Last Update: 12-31-1969

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  • CBS Corp - Navigating the Media Challenges Well

    In my last article I’ve shared my thoughts on the media companies in general. In this article I will briefly introduce CBS Corp’s (NYSE:CBS) in terms of business model, how CBS has positioned the company to industry changes, earnings growth driver and risks. This article should by no means be construed as a recommendation. My intention is to discuss qualitative factors

    CBS Corp (NYSE:CBS) is a leading mass media giant. It has a great asset mix of broadcasting networks, television stations, premium cable networks and TV production studios. The Company is going through a multi-year transition from a heavy advertising-dependent model to a more diversified and higher margin revenue mix model. CBS’s growth in the next few years is very visible and predictable driven by retransmission and reverse compensation growth, international syndication and licensing fees growth, and continuous expansion and monetization of the new digital distribution channel.


  • How General Electric is Re-Positioning Itself for Dividend Growth

    Published December 3rd, 2016 by Bob Ciura

    The U.S. is now seven years out from the official end of the Great Recession. But despite this, bad memories still linger for General Electric (NYSE:GE) investors…


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    Now I’ve written at least one other article on this: Numerator vs Denominator. (If you have time, it is a good summary article.) The basic idea is this: in the long-run stocks benefit from growth in the economy. In the short-run, growth in the economy can push up the demand for capital because new and existing businesses need investment, and the cost of capital rises as a result. Second, as the economy grows, sometimes resources other than capital are proven to be in short supply, e.g., labor and resources. GDP may grow, but in certain contexts, profits as a share of GDP can shrink, and the share going to wages, resources, and interest may grow.

    I write this for a few reasons:



    Remember that your mind is very powerful and can be your main enemy when it comes to losing weight. What you think of yourself and Diabazole Reviews what you tell yourself can have negative repercussions. Keep your thoughts positive.

    1. Eat breakfast every day something nutritious


  • Warren Buffett Shares His Thoughts About the Election

    Lost in the commotion after the election was an interview of Warren Buffett (Trades, Portfolio) sharing his thoughts about the outcome. I was not aware of it. In the video posted below, interviewer, Poppy Harlow, asks questions covering President Elect Trump’s proposals during the campaign, why Buffett supported Hillary Clinton, the stock market, and President Obama’s legacy. It’s clear Buffett tries to be as non-controversial as possible as he deflects questions intended to make him voice any fears about a Trump presidency. As hard as Buffett tries to deflect concerns about Trump’s temperament, he still admits that rogue nations like North Korea concern him.

    When asked about the stock market, Buffett gives his standard answer that the stock market will be higher irrespective of who’s in the White House. When asked if a Trump presidency will change the way he does business, it seems like Buffett is in the same boat as everyone else. He expects the campaign rhetoric to differ drastically from the post-election proposals but he doesn’t know what the final proposals will actually look like. Buffett adds that he was buying certain stocks prior to the election with the expectation that Clinton would win. He continued adding to the same positions after the Trump victory.


  • stocknote

    Fair value: $3.75  

  • Weekly Top Insider Buys Highlight for the Week of Dec. 2

    Weekly Top Insider Buys Highlight for the Week of Dec. 2

    The largest Insider Buys were for The Home Depot Inc (NYSE:HD), Sempra Energy (NYSE:SRE), Analog Devices Inc (NASDAQ:ADI), and Edwards Lifesciences Corp (NYSE:EW).


  • Fluidigm Corp (FLDM) President & CEO Stephen Christopher Linthwaite Bought $349,800 of Shares

  • Jokes, Analogies and Anecdotes in Warren Buffett’s Shareholder Letters

    In the previous article we collected the jokes that Warren Buffett (Trades, Portfolio) used in his shareholder letters. He also used a lot of analogies and anecdotes in his shareholder letters. He likes to use simple analogies to make his ideas easy to understand. These are of those he used in his shareholder letters.  

  • Low-Priced Retail Stocks Gurus Shopped for Ahead of Holiday Season

    Those interested in out-of-favor stocks can’t look much further than retail. In a market routinely hitting all-time highs, the consumer discretionary sector’s 1.42% one-year return makes it the worst performing, second only to health care. But the statistics for apparel and department stores are much worse, and the upcoming crucial holiday season may not help.

    Belying the worsening picture for traditional retailers were a 0.8% rise in retail and food services sales in October and 2.9% increase for the 10 months ended in October, compared to the comparable periods. At the same August-October period, clothing and accessories eked out a 0.5% gain, and sales at in general merchandise including department stores were dropping 5.2%, according to data from the Census Bureau.


  • How Can Value Screener Record Trends Explain Market Valuations?

    As we approach the end of 2016, we can review the value screener record trends to further understand global market valuations and the predictability of companies. Each value screener lists stocks meeting specific criteria. Some value screeners list companies trading at deep discounts while others focus on the company’s predictability rank.

    Intelligent investor seeks net-net bargains


  • Why Facebook Inc (NASDAQ: FB) Stock is under pressure

    Facebook Inc (NASDAQ: FB) stock lost over 2.9% on December 1st, 2016 (Source: Google finance) due to concerns over their fake stories. Facebook acknowledges that the fake news is a big problem that it must be dealt with. But, the group reported that they are taking measures to face this issue like building systems to detect fake stories before users flag them which would involve Artificial Intelligence (AI).

    Facebook, already has several people across the globe to monitor content on the site, but is now in the “research stage” of using AI to automatically detect depictions of violence and other problem in live videos.


  • US Market Indexes Mostly Higher on Friday

    U.S. market indexes were mostly higher on Friday with stocks lower for the week.

