Last Update: 12-31-1969

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  • Amphenol Corp (APH) President & CEO Richard Adam Norwitt Sold $19.5 million of Shares

  • Essential Security Apps for Android

    Your app store can offer a coliseum of apps, some unique in the features and functionalities they offer, Apps that offer entertainment in the form of movies and TV shows, and some with the ability to enhance your built in phone features- your camera and navigation, but most importantly, Apps that offer you the ability to protect you from the various security risks associated with your Android cell phone device.


  • Healthcare Business Process Outsourcing market is projected to reach USD 280.15 Bn by 2020

    According to the report "Healthcare BPO market by Provider service, by Payer service, by Pharmaceutical service and by Region - Global Industry Analysis, Size, Share, Growth, Trends, and Forecasts (2015–2020)”, published by Market Data Forecast, the global market is projected to reach USD 280.15 Billion by 2020, at a CAGR of 9.81% from 2015 to 2020.

    For full report refer to


  • The UK Property Market: Will The Brexit Effect Tame Prices?

    The UK property market currently presents one of the best moments to buy a house. The growth rate in housing prices appears to have slowed momentarily following the Brexit vote and now, property analysts believe it could be the best time to invest.

    However, there are those who still fear that the effects of the Brexit vote could be prolonged for a couple of years as Britain and the EU work on the separation process. A quick resolution for the separation is deemed to be the best for Britain’s financial sector whereas a lengthy process is likely to raise uncertainties that could hurt economic progress.


  • Agnico Eagle Mines released strong Q3 2016 results

    Agnico Eagle Mines Ltd. (NYSE:AEM)(TSE:AEM) closed the third quarter of 2016 generating an adjusted net income of $56.6 million, or adjusted net income of $0.25 per share, +2,400% YOY, and exceeded analysts' expectations with a 38.9% surprise. Third-quarter EPS were 56.3% higher than those of the 2nd quarter.

    Concerning revenue, for the third quarter, AEM reported revenue of $610.86M, +20% YOY, and beats analysts' estimate by $55.4M.


  • Oil Rebounds on Renewed Hope for OPEC Production Cut

    Oil prices were higher on Thursday amid renewed hope that OPEC will implement a plan to cut production.

    Saudi Arabia and its OPEC allies in the Gulf agreed to cut peak oil output by 4%, sources say. Gulf energy ministers reportedly relayed the information to Russia’s oil minister, Alexander Novak, earlier in the week.


  • Ford Records Solid September Sales in China

    Ford Motor’s (NYSE:F) China sales in September climbed 24% on the back of its expanded SUV line-up. The company is reaching new heights in China as its sales during January to September period was strong, up 11% as compared with the same period in 2015. That’s not the end though. The combined sales of Ford EcoSport, Kuga, Edge, Everest, Explorer, and Lincoln MKC, MKX and Navigator came nearly to 230,000 vehicles this year, up 18% from the same period last year.

    Peter Fleet, vice president, marketing, sales and service of Ford Asia Pacific, said: “Ford has been building momentum month after month, winning new customers with the most exciting and appealing line-up we have ever offered in China.” He said, “We will continue to listen to customers and meet their needs with great new cars, SUVs and commercial vehicles.” Here’s a brief look at the Blue Oval’s performance during September.


  • Knoll: More Room to Grow

    Knoll (NYSE:KNL) is an internationally recognized brand whose designs inspire, evolve and endure. Its portfolio has an array of products like furniture, textile, leather and accessories brands, including Knoll, KnollStudio, KnollTextiles, KnollExtra, Spinneybeck, FilzFelt, Edelman Leather and Holly Hunt. It manages business through three reporting segments: Office, Studio and Coverings.

    The company’s third quarter was marked by continued margin and operating profit expansion. Third quarter performance was strong, particularly the Office segment reported strong results.


  • Comcast, a Dynamic Company

    On Wednesday, Comcast delivered its quarterly earnings for the period ending in September 30. The 53-year-old American global mass media conglomerate delivered 7.4% sales growth to $59.4 Bil for its nine months ended in the period, and 4.26% profit growth to $6.6 Bil. As a result, Comcast loss 3.04% in its share price, while the broader Standard & Poor’s 500 index closed -0.17%.


  • Procter & Gamble’s Tumultuous Transformation is Over, but Growth is Yet to Come

    Procter & Gamble’s better-than-expected first quarter earnings must have been a huge relief for the company’s top management, which has been under severe pressure in the last few years as the company tried to re-adjust its brand portfolio. The stock has been on a steady upward move since September last year and is up by nearly 16% in the last twelve months.

    One of the biggest achievements for the company last year was the improvement in margins. In fiscal 2016, PG’s efforts to re-adjust its brand portfolio had resulted in an operating margin expansion of 190 basis points. First quarter operating margins this fiscal remained at the same level as it was during the first quarter of last year.


  • PayPal Leads the Way in Mobile Payment Volume

    PayPal’s third quarter earnings confirmed the theory that their growth story is here to stay despite increasing competition on multiple fronts. PayPal reported earnings of 35 cents per share on the back of $2.67 billion in revenues, while the market was expecting 35 cents earnings per share and $2.65 billion in revenues.

    Quarterly revenues have grown in the 15% to 19% range in the last three quarters, as total payment volume (TPV) increased from $81 billion in the first quarter to $87 billion in the third quarter. One of the key factors that PayPal investors should be feeling really happy about is that PayPal’s payment volume from mobile transactions has been on the rise.


