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  • Ken Fisher Loves these Two Dividend Payer Banks

    In this article, let's take a look at JPMorgan Chase & Co. (JPM), the $246.68 billion market cap company, which has recently announced a dividend hike.


    Returning Wealth

      


  • Energy Sector Continues to Appear Significantly Overvalued

    Oil prices have improved marginally since the beginning of the year, according to data from the United States Energy Information Administration; however investors should continue to remain cautious of the energy sector, given its first-quarter earnings results and the ongoing geopolitical debates over oil supply levels.


    Oil prices and supply

      


  • Down another 50%, Still Best to Avoid Lumber Liquidators

    Back in February, we recommended avoiding Lumber Liquidators (LL) stock despite it hitting a 52-week low. Since that recommendation roughly two months ago, shares are down a further 50%. At half the valuation, are shares now cheap enough to get interested?


      


  • Voting Machine, Weighing Machine - Hussman Funds


    “Sit down before facts like a child, and be prepared to give up every preconceived notion, follow humbly wherever and to whatever abysses Nature leads, or you shall learn nothing.”

      


  • NetSuite: Tech Stock for Investor to Consider

    As the Cloud market has matured with time, various customers have started moving their in-house ERP applications to Cloud, and this has leveraged growth of the Cloud-enabled ERP market. Market research companies like Price Water Cooper anticipate the market size of SaaS (Software As Application Service) based ERP solutions would reach $78 billion by the end of 2016, while the conventional ERP market can slide by 30% to $15 billion.


    Various software companies are now eyeing this market to leverage its top and bottom line. Netsuite (N) is one such company that provides Cloud-enabled ERP under SaaS licensing policy. The company has been performing quite strongly in this segment of business and its growth is propelled by its innovative product. Investors of Tech stock can consider including NetSuite in their portfolios, as it can provide good returns in fthe uture.

      


  • Foot Locker is a Good Buy at Current Levels

    Foot Locker, Inc. (FL), incorporated under the laws of New York in 1989, is a leading global retailer of athletically inspired shoes and apparel, operating 3,423 primarily mall-based stores in the United States, Canada, Europe, Australia,and New Zealand as of January 31, 2015.


    The company has seen good earnings growth over the last five years, and its sales increased from $5.05 bn in 2010 to $7.15 bn in 2014. During the same period, its EPS more than tripled from $1.08 to $3.61.

      


  • Indicators Worth Watching: GNP Anomalies

    Looking back on my experiences from pre-WWII times, I have been always concerned about indications that happy circumstances would not continue. Under normal conditions, well being alternates with less favorable conditions, but investors believe that in the end progress will always prevail. Faith in the ultimate improvement of an economy will compensate for taking short-term losses when long-term gains are realized.


    When looking into the future, caution advises that anomalies, which mean that something deviates from what are generally accepted beliefs should be examined to see if it could include portents that anticipate a reversal in expected trends. To check on the current turbulent conditions will examine the long-term persistence of the U.S. GDP. We will search any indication that something unusual may be taking place.

      


  • Steven Cohen's recent trades

    Point72 Asset Management L.P. is a family office managing the assets of its founder Steven A. Cohen. It is headquartered in Connecticut, and its portfolio is now composed of 673 stocks and has a total value of $14,673 million.


    The most recent trades are about massive adds to stakes in Bloomin Brands Inc (BLMN), Green Plains Inc (GPRE) and Alon USA Energy Inc (ALJ).

      


  • Whirlpool Continues to Grow Through Acquisitions

    Whirlpool (WHR) recently entered into an agreement to acquire American Dryer Corporation, a privately held manufacturer and marketer of coin-operated, on-premise, industrial and specialty laundry equipment company.


    The planned acquisition gives Whirlpool Corporation's commercial laundry business a platform to reach new markets and channels, while building on a strong foundation of industry-leading innovation, quality, and service.

      


  • NWQ's First-Quarter Buys and Adds Affect Portfolio

    Sometimes NWQ Managers (Trades, Portfolio)’ investment decisions fly under the radar, but they shouldn’t. NWQ’s approach has generated consistently high returns on a long-term basis.

    That is evident in the returns from recent years. In 2014, NWQ generated a return of 13.71%, but that was below its return for 2012 (14.92%) and significantly below its return in 2013 (35.8%). It has more than $54 billion under management.  


  • SunEdison's Strong Pipeline of Contracts Will Lead It Higher

    SunEdison (SUNE) is confident of an upbeat performance in 2015. The company’s transformational efforts paid off delivering solid across key financial. However, it did end the fourth quarter short by about 470 MW under construction. However, this doesn’t matter to SunEdison much as with its geographic diversity, the company is seeing solid growth opportunities in the emerging markets. SunEdison thinks that its growing reputation as a renewable energy company will further help it to perform better in the coming quarters. It is seeing positive signs from different segments Let us look at these aspects.


    Growth drivers to consider

      


  • United States Steel: Better Times Lie Ahead for This Steel Company

    United States Steel (X) is struggling. The recent results also indicate that the company has to take some concrete steps and strategies to lift its performance. The management of US Steel is, in fact, working on various initiatives to improve its profitability. It has taken some bold steps in the past which might not be good for the employees but are expected to be good for US Steel in the long term. In the light of these, Let us have a closer look at the overall underlying business of US Steel.


    There are number of initiatives that the company is working on. To deal with the current market environment, US Steel has reduced its operating grades at all of its facilities in North America. These adjustments by the company will help it to serve its customers best with prime quality and cost in the most effective way. However, these steps are just a minor initiative, the company has to shift its focus at some key elements which can drive its performance in the coming quarters.

      


  • Fuel Systems Solutions: A Good Bet to Profit From Alternative Fuels

    Fuel Systems Solutions (FSYS) failed to impress with a its poor first quarter results for fiscal 2015, clearly indicating the impact of continued challenges in automotive and industrial end markets, due to troll in the oil pricing, which has affected the demand. The poor performance in the first quarter disappointed many investors resulting in the loss of market share as well.


    The past stock performance for five years is also not so impressive, and, the trends in the market are indicating a further drop in the market share in the future. Fuel Systems has to look out for some ways to maintain profitability and hold a competitive edge in the market. It is, in fact, carrying out some impressive moves which are expected to help it in the long run. Let us have a look.

      


  • Hanwha SolarOne's Strong Solar Prospects Make It a Good Buy

    Hanwha SolarOne (HSOL) recently impressed everyone with good results in the recently reported third quarter, reflecting a good increase in the revenue and other key metrics. This growth of the company was mainly driven by considerable reduction in the selling price and foreign exchange impact on Japanese yen and Euro.


    Hanwha is confident of better performance in future as it is seeing good traction in the emerging markets of China and Japan which seems to be potential markets for it. The trends in the PV industry are also looking positive and Hanwha with good traction for its products seems well positioned to benefit from this. Let us have a look at some of the strategies that Hanwha is taking in its potential markets.

      


  • F5 Networks' End-Market Opportunity Makes It a Good Buy

    F5 Networks (FFIV) came entered fiscal 2015 with a good improvement in the revenue. However, the revenue numbers fell shy of the company’s expectations as it was anticipating better results on revenue. But the company is now optimistic about the positive growth in the market. It has many large deals in the pipeline which it thinks is encouraging. F5 is optimistic about this, and it expects to see a good resumption of a recent trend towards larger deals in the second quarter. The software market is also booming which might be one of the key growth drivers for F5 in future. Let us have a look.