    The Dow Jones Industrial Average closed at 19,170.42 for a loss of 21.51 points or 0.11%. The Standard & Poor's 500 closed at 2,191.95 for a gain of 0.87 points or 0.04%. The Nasdaq Composite closed at 5,255.65 for a gain of 4.55 points or 0.09%. The VIX Volatility Index was higher for the day at 14.12 for a gain of 0.05 points or 0.36%.


  • MFP Investors Buys 7 New Holdings

    Michael Price (Trades, Portfolio), who runs hedge fund MFP Investors LLC, invested in seven new holdings in the third quarter. Price’s estimated net worth is $1.2 billion; MFP Investors has $1.6 billion under management, much of it Price’s money.

    His largest purchase was 521,500 shares of Regions Financial Corp. (NYSE:RF), a financial services company based in Birmingham, Alabama, for an average price of $9.36 per share. The deal had a 0.68% impact on the portfolio.  

  • Barrick Repurchases $595 Million of Corporate Loan

    Barrick Gold Corp. (NYSE:ABX) reported Friday the conclusive results of its tender offer to buy back a certain amount of its 4.40% notes with maturity in 2021, 4.10% notes with maturity in 2023 and 3.85% notes with maturity in 2022.

    The company announced on Nov. 17 that it would increase the amount of the notes to be repurchased from $350 million, as originally planned, to $650 million. Friday the gold miner announced the extinguishment of $595,328,000 of its corporate loan consisting of 4.40% notes with maturity in 2021.


  • 23 Questions With Bakul Lalla

    1. How and why did you get started investing? What is your background?

    I started investing for savings to maintain future purchasing power against my personal lifestyle inflation rate. Savings are primarily earmarked for future consumption such as retirement and college education. My background comes from a family of farmers migrating from the Asian continent to the African continent, and finally to the United States. Formal background is in electrical and computer engineering.


  • Qualcomm: Balance Sheet, Dividend Yield Make It Attractive

    Large-cap technology stocks are a great place to look for dividend growth investors.

    Income investors traditionally have not been able to rely upon tech stocks for dividends. Even the tech stocks that do pay dividends usually have short dividend histories.


  • Apple: A Dividend Achiever in the Making

    (Published Dec. 2 by Bob Ciura)

    In the realm of dividend investing, a track record means everything.


  • Neiman Marcus Debenture Bonds Yielding 8%

    According to a recent filing of Longleaf Funds, the fund has bought junk bonds in Neiman Marcus. Since they are Rule 144 (meaning only institutions can buy them), we will focus on another series. Neiman is owned by the private equity fund Ares and by the Canadian Pension Fund.

    I found these notes while perusing Longleaf Funds Quarterly holdings at the Securities and Exchange Commission. Longleaf owns: Neiman Marcus Group LTD LLC 8.00% 144A Senior Notes due Oct.15, 2021. I also see a series due June 1, 2028 with a cusip of 640204ab9. The bonds yield almost 8% and have a coupon of 7.125. Standard & Poor has them rated as B-. The bonds trade at around 92. Back in 2009, they fell to 30.


  • Competitor Performance Is Eating Nike’s Lunch

    Nike’s (NYSE:NKE) shares are now trading very close to its 52-week low of $49.01. Considering the direction in which Nike’s sales and future orders have gone in North America, it is clear the stock may continue the downward trend that started in November last year. Nike has lost more than 22% of its valuation since then, but recovery seems to elude the world’s largest sports footwear maker as competitors keep nipping at its heels.

    Nike has now missed future orders estimates more than three times in a row. Future orders is a key metric that shows the demand for a product in the market. It counts the number of orders the company received from buyers in advance of actual consignments being shipped out.


  • Insiders Roundup: Alphabet, Scripps, Phillips 66

    The All-in-One Screener can be used to find insider trades from the past week. Under the Insiders tab, change the settings for All Insider Buying to “$200,000+” and the duration to "November 2016" and “December 2016” and All Insider Sales to “$5,000,000+.”

    According to the above filters, the following are trades from company insiders in the past week.


  • Cyber Weekend: Amazon’s Biggest Validation to Date

    Amazon (NASDAQ:AMZN) practically dominated cyber weekend sales, capturing 31% of online spending, while Best Buy (NYSE:BBY) came in a distant second with 7.4%. Apart from these two companies, no other retailer was able to capture more than 5% of sales during the weekend, validating Amazon's dominance in online sales.

    As an e-commerce giant, such numbers are indeed expected from Amazon, but the problem for other retailers is that, despite having a clear edge in terms of physical stores around the country and pumping billions of dollars into developing their online stores, they are still far from competing with Amazon on a level playing field.


  • Oaktree Reduces, Eliminates Multiple Positions in the 3rd Quarter

    Howard Marks (Trades, Portfolio) is the chairman of Oaktree Capital Management LP, which was founded in 1995. The firm made the following trades in the third quarter:

    The firm almost closed its position in Allergan PLC (NYSE:AGN), cutting it by 93.18%. The transaction had an impact of -3.07% on the portfolio.


  • Gold Industry Down as Uncertainty Mounts

    The -7.9% collapse in gold prices in November is attributed to several factors. First, the growing expectation that the Federal Reserve will increase the interest rate. Also, a stronger U.S. dollar against the euro and other currencies was induced from assumptions based off an oil production agreement made by OPEC members at a meeting in Vienna on Nov. 30. Gold prices may have been affected by mounting expectations of President-elect Donald Trump and the impact his administration may have on the global economy. Finally, fears of negative repercussions on the financial markets from the result of a constitutional referendum Italians will vote on Dec. 4 have also had an influence.