  • Twilio Inc (TWLO) CEO Jeff Lawson Sold $32.1 million of Shares

  • REMINDER - MEDIA ALERT: ESD Alliance to Host Panel on Legal Issues Affecting Small and Emerging Technology Companies

  • Natus Medical Inc (BABY) President and CEO James B Hawkins Bought $383,000 of Shares

  • Interim CEO Invests in Misonix

    Stavros Vizirgianakis (Insider Trades), interim CEO and 10% owner of Misonix Inc. (MSON), acquired 761,469 shares in the company on Oct. 25. The price per share was $5.25 for a total transaction of $3,997,712.

    Misonix, an international surgical device company that designs, manufactures and markets innovative therapeutic ultrasonic products for spine, skull and cosmetic surgery, has a market cap of $45.39 million.


  • Analysis of American Electric Power's Dividend Increase

    Summary: American Electric Power’s (NYSE:AEP) dividend was increased by a healthy 5%, one of the higher increases within the utility sector this year. The quarterly dividend for the December payment will be $0.59 versus the prior year rate of $0.56 per share. The overall yield is 3.7%, in line with other utility companies but above that of the S&P 500. Based upon its high yield, 3 year dividend growth rate of 5.3%, and excellent financial rating, American Electric is a solid selection within the utility sector. However, AEP does not qualify as a member of our Top 100 Dividend Stock List (see below).

    The dividend will be paid at the new higher rate on December 9, 2016, to shareholders of record at close of business on November 10, 2016. American Electric Power Co., Inc. is currently priced at $63.53. Listed in the table below are the quarterly dividend payments since 2010.


  • Disney Won’t Be This Cheap for Long

    Disney’s (NYSE:DIS) theme park business has been booming. However, the company has decided to shift its primary focus on its straggling media business which includes ESPN and ABC as well as other Disney channels.

    As a matter of fact, the company’s theme park business is growing at a rapid rate, but due to the cord cutting, the number of Disney’s cable subscribers is moving down. The strength of the company’s theme park business couldn’t offset the slowdown in its media business, which is probably why investors have knocked the price about 15% lower from 52-week highs.


  • A High-Yielding Dividend Oil Stock to Avoid

    With the current oil crisis dragging on far longer than initially anticipated, many big oil dividend stocks such as BP (NYSE:BP), Chevron (NYSE:CVX) and Royal Dutch Shell (RDS.A) are offering tantalizing high yields.

    However, given the capital intensive nature of this business, the cyclical nature of the industry and the unpredictable nature of crude and natural gas prices, many income investors are understandably concerned about just how safe these big oil dividends are.


  • Here’s Why First Solar Is a Strong Buy

    First Solar (NASDAQ:FSLR) is probably the fundamentally strongest stock is the solar industry.

    Most companies in this industry are still struggling to enhance their balance sheets, but that is not the case with First Solar. No other company has a better balance sheet than First Solar. The company has successfully managed a high level of cash and lower debt, permitting it tractability when market conditions are not good.


  • Davis Advisers' Best Investments This Year

    Davis Selected Advisers manages more than $60 billion across several different asset classes and is the portfolio manager of Davis Financial Fund. The following are the best performers of his investments.

    Encana Corp. (ECA) with a market cap of $8.82 billion has gained 113.1% year to date. The guru's stake represents 8.63% of the company's outstanding shares and 2.52% of the guru's total assets.


  • Barrick: 6 Consecutive Quarters of Positive FCF

    Barrick Gold Corp. (NYSE:ABX) closed the third quarter generating an adjusted net income of 24 cents, 71.4% higher than its second quarter (14 cents). Barrick's third-quarter EPS exceeded analysts' expectations with a 14.30% surprise.


  • 7 Low P/E Stocks Gurus Are Buying

    Gurus are buying stocks that are trading with low price-earnings (P/E) ratios. Some are undervalued, according to the DCF calculator.

    CalAtlantic Group Inc. (CAA) with a market cap of $3.67 billion is trading with a P/E ratio of 12.43 and a price-sales (P/S) ratio of 0.62. According to the DCF calculator the stock has a fair value of $26.65 while trading at about $30.99; it is overpriced by 16%. The price has dropped by 22% during the last 12 months and is now 28.33% below its 52-week high and 14.91% above its 52-week low.


  • Dividend Aristocrats in Focus Part 19: McDonald’s

    (Published Oct. 27 by Bob Ciura)

    McDonald’s Corp. (NYSE:MCD) is one of the biggest corporate success stories in American history. The company traces its beginnings all the way back to 1954 when Ray Kroc partnered with brothers Dick and Mac McDonald to form the McDonald’s System Inc.


  • Analysis of Chevron's Dividend Increase

    Summary: Chevron’s (NYSE:CVX) dividend was just increased a penny, but the overall yield is above that of the S&P 500 Index at 4.3%. This is better than many other companies within the energy sector as dividend cuts have been the norm. The quarterly dividend for the December payment will be $1.08 versus the prior year rate of $1.07 per share. Chevron remains a dividend aristocrat, paying and increasing dividend for 25 years. Based upon its above average yield, 3 year dividend growth rate of 5.3%, and excellent financial rating, CVX remains a solid energy stock candidate and a member of our Top 100 Dividend Stock List (see below).