    A bright future

      


  • Peabody Energy: This Coal Stock Can Recover Going Forward

    Peabody Energy (BTU) is going through tough times due to a prevailing weak coal market. The company’s performance has been declining, and the stock is also trading at the lower ends of the last year which is making its problem worse.


    The management is looking for various steps that can help it gain market share in the future, but the recent forecasts by various analysts depict the weak coal market in the future as well which can further scare investors away from the stock. However, despite these signs, Peabody is seeing some positive contributors to its growth. Let us have a look.

      


  • Piper Jaffray Raises Target Price For CF Industries

    Recently, Piper Jaffray analyst Brett Wong hosted a meeting with management of CF Industries (CF). He boosted his price target to $357.00 post meeting and reiterated his Overweight rating. In his research report, he noted,


      


  • Home Depot's Stellar Run Will Continue

    Home Depot (HD) operates as a home improvement retailer, selling a variety of building materials, home improvement products and lawn and garden products. The company also provides installation, home maintenance and professional service programs to do-it-yourself, or DIY, do-it-for-me, or DFM, and professional customers. The home improvement retailer posted stellar first-quarter fiscal results, beating top- and bottom-line estimates.


    First-quarter numbers

      


  • Here’s Where Ford’s Expecting Its Future Growth to Come From

    Ford (F) expects the Asia Pacific region to play a crucial role for the automaker over the next decade. The second-largest American car giant considers this to be a growth region, which shall be the key driver for corporate sales growth. Though the recent sales slowdown in China may have raised doubts, a senior executive at Ford believes that Asia Pacific is the market to be in for the automaker. Here’s a look at Ford’s vision for the potential of this market and its strategy to tackle the slowdown in China.


    The growth engine

      


  • Value In Coal With Alliance Holdings (AHGP) & Alliance Partners (ARLP)

    Alliance Holdings GP, LP  (AHGP) is a limited partnership formed to own and control Alliance Resource Management GP, LLC, the managing general partner of Alliance Resource Partners, LP (ARLP). Together they operate ten underground mining complexes in Illinois, Indiana, Kentucky, Maryland and West Virginia.


      


  • This Oil and Gas Company Is a Good Long-Term Investment

    Encana (ECA) has quickly resized its organizational structure by optimizing its workforce by approximately 25% and gained nearly $150 million of sustainable capital, administrative and operating expenditure savings.


    Encana invested about 86% of its 2014 capital in seven development assets and in line with its continued commitment to deliver superior margin production. Earlier in 2013, it had nearly 28 assets and continued to reduce them while delivering on its commitment. This key focus enabled it to generate approximately $400 million of free cash flow during 2014. Encana plans to strengthen this key focus in 2015 as well and invest approximately 95% of its capital on the development assets.

      


  • This Homebuilder Can Deliver Upside Due to Its Strong Backlog

    Ryland Group (RYL) closed the fiscal year 2014 on a positive notes. Significant growth in new community openings, better unit closings and accelerated average selling prices for homes during the fourth-quarter increased its revenue by 25% over the same period in 2013. Its gross profit margins improved by 40 bps leading to 210 bps growth in homebuilding pre-tax margins. These improving trends suggest better growth momentum for Ryland Group in 2015.


    Why the company will improve

      


  • What You Need to Know About Dollar Tree’s Q1 2015

    Virginia-based chain of discount variety stores Dollar Tree (DLTR) missed analyst estimates on both top line and bottom line as it reported its fiscal 2015 first quarter earnings recently, sending the stock down in the pre-market trading. However, the numbers improved year on year. The retailer reported earnings per share of $0.71 on revenue of $2.18 billion, up 6% from prior year period’s $0.67, but lower than analyst estimates of $0.75 a share. Revenue for the quarter improved 8.8% but missed the street’s forecast of $2.2 billion. Here’s a look at Dollar Tree’s latest quarter.


    Quarter’s numbers

      


  • Where’s Best Buy Headed after the Latest Q1 Results?

    Best Buy (BBY) shares surged nearly 10% on May 21 after the retailer released its first-quarter results with both profit and revenue beating Wall Street estimates. The company’s top line was bolstered by strong consumer electronics sales, particularly of large-screen televisions, handsets and appliances. Not only did the retailer outperform analyst expectations, but it’s also given an impressive outlook for the next quarter.


    That being said, it is important to note that Best Buy’s foreign sales came in weak. The company saw strong numbers as far as the domestic operation is concerned, but the international market brought discontent. The stronger domestic currency and the restructuring going on in the Canadian market were the prime culprits for such disappointment. Let’s take a closer look at the quarter’s takeaways and try to ascertain the company’s future prospects.

      


  • Looking Ahead of Wall Street: Workday Inc (WDAY), Seadrill Ltd (SDRL), Abercrombie & Fitch Co. (ANF)

    Earnings season is starting to slow down, but three big companies are slated to announce earnings this week. What should investors look for?


    Workday Inc

      


  • Goldman Believes Airline Stocks Offers Compelling Risk Reward

    Airlines stock are under pressure since last week over the concerns around pricing and capacity discipline. Investors were disappointed that Southwest Airlines (LUV) raised its 2015 capacity growth to 8% from 7%. They were also worried because of American Airlines (AAL) comments that it will compete aggressively on price with low cost carriers to defend market share.


    Goldman Sachs (GS) analyst Tom Kim thinks this correction is a buying opportunity for investors and airline stock offers compelling risk reward. In a recent investor note, he wrote:

      


  • Ross Stores Is Still A Buy Despite The Competition Heating Up

    Ross Stores (ROST) is one of the leading off-price retailers of apparel and home fashion goods in the U.S. The retailer’s Ross Dress for Less stores sell its products at everyday savings of 20% to 60% off department and specialty store regular prices and dd’s DISCOUNT stores sell its products at everyday savings of 20% to 70% off moderate department and discount store’s regular prices.


    The off-price retailer started fiscal 2015 on a positive note by posting estimate-beating first-quarter results last week. Comparable-store sales, or comps, jumped 5% year over year. This, in combination with new store addition, fueled 9.6% year-over-year growth in sales to clock $2,938.1 million, beating estimates by $50 million. On the back of solid sales growth, earnings grew 19.1% year over year to $1.37 per share, beating estimates by $0.05 per share.

      


  • Sterne Agee Upgrades Dick’s Sporting Goods

    Sterne Agee analyst Sam Poser recently upgraded Dick's Sporting Goods (DKS) from Neutral to Buy with a price target of $62. In his research note, he wrote:


      


  • Consider Exposure To Onshore Rig Stocks

    For the week ended May 22, 2015, Baker Hughes (BHI) rig count overview has some encouraging data. In one week, the rig count declined by just 3 in the United States and by 5 rigs in Canada. Since the same period last year, the rig count has declined by 972 and I am of the opinion that the rig count is likely to stabilize at current levels in line with stabilization in oil prices.


    While I advised gradual exposure to selected onshore rig companies in the past, I am of the view that investors can consider further exposure to onshore rig companies as the downside momentum in rig count has stalled and the worst has been discounted by onshore rig stocks.