    Gold has not stopped weakening. Yesterday, the precious metal fell 1.4% from the previous trading day to $1,173 per troy ounce on the London Bullion Market.


  • Smith & Wesson Reports Strong Quarter, but Stock Suffers Post Election

    Smith & Wesson (NASDAQ:SWHC) released its second-quarter earnings for fiscal 2017 on Thursday.

    The well-known gun manufacturer reported an increase in profits and revenue. For the quarter, it reported a profit of $32.5 million, or 57 cents per share, up from $12.5 million, or 22 cents per share, a year earlier. The company reported revenue between $230 million and $240 million. Analysts forecasted $237.7 million. Sales climbed 63% to $233.5 million.


  • 6 Things That May Surprise You About Building Wealth

    Wealth is almost universally appealing.

    Even if you live a nonmaterialistic lifestyle, you can’t argue with the fact that more money would allow you to do more of what you want – whether that is traveling, starting new organizations or helping your loved ones out of tight financial jams. We live in a capitalistic society in which people envy and strive for wealth; whether you think this is “right” or “wrong,” it is the culture in which we live, and millions of Americans wake up each morning wanting to build a wealthy lifestyle for themselves.


  • This Junior Gold Miner Will Soon Show Its Mettle

    Gold has long been considered a “safe haven" for investors in times of uncertainty. With Donald Trump’s unexpected electoral win already taking the financial markets by storm, some analysts are pointing toward gold being a good bet for the next four years.

    If you’re not willing to start hoarding bullion or bars, gold miners make a sensible way to play a run-up in gold. The name of the game, however, is finding one that’s not overpriced.


  • National Stock Exchange (NSE) Holidays 2016 Schedule, Stock Market Holidays

    NSE Trading Hours

    Regular hours for the National Stock Exchange Holidays extend from an opening time of 9:15 a.m. to a closing time of 3:30 p.m. local time (11:45 p.m. to 6:00 p.m. EDT, or 10:45 p.m. to 5:00 p.m. EST), Monday through Friday. The National Stock Exchange will be closed for trading to observe a number of holidays throughout the calendar year. Below you will find the NSE holidays schedule for 2016.


  • Carl Icahn Takes 15% Stake in Enzon Pharmaceuticals

    After selling out in the second quarter, Carl Icahn (Trades, Portfolio) acquired an even larger position in Enzon Pharmaceuticals (ENZN) on Nov. 28.

    He bought 6,598,886 shares for an average cost of 41 cents per share. This represents nearly 15% of the company’s outstanding shares but only accounts for 0.01% of his total assets managed.


  • An Undervalued MLP With Appealing Distribution Yield

    Even with turmoil in the oil and gas industry, World Point Terminals LP (NYSE:WPT) is giving 7% cash distribution yield to its investors and is undervalued compared to its peers.

    The MLP has outperformed its peers based on the per unit decline in price and is worth investigating further for key growth drivers and reasons why investors can be long on this not-so-famous name.


  • Thoughts on the Election

    I wrote a note to my clients last week regarding my general thoughts on the presidential election, some broader historical reference points as well as how I tend to think about these major political and macro-oriented events from my perch as an investor in stocks at Saber Capital Management.

    I spend most of my free time doing the same thing I do when I’m working: reading and thinking about businesses and possible investments. But I keep tabs on sports and politics quite closely; sports I sometimes reference here, but politics I never do. BHI (Base Hit Investing) is and will remain completely free of such opinions. The futility of political discourse seems to increase with each passing election cycle. I can’t think of many greater drags on human productivity than the time spent and ink spilled opining on why one politician is better than the other (note: there isn’t much difference).


  • Foot Locker's Great Performance Leads It to One-Year High

    Foot Locker (NYSE:FL), the $9.8 billion shoe retailer, delivered its third-quarter and year-to-date results on Nov. 18. The shoe company reported sales growth of 4.6% to $5.65 billion.

    Foot Locker also delivered good profit growth of 24% to $475 million year to date despite a 2.4% increase in business-related expenses.


  • Aussie Recovery Subdued as Traders Wait for Short Entries

    The Australian dollar/U.S. dollar has remained subdued as people flock to the dollar when employment data are released.

    Trading at around 0.7386 for most of Thursday's European session, it is apparent that the recovery from the low of 0.7372 was capped at 0.7419, which is also the 200MA on the H1 chart. The bullish recovery took part for most of the Asian session, but that ended almost exactly as Thursday’s European session opened.


  • HCP and QCP article, Dec. 1

    Your contributor is woefully misinformed when saying that HCP continues to be a dividend aristocrat. In fact, HCP reduced its dividend from the previous 0.575 to 37 cents in its latest quarterly payout. So, it no longer qualifies as a dividend aristocrat. If comparative market values of the two stocks after the spinoff are any guide, then QCP is less than 9% of the previous value of the two names combined. Yet. HCP reduced its dividend not by 9%, but more like 35%. And, QCP's dividend policy, if any, remains unclear, and it has even said, in SEC filing, that it may not remain a REIT. So, when you consider all of these verifiable facts, there is no way HCP is a dividend aristocrat now.


  • Dr. Michael Burry of 'The Big Short' Buys Only One Stock as He Further Cuts Portfolio

    Dr. Michael Burry, an investor best known for being portrayed in the movie “The Big Short,” but who became a legend for shorting the mortgage market in 2007, has continued his trend of making sweeping changes to and slimming down his portfolio each quarter at his reborn fund, Scion Asset Management.