    The dividend will be paid at the new higher rate on December 12, 2016, to shareholders of record at close of business on November 18, 2016. Chevron Corp. is currently priced at $101.19. Listed in the table below are the quarterly dividend payments since 2010.


  • Dividend Aristocrats in Focus Part 18: Target Corp.

    Target Corp. (NYSE:TGT) started out as a single store in Roseville, Minnesota, back in 1962. In the five decades since, the company has stuck its core belief—expect more, pay less.

    Target aims to fulfill the needs of every customer. It does this by delivering great values, exceptional experiences and is constantly innovating to meet the needs of a changing marketplace.


  • Twitter Releases Earnings, Reveals Workforce Reduction

    Twitter (NYSE:TWTR) announced a reduction of its workforce during its third quarter earnings report before the market opened Thursday.

    In its report, Twitter announced it will be restructuring and reducing its force, affecting approximately 9% of Twitter’s workforce globally.


  • Helen of Troy Is the Perfect Stock

    Helen of Troy (NASDAQ:HELE) is a Texas-based manufacturer of health and home products. Sales, earnings, free cash flow and the stock have all been growing for a long time.

    The stock trades at $78.25, there are 28.32 million shares, and the market cap is $2.2 billion. Earnings were $3.66 a share, and the price-earnings (P/E) ratio is 21.4. The stock does not pay a dividend.


  • Good Companies Don’t Always Make Good Stocks

    I was recently going through a new client’s portfolio and found it full of the likes of Coca-Cola, Kimberly-Clark and Campbell Soup — what I call (pseudo) bond substitutes. Each one is a stable and mature company. Your mother-in-law would be proud if you worked for any one of them. They have had a fabulous past; they’ve grown revenues and earnings for decades. They were in their glory days when most baby boomers were coming of age. But the days of growth are in the rearview mirror for these companies — their markets are mature, and the market share of competitors is high. They can innovate all day long, but consumers will not be drinking more fizzy liquids, wearing more diapers or eating more canned soup.

    If you were to look at these companies’ financial statements, you’d be seriously underimpressed. They paint a stereotypical picture of corporate old age. Their revenues haven’t grown in years and in many cases have declined. Some of them were able to squeeze slightly higher earnings from stagnating revenue through cost-cutting, but that strategy has its limits — you can only squeeze so much water out of rocks (unless someone like 3G Capital takes the company, sells its fleet of corporate jets and starts mercilessly slashing expenses like the private equity firm did at Budweiser and Heinz). These businesses will be around ten years from now, but their profitability probably won’t be very different from its current level (not much higher, but probably not much lower either).


  • Newmont Releases 3rd Quarter Report

    Newmont Mining Corp. (NYSE:NEM) closed the third quarter of 2016 generating an adjusted net income of 38 cents, 13.6% lower than its second quarter net income of 44 cents. Newmont’s third quarter earnings per share missed analysts' expectations with a 24% surprise.


  • The Plumbing of Investing

    A question from a reader on my recent post Me Too!:


  • Millions You Didn't Know You Were Missing

    Did you inherit some Sara Lee or Consolidated Foods shares? You may be leaving up to $44.97 million on the table. The Dutch version of the Financial Times, Het Fiancieele Dagblad, recently reported a curious story that needs attention in the U.S. If you have some Sara Lee shares in an account that may not be traced or tracked to you easily by third parties, or have a number of paper certificates lying around in the attic that look like these:



  • Expect Less Out of Under Armour’s Stock Price Going Forward

    Expectations are everything for a growth stock. Especially one with massive growth like Under Armour (NYSE:UA).



  • Comment for Benjamin Graham Net-Net Working Capital Screener --

    My ben graham net nets are only listing one comany  

  • The Feedback Loop Between Dollar and Yuan

    Every market cycle has one to two macro drivers at the heart of its regime. We call these the fulcrum points. Keep an eye on the fulcrum and you will know when a major cyclic turn is underfoot.

    The fulcrum point for the current cycle is without a doubt the U.S. dollar (UUP). The dollar is sitting on top of a $9-$11 trillion powder keg of foreign carry trades — essentially short-dollar positions. And the torch that is likely to set off this powder keg of deflation is the Chinese yuan (FXI).


  • Vail Resorts: Good to Buy

    Vail Resorts Inc. (NYSE:MTN) is a premiere mountain resort company and a leader in luxury, destination-based travel at iconic locations. The company operates in three segments: Mountain, Lodging and Real Estate Development. The Mountain segment owns and operates 11 premiere resorts in Colorado, the Lake Tahoe area of California and Nevada, Utah,  Minnesota and Michigan. The Real Estate segment, Vail Resorts Development Company, holds, develops, buys and sells real estate in and around its resort communities.

    Vail Resorts Hospitality owns and manages a portfolio of luxury hotels under the RockResorts brand, a number of hotels and condominiums located in proximity to their ski resorts, three destination resorts at Grand Teton National Park and several award-winning golf courses.


  • T-Mobile Reports Strong 3rd Quarter

    T-Mobile (NASDAQ:TMUS) released its third quarter fiscal 2016 results where it managed to make new customer additions at the cost of its larger rivals, Verizon (NYSE:VZ) and AT&T (NYSE:T). The company achieved this by lowering prices without compromising on the profits. The numbers for the quarter reflect how T-Mobile has found an effective way of expanding its customer base while growing its bottom line. The Bellevue-based telecom player reported earnings that surpassed analysts’ expectations. The company’s adjusted earnings before interest, tax, depreciation and amortization (EBITDA) increased to $2.6 billion against analysts’ estimate of $2.4 billion.