      


  • Hewlett-Packard Company: All Eyes on Company Split

    Hewlett-Packard Company (HPQ) released second-quarter earnings for fiscal year 2015 on May 21, beating the estimate for earnings per share but narrowly missing revenue expectations. The top analyst consensus for the stock was a Moderate Buy before earnings, but now the consensus has turned to Hold.


    HPQ consensus

      


  • U.S. Wireless Carriers Offer Promotional Options To Entice Customers

    The wireless carriers in the U.S. have been trying to impress the U.S. consumers with their new deals and the two famous rivals T-Mobile US Inc. (TMUS) and Sprint Corp. (S) were the first to entice new subscribers during this Memorial Day weekend. The deals floated by both these carriers were comparable as they aimed at improving the pre-paid subscriber count during this summer season which traditional remains the time when such wireless carriers compete to win the majority of the subscription base in any region in the U.S. Let’s quickly have a look at what offers are being provided by either of these carriers in the U.S. around this time of the year.


    The offers are similar

      


  • Insiders are buying General Motors Shares

    In the last couple of months, three different insiders have purchased General Motors’ (GM) stock. While the company’s directors Patricia F Russo and Linda R Gooden purchased 1500 and 1000 shares, respectively in April, 2015; another director James J Mulva purchased 28,343 shares in May, 2015.


    It’s not only insider who are getting bullish on GM of late. General Motors' stock is also seeing significant interest from fund managers off late. Last quarter, David Einhorn (Trades, Portfolio) and Leon Cooperman (Trades, Portfolio) initiated a position in the company while several other fund managers including George Soros (Trades, Portfolio), David Tepper (Trades, Portfolio), Ken Heebner (Trades, Portfolio), Paul Tudor Jones (Trades, Portfolio), Louis Moore Bacon (Trades, Portfolio), Mario Gabelli (Trades, Portfolio) increased their holdings in the company.

      


  • Strong Results To Take RSP Permian Higher

    Among the relatively small names in the oil and gas industry, RSP Permian (RSPP) is a stock worth considering for the near-term as well as the long-term. This article discusses the reasons to be bullish on this $2.2 billion market capitalization company.


    For oil and gas stocks, my first analysis in the recent past has been leverage. In times of low oil prices, high leverage can be negative for the company’s growth and also for stock upside. I would therefore analyze the company’s balance sheet before moving to other positive.

      


  • Agrium is Considering Sale of its Phosphate Business

    Recently, at a BMO conference, Agrium’s (AGU) CFO Steven Douglas said that the company is considering sale of its phosphate business in the next three-to-five years. He termed Phosphate business difficult and expensive and also talked about the potential for further industry consolidation. Of late, Agrium is taking a lot of strategic steps to enhance shareholder value. In February, Agrium raised its target dividend pay out ratio to 40%-50% of free cash flow and also disclosed its plans to buy back up to 5% of its common shares over the next 12 months. Divesture of Phosphate business will further increase cash availability for dividends and buy backs. I believe Agrium is a good buy at current levels given its low valuations and plans to enhance shareholder value.


    Agrium is a retailer of agricultural products and services in the United States, Canada, Australia, Argentina, Brazil, Chile and Uruguay, as well as a multi-national producer and wholesale marketer of nutrients for agricultural and industrial markets. Agrium’s strategy is to invest and operate across the agricultural inputs value chain (fertilizer, crop protection and seed), through production, distribution and retail sales. This integrated strategy allows the company to generate both strategic and operational synergies. For the fiscal year ended December 31, 2014, Agrium reported its business through two business units and a non-operating segment for Corporate and inter-business unit eliminations. The two business units are Retail and Wholesale.

      


  • Workday Q1 Earnings – What To Look For?

    Workday Inc. (WDAY) is slated to report its first quarter results for fiscal 2016 on 26th May 2015. The company, which has quickly asserted itself as a Software-as-a-Service (SAAS) has progressively transitioned into the cloud computing and Big Data markets. The company’s rivals include Oracle Corp (ORCL), Salesforce.com Inc. (CRM) and Europe's biggest software group SAP SE (SAP). With Salesforce.com Inc posting better-than-expected results for Q1 2015, all eyes are on rival Workday to see if the company follows suit.


    For the fourth quarter of fiscal 2015, Workday reported non-GAAP loss of $0.06 a share on revenues of $226.3 million, up 59% compared to the year-ago quarter. While earnings were in line with the consensus estimate, revenues beat the estimate of $222.85 million by a small margin. Further, the company saw a 64% year-over-year growth in subscription revenues to $181.9 million in Q4 2015. For the full fiscal 2015, Workday posted 68% year-over-year growth in revenues to $787.9 million, while the company’s non-GAAP loss came in a $0.33 a share. While the company announced plans to expand its global footprint, especially in Japan and Europe, Workday also provided guidance for revenues of around $242-$245 million for Q1 2016, indicating an expected 51%-53% year-over-year growth. The company also expects to narrow its earnings loss from $0.13 a share in the year-ago quarter to a loss of $0.08 a share. The company further projected 42%-45% year-over-year revenue growth to $1.115-$1.140 billion for the full fiscal 2016. Workday shares are currently down 2.1% since the company’s last earnings release.

      


  • Why White Mountain Titanium's Shares Were Up on Friday

    White Mountain Titanium Corporation's (OTCQB:WMTM) shares closed over 116 percent higher on Thursday following the approval of its Environmental Impact Statement (EIS) for its Cerro Blanco titanium project in the Atacama Region of northern Chile. From $0.38, the company's share price closed at $0.44 on Thursday and extended its gains up to Friday, up 4.55 percent to $0.46.


    A statement issued by the company revealed that its EIS was "approved, signed and delivered to the company" during a formal meeting on Wednesday last week in Copiapo, the capital of the Atacama region. Officials from the State and Regional Government, the Chilean Environmental Authority, Ministry, and White Mountain Titanium were present at the meeting.

      


  • AerCap added to Goldman’s list of most held hedge fund names

    Goldman Sach’s recently released a list of top 50 stocks which most frequently appear among the largest ten holdings of hedge funds. AerCap Holdings (AER) is one of the new additions to the list. Seventeen funds tracked by Goldman had AerCap as one of their top ten holdings, as of last quarter end. Here’s a look at the company in detail.


    AerCap's business is providing aircraft to customers in major geographical regions. The company was incorporated in 2006. In December 2013, the company entered into a definitive agreement with American International Group (AIG) to acquire 100% of the common stock of ILFC, a wholly owned subsidiary of AIG. This acquisition helped the company become an industry leader with a more diversified customer base and wider geographic coverage.

      


  • Why Amur Minerals Corporation's Stocks Were Up on Friday

    Amur Minerals Corporation's (OTC:AMMCF) stocks got a much-needed boost on Friday following the approval of its 20-year exploration and production license to mine its Kun-Manie nickel copper sulphide project in the Russian Far East. Amur's stocks closed at 18.50p, 85 percent higher than its previous close.


    According to a report on Interactive Investors, shares of Amur soared to 21.5p from Thursday's close of 10p during Friday's morning session. The market intelligence site noted that this was Amur's "highest level since the beginning of 2011," and that while Amur only "briefly held the gains" until lunchtime, the company's shares finished higher by three-quarters.

