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  • An Apple Pay Keeps the Hacker Away

    Is Apple Inc. (AAPL) on its way to revolutionize the payment domain as it did in the music and phone domain? After the rather overwhelming launch of its new clan of iPhone6 phones the next big news cooking up in the Apple mills is the Apple Play which is about to create another storm in the market come October. Tall claims of heavy security net and user convenience are already doing the rounds in the street. Let us delve a little deeper to find out how seamless Apple Play is going to be and weather it is poignant enough to spearhead the mobile wallet arena and move ahead of its already existent wallet competitors.


  • The Case for Global Value Investing

    During the Daily Journal annual shareholder meeting that was held last week, Charlie Munger (Trades, Portfolio) talked about a very successful money manager who indexes the U.S market, and invests internationally in less efficient markets. Charlie then hinted that this is a very rational and smart approach.

    I had the privilege to meet some phenomenal investors from all over the world after the DJCO meeting. A few of them were generous enough to share with me their experiences investing internationally. What fascinated me about these conversations is the fact that although they come from different background, utilized different strategies, and focus on different markets, they all achieved remarkable returns. For example, a former engineer, who quitted his job and invest full time now, showed me his portfolio in Japan using a Graham-like quantitative-based approach. His portfolio was up almost 60% last year. Another investor generated 30% annual returns for 15 years in India utilizing the Buffett-Munger approach. Both of them are non-professional investors yet their returns will make most hedge fund managers look like patsies.


  • The Dawn Of Android One Smartphone From Google

    Google (GOOG) had announced in June that it would be launching cheap Android One smartphones first in India and then in the global markets. According to analysts, Android One would be playing in the volume sweet spot of the Indian smartphone market. This launch is important from Google’s strategic perspective as it wishes to reach 5 billion people in the emerging markets, with over 1 billion located in India. In the multi-billion dollar market, Google has partnered with domestic handset makers such as Micromax (MICRO), Karbonn and Spice to launch the much-awaited Android One smartphone. And finally the countdown is over as the smartphone has been released in the Indian market on September 15. So, what’s the story on the Android One mobile launch? Let’s check it out.


  • This Equipment Giant Is on the Road to Recovery

    The global farming sector is declining and it is putting pressure on companies in this industry. One such farm equipment giant, Deere (DE), recently released its results for the third quarter which were not up to the mark. But still, on some grounds and as compared to peers, the company did pretty well with decent results. The financials were weak on the back of poor demand and difficult conditions in the global farm sector. However, Deere thinks that it is doing well and will be able to post better results in the future as it is seeing higher shipment volumes.

    In the recently reported quarter, Deere’s revenue declined by 5% to $9.5 billion as compared to $10.01 billion in the same quarter a year earlier. On the earnings part, the company posted EPS of $2.33, which is a 15% drop as compared to $2.56 per share that it posted last year in the same quarter. The revenue and the earnings of the company declined, but it didn’t surprise the analysts much as this drop came in line with what the consensus was modeling.


  • This Utility Major's Growing Bottom Line Is a Positive Sign

    Duke Energy (DUK) released better-than-expected results. The company kept its commitment of delivering strong results for the third consecutive quarter. Duke Energy largely benefited due to a higher temperature, which led the customers to use more air conditioning, raising electricity consumption. Management is anticipating improvement in the demand for electricity in the future. It has also posted an upbeat guidance, and is expected to see growth in the EPS.

    The company is gaining momentum


  • Why Windstream Investors Should Remain Cautious

    Windstream (WIN) recently released results for the second quarter, which were in line with the company’s expectations. Its solid growth was highlighted by the continued traction in its business data and integrated services, and improvements in the consumer channels. However, the results failed to impress investors as the company’s earnings missed analysts’ estimates. Management is making moves for gaining market share. Windstream has plans to spin off certain telecommunications network assets. It intends to create an independent, publicly traded, real estate investment trust. Let us take a look at the underlying business of Windstream.

    Windstream is improving


  • This Apparel Retailer Isn't a Smart Investment Yet

    Women's apparel retailer Chico’s FAS (CHS) recently reported its results for the second quarter that didn’t meet expectations. The results were disappointing as the company couldn’t meet consensus estimates on both the top and bottom lines. Management is of the opinion that increased promotional activities in the quarter eroded its profits. The impact of the poor result was also reflected on the stock market as the investors didn’t receive the results positively, leading to a decline in the stock price. The company is working on improving its operations. Let us have a look whether Chico's has something concrete to count on for the future?

    This doesn't look pretty


  • Does Yum! Look Yummy Anymore?

    Developing countries offer a lot of opportunities to retailers since these markets are less tapped when compared to developed nations such the United States. Thus, retailers who have expanded their reach into such markets have benefited. For instance, Yum! Brands’ (YUM) expansion in China has been advantageous. Yum! Brands’ last quarter results beat the Street’s estimates, enabling its shares to rise.

    Into the numbers


  • Stay Away From This Dangerous Stock

    The apparel and accessory industry has become weak as demand for such products have slowed. One of the primary reasons has been slowing mall traffic as online shopping has gained importance. People now find it easier to shop online rather than taking the pains of going to a store to buy products. Also, weakness in consumer spending has been a crucial reason for lower store traffic.

    Therefore, apparel and accessory companies such as Guess (GES) are finding it extremely difficult to survive. It has been witnessing falling sales for quite some time, and its recently reported second-quarter results are no exception. The numbers were below analysts’ estimates, making its share price fall significantly.


