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  • Critical Investor John Hussman's Top Five Q2 Holdings

    John Hussman (Trades, Portfolio) is a market analyst with a dire outlook for the markets, largely owing to Fed interference in them. Dr. Hussman is also the president and principal shareholder of Hussman Strategic Advisors, the investment advisory firm that manages the Hussman Funds. He is also the President of the Hussman Investment Trust. Hussman manages Hussman Strategic Growth Fund, which invests primarily in U.S. stocks, and Hussman Strategic Total Return Fund, which invests primarily in U.S. Treasury and government agency securities.


    Over the past quarter Hussman added 31 stocks to his portfolio, bringing his total to 189 stocks valued at $1.302 billion. The following five companies represent his top five portfolio holdings as of the close of the second quarter.

      


  • Spanish Favorite Francisco Garcia Parames' Top Five Second Quarter Stocks

    One of our newest international gurus, Francisco Garcia Paramés, reported his second quarter portfolio changes today. Paramés is a self-taught value investor from Madrid, Spain, who strictly adheres to the value management of Graham, Buffett and Lynch. The guru is the chief investment officer of Bestinver Asset Management and has often been referred to as the “Spanish Warren Buffett.”


      



  • Small-Cap Stocks With Large Growth Potential

    While monitoring the 52-week lows at GuruFocus, I found LKQ Corp (LKQ). The company has strong fundamentals and has been consistently growing its earnings at an annual rate of 20-30 percent for at least the past ten years. The company is a large provider of auto parts to collision shops, and its stock has done quite well. It is still a good value when comparing its growth rate to its P/E ratio of 24. As I took a look at the chart, I saw that the stock is up 1,094 percent in the past ten years. That leads to the question, “How can I find another stock similar to this one before an exponential move up?” The stock is currently a mid-cap with a market cap of 7.9 billion. The first step is to look for the small cap stocks before they reach a mid to large size. A few characteristics that stood out to me were its strong ratings for Financial Strength and Profitability & Growth, scoring 8’s in both categories. Looking at the past ten years of financial data, the company was able grow at a fast rate while the stock’s P/E stayed below 35 before its price acceleration to the upside. Using that information, I used the GuruFocus All-In-One Screener to search for the following criteria:


    Market Cap: Maximum of $1 billion

      


  • Oshkosh: Attractive Valuation Combined with Bright Outlook

    As the market sold off yesterday with the S&P 500 declined by 2% in a day, I observed that the industrial ETF is still above its 50 days moving average even though the RSI and MACD indicators both show some weakness.


    (click to enlarge)5972751-1406906950214997-Gordon-Tam--CFA

      


  • Bet the Farm on Deere

    Bet the Farm on Deere



      


  • Outlook for August 2014

    The quarterly earnings season has been in full swing for a couple of weeks now and it has been interesting to watch a majority of the companies eke out earnings beat. However, the outlook for the rest of the year from most earnings has been mixed. The Fed has indicated that the bond buying program is going to decrease again in Aug following the trend and has indicated that they are seeing some inflation in the economy.


    July turned out to be a net negative month due to the ongoing crisis in Eastern Europe & Middle East and the trend will probably continue into August. This could potentially provide the long-due correction in the market, providing with some investing opportunity considering all the following points.

      


  • Argentina Defaults: Now What?

    It was a game of chicken, and neither side blinked. Argentina and its holdout creditors failed to reach an agreement, and as a result Argentina defaulted Wednesday night, the second time it has done so in 13 years.


    On Thursday, the Global X FTSE Argentina ETF (ARGT) was sharply lower, down over 4%, but I wouldn’t classify the action as “panic.” This correction merely took Argentine stock prices back to the levels of late June.

      


  • A Few Reasons That Make Toyota an Interesting Pick

    It’s time for celebrations for Toyota Motor (TM) since it finally managed to earn the second position in American-made car index. Toyota’s Camry stood at the second position while Ford’s (F) F-150 topped the list. In fact, the Camry is the top selling car in the USA, according to a competition in June. Its sales climbed 13.4% in June, clocking in at 40,664 vehicles.


    Though the American market is dominated by pickups, its sales are now facing a downturn. This is evident from the sales figure for the month of June, which inched up by 0.6% only. In fact, pickup sales decreased 0.8% to 240,679 units, in the first six months of 2014.