      


  • Amgen Inc.’s Cholesterol Fighting Drug Destined To Improve Its Sales Pitch, Receives EU Approval

    The biopharmaceutical company, Amgen Inc.(AMGN), has been bringing several drugs into the U.S. market which have aided to improve its sales down the years. On similar lines and with the interest of serving the community, Amgen has filed for its cholesterol fighting drug named Repatha with the U.S. FDA. This drug is expected to be a revolutionary achievement for the pharmaceutical firm, if it receives the required approval from the FDA which is expected to be released by August 27. This drug would aid in competing better with its immediate rival Sanofi SA (SNY) that has also filed for approval of a similar drug catering to patients having high levels of cholesterol which is not manageable by administration of statins. Let’s find out how this new drug could bring a turnaround in Amgen’s future sales and how it works to provide better aid to high-cholesterol suffering patients. Also let’s take a look at what are the chances of Repatha getting approved in the U.S. this year.


    The EU approval adds an accolade

      


  • Why Should This Footwear Retailer Be Considered?

    Finish Line (FINL) is a mall based specialty shoe retailer and specializes in athletic footwear. Its shares have risen by 5% since the beginning of the year. Because of increasing demand for athletic shoes and apparel, such retailers have witnessed a growth in the business. For instance, people wear athletic apparel for their casual work also. This has created more demand for such products.


    Finish Line, therefore, managed to register a great fourth quarter due to this rise in demand. The numbers were in line with the Street’s estimates, sending its share prices higher. Let’s take a closer look at it.

      


  • Why Did Tiffany Fail To Shine This Time?

    The luxury jeweler Tiffany (TIF) is one of the leading jewelers in the U.S. Its shares have been suffering from the last one year and have dropped 22% since January. The inability of the company to attract adequate customers is the primary reason behind this. The jeweler’s fourth quarter results were indeed disappointing since both the top line and the bottom line numbers were below the Street’s expectations. Let’s dig in deeper.


    The inside story

      


  • Weekly 3-Year Low Highlights: TDC, HK, WTW, SBLK

    According to GuruFocus list of 3-year lows, Teradata Corp, Halcon Resources Corp, Weight Watchers International Inc, and Star Bulk Carriers Corp have all reached their 3-year lows.


    Teradata Corp (TDC) Reached $39.57

      


  • Blackberry Drives Hard On Business Consolidation With Global Job Cuts

    Blackberry to lay off employees across the world in its device business, will impact global operations says company spokesperson.


    Blackberry Inc. (BBRY) is cutting jobs across the globe, mostly in its smart phone device operations, the company said on Friday. The move comes as the company tries to move away from its loss making smart phones division and shifts focus to higher profit margin businesses like making smart appliances, Security & Privacy software & building enterprise applications.

      


  • Salesforce Declines Microsoft’s $55 Billion Handshake

    As of now, Salesforce has valued itself way above what Microsoft offered to overtake it; hence the deal between the two stands unconcluded. Price has played foul in the said deal, which had almost reached its final stage.


    Washington based Microsoft Corporation (MSFT) offered $55 billion to buyout California based Salesforce.com (CRM), which fell behind the latter’s demand of $70 billion. The deal, which was in its final stages of talks, was left unconcluded with no chances of getting resumed in near future. While the shares of Microsoft fell 1%, a rise of 4% was seen in the shares of Salesforce.

      


  • Oculus’ Founder Under Pressure, Facebook Might Face The Heat

    The maker of virtual reality headsets, Oculus, which was acquired by Facebook’s (FB) CEO Mark Zuckerberg in 2014 for $2 billion is under immense pressure as its founder Palmer Luckey is being sued by his earlier company for using their developmental “trade-secrets” as his own while making the Oculus Rift VR headset. Though Facebook’s CEO has not commented on this lawsuit, it might create a dent in the reputation of the social networking giant’s goodwill if Mr. Luckey is proved to be guilty in the forthcoming days after a series of investigation. Let’s quickly take a sneak peek into the details of the lawsuit that has been filed against Mr. Luckey by the plaintiff, Hawaii based company Total Recall Technologies.


    The details follow

      


  • Weekly Insider Sells Highlight: MSFT, VMW, TWTR, JAH

    According to GuruFocus Insider Data, the largest insider sells during the past week were: Microsoft Corp, VMware Inc, Twitter Inc, and Jarden Corp


    The overall trend of insiders is illustrated in the chart below:

      


  • SunEdison All Set To Capitalise On Southern California Edison’s Business

    After securing a deal with Southern California Edison (SCE), SunEdison (SUNE) shares rose 4.48% to touch $30.77 on Friday. SCE is responsible for providing 14 million customers in California with electricity and the deal will see SunEdison install 33 MW of rooftop solar power.


    During the day 2,724,131 shares traded hands. With a market cap of $8.28 billion, SunEdison’s stock has a 50 day moving average of $26, a 52 week low of $13.09 and a 52 week high of $30.57. The company’s net income growth of 39.4% compared to the same quarter a year ago, rising of -$614 million to -$372 million.

      


  • Micron Technology Making New Business Highs

    Micron Technology (MU) shares rose 2.6% to hit $27.60 on Friday trading. Micron Technology is currently trading 26.48% lower than its 52 week high, 5.04% above its 52 week low. Micron’s 1 year range for its stock is $25.61 to $36.59. The company has a price to earnings ratio of 8.27 compared to the technology sector’s average of 17.04.


    The company’s stock price has underperformed the NASDAQ by 30.3%. The dynamic random access memory devices specialist company is currently valued at $28.89 billion with a share price closing the last trade session at $26.90. Micron Technology’s 50 day moving average is $27.82 with a 200 day moving average of $30.67.

      


  • Weekly 52-Week Highs Highlight: ANTX, ROP, SEE, AKAM

    According to GuruFocus list of 52-week highs, Anthem Inc, Roper Technologies Inc, Sealed Air Corp, and Akamai Technologies Inc. have all reached their 52-week highs.


    Anthem Inc (ANTX) Reached the 52-Week High of $53.50

      


  • Netflix Going International – How Safe Is The Move?

    Internet media company Netflix Inc. (NFLX) has investors and analysts flummoxed over its typically overvalued, expensive stock, but its rally continues unabated. Shares have almost doubled in the last 12 months, with an over 50% rise since April 2015.


    The Los Gatos, California-based company is a television network transmitted over the Internet wherein users can play, pause and resume content. It boasts 44 million members across 40 countries.

      


  • Deere & Co. Stocks Climb Despite Lacklustre Q2 Results

    John Deere & Company (DE) recently revealed its second quarter results for fiscal 2015 with earnings and revenues beating the consensus estimate although the figures saw a significant year-over-year drop on both counts. The company, whose rivals in the industry include Caterpillar (CAT), AGCO Corp. (AGCO), CNH Industrial (CNHI) and Ingersoll-Rand (IR), logged earnings of $2.03 a share compared for the quarter, surpassing the consensus estimate of $1.57 a share. However, the figure represents a 23% year-over-year decline in earnings. Following the results, Deere & Co shares rose to $93.54, just a tad lower than the current 52-week high of $93.78.