  • The Dogs of the Dow Lost Some Steam In The August Heat, But Maintained Their Lead

    By: Mario Ferro

    August Marks Another Up Month


  • Will Tiffany Continue to Shine Brightly?

    Given the lower spending of people and their cost consciousness, it is obvious that discretionary spending will be hampered. However, there are some companies which are not affected by such conditions and continue to perform well with each passing quarter. The most apt example here is the upscale jeweler Tiffany (TIF), which reported a blockbuster quarter despite such circumstances. Its second quarter numbers beat the Street’s estimates, enabling its share price to surge.

    Digging into the quarter


  • The Dogs of the Dow Lost Some Steam In The August Heat, But Maintained Their Lead

    The year got off to an inauspicious start with weak performance for equities in January. But since then, and despite a less-than-ideal global economic and political backdrop, the bull market for equities (now in its sixth year) has regained its footing. As a result, key benchmarks such as the S&P 500 and Dow Jones Industrials have scaled new heights without suffering a correction. The Dogs of the Dow strategy has fully participated in the runup with August marking a seventh straight month of advances in market value. (As a reminder, this trading system calls for buying equally weighted positions in the 10 highest-yielding Dow Industrials stocks at the beginning of the year, then repeating the process 12 months later.)

    The Dogs, as a group, increased 1.6% in August. This compared to 3.4% for an equally weighted position in all 30 Dow Industrials, and a 4.3% gain in the 20 components excluded from the Dogs. Performance was rather mixed among the group, with four of the 10 issues posting declines. By comparison, none of the other Dow Industrials backtracked last month.


  • Hasbro: I Insist on This Funny Stock

    In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case Hasbro Inc. (HAS)

    ROE is calculated as net income applicable to common shares divided by the average book value of common equity: ROE = Net Income / Av. Book Value


  • How to Exploit Japanese Net Nets: The Twinbird Experience

    I’ll admit, my curiosity was immediately sparked when I first heard the term, “Japanese net nets.”

    The idea of investing in these mythically value stocks in a country as intriguing as Japan was very alluring, but I had serious reservations.


  • Tiger Global Management Ups Stake in Chinese Firms

    Chase Coleman of Tiger Global Management disclosed new stakes in two Chinese companies on Sept. 12, upping the share of Bitauto Holdings (BITA) to 14.9 percent, and to 18.5 percent in Autohome Inc. (ATHM).

    Both Bitauto and Autohome are similar to, and operate websites that offer new and used car information, such as pricing, specifications, and consumer reviews.


  • Big Beer: An AB InBev – SABMiller Merger Is Not Going to Happen

    Heineken (HEINY)—the world’s third-largest brewer— made news over the weekend by rejecting a merger offer from rival SABMiller (SBMRY)—the world’s second-largest brewer. Apart from creating a global beer-brewing juggernaut, SABMiller’s offer was an attempt to fend off a potential bid by Anheuser-Busch InBev(BUD), the world’s largest brewer, according to Bloomberg.

    I’ve got news for you: A mega beer merger isn’t happening.


  • A Good Stock to Buy: Micron Technologies

    In this article, let's take a look at Micron Technology, Inc (MU), a $31.74 billion market cap company, which is a manufacturer of semiconductor memory products, including DRAM and NAND flash memory, as well as image sensors.

    Manufacturing technology


  • Argentina´s economy is going through a rough winter

    Argentina´s economy is going through a rough winter

    Since the declaration of the default, July 30th, a freezing wind-chill is hitting the economy and the future is truly uncertain. This last week has been one of the worst for the national government as regards markets. Despite having a national holiday, the Central Bank lost U$S 168 million in foreign reserves, the worst downfall since March 2014. And this trend seems to find no limit; in less than one month, the gap between the dollar blue and the official one has increased from 49, 6% up to 64, 8%.


  • Book Review: Deep Value

    I really enjoyed Toby Carlisle's latest, Deep Value. There are a lot of books that offer compelling stories, but to my mind the plural of anecdote is not statistic. On the other hand, books heavy on the stats tend to bore their readers to sleep. For me, Deep Value was the perfect blend of real-life investing stories combined with the stats necessary to make for a convincing argument.

    Most chapters focus on a protagonist who is on a quest for better returns. You may recognize some of them, including Carl Icahn (Trades, Portfolio) and Warren Buffett (Trades, Portfolio), but you may not others (or at least I didn't), including Ron Brierley. In this way, the book reminded me a lot of (the heavily-recommended by Bill Gates (Trades, Portfolio) and Warren Buffett (Trades, Portfolio)) Business Adventures, but with a focus on investor activism rather than general business.

    But unlike a lot of books I have read, the story-telling does not complete the tale. Carlisle examines the factors that lead to success in activism, thus giving passive investors the opportunity to predict (statistically) which stocks are most likely to attract an activist. At this point, the book reminded me of Carlisle's previous book,Quantitative Value, which I also highly recommend.


  • What You Need To Know About Barnes & Noble’s Latest Quarter

    America’s leading retailer of books and digital content Barnes & Noble (BKS) recently came out with the fiscal year 2015 first-quarter earnings, and let’s just say the bad wasn’t that bad. While the retailer again reported a red bottom line, the magnitude of the loss narrowed down a lot. In fact, analysts following the stock are decently happy about the quarter’s numbers, with some even upgrading their ratings on the stock. Let’s take a quick look at the performance of the company during the three-month period.


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