    T-Mobile’s focus on customers is earning rewards for the company in the form of strong customer addition while rival players lose them. Here’s a closer look at the third-largest American telecom player’s quarterly statistics.


  • Buy Home Depot While Market Sentiment Is Down

    Home Depot (NYSE:HD), the largest home improvement store in terms of size and market capitalization, has given up all the gains it made this year. The stock is up 0.67% on a year to date basis, and the decline has been steady since it hit a 52-week high of $139 in August.

    The story is eerily similar to what auto stocks went through around the same time last year - declining rapidly due to expectations that the segment has peaked, and then heading down for several months before starting to move sideways. Though auto sales have remained resilient since that time, the fact that they were unable to either exceed the peak numbers or stay very close to them was enough to damage sentiment, which affected the valuation of the entire industry.


  • Why Did Under Armour Drop Despite an Earnings Beat?

    Under Armour (NYSE:UA) came out with Wall Street-beating numbers during the third quarter only to see its stock plunge by more than 10%. Wall Street analysts were expecting the company to report a profit of 25 cents per share on the back of $1.46 billion in revenues, while the company reported a profit of 29 cents per share with revenues of $1.47 billion for the third quarter.

    Despite the beat, the stock came under tremendous pressure, falling by more than 10% after the results were announced, as Under Armour tempered the growth expectations for next year and after. This was the 26th consecutive quarter of Under Armour reporting above 20% sales growth, and the company said that it expects growth to be in the low 20% range during 2017 and 2018 due to things cooling down in North America.


  • McDonald’s: I’m Loving It

    McDonald’s (NYSE:MCD) jumped after it reported third-quarter results.

    It is the world's leading global foodservice retailer with more than 36,000 locations in over 100 countries. More than 80% of McDonald's restaurants worldwide are owned and operated by independent local business people. It is committed to driving long-term, profitable results while pursuing its goal of being recognized by customers as a modern, progressive burger company.


  • Lessons From 'A Conversation With Benjamin Graham': Part 1

    (This article appeared first on The Stock Market Blueprint Blog.)

    Shortly before Benjamin Graham died, he gave an interview reflecting on all he had learned during his 60-year-plus career. The interview – titled "A Conversation with Benjamin Graham" was conducted by the "Financial Analyst Journal." Graham’s profound answers offer exceptionally powerful lessons for investors to this day.


  • Aqua America: Slow and Steady

    For most investors, water utilities are as boring as it gets. Modest growth, modest yields. Don’t expect much more. You certainly won’t be able to buy a new house or car investing in water utilities and, the monopoly strength garnered by owning them doesn’t typically result in as much share price appreciation as other monopoly-type firms. So it is understandable that you pass these companies up.

    That being said, times do change. The strategic importance of water, improved operating efficiencies, scale advantages and broad geographic diversification is making some of these companies far more attractive, not to mention the dividend and price stability they offer as investments.


  • Infiswift Acquires Smart Resource Labs to Enrich its Internet of Things Platform with Powerful Data Analytics

  • Bank Of New York Mellon Corp (BK) Chairman & CEO Gerald L Hassell Sold $8.3 million of Shares

  • Alphabet Inc (GOOG) CEO Lawrence Page Sold $27.3 million of Shares

  • Sabre Corp (SABR) CEO, President Thomas Klein Sold $5.2 million of Shares

  • Peter Lynch LUVs Southwest Airlines

    On Oct. 26, Southwest Airlines Co. (NYSE:LUV) discussed their third quarter earnings performance in a current report filing with the Securities and Exchange Commission. Even though the company missed revenue per available seat mile (RASM) expectations, Southwest remains one of Peter Lynch’s undervalued growth stocks. Three airlines, including Southwest, made the “Lynch and Yacktman Airlines” screener.

    Earnings report suggests weakening financial outlook


  • Why Pepsi Is a Sturdy Buy

    Despite the fact that the soft drink industry is shrinking rapidly, there is still a great company that investors can buy.

    PepsiCo (NYSE:PEP) and Coca-Cola (NYSE:KO) are the two foremost players in the soda industry, but PepsiCo is a better buy. The company is popular not only for its soft drinks but also for its Frito-Lay products. Recently, PepsiCo received a buy rating from Credit Suisse (NYSE:CS), and I expect it to perform better than Coca-Cola going forward.


  • Australian Spotless Group Looks Interesting

    Spotless Group is an Australian based company involved in laundry, catering, security, reading meters and other services. The company was taken public in 2014, and the stock has done poorly since then. At this price level, the stock looks attractive.

    The stock trades for 1.0 Australian dollar (77 cents), has 1.1 billion shares and trades at a market cap of 1.1 billion Australian dollars. Earnings per share were 11 cents Australian and the price-earnings (P/E) ratio is 9. The dividend was 8.5 Australian cents and the dividend yield is 8.5%.