    Dismal Farming Equipment Sales Drags Revenues

      


  • Target In Re-strategizing Process To Fly Higher

    When CEO Brian Cornell took the helm at Target Corporation (TGT) in August 2014, the department store giant had an image problem. BrandIndex claimed that Target’s perception score fell from 54, ahead of e-commerce giant Amazon.com Inc. (AMZN), in 2008 to 31 in 2015. Though this fall from grace brought it at par with rival Wal-Mart Inc. (WMT), Target had a problem. Wal-Mart is widely regarded to be exploitative towards employees and carry a flat, distasteful mix of products at its nationwide stores. If Target was to boost sales it had to be perceived as better than Wal-Mart.


    CEO Cornell brought a ground-up perception overhaul philosophy to Target. He actively reached out to customers for feedback and suggestions to improve the brand’s perception. He has set himself a three-year deadline to revamp the brand image and as part of this campaign one of his first strategic moves was to improve the e-commerce platform of the company. He lowered the free shipping limit to $25 orders, introduced in-store apps to improve customer experience and operations, and set aside $1 billion to jumpstart digital operations. Target’s in-store deals listing app, Cartwheel, has reportedly earned the retail chain $1 billion in revenue since its launch. Analysts, such as Cown & Co, give target a ‘slight edge’ over Wal-Mart with regards to its e-commerce revamps.

      


  • Alarm.com Going Public With Its $75 Million IPO

    The leading platform solution for the connected home, Alarm.com, filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission ("SEC") with regards to an IPO of its common stock. The company will get listed on the NASDAQ Global Select Market with the ticker symbol ALRM. Goldman Sachs & Co. (GS), Credit Suisse Securities (CS), and BofA Merrill Lynch (MER) will be working together as joint book-running managers for the IPO, the company said in a release yesterday. The company, tentatively, seeks to raise about $75 million, but this is subject to change.


    Market watchers raise the alarm

      


  • Arch Coal In A Serious Down Slide

    As power utilities are seen to be increasingly switching to cheaper natural gas and big ticket clients such as China cuts down on coal imports, the global coal industry is gripped by a downturn that has started to take its toll.


      


  • Jim Simons Buys UNP in Q1

    Renaissance Technologies is one of the most successful hedge funds of current times founded by Jim Simons (Trades, Portfolio). The firm employs complex mathematical models to analyze and execute trades, many of them automated. Renaissance uses computer-based models to predict price changes in easily-traded financial instruments. These models are based on analyzing as much data as can be gathered, then looking for non-random movements to make predictions.

    Last quarter the firm initiated a position in Union Pacific (UNP) by buying 1,947,332 shares. Union Pacific Corporation is a Class I railroad operating in the U.S. The company has 31,974 route miles, linking Pacific Coast and Gulf Coast ports with the Midwest and eastern U.S. gateways and provides several corridors to key Mexican gateways. It serves the Western two-thirds of the country and maintains coordinated schedules with other rail carriers to move freight to and from the Atlantic Coast, the Pacific Coast, the Southeast, the Southwest, Canada, and Mexico. Export and import traffic moves through Gulf Coast and Pacific Coast ports and across the Mexican and Canadian borders. Union Pacific provides value to its roughly 10,000 customers by delivering products in a safe, reliable, fuel-efficient and environmentally responsible manner.  


  • Berkshire Bancorp Inc. acquires Firestone Financial

    In a definitive agreement announced yesterday, Berkshire Hills Bancorp Inc. (BHLB) acquired Needham, Massachusetts-based Firestone Financial Corp. as an operating subsidiary for approximately $53 million.


    The deal adds the 50-year old secured instalment loan financing company to Berkshire’s expanding line of commercial lending businesses. Most of Firestone’s revenue comes from financing fitness equipment, carnival rides and games and other related equipment for small and medium enterprises. As of March 31, 2015, it had an outstanding debt of approximately $190 million, while net income went from $1.9 million in 2011 to $4.6 million in 2014.

      


  • Shake Shack - How Safe Is It As An Investment?

    In yet another record-breaking share market feat, iconic New York City fast food chain Shake Shak Inc. (SHAK) saw share price climb to the day’s high, and an all-time high, of $96.74, amid rumours of an expansion of the burger joint into also dishing out chicken sandwiches.


    On April 20, a subsidiary of the parent company called ‘SSE IP’ filed for an application to trademark the name ‘Chicken Shack’ for chicken sandwiches. Shake Shack has remained mum on the matter, while shares have surged by almost 33% since news of the matter broke last week.

      


  • Jana Partners initiates a position in Time Warner

    Founded in 2001 by Barry Rosenstein, Jana Partners (Trades, Portfolio) is an investment manager specializing in event-driven investing. Jana typically applies a fundamental value discipline to identify undervalued companies that have one or more specific catalysts to unlock value. In certain cases, Jana can be the instrument for value creation by becoming an actively engaged shareholder. Jana invests both long and short and across the capital structure including equity and debt. Jana manages approximately $11 billion in investments and commitments and is located in New York.


    Last quarter, Jana Partners initiated a position in Time Warner (TWX) by buying 1,253,779 shares. Time Warner is a leading media and entertainment company. The company has posted impressive growth in the recent past and its EPS has grown from $3.00 in FY2012 to $4.31 in FY2014. Last year, the company reported strong financial performance with solid revenue growth and 18% growth in adjusted EPS. The company's EPS forecast for the current fiscal year is $4.66 and next year is $5.77. According to the consensus estimates, its top line is expected to grow 4.10% current year and 6.70% next year.

      


  • Richard Perry initiates a Position in Micron

    Richard Perry (Trades, Portfolio) co-founded private investment management firm Perry Capital LLC in 1988, which manages about $14 billion as of Aug. 2008. Prior to 1988, Mr. Perry worked in a number of capacities at Goldman, Sachs & Co. He also was an adjunct associate professor at the Stern School of Business at New York University.


    Last quarter, Richard Perry (Trades, Portfolio) initiated a position in Micron Technology (MU) buying 5,730,000 shares of the company. Micron Technology is one of the world's leading providers of advanced semiconductor solutions. The company manufacture and market a full range of DRAM, NAND Flash and NOR Flash memory, as well as other innovative memory technologies, packaging solutions and semiconductor systems for use in leading-edge computing, consumer, networking, automotive, industrial, embedded and mobile products. The company markets its products through its internal sales force, independent sales representatives and distributors primarily to Original Equipment Manufacturers ("OEMs") and retailers located around the world.

      


  • Dan Loeb increases his stake in Roper Industries

    Daniel Loeb(Trades, Portfolio) is well known activist investor. He founded Third Point LLC in 1995 and leads the firm’s research activities, portfolio, and risk management. Third Point’s total assets are more than $2.2 billion, and Loeb’s personal net worth is $2.3 billion.


    Last quarter, Loeb bought 300,000 shares of Roper Industries (ROP). As of March 31, 2015, he was holding 1.6 mn shares of the company. The following chart shows Dan Loeb's holding history in the company.

      


  • Potash Corp Considering SQM, Israel Chemical Stakes Sale

    Recently, speaking at a BMO investor conference in New York, Potash Corp (POT) CEO Jochen Tilk said that if Potash Corp could not build on its SQM and Israel Chemical Limited (ICL) minority stakes, it may consider selling them.


    Potash Corp has four major equity stakes in Sinofert Holdings, Arab Potash Company, SQM and ICL, which together are worth $4.5 billion. While management views the company's stakes in fertilizer companies Sinofert Holdings and Arab Potash Company as "strategic", they continues to review whether to keep its shares in ICL and SQM.