    In the recent third quarter, Burry sold out of four positions and made one new buy, leaving him with only three long equities. His new position, Coty Inc. (NYSE:COTY), also became his largest, at 40.2% of the portfolio’s assets, followed in size by Alphabet Inc. (NASDAQ:GOOG) and HCA Holdings Inc. (NYSE:HCA). The value of the stocks had also dwindled to $32 million. Burry has not responded to request for comment on whether he has withdrawn from the market because he sees danger ahead or simply moved assets elsewhere.


  • US Market Indexes Mixed on Thursday

    U.S. market indexes were mixed on Thursday with the Dow Jones Industrial Average reaching a new high.

    For the day, the Dow Jones Industrial Average closed at 19,191.93 for a gain of 68.35 points or 0.36%. The Standard & Poor's 500 closed at 2,191.08 for a loss of 7.73 points or 0.35%. The Nasdaq Composite closed at 5,251.11 for a loss of 72.57 points or 1.36%. The VIX Volatility Index was higher at 14.05 for a gain of 0.72 points or 5.40%.


  • FDA Orphan Drug Designation for AbbVie's Risankizumab

    AbbVie (NYSE:ABBV) announced through PR Newswire Wednesday that risankizumab (ABBV-066; formerly BI 655066), an interleukin-23 (IL-23) inhibitor, received the Orphan Drug Designation status from the U.S. Food and Drug Administration (FDA) for the treatment of Crohn's disease in patients who are younger than 18 years.

    ABBV-066 targets the cytokines of interleukin IL-23, known as a key role player in inflammatory and immune responses, will also be assessed in other autoimmune diseases – which are psoriasis, psoriatic arthritis and asthma.


  • Titlis AG Has Been Growing With Swiss Skiing

    Bergbahnen Engelberg-Truebsee Titlis AG (XSWX:TIBN) is a Swiss small cap stock that specializes in operating gondolas and hotels. It Is a one of a kind company and is quite profitable. The stock is a holding of Wintergreen Fund.

    The company calls itself Titlis so we'll use that name. Titlis has 672 million shares, the stock trades for 352 Swiss francs ($364.95), and the market cap is 236.5 million francs. Trailing 12-month earnings per share are 31.03 francs, and the price-earnings (P/E) ratio is 11.34. The dividend was 8 francs, and the dividend yield is 2.27%. The reports are in German so I'm not crazy about translating.


  • Innovating to Protect and Grow Its Dividend

    (Published Dec. 1 by Bob Ciura)

    Philip Morris International (NYSE:PM) built a cigarette empire, but it is increasingly looking toward a post-cigarette future.


  • Wilbur Ross Sells 2 Holdings, Trims Another

    “Part of the reason why I’m supporting Trump is that I think we need a more radical, new approach to government, at least in the U.S., from what we’ve had before.” – Wilbur Ross, June 2016


  • HCP Spins Off Quality Care Properties

    (Published Dec. 1 Bob Ciura)

    HCP Inc. (NYSE:HCP), a health care real estate investment trust, recently made a huge decision that affects all of its shareholders. In response to deteriorating performance at HCR ManorCare, one of its biggest tenants, HCP spun off its ManorCare portfolio into a separate company.


  • Balance Sheet Can Buffer Losses Until Acquisitions Bear Fruit

    Cisco (NASDAQ:CSCO), the bruised networking giant, has come a long way from the lows it reached in February. The stock is now showing a year-to-date return of nearly 9%, and its dividend yield of 3.52% is mouth-watering. In the first quarter of 2017 Cisco’s revenues grew by 1% after being stuck at $49.2 billion in 2015 and 2016.



  • Ford’s Fortunes Rise, Fall Like a Tide

    The share price of the second-largest automaker in the U.S., Ford Motor Co. (NYSE:F), jumped by more than 6% in the early hours of trading Dec. 1.

    Buoyed by strong demand for F-series pickup trucks, Ford’s overall November sales numbers accelerated by 5%. Total sales increased to 197,574 vehicles as F-series posted 11% growth, the truck line’s best November sales since 2001.


  • Jeff Auxier Curbs Multiple Positions in 3rd Quarter

    Jeff Auxier (Trades, Portfolio) manages the  Auxier Focus Fund.The guru made the following reductions during the third quarter:

    The investor reduced his position in Molson Coors Brewing Co. Class B (NYSE:TAP) by 3.21%. The trade had an impact of -0.1% on the portfolio.


  • Morgan Stanley Cuts Price Targets for Goldcorp, Barrick Gold and Newmont Mining

    As reported by, Morgan Stanley has cut the target price for Goldcorp Inc. (NYSE:GG), Barrick Gold Corp. (NYSE:ABX) and Newmont Mining Corp. (NYSE:NEM) by 27%, 30% and 29%. The main reason for these negative corrections in the target price lies in a forecasted “lower longer-term price” of gold, according to Evan Kurtz, an analyst at Morgan Stanley.

    For Goldcorp, Morgan Stanley confirms its latest rating as overweight and set the target price at $16 per share. This is 24.4% lower than the average analyst price target of $19.74 per share.


  • John Paulson's Largest 3rd Quarter Trades

    John Paulson (Trades, Portfolio) is the president and portfolio manager of Paulson & Co. Inc. The guru’s largest trades during the third quarter were the following:

    The investor exited his stake in Starwood Hotels & Resorts Worldwide Inc. (NYSE:HOT) with an impact of -3.46% on the portfolio.