  • Iconic Retailer Could Be Ready for a Comeback

    L Brands Inc. (NYSE:LB) is the name, but we’re much more likely to know its starring segment: Victoria’s Secret. Anyone who’s spent time in a shopping mall is likely to recognize the other segments in L Brands' operations: PINK (a component of Victoria’s Secret), Bath & Body Works, La Senza (another intimate apparel retailer) and Henri Bendel, a small retailer of handbags, jewelry and accessories

    The company has had a sterling growth record since its founding more than 50 years ago, but internal restructuring and weak earnings guidance early this year sent its share price tumbling down as we see in this three-year chart:


  • Why Facebook Can Still Continue Growing

    Despite Facebook’s (NASDAQ:FB) massive $360 billion-plus market cap, the company has been growing its revenue at a strong pace. The revenue growth has reflected in the stock price as Facebook has been moving higher for the past two years. In the past nine out of 10 quarters, Facebook managed to surpass earnings as well as revenue estimates by a great margin. In the second quarter of fiscal 2016, the company reported earnings per share of 97 cents, 15 cents better than the estimates, whereas its revenue came in at $6.44 billion, $420 million greater than the estimates.

    Facebook’s strong quarterly results clearly suggest that it has a robust business model. Currently, the company is putting in a lot of effort to improve its artificial intelligence segment. This segment builds tools for image recognition, natural language processing, speech recognition and real-time transition, as well as other AI-based jobs.


  • Charles Brandes' Top Performing Stocks

    Charles Brandes (Trades, Portfolio) is the chairman of Brandes Investment Partners. He started the firm in 1974 and manages multiple portfolios, including the U.S. Equity and Global Equity. The following are the top performers of his most recent investments.

    Petroleo Brasileiro SA Petrobras ADR (NYSE:PBR.A), with a market cap of $75.59 billion, has gained 240.9% year to date. The guru's stake represents 0.4% of the company's outstanding shares and 2.38% of his total assets.


  • Why Sirius XM Is Still a Great Stock

    Sirius XM (NASDAQ:SIRI) performed very well in 2015, and the company is still witnessing strong growth. In the last reported quarter, the company shared record revenue of $1.2 billion, a surge of 10%. This was mainly due to the 3% surge in record average revenue per user, which reached to $12.78. On the other hand, free cash flow escalated to $395 million.

    Furthermore, the company now anticipates adding approximately 1.7 million overall net new subscribers, 0.1 million greater than the previous guidance of 1.6 million. If the company successfully adds the given amount of subscribers, it will result in $5 billion  in additional top line and cash flow of $1.5 billion, which will be greatly beneficial for the company and Sirius investors.


  • 6 Undervalued Stocks Trading Below the Peter Lynch Value

    According to GuruFocus' All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair value is far above the current price. The following stocks are trading with wide margins of safety.

    Equity Residential (NYSE:EQR) is trading at about $60 per share. The Peter Lynch value gives the stock a fair price of $275.12, giving investors a margin of safety of 78%.


  • FireEye Is a Toxic Stock

    Unlike other cybersecurity stocks, FireEye (NASDAQ:FEYE) has failed to live up to investors’ expectations this year as the stock has struggled on the back of a falling growth rate and dying takeover rumors.

    Since 2014, FireEye has lost more than 80% of its value. FireEye has been a disappointing stock this year also, as it has missed its own revenue estimates in the past three quarters. Despite offering packages of next generation threat protection, the company is struggling to induce sufficient customers to compel scant resources to its virtual machine grounded platform.


  • stocknote


  • The Dangers of Dividend Obsession

    “This is a very bad, incoherent piece.” I received this feedback from a reader concerning my most recent article for Institutional Investor . I don’t expect everyone to agree with me, and I welcome negative feedback because it provides an opportunity to learn. But this stung. If this comment had been about almost any other article I’ve written this year, I’d probably have filed it under “let’s agree to disagree.” Looking back, however, I’m not sure this reader was wrong. While I stand by my original thesis, I think I could have made my case more clearly. So here is what I meant to say:


  • Eldorado Gold Will Release 3rd Quarter Results Tomorrow

    Eldorado Gold Corp. (NYSE:EGO) will release its third quarter results after market close on Oct. 27.

    For the third quarter, analysts estimate an average earnings per share of three cents, up 400% from the same quarter a year ago. Analysts give a high estimate of 9 cents for EPS.


  • Eaton Vance Worldwide Health Sciences Fund 3rd Quarter Commentary

    A Word On The Markets


  • Dividend Aristocrats in Focus Part 17: V.F. Corp.

    V.F. Corp. (NYSE:VFC) was first organized in 1899. Over the course of the next 117 years, it made many transformations.

    It was started by John Barbey and a group of investors. They formed the Reading Glove and Mitten Manufacturing Company. About 10 years later, the company was renamed Schuylkill Silk Manufacturing when it shifted into silk lingerie.


  • Dividend Aristocrats in Focus Part 16: S&P Global

    S&P Global (SPG), formerly known as McGraw Hill Financial, has a new name but its business remains the same as it ever was.

    McGraw-Hill began in 1917 when McGraw Publishing Company and the Hill Publishing Company combined. Then, in 1957, the company introduced the S&P 500.


  • Hell or High Water

    You might not think a movie about robbing banks illuminates some of the fundamentals of value investing, but then again, you might not have seen "Hell or High Water." The movie tells the story of two brothers who traveled around rural Texas robbing small-town banks early in the morning to keep their family property out of foreclosure. It's not about the intricacies of their heist, it is the simplicity of the smaller banks they robbed. It is only when they got greedy, going after a bigger bank, that they got caught.