      


  • Cummins is a good buy at current levels

    Cummins Inc. (CMI) is involved in designing, manufacturing, distribution and servicing of diesel and natural gas engines and engine-related component products. The company sells its products to original equipment manufacturers (OEMs), distributors and other customers worldwide. The company has four complementary operating segments: Engine, Distribution, Components and Power Generation. These segments share technology, customers, strategic partners, brand recognition and the company’s distribution network in order to compete more efficiently and effectively in their respective markets.


    PACCAR is the company’s largest customer, accounting for approximately 14 percent of its consolidated net sales in 2014. In addition, Cummins have long-term heavy-duty engine supply agreements with Navistar, Volvo Trucks North America and Daimler Trucks North America and long-term mid-range supply agreements with Daimler Trucks North America, Navistar, Ford and MAN. The company also has an agreement with Chrysler to supply engines for its Ram trucks.

      


  • When Total Return Meets Chasing For Yield - A Reality Check on the Consumer Stable Sector

    Last year around this time, I wrote an article about total returns (link to the article). In it, I pointed out that:


      


  • Why SunPower's Impressive Momentum Will Continue

    SunPower (SPWR) is making tremendous progress in the commercial footprint. For example, the company had recently declared that it has in place a purchase agreement of 68 megawatts with 20 years PPA signed with Stanford University. This is one of the largest PPAs signed by a U.S college or university upon completion. This project will supply more than 50% of their projected annual electricity needs.


    Catalysts to watch

      


  • Investors Need to Consider This Coal Company for the Long Run

    The increasing utility regulation coupled with low natural gas prices and gradually declining Chinese coal imports have made things tough for coal price recovery and demand across the world for many coal miners. Amidst this tough scenario Alpha Natural Resources (ANR) is doing the right things to build strong liquidity position through various measures such as sales of its non-core assets, costs-cutting initiatives and productivity improvement processes. These actions will help the company to remain stable in the short-run until the demand and price recovers.


    The way forward

      


  • Goldcorp's Recent Recovery Is Set to Continue

    Amidst a depressing commodity market Goldcorp (GG) continues its sluggish performance even as it reported its fourth quarter result. The stock had risen considerably since it touched its 52-week low in December, but gave up all its gains after the miner posted a wider than expected loss during the previous quarter. In spite of these headwinds we must not forget the strong fundamentals it has along with the strength in its asset portfolio. Let’s have detailed look into all the factors that could impact its movement in the days ahead.


    Strategies worth watching

      


  • This Silver Miner Can Deliver Long-Term Upside

    Silver Wheaton (SLW) continues to reel under the pressure of weak commodity prices, which marred its financials in the recently reported first quarter. In spite of record silver equivalent production during the quarter, its top line fell considerably with a subsequent drop in its bottom line. Silver Wheaton’s tepid results do not come as a surprise since its EPS consistently lagged behind the consensus estimate in the past four quarters. But there is more to this story than what just meets the eye. Starting with its numbers, let us see if the management is able to turn around its present situation in the days ahead.


    Catalysts to watch

      


  • Royce Funds Commentary - The Market and U.S. Economy from a Small-Cap Perspective

    Portfolio Manager and Principal Jay Kaplan discusses current market and economic conditions and what he's hearing from company management teams, the effect energy prices are having on some of his holdings, and Royce's competitive advantage within the small-cap space.


    Watch the video here.

      


  • Leith Wheeler - 'U.S. Dollar, Phoenix Rising?' Spring 2015 Outlook

    You may have noticed that there is a new look and feel to Leith Wheeler. For us, continuing the evolution of our company’s brand was not only an opportunity to define how we do business, but to also express what we believe in. And that is where our new tagline “Quiet Money” comes in. It’s about our belief in avoiding noisy market trends and flashy predictions. It’s about always taking a long term view and staying committed to our value investing philosophy. And last but not least, it’s choosing to never make noise about ourselves as we go about the business of making money for our clients. Steadily. Confidently. And ever so quietly.

      


  • Carl Icahn's Biggest Portfolio Changes

    Activist investor Carl Icahn (Trades, Portfolio) did not buy new stocks in the first quarter but made several other notable moves.


    The investor has spent much of his time in the public eye over the past several months vying for change at Apple Inc. (AAPL), a stock that eats 20.48% of his portfolio as his second largest holding. On April 28 he proclaimed the company “still undervalued and misunderstood” on Twitter. He then projected 40% earnings growth for the year and a worth of $240 on its shares, in an open letter dated May 18.

      


  • More Upside Cannot Be Ruled Out At Cabela's

    Cabela’s Inc. (CAB) operates through three segments – Retail, Direct and Financial Services. It is a specialty retailer and direct marketer of hunting, fishing, camping, and related outdoor merchandise. The company started fiscal 2015 on the front foot, with estimate-beating first quarter results.


    Looking back

      


  • 5-year lows: Elizabeth Arden Inc, Systemax Inc, BioScrip Inc, and Thompson Creek Metals Co Inc.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Elizabeth Arden Inc, Systemax Inc, BioScrip Inc, and Thompson Creek Metals Co Inc.


    Elizabeth Arden Inc (RDEN) Reached $14.75

      


  • Kimberly-Clark Has More Room To Grow

    Kimberly-Clark Corporation (KMB) manufactures and markets personal care, consumer tissue, and K-C professional products worldwide. It operates through three segments: Personal Care, Consumer Tissue, and K-C Professional. The company touches 1 in 4 lives on the planet in some way or the other, as it has expanded internationally over the years.


    However, international exposure can be a double-edged sword, because a strong dollar bites into revenues. The personal care company started fiscal 2015 on strong footing, posting better-than-expected first-quarter results, and also reiterated its guidance for the full year.

      


  • Hormel Foods - Is It A Good Investment?

    Hormel Foods (HRL), one of the prominent meat processing companies in the country, competes with the largest meat processor Tyson Foods (TSN). The company’s second-quarter fiscal 2015 results were a case of mixed bag, as it beat on earnings but failed to impress on sales. Let’s recap the numbers and see if this can be a good investment in the long run


    Second-quarter numbers

      


  • Weekly CFO Buys Highlight: Coeur Mining Inc, CUI Global Inc, and CenterPoint Energy Inc.

    According to GuruFocus Insider Data, the recent CFO buys were: Coeur Mining Inc. (CDE), CUI Global Inc. (CUI), and CenterPoint Energy Inc. (CNP).

      


  • Weekly CFO Sells Highlight: Danaher Corp, VMWare Inc, and Electronic Arts Inc.

    According to GuruFocus Insider Data, the recent CFO sales were: Danaher Corp (DHR), VMWare Inc. (VMW), and Electronic Arts Inc. (EA).

      


  • Ray Dalio: My Most Fundamental Life Principles

    In case you haven’t read them yet, Ray Dalio (Trades, Portfolio)’s Principles, which you can find here, are a compendium of advice on how to think differently, better and, therefore, beat the market and live a better life. As you may know, Dalio leads Bridgewater, one of the world’s most prominent hedge funds. After being successful over many years, there must be something that the firm is doing differently. Among other pecularities, Dalio has mentioned that he practices transcendental meditation and all the conversations (in every room) across Bridgewater are taped and made available for all the employees.


