Last Update: 12-31-1969

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  • The Performance of the U.S. Dollar Against Other Global Competitors

    Gresham's law of money states that bad money drives out good, and in the history of humankind, fiat money systems, where money can be printed without any limits, have always ended up becoming bad money. What this implies is that when there is obvious distinction between a good and a bad currency available, people will sell their bad currency and buy up the good one, causing depreciation in the bad, which will eventually make the bad currency worthless.

    Putting this into perspective of the U.S. monetary system and looking at the ways the Federal Reserves have been trying to pull the country out of debt, an uncanny resemblance to a runaway fiat money system comes to mind. Printing more money to increase spending is akin to robbing the poor and middle class to give to the rich. Because the rich usually gets the new money first, or even have the ability to create them before prices have risen while the poor and middle class will receive a downsized version of the same money as it trickles down the economy.


  • The Next Crisis Is Going To Be In Junk Bonds – Bond King Jeff Gundlach

    Jeff Gundlach joins the video below at the 3:25 mark to offer his respected opinion.

    Some of the observations from Gundlach include:


  • Gabelli Adds to Stake in Pep Boys

    With the purchase of nearly 185,000 shares on April 21, two weeks after they were trading at more than 25% below their 52-week low, guru Mario Gabelli (Trades, Portfolio) made Pep Boys - Manny Moe & Jack (PBY) the seventh-largest holding in his portfolio. Prior to that purchase, Pep Boys was the ninth-largest stake in Gabelli’s portfolio.

    Gabelli, the founder, chairman and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), an investment firm based in Rye, New York, bought the shares in Pep Boys, a specialty retail and tire repair business headquartered in Philadelphia, for an average price of $8.92 per share. Pep Boys has been in Gabelli’s portfolio since the second quarter of 2010.  

  • A Short SWOT Analysis of Comcast

    Comcast Corp. (CMCSA) is an American multimedia company based in Philadelphia. The largest broadcasting, cable, and home Internet company in the world also stands as the third largest home television service provider. Through its two main businesses, Comcast Cable and NBCUniversal (which it has owned since 2011), the business maintains vertically integrated operations from production to distribution and communications to broadcasting. In early 2014, the company agreed to acquire Time Warner Cable (TWC) for roughly $45 billion, though recent regulatory developments are now expected to nix the deal altogether.

    So, with the Time Warner deal seemingly dead in the water, what’s the next step for Comcast? As it vies for bigger market share in the broadcast and telecommunications space, how will it spur revenues higher in the long run? With the emergence of digital alternatives and a more egalitarian media distribution paradigm, is the mass media behemoth capable of adapting for the future? In this article, we will attempt to address these questions by taking a brief look at Comcast’s business and performing an easy-to-follow SWOT analysis of the company, evaluating its Strengths, Weaknesses, Opportunities and Threats.


  • Blackstone's Steve Schwarzman Weighs In On The Attractiveness of Housing and China

    Guess who is the single biggest owner of single family homes in the United States?

    It is mega fund manager Blackstone which owns an incredible 47,000 single family residences in the United States.


  • Analyzing the Overall Business of Taseko Mines

    Taseko Mines (TGB) produced approximately 35 million pounds of copper instead of producing nearly 42 million pounds, which was expected depending on its overall head grade and mill throughput. Also, the company’s cost per pound is forecast to be affected with the 16% lower metal production profile. Taseko’s huge spending for many rebids, enlarged contractor and mining costs and poor head grades expanded its general operating costs significantly above the first and second quarter levels.

    Smart moves


  • Alcatel-Lucent: Strategic Moves Will Result in Growth

    Alcatel-Lucent (ALU) registered solid commercial traction and achieved four new wins in the quarter that includes first quarter to first tier operator in Asia. Overall, Alcatel achieved 36 wins in 2014. It also penetrated its reach into the non-telco segment, representing over 15% of its fourth-quarter sales. Hence, the company’s already implemented strategy of IP Routing for enhancing its portfolio and expanding the reach towards gaining new customers is successful.

    The positives


  • EXCO Resources' Strategic Changes Will Help It Do Well

    EXCO Resources (XCO) is focused on managing its costs and leveraging improved completion methodologies throughout its portfolio for successfully coming out of this declining pricing environment in the oil and gas industry. In the fourth quarter, EXCO has 215,000 Mmbtu per day swapped at $4.23, representing 70% of its outlook for midpoint gas production.

    Strategic changes


  • Randgold Resources: This Gold Producer Can Be a Smart Buy

    Randgold Resources (GOLD) is keenly focused on two major aspects including expanding its Greenfield investments, shifting of the exploration techniques towards the Brownfield’s business, reduction of exploration activities and lowering the corporate expenditure for the year.

    Investments to power growth


  • Brian Rogers' Stocks With Most Growing Yield

    Brian Rogers (Trades, Portfolio) has been the portfolio manager of T. Rowe Price Equity Income Fund (PRFDX) (website) since its inception in 1985.

    The portfolio is composed of 116 stocks and has a total value of $27,177 mil. with 2% Q/Q Turnover.