    We think of Charlie Munger (Trades, Portfolio), the vice-chairman of Berkshire Hathaway (BRK.A)(BRK.B), who taught us that "competition is the enemy of competence." You see, while the brothers successfully found no competition in the smaller rural banks, they ran into trouble when attempting to rob a busy bank later in the day with customers who all had their own guns. They had lost their gun-powered moat.


  • Bill Miller: Valeant Can Double in 3 Years

    Bill Miller is an interesting value investor, as he is generally very outspoken. He made an appearance on CNBC and talked about Valeant (NYSE:VRX). You may be scrutinized if you are long Valeant after the ousting of its CEO, the Philidor incidents, Charlie Munger (Trades, Portfolio)'s distaste for the company and Hillary Clinton’s special attention to price gouging.

    There is a lot not to like.


  • Newmont's 3rd Quarter Estimates

    Newmont Mining Corp. (NYSE:NEM) will release its third quarter results after market close on Oct. 26.

    For the third quarter, analysts estimate an average earnings per share of 50 cents, up 117.4% from the same quarter a year ago. Analysts estimate an EPS range between 61 cents (high) and 35 cents (low).


  • Me Too!

    I have sometimes said that it is common for many people to imitate the behavior of others, rather than think for themselves. There are several reasons for that:

  • 4 Tips to Help You Understand Your Investing Psychology

    "The Little Book of Behavioral Investing" by James Montier is a book every investor should read at some point in their investment career. Investing psychology, or behavioral investing, is a fundamental part of being a successful long-term investor. Unfortunately, most private investors and a significant number of institutional investors fail to grasp the do's and don'ts of behavioral investing and make poor decisions driven by erratic behavior.

    Within this article, I shall outline some of the concepts introduced by James Montier in his book. Hopefully, they will give you some food for thought, which might help you improve your investment process over the long term.


  • Timing the Market Will Only Hurt Your Investment Returns

    Trying to time the market is a dangerous and risky business; it is more likely to end up costing you money than helping you earn it. Unfortunately, this fact does not stop many investors, both institutional and private, from engaging in market timing.

    Academic research has shown many times that market timing is the cause of the average investor’s underperformance. Trying to jump in and out of the market at exactly the right time can cost investors many percentage points of returns, which over the long-term add up to tens of thousands of dollars in lost returns.


  • Consider Panera Bread a Buy

    The Panera Bread (NASDAQ:PNRA) legacy began in 1981 as Au Bon Pain Co. Inc. Founded by Louis Kane and Ron Shaich, the company prospered along the East Coast of the U.S. and internationally throughout the 1980s and 1990s and became the dominant operator within the bakery-cafe category.

    As of Sept. 27, there were 2,024 bakery-cafes in 46 states and in Ontario, Canada, operating under the Panera Bread, Saint Louis Bread Co. or Paradise Bakery & Cafe names, per the company’s website.


  • Is Palo Alto's Recent Drop an Opportunity to Buy?

    What exactly makes Palo Alto Networks (NYSE:PANW) an interesting venture?

    Data security is one of the biggest quandaries for companies—now that this is the information age. The internet makes it pretty simple to share information with colleagues with ease and speed. However, this simplicity of information sharing also comes with its cost and risks.


  • Was the 3rd Quarter Comps Dip Truly an Anomaly for Starbucks?

    Starbucks (NASDAQ:SBUX), possibly the best premium coffee house chain there is, has not done too well this year. During the third quarter, the company reported less than 5% comps in the United States, the worst growth in several years, and the stock has been under pressure ever since, losing 10% of its value since the start of this year.

    Howard Schultz, CEO of Starbucks, called the last quarter an anomaly because the last time Starbucks' same-store sales in the U.S. dipped below 5% was nearly 25 quarters, or six years, ago. Despite having a significant number of stores in the country, which kept steadily increasing over the years, Starbucks was always able to keep its same-store sales numbers moving.


  • Why You Need to Be Cautious About NVIDIA

    NVIDIA (NASDAQ:NVDA) will be reporting its third quarter earnings on Nov. 3, and the market is expecting the growth story to continue. Wall Street analysts are expecting the company to report a consensus earnings per share of 56 cents, with $1.69 billion in revenue. NVIDIA generally gives specific guidance numbers for the next quarter. During the second quarter earnings call, the company said it is expecting revenues to be $1.68 billion, with a deviation of plus or minus two percent.

    Wall Street is expecting the company to hit near the top end of the range, which would mean a year-over-year growth of nearly 30%. NVIDIA’s quarterly growth for the first two quarters read 13.38% and 23.85%, and the company itself expected things to accelerate during the third quarter. The gaming segment has been holding steady with double-digit growth, while the data center segment and auto segment have been bringing in the additional firepower to push things over the top.


  • Restaurant Brands International Looks Impressive

    Restaurant Brands International Inc. (NYSE:QSR) is one of the world's largest quick-service restaurant companies with more than $24 billion in system-wide sales and over 19,000 restaurants in more than 100 countries and U.S. territories. It owns two of the world's most prominent and iconic quick-service restaurant brands – Tim Hortons and Burger King. These independently operated brands have been serving their respective guests, franchisees and communities for over 50 years.

    It recently reported strong third quarter 2016 results with increased system-wide sales through restaurant development. It is currently focusing on guest satisfaction. There has been organic growth at both brands combined with cost discipline.


  • Sam Adams: Love the Beer, Not the Stock

    I love this time of the year. The weather has started changing, bringing an end to the sweltering heat of summer (at least if you live in the southeast U.S. like I do). The holidays are fast approaching, which means time with friends and family. But most importantly of all, this time of year means Sam Adams Octoberfest will be back on store shelves – beer fans rejoice!