    These are some of his life principle

      


  • David Abrams Adds to Two Stakes and Buys One in First Quarter

    David Abrams (Trades, Portfolio) is the founder of Abrams Capital Management, which oversees nearly $8 billion in assets. Most of Abrams’ holdings are in banking, but his buys and adds in the first quarter were largely in communications.

    Most of Abrams’ holdings in his 12-stock portfolio were untouched in the first quarter, but his addition of 700,000 shares to his stake in Directv (DTV), a California-based direct broadcast satellite service provider, had a dramatic influence on his portfolio.  


  • Sysco Corporation Is A Buy On The Pullback

    Sysco Corporation (SYY), a Dividend Aristocrat, is among the top-two global food distributors in the country. The company markets and distributes a range of food related products primarily to the foodservice or food-away-from-home industry. The company’s third-quarter results failed to beat analysts’ expectations on the top- and bottom-line.


    Third-quarter numbers

      


  • Warren Buffett's Most Recent Op-Ed To The Wall Street Journal - Better Than Raising The Minimum Wage

    The American Dream promises that a combination of education, hard work and good behavior can move any citizen from humble beginnings to at least reasonable success. And for many, that promise has been fulfilled. At the extreme, we have the Forbes 400, most of whom did not come from privileged backgrounds.


    Recently, however, the economic rewards flowing to people with specialized talents have grown dramatically faster than those going to equally decent men and women possessing more commonplace skills. In 1982, the first year the Forbes 400 was compiled, those listed had a combined net worth of $93 billion. Today, the 400 possess $2.3 trillion, up 2,400% in slightly more than three decades, a period in which the median household income rose only about 180%.

      


  • Short Selling Guru Carson Block Discusses The Practice Of Shorting

    Short sellers are generally not terribly popular.


    This unpopularity is understandable given that they profit from the failures of others.

      


  • A Pivotal Year For ASEAN - Emerging Markets Guru Mark Mobius

    The role of Asian markets in the global economy has grown significantly in recent years, and we expect this trend to continue in the future. Many of these countries have also made fundamental improvements to their economies, and we think these changes are here to stay. This year could prove a pivotal one for a number of countries in Asia, as the Association of Southeast Asian Nations (ASEAN) had set ambitious plans for a new ASEAN Economic Community (AEC) to come to fruition in 2015. Discussions among ASEAN members in preparation for the AEC are still ongoing and while the fine points are still being worked out, we are enthusiastic to see the outcome. Founded in 1967 to foster regional cooperation and promote peace, ASEAN is a strong regional economy made up of 10 members: Brunei Darussalam, Cambodia, Indonesia, Lao PDR (Laos), Malaysia, Myanmar, the Philippines, Singapore, Thailand and Vietnam. The 10 individual ASEAN members already have attractive characteristics for investors, including favorable demographic profiles, abundant natural resources and low-cost labor, among other factors. Combined into a single market, they encompass a population in excess of 600 million and a wide range of economic attributes from the financial, trading and technology skills available in Singapore to the largely untapped reserves of labor and natural resources in Myanmar that, when combined, could well represent far more than the sum of their parts. The AEC was envisaged to have the following key characteristics: (a) a single market and production base, (b) a highly competitive economic region, (c) a region of equitable economic development and (d) a region fully integrated into the global economy.1 Because ASEAN countries have to work toward a collective vision and cooperative spirit when AEC fully comes together, we think it should strengthen their partnership, even though there has been some outlying resistance and concerns about some aspects. If it is fully implemented later this year, the AEC represents an opportunity to further promote cross-border trade and connect economies, companies and people within the region in the years to come. According to a recent study conducted by the Boston Consulting Group, businesses in the region are remarkably bullish about the AEC: 80% of those surveyed regarded the AEC as a business opportunity for their firm and believed it would help accelerate growth in their respective industries.2 Business executives also acknowledged that progress has been made over the years in most sectors, and two-thirds of the companies responding to the survey said they were adjusting their product offerings and upgrading their organizations and supply chains. However, some business executives in ASEAN also expressed concern that governments would not wholeheartedly facilitate the free flow of goods across the region. In our view, the enviable location of the proposed AEC, bordering the fast-growing economic giants of India and China, could be a major potential benefit for companies within ASEAN as well as investors. The region lies on one of the “one belt, one road” trade routes identified by the Chinese government as significant focuses for investment. Chinese firms are already active investors in countries such as Vietnam, taking advantage of significantly lower wage rates in comparison with Southern China, and ambitious plans for transport infrastructure improving China’s links with Southeast Asia are under development. International trade could become a further stimulus to growth for Southeast Asia, with some of the countries of the region closely involved in major free trade initiatives such as the Trans-Pacific Partnership, currently under negotiation, while also looking to deepen intra-regional trade links. ASEAN has seen continuing population growth over the last 15 years, totaling 620 million people in 2014 and expected to increase further to close to 670 million by 2020, a growth of about 30% from the 514 million in 2000.3 We believe this growth potential, combined with increasing per capita incomes and relatively younger population structures, could further drive the growing consumer demand in the region as a reduction in the cost of doing business, improved labor and capital movement and the streamlining of taxation can only increase the opportunity for growth. As a result, ASEAN economies are increasing domestic consumption of a wide range of goods and services. According to various forecasts, the prospects for gross domestic product (GDP) growth in the region going forward are far stronger than in developed markets, and in excess even of other emerging-market regions. GDP growth in emerging Asia is expected to average 6.6% in 2015, while frontier markets such as Myanmar, Cambodia and Laos are forecasted to grow even faster.4 At the other end of the spectrum, Brunei is expected to contract by 0.5%, while Thailand and Singapore are expected to expand by a still-reasonable 3.7% and 3%, respectively.5


    0515_ASEANGDP

      


  • Finding Value Today Is Like Finding A Needle In A Haystack - Jean-Marie Eveillard

    Jean-Marie Eveillard has been a prominent value investor for decades.


    He doesn't understand why there are so few value investors today despite the proven outperformance of the practice.

      


  • Global Value Investor Tom Russo Discusses What He Looks For In Global Consumer Brands

    Tom Russo (Trades, Portfolio) has been a successful value investor for a long time.

    Right now his portfolio is loaded with international companies that have long term sustainable competitive advantages.  


  • Share Buybacks: Good or Bad?

    We are joined this week by contributing editor Shawn Allen, who has been providing stock picks on his website at www.investorsfriend.com since the beginning of the year 2000 and has a great success record. Shawn is based in Edmonton.


    Shawn Allen writes:

      


  • Weekly CEO Sells Highlight: Groupon Inc, El Pollo Loco Holdings Inc, Take-Two Interactive Software Inc, and Chemtura Corp.

    According to GuruFocus Insider Data, these are the largest CEO sales during the past week: Groupon Inc, El Pollo Loco Holdings Inc, Take-Two Interactive Software Inc, and Chemtura Corp.

    Groupon Inc (GRPN): CEO, 10% Owner Eric P Lefkofsky sold 454,166 Shares  


  • Audience: This Technology Stock Is a Smart Investment

    In 2015, Audience (ADNC) has appreciated impressively. The company has diversified itself within the Samsung universe, it has landed design wins at several Chinese smartphone companies, and has converted itself into a multisensory processing technology supplier by acquiring Sensor Platforms.


    Now, it looks like Audience is set for growth in the long-term, as the company has found a footing in several growth markets, has strong product development, and possesses strong fundamentals.

