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  • Steven Cohen Buys Stake in Company Looking For Buyer

    Steven Cohen (Trades, Portfolio)’s fund Point72 picked up its second large holding of the year, this time of Healthways Inc. (HWAY). Cohen purchased 2,316,700 shares of the company on Jan. 26, equating to 6.55% of the company, according to GuruFocus Real Time Picks.  

  • Aspen Technology (AZPN) Boosts Profits, Boeing (BA) Strong Results, 747-8 Next Presidential Aircraft Technology, Inc. (AZPN)

    Keep a close eye on AZPN. The company reported strong performance on its financial results that exceeded expectations from both a revenue and profitability perspective.


  • What Could Be The Major Highlights In AbbVie’s Upcoming Earnings Call?

    The pharma major, AbbVie (ABBV), would be reporting its fourth quarter numbers on Friday, January 30, and analysts are having high hopes that the company will provide transparency over some of the looming issues which might impact its bottom line growth in the long run. Analysts are expecting the company to report earnings growth of 4.7% year-over-year, which are expected to amount to $2.18 per share for the full year. Revenue for the entire year is also expected to show an increase of 6% basically due to the firm product range and on account of the rich product pipeline of the company. Let’s find out what information is expected to be passed on by the management during the final quarter’s earnings call, but before that let’s take a quick glance at the forecasts for the quarter as well as for the 2015 fiscal year.


  • Robert Shiller: A Lot of Opportunities In Europe

    Nobel Prize-winning economist Robert Shiller says that while the US stock market is high, there are still attractive valuations in global stock markets.

    When discussing Shiller P/E ratio, the cyclically adjusted price-to-earnings ratio, he said at 27, the US market is high. “In Europe it's much, much, lower... “He said, “Some people say that everything is overpriced right now, well there's some truth to that, but there's also still a lot of opportunities.”


  • Walt Disney´s Dividend Hike Seems to Adequate to Its Intrinsic Value

    In this article, let's take a look at The Walt Disney Company (DIS), a $159.52 billion market cap company, which is a media and entertainment conglomerate which has diversified global operations intheme parks, filmed entertainment, television broadcasting and consumer products.

    Dividend Hike


  • Amid Poor Results Waste Management Is More and More Expensive

    In this article, let's take a look at Waste Management Inc. (WM), a $24.33 billion market cap company, which is the largest U.S. trash hauling/disposal concern.

    Pricing Pressure


  • Is Now The Time To Start Investing In The Energy Sector – Leuthold Wheedon

    We’re not certain that the historic rout in the energy sector is over, and even if we were our Group Selection (GS) scores would likely prohibit us from loading up on energy subgroups for at least a few more months. Pure valuation work has certainly proven misleading, with our energy “relative valuation composite” (Chart 1) suggesting the sector stood on the brink of extreme undervaluation even before it became unglued in the sector half of the year. For what it’s worth, today energy’s relative valuation level (a composite of Normalized P/E, Price/Cash Flow and Price-to-Book ratios) is the lowest in our 25-year history for this sector.

    Chart 1


  • Bet On The Fed Raising Rates By 25 Basis Points in 2015

    Bill Gross has been strongly in the camp that we aren't going to see a rapid escalation of interest rates.

    He is now amending his view slightly to the point where he believes that the Fed will increase rates by one quarter of one percent this year.


  • FPA Capital Fourth Quarter 2014 Letter

  • Microsoft’s Future Licensing Business Expected to Benefit Significantly from Windows 10

    Microsoft (MSFT) reported its second-quarter 2015 earnings on Monday, January 26, shortly after its Windows 10 presentation on January 21. For the quarter, the company posted earnings per share of $0.71 from revenue of $26.47 billion and net income of $5.86 billion. The quarter’s earnings results were on target with estimates of $0.71 for earnings per share and revenue was slightly higher than analysts’ consensus of $26.33 billion.

    Windows 10 should help Microsoft’s Devices and Consumer and Commercial Licensing businesses; however, the business impacts are not likely to occur until 2016. In the second quarter, Devices and Consumer Licensing revenue for Microsoft was down 25% from the comparable quarter and 18% for the year to date comparison. The ending of Windows XP support was a contributor to the lower revenue in the segment. Commercial Licensing fell only 2% on a comparable quarter basis and was even in the year to date comparison.