    The only people happier than the beer drinkers are shareholders in Boston Beer (SAM), the company behind Sam Adams (as well as other brands like Twisted Tea and Angry Orchard).


  • Speculating in Time Warner Shares

    Late last Thursday, AT&T (NYSE:T) was rumored to be considering an acquisitioin of Time Warner (NYSE:TWX). A few days later, the two giants decided to give it a go with AT&T paying as much as $85.4 billion and leaving it committed to pay Time Warner $500 million if the deal gets blocked, and Time Warner will pay the other $1.7 billion if a higher bid comes in.


  • Harvard Medical Doctor Offers New Approach for Teen Stress and Anxiety With New Book, Holistic Health for Adolescents

  • Research Confirms BENEO's Palatinose(TM) Enhances Memory and Mood in School-Age Children

  • REMINDER - MEDIA ALERT: ESD Alliance Executive Director to Address ARM TechCon Attendees With Presentation Titled "Semiconductor IP and the Impact of Multi-Die IC Design"

  • North Kansas City School District Adopts NextTier Education Platform to Boost College Readiness

  • Papa John's International Inc (PZZA) CEO John H Schnatter Sold $5.9 million of Shares

  • Gold Fields Releases 3rd Quarter Operational Update

    Yesterday, Gold Fields Ltd. (NYSE:GFI) released an operational update for the third quarter.

    The miner will release a more detailed operational and financial report in December.


  • Lawrence Page Sells Google in Insider Trade

    Lawrence Page (Insider Trades), CEO and 10% owner of Alphabet Inc. (GOOG), sold 33,332 Class C shares of the company on Oct. 24. The average price per share was $823.31 for a total transaction of $27,442,569. Alphabet Inc. is a conglomerate that encompasses a variety of companies, including a restructured Google Inc. Lawrence Page and Sergey Brin, the founders of Google, also serve as the CEO and president of Alphabet Inc. The company has a market cap of $562.94 billion.

    Including the aforementioned transaction, Page conducted 53 insider sells in 2016 to date, amounting to 1,500,004 shares sold. Since 2014, Page has sold a total of 4,956,003 shares of the company in 160 transactions.


  • Markets Prepare for Rising Interest Rates

    After raising the interest rates by 25 basis points after almost a decade in December 2015, the Federal Reserve kept the rates unchanged at their September meeting. While the Fed ultimately believes the activity in the world’s largest economy continues to strengthen, dovish members with voting power were not looking to rush with rate hikes as there continues to be upside risks if markets are not prepared for the next steps in monetary policy.

    This is why investors should compare a broad variety of the best personal loans options that are currently available in the market, as lending scenarios are likely to see some changes in the coming months.


  • Time Warner Acquisition Balloons Debt at Warren Buffett Castoff AT&T

    AT&T’s (NYSE:T) proposed merger with Time Warner Inc. (NYSE:TWX) will add to the telecom company’s sizable debt burden, which already grew almost a year and a half ago when it leveraged to make another large acquisition.

    The merger, announced Saturday and approved unanimously by the boards of both companies, would unite the second-largest telecommunications company in the U.S. and a global media and entertainment company. Executives have promised that the integration will make more premium content immediately available across mobile devices and provide bundled mobile broadband and video to customers.


  • These 3 Stocks Are Down on Downbeat Earnings

    Shares for Wabash National (NYSE:WNC), Allegheny Technologies (NYSE:ATI) and Home Depot (NYSE:HD) were down mid-afternoon on downbeat earnings reports. Here’s what you need to know:

    Wabash National’s third quarter results miss expectations


  • Apple Reports Strong Fiscal 4th Quarter Earnings

    During the fiscal quarter ended Sept. 25, Apple Inc. (NASDAQ:AAPL) reported $46.9 billion in net income and diluted earnings per share of $1.67. The company’s gross margin slightly declined compared to the corresponding quarter last year.

    While these values were slightly lower compared to the fiscal fourth quarter of 2015, Apple’s service revenue reached an all-quarter high of $6.3 billion in the most recent quarter, likely due to increased iPhone 7 sales and Samsung Electronics Co. Ltd. (XKRX:005930) (XKRX:005935) terminating its Note 7.


  • Alphabet Inc (GOOG) CEO Lawrence Page Sold $27.4 million of Shares

  • Amphenol Corp (APH) President & CEO Richard Adam Norwitt Sold $19.5 million of Shares

  • Survey Suggests Significant Damage to Wells Fargo

    If you follow Wells Fargo (NYSE:WFC), you know by now that the bank was fined $185 million by the Los Angeles city attorney and the Office of the Comptroller of the Currency for fraudulently opening more than 2 million accounts without customers' permission in September.

    A recent survey by research firm CG42 conducted from Oct. 18 through Oct. 20 sought to evaluate the consequences of the scandal.


  • Strong 3rd Quarter Expected for Agnico Eagle Mines

    Agnico Eagle Mines Ltd. (NYSE:AEM)(TSE:AEM) will release its third-quarter results after normal trading hours on Oct. 26.

    For the third quarter, analysts estimate an average earnings per share of 18 cents, flat from the same quarter a year ago. Analysts estimate an EPS range between 31 cents (high) and 11 cents (low).