      


  • General Mills Can Be Rewarding

    Food companies are having a tough time, trying to cope up with reduced consumer interests towards items such as cereals. Further, their intention to spend less has been a big hurdle for such companies. Increasing input costs have added to the woes of the food retailers, making the situation even worse. One company which is facing all of the aforementioned problems is General Mills (GIS) which posted its fourth quarter results recently. The numbers were below the analysts’ estimates, enabling its share prices to fall.


    By the numbers

      


  • W.W. Grainger (GWW) Dividend Stock Analysis

    Linked here is a detailed quantitative analysis of W.W. Grainger (GWW). Below are some highlights from the above linked analysis:



    Company Description: Grainger Inc. is the largest global distributor of industrial and commercial supplies, such as hand tools, electric motors, light bulbs and janitorial items.

      


  • Here Are The Key Takeaways From Apple’s Third Quarter Earnings

    Apple (NASDAQ: AAPL) announced its third quarter 2014 results on July 22, exciting investors as it reported a strong set of numbers, comfortably beating earnings expectations of $1.23 a share by reporting earnings of $1.28 a share. The two high margin product lines -- the iPhone and the Mac performed surprisingly well this quarter, however iPad sales were alarmingly weak.


    Let us dig deeper to find out the major highlights of Apple’s earnings.

      


  • Do Not Miss ConAgra on the pullback!

    ConAgra Foods, Inc. (CAG) - operates as a food company primarily in North America. The company operates through two segments, Consumer Foods and Commercial Foods. The Consumer Foods segment provides branded, private label, and customized food products in various categories, such as meals, snacks, desserts, breakfast products etc. The Commercial Foods segment offers commercially branded foods and ingredients that are sold primarily to foodservice, food manufacturing, and industrial customers. In the fourth quarter of 2014, the company’s performance took a hit because of the weakness in some categories and private label pricing discounts. Let us analyze if the stock is still a buy after an earnings beat.


    Disappointing results

      


  • What Could NLRB’s Decision Mean To McDonald’s Business?

    McDonald’s Corp. (MCD), world’s largest fast food restaurant chain, was recently put under the scanner for faulty labor and wage practices in its franchised operations. The National Labor Relations Board’s (NLRB) general counsel declared that McDonald’s along with its franchisees could be held responsible for violating employee rights in its U.S. eateries. The decision on the matter is pending. Does it spell trouble for the fast food giant, and pave the way for unionizing in the country? Is the Illinois-based company in big trouble? Let’s take a closer look.


    What’s the Hullabaloo All About?

      


  • Compressco Partners: 3 Different Insiders Have Purchased Shares During The Last 30 Days

    1 The Company


    One oil service company has seen intensive insider buying during the last 30 days. Intensive insider buying can be defined by the following three criteria:

      


  • Western Digital Beats Expectations In Q4, But Fails To Impress Investors

    Hard disk drive (HDD) maker Western Digital (WDC) reported its fourth-quarter 2014 results topping Street’s expectations. Despite this, shares fell 2.64% in the after-hours. Let’s have a detailed view of the quarter’s results.


    Operating Results -- A Mixed Bag

      


  • How Apple’s iPhone 6 Will Get An Exclusive Touch?

    Apple (AAPL) aficionados have been eagerly waiting to get updates on the next big thing from the company. The tech major won’t disappoint its fans as it has lined up a number of devices -- the next version of the iPhone, a smartwatch dubbed iWatch, a retina display MacBook Air, and an iPad Pro. Of all the upcoming releases, iPhone 6 holds the most important position as it’s the biggest revenue driver for the company.


    The Cupertino tech giant attracts plenty of headlines based on widespread speculations as it gives little or no information about its new devices. Lot of guesswork is going around the highly anticipated iPhone 6, expected to release this fall. So, what are the latest rumors that have caught Apple enthusiasts’ curiosity?

      


  • Donville Kent July 2014 - Student Of The Game



  • Tocqueville Asset Management - The Chinese Wall of Worry: Uncertainty Rhymes With Opportunity

    A former darling of investors, the Chinese stock market today has few friends


    The U.S. stock market has had a well-publicized five-year rise without a major speculative blow-off. In a recent private letter to friends, Bob Farrell, one of my favorite stock market historians and analysts, sees huge excess potentially developing in the persistence of rising prices and the general complacency about risk. Yet for now, it seems to him, only one thing appears to matter: the Fed’s extended zero-interest-rate policy (ZIRP). He is not alone. According to the just-published annual report of the Bank for International Settlements (BIS), sometimes labeled “the central banks’ central bank”:

      


  • Corsair Capital Q2 2014 Pitch For Seaworld Entertainment



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