      


  • Whole Foods Market: Why Investors Need to Consider This Stock for Long-Term Gains

    Whole Foods Market (WFM) recently released impressive results for the second quarter 2015. The company cheered the investors with solid sales growth and healthy returns. However, the revenue fell short of consensus estimates marginally, which it thinks will recover in the upcoming quarters. The results are solid and the past stock performance also indicates that the investors are taking these results positively, and, on the back of it, it is expected to gain market share in future. But, things doesn’t seem so easy for Whole Foods Market as it is facing stiff competition with the low price retailers.


    To fight this, Whole Foods Market is undertaking several strategies which will we discuss in detail later. Let us have a look at the overall business and can it be a good investment option as compared to its competitors such as Kroger and Wal-Mart which also moving impressively in the market.

      


  • Why Vale Can Rebound Going Forward

    Vale (VALE) had a sluggish start to fiscal 2015. The company is struggling due to a weak iron industry. Vale is however pleased with the results, as its net loss narrowed as compared to the last year. It clearly states that Vale with good operational excellence is advancing forward to be profitable in such soft market.


    The company is also worried about the declining market share. However, in the recent results, Vale displayed its optimism for better future by narrowing the loss. This attracted investors as its shares gained 4.6% in the recent quarters. On the back of it, the company believes that narrower than expected, loss and optimistic business outlook will surely help it to retain investor’s confidence in future. Let us see in detail.

      


  • Why Investors Should Be Cautious About Enerplus in the Short Run

    Enerplus (ERF) had a solid first quarter. Not on this, but the company has also maintained a solid production rate which enabled it to see a good 14% growth in the fund flow. But there is another side of the coin as well. Despite good performance in the recently reported quarter the company is continuously losing market share main due to falling oil prices. Due to this softness in the market the investors are conservative about their spending in such a market and even solid financial performance by the company failed to impress them.


    If we look at the five year share performance, the stock has been continuously falling and even now is trading close to its 52-week low. But the management thinks that it can overcome these headwinds and a strong balance sheet can help it gain market share in future. In addition, Enerplus is also having good hedging initiatives that can also support its growth. Let us have a look.

      


  • Dividend Stock Analysis: Deere & Company (DE), Warren Buffett, & 2nd Quarter Results

    Deere & Company (DE) has been a Top 10 dividend stock using The 8 Rules of Dividend Investing for all of 2015. The company’s stock gained over 4% yesterday on better-than-expected earnings.


    Deere & Company is the world’s largest manufacturer of farming machinery. The company was founded in 1837 and has paid steady or increasing dividends for 27 consecutive years.

      


  • Investors may Consider Snap-On

    Founded in 1920, Snap-on Inc. (SNA) is a $3.3 billion, S&P 500 company, headquartered in Kenosha, Wisconsin. It is a leading global innovator, manufacturer and marketer of tools, equipment, diagnostics, repair information and systems solutions for professional users performing critical tasks. Products and services include hand and power tools, tool storage, diagnostics software, information and management systems, shop equipment and other solutions for vehicle dealerships and repair centers as well as for customers in industries, including aviation and aerospace, agriculture, construction, government and military, mining, natural resources, power generation and technical education.


    Geographically, it stretches over the United States, the United Kingdom, Canada, Germany, Australia, Japan, France, Sweden, Spain, the Russian Federation, Brazil, China, Italy, the Netherlands, Argentina, Indonesia, Denmark, Norway, Mexico and India.

      


  • Home Depot Defies the Odds to Post a Strong Q1 2015

    Home Depot (HD) released its first quarter 2015 results on May 19 with solid numbers. The company was able to report a strong quarter even in the face of a sluggish U.S. economy, tough winters, and challenging business environment on the West Coast. Here are the primary takeaways from America’s largest home improvement retailer’s earnings report and what to expect in the future.


    Quarter at a glance

      


  • Bloomberg: Millions of Barrels of Oil Are About to Vanish

    Bloomberg: Millions of Barrels of Oil Are About to Vanish


    by Asjylyn Loder May 21, 2015

      


  • Kellogg's Turnaround Looks Difficult In 2015

    Kellogg (K), is the world’s largest processed and packaged foods company. The company is into the business of manufacturing and marketing ready-to-eat cereal and convenience foods across the world, with 40% of its sales generated outside the domestic market. The company posted better-than-expected first-quarter fiscal 2015 results, trumping analysts’ estimates both on top- and bottom-line.


    First-quarter numbers

      


  • Ingles Markets Is A Good Bet For Long-Term Gains

    Ingles Markets (IMKTA) is a supermarkets chain operator in the southeast region of the country, dealing in various food products, including grocery, meat and dairy products, produce, frozen foods, and other perishables; and non-food products comprising fuel, pharmacy products, health and beauty care products, and general merchandise, as well as private label items. Its stores also offer home meal replacement items, delicatessens, bakery and floral products, and greeting cards, as well as various selections of organic, beverage, and health-related items.


    Shareholders of Ingles are sitting on a year-to-date gains of around 35% and the company posted its second-quarter fiscal 2015 results earlier this month. Let’s recap the numbers and see whether it can sustain the momentum, especially in the face of stiff competition from big-box retailers like Wal-Mart (WMT) and Target (TGT)

      


  • Blackberry Planning Share Buy-Back

    Blackberry is looking at buying back 2.6% of its outstanding shares equivalent to 12 million shares in an effort to take off the new employee share purchase program.


    Ontario based BlackBerry Limited (BBRY) announced its plan to buyback and cancel a total of 12 million of its shares equivalent to 2.6% of its public float as it requires to kick start a new employee share purchase plan. This plan will be presented for approval in the company’s annual general meeting to be held on June 23, as it will propose to increase the shares available as compensation for the employees. Investors welcomed the news alike as the shares of the company went up 2.7% in the late trading.

      


  • Home Depot Reports Shining Numbers In Q1

    The largest home retailer in the U.S., Home Depot (HD), posted its first quarter numbers on May 19 and left the Street in awe after it reported numbers that surpassed the Street expectations. Though the U.S. economy is facing sluggishness in the current year, and while the headwinds such as harsh winters and difficult trading conditions of the West Coast persisted, the home improvement chain posted top line figures that beat the analyst expectations. Let’s quickly take a look at the quarterly report of Home Depot.


    The glittering numbers

      


  • HP Joins Hand With Tsinghua Group

    California based Hewlett-Packard (HPQ) Company or popularly known as HP has cut through a deal to associate with China’s Tsinghua Holdings Co. Ltd. by selling its stake in china based data-networking business worth 51% for about $2.3 billion leading to a strong partnership with the one of the top technology companies of china. Unisplendour Corp. Ltd. will acquire the H3C technologies as per information provided at Shenzhen stock exchange.


    All about H3C

      


  • Best Buy Shares Climb On Better-Than-Expected Q1 Results

    Best Buy Co. Inc. (BBY) recently revealed its first quarter results for fiscal 2015. The company logged non-GAAP earnings from continuing operations of $0.37 a share, comfortable beating the consensus estimate of $0.29 a share as well as the year-ago EPS of $0.35 a share. Following the results, Best Buy shares climbed over 4% to the day’s high of $36.60 and retained a positive momentum even in the after-hours trading.


    International Business Drags Revenues

      


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