  • Amazon Can Continue to Grow

    Online retailers have benefited continually from the growth of ecommerce and Amazon (NASDAQ:AMZN) is no exception to this trend.

    In reality, nearly one out of every three online product searches is done through Amazon, as the company is aggressively focusing on expanding its product collection. Moreover, the company has also strategized to enhance its shipping services and have an improved delivery system.


  • Bill Smead's Smead Value Fund 3rd Quarter Commentary

    Dear Shareholder,


  • Bill Nygren's Largest Investments of the Year

    Bill Nygren (Trades, Portfolio) is portfolio manager of the Oakmark Fund, the Oakmark Select Fund and the Oakmark Global Select Fund. The following are the best performers of his investments this year.

    Applied Materials Inc. (AMAT) with a market cap of $30.37 billion has gained 53.9% year to date. The guru's stake represents 0.84% of the company's outstanding shares and 0.15% of his total assets.


  • Nomad Foods Trades at a Reasonable Price

    This weekend, Barron's magazine had a nice mention about Nomad Foods (NYSE:NOMD). The European frozen food company is a holding of Bill Ackman (Trades, Portfolio) and Oscar Schafer.

    The stock trades at $12.87, there are 178.43 million shares, and the stock trades at a market cap of $2.3 billion. The stock does not pay a dividend. Diluted earnings per share are 68 cents, and the stock trades at a price-earnings (P/E) ratio of 18.9. According to the Barron's article, Schafer thinks the stock can earn $1.25 in the next few years. I have no idea on what Schafer is predicating that.


  • John Buckingham Explains Increase in M&A

    Chief portfolio manager and CIO of Al Frank Asset Management John Buckingham (Trades, Portfolio) appeared on CNBC Monday to discuss the ramp up in mergers and acquisitions. Low financing costs and companies’ need to grow their top and bottom lines in a slow-growth environment play into the equation, the value manager said.

    Buckingham also addressed the A&T (NYSE:T)-Time Warner (NYSE:TWX) merger and earnings season.   

  • T Rowe Price Is Buying These 9 Stocks

    T Rowe Price Equity Income Fund manages a portfolio composed of 110 stocks with a total value of $21.024 billion. In both the second and third quarters the investment firm bought shares in the following stocks.

    EQT Corp. (EQT)


  • Could Guru Investors Be Wrong on Comcast?

    Comcast (NASDAQ:CMCSA) seems to be a placeholder position for a large number of big money managers. Funds run by Donald Yacktman, Jim Simons, George Soros, Joel Greenblatt, Ken Fisher, Mario Gabelli and Jeremy Grantham are just a few of the long list of names in the stock.

    Rightly so. Comcast has built a stellar business by making investments within a largely monopolistic industry, cable and Internet providers. Through more than 150,000 full-time employees, the company dominates the media landscape and has enough money to throw around speculative bets like $200 million on Buzzfeed – that’s what it brings in net every 10 days.


  • Why NVIDIA Still Has Massive Upside Potential

    NVIDIA (NASDAQ:NVDA) has managed to surpass the expectations of even the most optimistic bulls as the stock has continued moving higher. On top of that, the company still has not shown any signs of slowing down, continuing to grow at a healthy clip. The company’s graphics cards business is growing after the launch of its new Pascal architecture.

    NVIDIA’s foremost rival, Advanced Micro Devices (NASDAQ:AMD), also launched its new Polaris architecture to compete against NVIDIA’s Pascal architecture, but it seems like NVIDIA has taken a lead over Advanced Micro Devices in this race. Initially, Advanced Micro Devices strategized to place its emphasis on the mainstream market, launching its new RX 480 card for $199.


  • Donald Smith Adds to Axcelis Technologies

    Guru Donald Smith (Trades, Portfolio) is a deep value portfolio manager who employs a strict bottom-up approach to investing. Smith has well over three decades of investment experience. During the third quarter, he added 149,138 shares of Axcelis Technologies (NASDAQ:ACLS) to his portfolio. The trade had a 0.05% impact on Smith’s portfolio and he now owns 2,987,305 shares. Since the trade, the company's market price has gained an estimated 4%.


  • Merck Announces 3rd Quarter Results

    Merck & Co. Inc. (NYSE:MRK) released its third quarter report and raised its full-year outlook on Tuesday.

    Merck was founded in 1891 and over its 125-year history has become one of the largest pharmaceutical companies in the world, operating in over 140 countries. It is headquartered in Kenilworth, New Jersey. The company has four operating segments: Pharmaceutical, Animal Health, Alliances and Healthcare Services.


  • Dividend Aristocrats in Focus Part 15: T. Rowe Price Group

    The T. Rowe Price Group (NASDAQ:TROW) was founded in 1937 by Thomas Rowe Price Jr. Today, the company has a market cap of $16.6 billion and manages over $770 billion in assets. It now has more than 6,000 associates in 16 offices worldwide.

    The company provides mutual funds, advisory services and separately managed accounts for individuals, institutional investors, retirement plans and financial intermediaries.


  • Dividend Aristocrats in Focus Part 14: Franklin Resources

    Franklin Resources (NYSE:BEN) manages the Franklin and Templeton families of mutual funds. The company was founded in 1947 in New York by Rupert H. Johnson Sr., who previously ran a brokerage firm on Wall Street.

    He named the company after Founding Father Benjamin Franklin because Franklin epitomized the ideas of frugality and prudence when it came to saving and investing.


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