  • Apple Should Do A Bigger Buyback

    Carl Icahn (Trades, Portfolio) of Icahn Enterprises (IEP) and his son Bret Icahn appeared on CNBC to discuss Apple (AAPL). Carl Icahn (Trades, Portfolio) made its clear that he is pleased with Apple and thinks that Tim Cook is doing a great job. During the interview Carl Icahn (Trades, Portfolio) said a short squeeze is now occurring in Apple and a bigger buyback should be done. He's pleased with Apple quarter, and he will revise guidance. Bret Icahn and his portfolio management partner David Schechter of Sargon Portfolio provide their perspective on Apple. David Schechter said that Apple strong quarter results has caused him to revise his model an that Apple to sell for higher valuation.

    Part 1


  • Peter Lynch Portfolio 29 - Option Trade Alert

    Bagging a New Put Sale

    Kors offers its best valuation since its 2011 IPO


  • Goodhaven Fund 2014 Annual Report

  • Nobilis Health's President Harry Fleming Interviewed by The Life Sciences Report

  • PPG Industries: Solid Results Will Result in More Upside

    PPG Industries (PPG) reported solid results for the third quarter with year-over-year growth in both Net sales and profits. As far as expectations are concerned, revenue marginally missed the consensus, while earnings topped the street estimates. As a result of its strong performance, the stock had a splendid rally since the company reported its third-quarter numbers, and it seems to be on the right track to continue its growth in the days ahead.

    What's driving its growth


  • Steel Dynamics: Why This Steel Player Will Continue Getting Better

    Steel Dynamics (STLD) has been consistently impressive in the stock market. The major contributor to Steel Dynamics’ growth story has been the acquisition of Columbus Mississippi. This is turning out to be a transformational move. Looking ahead, Steel Dynamics is expecting strong growth momentum in the future, which will allow it to leverage its core strengths.

    Better times ahead


  • Alibaba’s Spinoff From Yahoo! Inc. Soothes Tensed Investors

    The fourth quarter results of Yahoo! Inc. (YHOO) search engine giant was not that interesting but the announcement of the spinoff of the stake in Alibaba Group Holdings Limited (BABAraised several eyebrows. And in fact, it was the surprising element in the quarter earnings conference call that aided the stock to jump about 6% in the after-hours as investors digested the news of the spinoff and formation of an independent entity. Let’s dig deeper and find out what got shared by the CEO, Marissa Mayer, during the earnings call that sounded like music to the ears of the tensed investors.


  • Pfizer Stock Ready For New Highs

    Shares of pharmaceutical company Pfizer Inc (PFE) dropped on Tuesday after the company reported its fourth quarter with weaker-than-expected outlook for 2015.

    Pfizer reported its fourth-quarter earnings of $0.54 per share beating estimate by $0.01. Meanwhile sales came in at $13.12 billion to top the consensus. Also on the positive note Pfizer bought back $1.2 billion worth of PFE stocks.


  • What You Need to Know about AT&T’s Q4 2014 Results

    The second largest U.S. carrier AT&T (T) reported its fourth-quarter results on Tuesday, sending company shares up 1.6% in aftermarket trade which closed at $32.81 at the New York Stock Exchange. Strong revenue growth, healthy wireless net additions and best-ever postpaid gross adds are the highlights of the quarter. Apart from this, the company’s also building long-term strategies to sustain growth momentum while contesting existing wireless players more effectively.

    Taking a look at the quarterly performance


  • Apple Starts Fiscal 2015 with a Bang – Performance Beyond Anything Ever Seen

    Cupertino, California-based super tech giant Apple (AAPL) came out with its fiscal 2015 first-quarter earnings yesterday, and boy oh boy what a quarter it has been for the iPhone maker. The performance numbers totally startled the Wall Street and business volume numbers broke multiple records. One extremely special thing about the quarter was the shipping of the 1 billionth iOS device – a 64GB Space Grey iPhone 6 Plus that’s now kept at the company headquarters as a memory of the achievement. Let’s take a closer look at the numbers and what all made such a phenomenal performance possible.

    A look at the numbers


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