  • Energy Sector Showing Good Value Potential

    As of Dec. 1, the U.S. stock market’s total market cap to gross domestic product is 123.5%, about a 5% increase from Nov. 4 valuations. Even though the overall stock market is overvalued, some sectors are relatively undervalued. Among the sectors, the energy sector has the lowest median Shiller price-earnings ratio, suggesting potential value-increasing opportunities.

    Overall stock market overvalued according to Buffett and Shiller


  • Matthews Pacific Tiger Fund Comments on Orion Corp

    To further highlight, we were disappointed by the performance in one of our consumer discretionary businesses. Orion (XKRX:001800), a South Korean snack and confectionary company, is coping with a slowdown in China and also investing to launch new products to gain market share and expand their distribution channel. This negatively impacted Orion’s earnings and, hence, the stock was very volatile this quarter. We view this as only a short-term disruption in its business trajectory and not a long-term impairment.


  • Matthews Pacific Tiger Fund 3rd Quarter Commentary

    Performance figures discussed in any of the Fund Manager Commentaries reflect that of the Institutional Accumulation Class Shares (USD)

    For the quarter ending 30 September 2016, the Matthews Pacific Tiger Fund (Trades, Portfolio) returned 7.27%, while its benchmark, the MSCI All Country Asia ex Japan Index, returned 10.25%.  

  • Matthews China Fund Comments on CITIC Securities

    In recent months, life insurance stocks also provided strong performance as people started to focus on the long-term product improvements offered by insurers rather than focusing on shorter-term investment returns. CITIC Securities (SHSE:600030), a leading brokerage, was the major absolute detractor as volumes in China’s domestic stock markets remained weak and investors remained unwillingly to look past what we believe is a short-term issue.


  • Matthews China Fund Comments on Vipship

    Gree Electric Appliances (SZSE:000651) re-listed after it acquired an alternative energy battery producer. Although the merits of this acquisition remain to be seen, its core air conditioning business is showing signs of strength as the excess inventory in the channel has dissipated.

    From Matthews Fund third-quarter 2016 commentary.


  • Matthews China Fund Comments on Vipship

    Vipshop (NYSE:VIPS) continues to diversify its active users in online discount inventory clearances aimed at younger consumers. Although the average value of each purchase is lower, the volume increase generally offsets this, and appears to be leading to a broader business offering. The company is also increasingly selling more seasonal products as well as discounted product as its distribution reach grows.

    From Matthews Fund third-quarter 2016 commentary.


  • Mario Gabelli’s Top 3 New Holdings

    GAMCO Investors’ Mario Gabelli (Trades, Portfolio) acquired 51 new stocks in the third quarter. His top three new holdings are Fleetmatics Group PLC (NYSE:FLTX), Joy Global Inc. (NYSE:JOY) and Whole Foods Market Inc. (NASDAQ:WFM).

    Gabelli founded GAMCO in 1976 as an institutional research firm in New York. He serves as chairman and CEO. As of Sept. 30, the firm managed $39.9 billion in assets. The firm has an investment team of 15 portfolio managers who employ an intense research-driven approach to find undervalued companies. Their three key objectives are: identify a company’s EPS, free cash flow and private wealth management, define the catalyst that will push the price higher and evaluate the management.


  • Watch These 3-D Printing Stocks Ahead of Global 3-D Printing Day

    You are not reading that title incorrectly. Saturday, Dec. 3 marks a worldwide event, 3-D Printing Day. The day (3-D) refers to the date: the “third" of “D”ecember. The origin of the day can be traced back to General Electric (NYSE:GE) working to build global awareness around additive manufacturing. Since then, it has exploded into a worldwide phenomenon.

    The recent buzz that 3-D printing has received in general is no coincidence, as large conglomerates including GE, HP Inc. (NYSE:HP), Boeing (NYSE:BA) and even Facebook (NASDAQ:FB) have attempted to gain more exposure to the industry as a whole.


  • Pound/Dollar Forecast: Breaking Higher, 1.2610 Possible

    The pound/dollar trades at fresh 2-week highs having extended up to 1.2552 so far today and holding nearby ahead of the release of the U.K. Markit manufacturing PMI for November, expected at 54.5 from the previous 54.3. The pound found support in the release of the U.K. Nationwide house price index, which rose by 0.1% on a monthly basis, taking the annual rate of house price growth to 4.4% from 4.6% in October. Nevertheless, the report stated that "demand conditions have strengthened a little in recent months, reflecting the impact of solid labour market conditions and historically low borrowing costs," boosting the pound.



  • What Is Under Burlington’s Hood?

    Burlington Stores Inc. (NYSE:BURL) delivered its fiscal third-quarter 2016 and nine-month operations report in November. In the recent three quarters, Burlington stated it grew sales by 8.9% to $3.9 billion while delivering an outstanding 74.7% profit growth to $90.3 million. The remarkable growth in profits was made despite a 7.4% increase in business expenses.


  • 52-Week Company Lows

    According to GuruFocus’ list, these stocks have reached their 52-week lows.

    Medtronic reached the 52-week low of $73.01


  • Facebook Inc (FB) COB and CEO Mark Zuckerberg Sold $95 million of Shares

  • Mazi Value 3rd-Quarter Performance

    The Long portfolio rose 0.22% in September while the Consolidated portfolio increased by 0.4 %. The portfolios closed up 6.39% and 4.8% for the quarter.



  • Skechers Usa Inc (SKX) CEO Robert Greenberg Bought $11 million of Shares

  • United States Steel Corp (X) President & CEO Mario Longhi Filho Sold $8.9 million of Shares

  • Dow Jones Gains 5.8% in November

    Stocks were mixed on Wednesday as U.S. market indexes ended the month with gains.