  • Silver Wheaton: End-Market Growth and Robust Operations Are Catalysts

    Silver Wheaton (SLW) has demonstrated solid progress at two of its major expansion platforms Constancia and Salobo in the quarter. The Salobo mine recorded significant production with an expanding continued growth and the development of Constancia project is proceeding successfully with the mine on the right track to start its initial production soon.

    Making the right moves


  • Why Union Pacific Corporation is a Good Buy

    Union Pacific Railroad is the principal operating company of Union Pacific Corporation (UNP). One of America's most recognized companies, Union Pacific Railroad connects 23 states in the western two-thirds of the country by rail, providing a critical link in the global supply chain. From 2007-2014, Union Pacific invested more than $25.8 billion in its network and operations to support America’s transportation infrastructure.

    The railroad’s diversified business mix includes Agricultural Products, Automotive, Chemicals, Coal, Industrial Products and Intermodal. Union Pacific serves many of the fastest-growing U.S. population centers, operates from all major West Coast and Gulf Coast ports to eastern gateways, connects with Canada's rail systems and is the only railroad serving all six major Mexico gateways. Union Pacific provides value to its roughly 10,000 customers by delivering products in a safe, reliable, fuel efficient and environmentally responsible manner.


  • Lightower Fiber Networks to Merge With Fibertech Networks

  • ExxonMobil: Staying Strong Despite Oil's Drop

    ExxonMobil (XOM) reported fourth quarter 2014 free cash flow of $18 billion, growth of more than $7 billion over 2013. It delivered a significant eight key upstream projects in the year and successfully capitalized on its full-year plan to generate 4 million oil equivalent barrels per day. The drilling major added over 250,000 barrels per day of total capacity throughout a wide range of resource categories and geographies.

    Seeing strong growth


  • This Chip Company's New Products Are Long-Term Catalysts

    Audience (ADNC) is targeting the motion and sensor processing capabilities market that's being driven by the adoption of the Android KitKat MQ100 software. There’s also robust demand for Android Lollipop for both multisensory hardware and motion software solutions, coupled with its uninterrupted voice potential. Let's see how Audience can capitalize on these trends.

    Product development is driving growth


  • Dean Foods: Don't Rule Out a Turnaround

    The entire business of Dean Foods (DF) was negatively affected by significantly volatile raw material costs including higher volume declines primarily due to expanding retail prices, poor margins for its branded milk product offerings, reduced margin for its Class II products and greater costs linked to the different shrink forms.

    Recovery in the cards


  • Can Alibaba Continue to Rise in the Midst of Global Financial Woes?

    Alibaba (BABA) delivered a strong December quarter 2014 financial performance with significant growth across its key operating metrics. The company reported gross merchandise volume across China as retail marketplaces grew by 49% year over year. The company said its annual active buyers increased to 334 million in 2014, which represents an increase of 45% year over year. The company’s leadership and momentum in the mobile segment continued, as they added 48 million active users sequentially and witnessed over $1 billion in mobile revenue during the quarter ended December 2014.

    During the quarter ended December 2014, the company’s revenue grew 40% year over year. Non-GAAP net income increased by 25% to RMB13,115 million during the quarter ended December 2014 compared to RMB10,463 million in the same quarter last year.


  • Why Investors Should Consider a Long-Term Investment in Whole Foods

    Whole Foods Market (WFM) had announced first quarter fiscal year 2015 revenue of $4.7 billion, in line with the Thomson Reuters consensus estimate of $4.67 billion of revenue as compared to $4.24 billion of revenue during the same period last year. The company also expects sales growth in 2015 to be more than 9 percent and same-store sales growth in the low to mid-single digit percentages.

    Whole Foods reported nearly 6 percent growth in quarterly net income to $167 million, or 46 cents per share and slightly exceeding the analyst’s average earnings per share expectation of 45 cents per share, according to Thomson Reuters I/B/E/S.


  • KB Home's Improving Home Portfolio Makes It a Good Bet

    KB Home (KBH) is fast increasing its reach. It has deployed 34 communities in the last two years before this quarter and out of them only three communities had renovating charges at their time of deployment or in the successive periods.

    The strategic mortgage joint venture of KB Home called Home Community Mortgage was introduced in July which continues to expand their implementation. This planned joint venture is yet to become fully optimized and is forecast to have a positive impact on the expansion of the company’s business while moving into 2015. There’s a continued improvement in the service levels along with the impressive capture rate growth supported by the company’s solid balance sheet.


  • Can US Consumer Confidence Hold while Global Economies Struggle?

    Consumer confidence and economic growth both relate in one direction. The higher the economic growth in a country, the higher will be the consumer confidence. It is, therefore, the current and future economic growth which will determine the consumer confidence in a country. This is evident from the March 2015 US consumer confidence index.

    US consumer confidence rebounded strongly in March 2015 as rising optimism over the labor market. There were factors like harsh winter weather, softer global demand, labor disputes and a strong dollar weakened consumer confidence growth in the first quarter of 2015.


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