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  • Herbalife: A Solid Long-Term Buy That Investors Should Consider

    Herbalife (HLF) is caught in controversy as the company has been reeling with several allegations, mainly from activist investor William Ackman. Ackman put a $1 billion bet against Herbalife shares in December 2012, stating that the stock is worthless. Since then, he has been trying continuously to take the company down. On the contrary, Herbalife shares have jumped 34% since December 2012 on the back of robust results.


    The impressive performance has forced critics to rethink about the company’s strategies that are rewarding it so well. So, let’s have a closer look at the financial performance of Herbalife.

      


  • This Cloud Player Is a Solid Long-Term Investment

    Salesforce.com's (CRM) earnings are estimated to increase by almost 30% for the next five years. Still, investors are not positive about its prospects. Salesforce illustrated revenue growth of 37% to $1.23 billion in the first quarter and issued a robust outlook for the current quarter. Further, Salesforce increased its full year guidance with year over year revenue growth expected to be in the range of 30%-31% for the fiscal year. Still, Salesforce shares declined after the company reported a wider loss.


    Salesforce's loss expanded from $67.7 million in the year-ago period to $96.9 million in the first quarter. But, the company did beat the bottom line estimate on adjusted earnings and reported $0.11 per share as against the expectation of $0.10 a share.

      


  • Will This Latest Development Harm Apple’s Prospects This Year?

    According to the latest round of rumors, the much awaited Apple (AAPL) iWatch is not going to hit the streets in September (though it might be announced in October), and the eager consumers will have to wait at least till December before they can quench their thirst. The iPhone maker is now slated to begin mass production of the device from early November. So, what does this mean for the Cupertino giant, and for its peers? Let’s dig in. But first, let’s check out what caused this delay.


    The Reason For The Delay
      



  • Sprint and T-Mobile Are Chalking Down The Deal Details

    Shares of Sprint (S) and T-Mobile (TMUS) are surging as merger talks between the two companies take a step up. Sprint’ parent company Softbank has made a basic agreement to go ahead with the combination proposal and acquire the fourth largest U.S. telecom provider.


    Softbank has been keen on expanding in the US telecom market from the time it made a proposal to acquire Sprint. After acquiring majority stake in the Kansas carrier, it wishes to increase its footprint further and improve competitive strength through combination with T-Mobile. It’s therefore been working for months to pave way for the same.

      


  • MCX Commodity intraday calls

    Gravita Research is an emerging Global Business Conglomerate incorporated by the Proficient Stocks,Commodities and Forex Market veterans after huge success in many different models of technical analysis. We provide Accurate Tips to our clients.


    Gravita Research well known for its vast experience in technical Analysis for many years now has succeeded and performing exceptionally well in all fields of Commodity Market and Share Market Trading. We are a reputed Indian Trading Analysis Providing firm.

      


  • MCX Commodity intraday calls

    Gravita Research is an emerging Global Business Conglomerate incorporated by the Proficient Stocks,Commodities and Forex Market veterans after huge success in many different models of technical analysis. We provide Accurate Tips to our clients.


    Gravita Research well known for its vast experience in technical Analysis for many years now has succeeded and performing exceptionally well in all fields of Commodity Market and Share Market Trading. We are a reputed Indian Trading Analysis Providing firm.

      


  • Will This “Burger” Company Manage To Become The “King”?

    The fast food industry is becoming more interesting with each passing day. There has been a continuous shift in the way the industry players used to operate. Fast food chains such as McDonald’s (MCD) and Burger King (BKW) provide much more than their traditional burgers and fries. However, a tough economic environment has been taking its toll on these chains, making survival quite difficult. Yet despite this, these chains continue to win customer's hearts. For example, Burger King Worldwide posted rocking results that beat Mr. Market’s expectations. Also, it announced a quarterly cash dividend, which quite pleased the investors.


    What’s going on?

      


  • Will Whole Foods Be A Wholesome Investment For Your Portfolio?

    Organic food grocer Whole Foods Market (WFM) posted its second quarter earnings, which failed to meet the Street’s expectations. This led to a sharp decline in its stock price. Also, the company lowered its outlook for the year, which further disheartened its investors. Let us dig deeper.


    Lackluster numbers

      


  • Silver Wheaton Can Rise To $32

    Volatile price activity in the precious metals markets has been one of the most important investment stories of the year, and recent rebounds in both gold and silver are starting to stabilize after a period of broad selling pressure. Similar moves were seen in Silver Wheaton (SLW), and the stock is still showing losses of nearly 30% year-to-date. But while recent weakness in earnings and revenues justify some of these moves lower, the fundamental picture is supported by some clear positives that suggest the sell-off has reached its end. As the global economy continues to show clear signs of recovery, the outlook for Silver Wheaton is strong and this year's bear moves have created some excellent buying opportunities for long term investors.


    Initially, it is important to look at what was driving the declines in the first place. In the early parts of this year, Silver Wheaton saw 20% declines in the prices it was able to charge its customers and this put major pressure on earnings and revenues. Earnings dropped to $91 million operating margins dropped by 21% and revenues fell to $167 million (17% lower than what was seen last year).

