Makes Hain Celestial a Good Buy

    Hain Celestial (HAIN) is a leading organic foods player. It is present in more than 65 countries with a diversified product portfolio comprising of 27 brands, including the recent inclusion of Tilda and Ella’s Kitchen. Out of these 27 brands, 17 brands have delivered double-digit growth, and the rest are growing at high single-digit rate. The company receives nearly 60% of revenue in the U.S.

    The company expects to benefit from the wide range of distribution channel from Tilda and Ella’s kitchen. These brands have also built strong platform for the rest of the brands to get promoted in the market. Further, Hain Celestial is busy innovating its products with value added features such as packaging and labeling, which will help the company to penetrate in the market.


  • Texas Instruments' Long-Term Prospects are Strong

    Texas Instruments (TXN) is getting better due to its leaner business. The company looks solid after its recent results provided the company a much needed boost in terms of profitability. Texas Instruments has a lot of potential that will possibly help the company to increase its share in the market as it has improvised its product portfolio.

    A strong product portfolio


  • Should You Add Cimarex Energy to Your Portfolio?

    In this article, let's take a look at Cimarex Energy Co. (XEC), a $12.32 billion market cap company, which is an independent oil and gas exploration and production company with operations in the Mid-Continent, the Permian Basin and the Gulf of Mexico.

    Double-Digit Growth


  • Chesapeake Energy Will Benefit From an Improving Natural Gas Market

    Chesapeake Energy (CHK) revenue is getting back on track. The company is seeing an increase in its net income, primarily resulting from the surging demand for oil products across various parts of the U.S., especially the northeast where Chesapeake enjoys a good position. Chesapeake's natural gas prices increased to $3.27 per thousand cubic feet (mcf) from $1.90 per mcf in the same quarter last year as its output rose 1.8% to equivalent of 675,556 barrels a day during the quarter. Its strategic initiative of maintaining high grade portfolio of resources has helped the company as it received nearly $520 million from asset sales that boosted its net profit substantially.

    On track to improve


  • Caterpillar Can Emerge Stronger After Facing Difficult Times This Year

    Caterpillar (CAT) is seeing difficult times this year, but it is trying to improve its performance. The lean manufacturing initiatives such as lowering costs, improving cash flow and driving value for customers have helped the company post significant improvement in its net income of late.

    Its sales have been hurt due to a downturn in the mining equipment sales that slumped 33% earlier this year. Also the mining sector was hit hard due to sales of large tractors, mining loaders and closure of plants but strong results in residential and commercial construction in various regions along with power system have helped the company to make up for the shortfall in the mining.


  • Cameron International: A Leading Supplier of Oil and Natural Gas Drilling Systems

    In this article, let's take a look at Cameron International Corp (CAM), a $13.65 billion market cap company, which is a leading international manufacturer of oil and gas blowout preventers, flow control valves, surface and subsea production systems and related oilfield services products.

    Main drivers


  • Don't Drool Over This Stock

    Baba = drool. If you are a native Spanish speaker, then you would have already known that. But for those who aren't, there's your quick Spanish lesson before we talk finance and economics.

    Investors drool over IPOs. Actually, let me rephrase that, SPECULATORS drool over IPOs. Speculators want to invest in the next Apple (AAPL), or Amazon (AMZN) on the ground floor and make millions or billions of dollars by holding the stock for 20 years. First of all these speculators are subject to hindsight bias. Looking back from our current perspective, we could connect the dots in history to show that these investments would have been foolproof. However, there was no way to predict that these companies would grow as much as they did, and these "investments" would have been risky speculations at that time. IPOs do one thing very well, and that is to make the pre-IPO investors rich.


  • Four 'Boring' Stocks to Consider

    The hottest stocks that receive the most coverage in the press are exciting to own, but investors are often in for a bumpy ride. Take for example Apple (AAPL), who had millions of eyes watching when the company released the iPhone 6 and 6 Plus. A snafu for a company like Apple can affect stocks in a major way, whether it’s warranted or not. On the other hand, companies in a relatively unexciting industry and those with a smaller, more regional presence often enjoy more stability without the daily press coverage.

    Former manager of Fidelity’s Magellan Fund Peter Lynch devotes a chapter to describing these “boring” stocks in his New York Times bestselling book “One Up on Wall Street,” which can be recognized by their unimaginative names and focus on a niche, and sometimes off-putting, industry. Lynch reasons that the lack of prestige and glamour repels those looking to ride a wave of momentum and allows others to buy at a discount.


  • Pimco's Paul McCulley - Escape Fandango

  • Newfield Exploration Releases Second Quarter Report

    Newfield Exploration Company (NFX) reported its unaudited second quarter 2014 financial results last month and provided an update on its operations. With the recent sale of Newfield's Malaysia business, and the process underway to divest its China business, the financial and operating results for the company's international businesses are reported as "discontinued operations."

    For the second quarter of 2014, Newfield reported a consolidated net loss of $22 million, or $0.16 per share. Net income would have been $59 million, or $0.43 per share, excluding an unrealized loss on commodity derivatives of $127 million ($82 million after-tax), or $0.59 per share.


  • Fairfax Financial: Assurance in Insurance

    Fairfax Financial (TSX:FFH) is a world-class insurance holding company that is a long-term compounding machine and worth significantly more than its current trading price. The security also provides significant protection against any downturn in the market, given the company’s positioning of its investment portfolio. The company’s quarter-end book value was $387 USD per share at June 30, 2014. There are approximately $45 per share in mark-to-market adjustments that can be added to this, resulting in an adjusted book value of $432 US per share. At its current quote ($445), one can purchase the company for 1.05x book value. The company is easily worth 1.3-1.4x book value, and that value will continue to increase. A more reasonable valuation is $600 per share.


  • DNOW: This Spin-Off Has Huge Growth Potential

    DistributionNOW (DNOW) distributes energy and industrial products to upstream, midstream, downstream and industrial markets in the United States, Canada and internationally. The company supplies more than 300,000 stock-keeping units which include pipe, safety supplies, production equipment, fabricated equipments, industrial paints and coatings.

    The company also provides supply chain management, project management and e-commerce solutions. In addition to the above, DNOW also provides services to oil and gas operators and drilling contractors, refineries chemical companies, utilities, manufacturers, and engineering and construction companies.


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