    For the day, the Dow Jones Industrial Average closed at 19,123.58 for a gain of 1.98 points or 0.01%. The Standard & Poor's 500 closed at 2,198.81 for a loss of 5.85 points or 0.27%. The Nasdaq Composite closed at 5,323.68 for a loss of 56.24 points or 1.05%. The VIX Volatility Index showed increased volatility in prices at 13.33 with a gain of 0.43 points or 3.33%.


  • Valeant, Salix, Sales Force and Asset Sales

    Valeant (NYSE:VRX) put out a press release today about expansion of sales force for their Salix business:

    Valeant Announces The Initiation Of A Primary Care Sales Force For Xifaxan® And Relistor®

  • Two Important Investment Principles

    I was recently reading through some old investor interviews from the excellent Graham and Doddsville newsletter from Columbia Business School, and I came across an interview from Glenn Greenberg of Brave Warrior (formerly Chieftain Capital). A couple years ago I commented on a talk that Glenn Greenberg did at Columbia, where he discussed his investment approach. My own investment approach tends to fall in line with Greenberg’s investment philosophy as well as his portfolio management approach. Despite a few misses here and there (notably Greenberg’s investment in Valeant, a company I discussed last year in this post), his overall performance has been outstanding over the past 3 decades.

    But putting Greenberg’s individual investment ideas aside, I’ve always like his general approach, specifically the following two points:


  • Fiscal Policy, Monetary Policy and Donald Trump

    First I want to break down where the federal government raises its taxes. It goes like this: $1.61 trillion in personal income taxes, $433 billion in corporate taxes, $797 billion in Social Security, $244 billion in Medicare, $55 billion in unemployment, $9 billion in “other” retirement, $100 billion in excise taxes, $21 billion in estate taxes, $39 billion in customs and $77 billion in what the Federal Reserve charges in interest on banks. The grand total federal tax receipts are $3.430 trillion.

    Now, let’s look at where we spend our money: $631 billion on defense, $563 billion on nondefense, $938 billion on Social Security, $585 billion on Medicare, $344 billion on Medicaid, $680 billion on mandatory programs, $283 billion on net interest, $6 billion on disasters and negative $67 billion on Joint Committee Enforcement. The grand total of money spent is $3.964 billion.


  • 9 Stocks Joel Greenblatt Continues to Buy

    Joel Greenblatt (Trades, Portfolio) is founder and managing partner of Gotham Asset Management LLC. In both the second and third quarters the guru bought shares in the following stocks:

    OraSure Technologies Inc. (OSUR)


  • Pioneer Investments Sells Chevron, General Electric

    Pioneer Investments (TradesPortfolio) operates in wide areas of investment vehicles: Mutual Funds, Single Manager Hedge Funds, Funds of Hedge Funds, Structured Products, Segregated and Managed Accounts, Institutional Funds. During the third quarter the guru’s largest sells were the following:

    The firm closed its shares in EMC Corp. (EMC) with an impact of -0.71% on the portfolio.


  • The Catch-Up Game Continues

    Third-quarter results of home improvement stores Lowe’s (NYSE:LOW) and Home Depot (NYSE:HD) has brought investor focus back to the diverging fortunes of both companies.

    Lowe’s, the older of the two, has been lagging behind Home Depot on several fronts, and the latter continues to expand its lead with strong numbers this year.


  • Abbott's i-STAT Alinity Received CE Mark

    Abbott (ABT) announced through PR Newswire Wednesday that “its i-STAT® Alinity™ System, an innovative, handheld blood testing platform, received CE Mark.”

    This means that the product can now be commercialized in Europe and other countries where CE marking is mandatory.


  • Becton Dickinson Lifts Dividend by 11%

    Becton Dickinson’s (NYSE:BDX) dividend was increased by 11%. Its overall yield is below that of the Standard & Poor's 500 Index at 1.71%. The firm has paid a dividend since January 1993.

    Becton Dickinson is a New Jersey-based manufacturer and distributor of medical supplies that was founded in 1897. The firm produces a wide variety of medical supply products such as syringes, needles, diagnostic equipment, catheters and injectables. The company also provides specimen and blood collection, molecular testing, blood culturing and microorganism identification through its Life Science Division.


  • Multiple Gurus Invest in Life Storage

    Jim Simons (Trades, Portfolio), Ken Fisher (Trades, Portfolio), Manning & Napier Advisors Inc. and Paul Tudor Jones (Trades, Portfolio) all invested in Life Storage (NYSE:LSI) in the third quarter.

    Life Storage is a fully integrated, self-administered and self-managed real estate investment trust (REIT) that acquires and manages self-storage property. The company is one of the largest self-storage companies in the world operating with approximately 650 self-storage facilities encompassing over 45 million square feet under the brand names Life Storage and Uncle Bob's Storage. The company is headquartered in Buffalo, New York, and employs more than 1,600 people.


  • Striking the Balance in Your Trading Strategy

    The financial markets provide traders with the opportunity to make money pretty much from the comfort of their homes. However, that does not necessarily imply that they should be less involved unless they intend to rely on trading software entirely.

    The financial markets have evolved during the last few decades thanks to advances in technology. Currently, there are more hedge funds that rely on trading robots to do their job than there were a decade ago – and according to recent developments portfolio managers are enjoying more success employing quantitative trading techniques.


  • A Growth Stock in the Land of Value Stocks?