      


  • Steven Romick Returns to Buying Stocks: Top 5 Purchases

    Famously patient and conservative investor Steven Romick (Trades, Portfolio) of the FPA Crescent Fund bought 12 new stocks in the second quarter after staying out of the game in the first. Central bank policies and few companies trading at low multiples, among other factors, nudged him to the sidelines in the first three months of the year.

    In his first-quarter letter, Romick told investors:  


  • Broadcom Looks Like a Good Investment Without the Mobile Business

    The Street was highly negative regarding the quarterly performance and the accompanying outlook of Broadcom (BRCM). The weakness in its mobile and wireless business, which comprises nearly 46% of the top line, is expected to be overly negative. But the strength in Broadcom’s remaining 54% of the business is being completely ignored by the analysts.


    Broadcom doesn’t depend on its mobile business only. Broadcom is based on three pillars, and needs to focus on all of them. The Broadband Communications and Infrastructure & Networking businesses of Broadcom are doing quite well and are worth analyzing.

      


  • Top Three Holdings of America First Investment Advisor

    Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into America First Investment Advisor.


    Recently the fund reported its equity portfolio, as at the end of June. The total value of the portfolio amounted to $222.9 million, up from $203.2 million disclosed at the end of the previous quarter. Consequently, the fund's total return was 9.7% in the last quarter. The filing revealed that at the end of June, the fund added 14 new positions to its equity portfolio, and sold out of 24 other companies. The top ten portfolio holdings as of the end of the quarter represented 41.8%. The largest changes from previous 13-F´s fillings are in the tech and energy sectors.

      


  • Auxilio: Delphiis Acquisition And Margin Expansion Provide Large Upside/Little Risk

    A benefit of micro-cap companies is that Mr. Market can be really slow in reacting to important news. Auxilio (AUXO) announced the acquisition of a small IT managed service company called Delphiis on Tuesday that will add important information security and HIPAA compliance services to Auxilio's managed print services. The acquisition is adding more value to AUXO customers and makes their services more compelling to potential clients. The market seems unperturbed by the news since Auxilio is under the radar and the financials of Delphiis will not be made available until September.


    Delphiis enhances Auxilio's moat and adds plenty of potential for improved margins, higher cash flows and revenues. Without Delphiis, Auxilio's recurring revenue model, growth potential and highly aligned management/board provide for an asymmetric risk/reward -- including Delphis, Auxilio's risk/reward profile increases making it more of a "Heads I win big, tails I don't lose too much." We see the value gap quickly closing as Delphiis integrates into Auxilio's current operations and new managed print service contracts continue to mature.

      


  • Kase Capital (Whitney Tilson) - Q2 2014 Letter To Investors

    <p style=" margin: 12px auto 6px auto; font-family: Helvetica,Arial,Sans-serif; font-style: normal; font-variant: normal; font-weight: normal; font-size: 14px; line-height: normal; font-size-adjust: none; font-stretch: normal; -x-system-font: none; display: block;"> Kase Fund Ltr to Investors-Q2 14

      


  • Mason Hawkins and John Paulson Top GuruFocus Real Time Picks of the Week

    Guru Real Time Picks of the Week

    The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. The “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. It was a quiet week in guru trades but we did see a couple of trades coming from Mason Hawkins (Trades, Portfolio) and John Paulson (Trades, Portfolio).  


  • Steven Romick's Top Five Stocks

    Steven Romick is the portfolio manager of First Pacific Advisors Crescent Fund. The fund’s investment objective and strategy reports that they “seek to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital.”


    Over the second quarter Romick purchased 12 new stocks and sold out of two. The guru’s portfolio currently holds 61 stocks valued at over $9.81 billion. The following five companies represent Romick’s top five stock holdings as of the close of the first quarter.

      


  • GEOS: Potential for the Patient Investor

    Geospace Technologies Corporation (GEOS) sells technology to companies that service the Exploration & Production sector of the oil and gas industry. It specializes in cable and wireless products for seismic and reservoir management.


    As the price chart below shows, it's share price has fallen away dramatically in the past year:

      


  • How To Avoid The Ridiculous Valuations of Facebook and Twitter Yet Still Profit From the Growth Of Social Media

    History never repeats itself exactly, but it tells us enough that we can learn a lot from it. What we learn can help us avoid making mistakes that cost us oodles of money.


    In investing, avoiding mistakes is more than half the battle.

      


  • Ray Dalio Consistently Deliver Returns

    In this article let's take a look at Ray Dalio (Trades, Portfolio), the founder and majority owner with a 84% stake in Bridgewater Associates Intermediate Holdings (BAIH), the hedge fund that manages $150 billion in assets under management. Bridgewater Associates operates as an international, employee-owned hedge fund manager. It provides its services to pension and profit sharing plans, pooled investment vehicles, corporations and governmental entities. Since its inception in 1975, Bridgewater has generated net gains of $35.8 billion and that success made this guru the 84th richest person in the world, according to Forbes.

    Industry Return  


  • Here's Why AutoZone Does Not Look Like a Good Investment

    AutoZone (AZO) has been doing well as it benefited from an increase in the average age of vehicles. According a report from Polk, along with AutoZone, its industry peers such as Advance Auto Parts and O’Reilly Automotive have also benefited from this vehicle aging problem. The report also mentions that the average age of light vehicles in the U.S. has touched an all-time high of 11.4 years at the beginning of the year. This has fueled the growth of aftermarket retailers tremendously.


    Favorable market

      


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