    Over the past two weeks, the price of Thermo Fisher Scientific Inc. (NYSE:TMO) shares has dropped nearly $20, landing it on the Undervalued Predictable screener list at GuruFocus.

    Appearing on this list is a mixed blessing for any company. It means the stock price has recently taken a beating of some kind, but the company also has the earnings power needed to get back on the upward track (theoretically, at least).


  • Economic Forces, More than Politics, Drive Stocks

    Before the bitterly-fought Presidential election of November 8, pundits were full of talk about which stocks would benefit most if Donald Trump won, or if Hillary Clinton did.

    Guess what? The biggest movers since the big upset vote aren’t necessarily “Trump stocks,” And the biggest losers aren’t “Hillary stocks” either.


  • Qualcomm's Rally Is Just Getting Started

    Qualcomm (NASDAQ:QCOM) was a beaten down stock in 2015 mainly because Samsung (SSNLF) decided not to use its Snapdragon 810 processor in its Galaxy S6 models. However, the company has performed well this year, recently reporting strong fourth-quarter results.

    The company reported earnings per share of $1.28, easily beating the estimates by 15 cents, whereas revenue came in at $6.20 billion, $360 million better than the estimates. The primary reason behind the company’s strong bottom-line and top-line growth was an increase in chipset shipments and new licensing deals that took place in China.


  • Procter & Gamble’s Turnaround Gains Momentum

    (Published Nov. 30 by Bob Ciura)

    Until recently, Procter & Gamble (NYSE:PG) stock was performing well throughout 2016. After closing out 2015 trading around $80, Procter & Gamble stock climbed as high as $90 by October. And then, things went south.


  • When I Was a Boy…

    If you knew me when I was young, you might not have liked me much. I was the know-it-all who talked a lot in the classroom, but was quieter outside of it. I loved learning. I mostly liked my teachers. I liked and I didn’t like my fellow students. If the option of being home schooled had been offered to me, I would have jumped at it in an instant, because then I could learn with no one slowing me down and no kids picking on me.

    I read a lot. A lot. Even when young I spent my time on the adult side of the library. The librarians typically liked me and helped me find stuff.


  • Is Company's 4.4% Yield Worth the Risk?

    (Published Nov. 30 by Bob Ciura)

    FirstEnergy (NYSE:FE) stock has a tantalizing 4.4% dividend yield. With interest rates still very low, the yield looks appealing as an income investment.


  • 7 Arbitrage Trades With High Profit Potential

    As we move into the final month of the year, I wanted to look at a few of the best arbitrage trades available. I have already written about both the Sherwin-Williams, Valspar and the Walgreens, Rite Aid deals, but there are more available.

    In my experience, the margin of safety with mergers and acquisitions (M&A) is fairly high as long as investors stick to all-cash deals void of major regulatory concerns.


  • Why Now Is the Perfect Time to Short GoPro

    Shares of GoPro (NASDAQ:GPRO) are up over 4% today after the company announced a restructuring initiative that will include laying off 200 employees, or 15% of its workforce. Per the company’s press release, under the restructuring program, GoPro will shut down its entertainment division and facilities reductions.

    These initiatives are expected to bring down GoPro’s 2017 operating expenses to about $650 million. The company also anticipates incurring charges of $24 million to $33 million for the restructuring, including $13 million to $18 million for the job cuts.


  • 13 Questions With James Moylan of Manhattan Calumet Value Stock Hotline

    1. How did you get started investing? What is your background?

    I started investing in stocks about 20 years ago. My background is not in the financial services sector, I worked as a sales associate at PetSmart in retail and as an assembler at Florida Plastics. They make menu signage for McDonald's.


  • Momenta Pharmaceuticals Announces Positive Results for Humira Biosimilar

    Momenta Pharmaceuticals (NASDAQ:MNTA) announced yesterday that the results from the “confirmatory, randomized, double-blind, multicenter study of M923 in adult patients with moderate-to-severe chronic plaque psoriasis” are equivalent to AbbVie's (NYSE:ABBV) Humira in terms of the therapy’s efficacy, safety and body’s immune response after a treatment period of 16 weeks.

    The total treatment was up to 48 weeks and the therapy was based on the administration of M923, Humira or Humira interchanged with M923.


  • George Soros Adds to Barrick Gold

    During the third quarter, guru George Soros (Trades, Portfolio) added 1,781,226 shares of Barrick Gold to his portfolio at an average price of $19.94 per share. Since the trade, Barrick Gold's market price has declined by an estimated 23%.

    Barrick Gold Corp. (NYSE:ABX) is a Canadian mining company that was founded in 1983 by entrepreneur and philanthropist Peter Munk. Barrick Gold has the industry’s largest gold reserves and resources as well as a high-quality project pipeline.


  • 15 Questions With Ney Torres

    1. How and why did you get started investing? What is your background?

    I have a background in finance and a masters in real estate development. I started investing after reading a series of books (The Rich Dad, Poor Dad series) before getting into college 10 years ago, but it was too basic. Warren Buffett (Trades, Portfolio) helped with the rest.


  • Target Reports Strong 3rd Quarter

    Target Corp. (NYSE:TGT) shares trended higher as the retailer recorded better-than-expected results for the third quarter of 2016. The company did exceedingly well in recovering from its past sales slump to record solid performance in terms of sales and profits.

    Target witnessed a comps decline but registered impressive growth in its e-commerce operations. The company is expecting higher customer traffic as the holiday season is underway. Here is a brief outlook of the Minneapolis-based retailer’s quarterly performance.


  • Talking to Customers Is More Useful Than Talking to Management

    Someone who reads my blog emailed me this question:


  • Exclude Intangibles From Return on Capital Calculation

    Someone who reads my blog emailed me this question:


  • A 6-Step Plan for Trump to Make Our Money Great Again

    6 Step Plan for Trump to Make Our Money Great Again

    Donald Trump will be sworn in as the 45th president of the United States in January. Americans will then find out if “Make America Great Again” is more than a campaign slogan.


  • 17 Questions With Gaspare Civiero of the Value Investor

    1. How and why did you get started investing? What is your background?

    I am a 30-year-old Italian management engineer and founder of


  • GoPro: The Best Way to Lose Money

    GoPro (NASDAQ:GPRO) was a volatile stock in 2015, and the story is the same this year as the company has lost approximately 50% of its value year to date. Throughout the past four quarters, the company’s revenue has been declining at an average of 42% per quarter.

    In the most recent quarter, the company shared earnings per share of negative 60 cents, missing analyst estimates by 26 cents. On the other hand, the company’s revenue came in at $240.57 million, $72.16 million less than the consensus estimates and signifying a drop of almost 40% year over year.


  • What’s Really Responsible for Twitter’s Decline?

    Twitter (NYSE:TWTR) has lost nearly a third of its valuation in the last 12 months, but, despite the stock trading way off from its 2014 peak of near $70, the stock still looks a bit pricey. Twitter is now trading at nearly five times its sales, a level often associated with hyper-growth companies that can keep posting strong top-line growth numbers. At the current price-sales ratio, Twitter has to keep moving the top line needle steadily upward in the next few years - something the company has been struggling to do.

    In recent weeks, it has become clear that a buyout by a tech major remains a pipe dream for Twitter. The stock price surged in October as speculation about a possible sale was rife in the market. Unfortunately, company after company walked away from the negotiation table. Although the reasons for no buyer are still not clear, what is clear is Twitter, at least for now, has its fate in its own hands.



    Try to eat slowly, taking small portions you can control. The pain is terrible when the piercing is entangled by the cud. I assure you, I went for it. It is recommended that for at least three days eat soft food or semi-liquid type or pureed soups and drink plenty of water.

    Avoid touching the piercing mouth with Blizzard White hands , that alone will achieve that become infected. If you do to make sure everything is in place (the ball) wash your hands with antiseptic lotion. Do not change the piercing until healing as you may experience difficulties and even wear it back to the hole to close within hours.


  • How to Value a Stock Using Yacktman's Forward Rate of Return

    Someone who reads my blog emailed me this question:


  • What Does 'Understanding' a Business Really Mean?

    Someone who reads my blog emailed me this question:


  • What Investors Need to Know About Walmart’s Earnings

    Walmart’s (NYSE:WMT) third-quarter earnings increased beyond analysts’ expectations, thanks to a rise in customer traffic and the performance of the online segment. The world’s largest retailer’s adjusted earnings for the quarter were 98 cents per share, slightly lower than the previous year when the company reported 99 cents per share.

    Walmart’s same-store sales surged 1.2% which was slightly below analysts’ expectation of 1.3%. The company’s revenue for the quarter came in at $118.18 billion, down 0.7% year over year. Here’s a closer look at the retailer’s performance during the quarter.


  • Teva Is a Hold

    Teva (NYSE:TEVA) delivered its fiscal third-quarter and nine-month operation results in mid-November. The $38.8 billion pharmaceutical company delivered a nine-month sales growth figure of 4.3% to $15.4 billion while delivering a 1.65% profit growth of $1.1 billion.

    If not for the $196 million preferred dividends, Teva would have provided 19.7% profit growth for the period. In contrast, Teva delivered lower, or -56.5%, in impairments resulting in a better margin.


  • Why Bank of Nova Scotia Is Rising

    Bank of Nova Scotia (NYSE:BNS) in the fiscal 2016 fourth quarter reported 9% growth in the net income to $2.011 billion and 8% growth in diluted earnings per share to $1.57 due to strong performances from its domestic and international banking businesses.

    Bank of Nova Scotia posted ROE of 14.7%. Its revenue for the fourth quarter grew 10.1%to $6.75 billion, up from $6.13 billion, and the provision for credit losses is $550 million, down $1 million compared to the corresponding period last year. Bank of Nova Scotia has beaten the analysts’ estimates for earnings per share of $1.13.


  • Natera CEO Sells Shares of Company

    Natera Inc. (NTRA) CEO Matthew Rabinowitz (Insider Trades) sold 146,756 shares of the company on Nov. 28. The price per share was $12.50 for a total transaction of $1,834,450.

    Natera, which conducts genetic testing and analysis of circulating cell-free DNA, has a market cap of $625.45 million.


  • Can Universal Health Services Power Past the Political Turbulence?

    A small earthquake shook the health care industry on the morning of Nov. 9 when it became clear a new administration would take charge, an administration that promised a major overhaul of the system.

    What effect will this have on the long-term future of Universal Health Services (NYSE:UHS), one of the big names in the field and the operator of numerous acute care and behavioral health facilities?


  • US Market Indexes Higher on Tuesday

    U.S. market indexes were higher on Monday with gains slowed by uncertainty from a potential OPEC agreement. For the day, the Dow Jones Industrial Average closed at 19121.60 for a gain of 23.70 points or 0.12%. The S&P 500 closed at 2204.66 for a gain of 2.94 points or 0.13%. The Nasdaq Composite closed at 5379.92 for a gain of 11.11 points or 0.21%. The VIX Volatility Index was lower for the day at 12.91 with a loss of -0.24 points or -1.83%.

    Tuesday’s market movers


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