Last Update: 12-31-1969

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  • PepsiCo: A Top Dividend Growth Stock for Long-term Investors

    PepsiCo (NYSE:PEP) is one of the best dividend growth stocks in the market and a core holding in our Top 20 Dividend Stocks portfolio.

      


  • Large-Cap Stocks Reach New Highs on Wednesday

    U.S. market indexes were higher Wednesday, continuing gains for the week. The Dow Jones and S&P 500 reached new highs. For the day, the Dow Jones Industrial Average closed at 19549.62 for a gain of 297.84 points or 1.55%. The S&P 500 closed at 2241.35 for a gain of 29.12 points or 1.32%. The Nasdaq Composite closed at 5393.76 for a gain of 60.76 points or 1.14%. The VIX Volatility Index was higher for the day at 12.15 for a gain of 0.36 points or 3.05%.


    Wednesday’s market movers

      


  • 8.5% Yield Makes This 1 of the Highest-Yielding Dividend Achievers

    (Published Dec. 7)


    AmeriGas Partners (NYSE:APU) is in the utility sector. Investors typically associate utility stocks with high yields, and AmeriGas is certainly no exception.

      


  • Mawer: 3 Investing Lessons from 2016

    In a year that has kept everyone guessing and at times defied common sense, here are a few tried and true pearls of wisdom that can help take the guesswork out of investing in uncertain times.


    1. Put the odds in your favour by knowing what you don’t know

      


  • Pioneer Investments Continues to Buy Alibaba, 8 Others

    Pioneer Investments operates in wide areas of investment vehicles: mutual funds, single manager hedge funds, funds of hedge funds, structured products, segregated and managed accounts, institutional funds. In both the second and third quarters the guru bought shares in the following stocks:


    Targa Resources Corp. (TRGP)

      


  • Royce Funds: Small-Caps Enjoy Their Best November Yet

    The stock market went on quite a tear in the 3+ weeks immediately following the election, with the month of November especially beneficial for small-cap stocks.


    Before delving into what it all might mean for small-cap investors, here's a quick rundown to help contextualize just how dynamic a month it was:

      


  • Julian Robertson Sells Delta Air Lines, Alphabet

    Julian Robertson (Trades, Portfolio) is considered the father of the hedge fund. He launched his firm Tiger Management in 1980 with $8 million and turned it into over $22 billion in the late 1990s. During the third quarter the guru’s largest sells were the following:


    He reduced his stake in Delta Air Lines Inc. (DAL) by 82.11% with an impact of -5.58% on the portfolio.

      


  • Aon: A Stock for Risky and Uncertain Times

    Aon PLC (NYSE:AON) is an insurance brokerage company and a consulting company. When the world gets riskier, other companies turn to insurance to offload some of that risk. When the world gets more uncertain, other companies turn to consultants for advice and solutions.


    The current environment suggests these should be good times for Aon, but its share price has dipped lately. Looking at a year-to-date chart indicates this is just another blip on the upward journey of the share price, or is it?

      


  • This Offshore Drilling Stock Is Worth Buying

    Even as oil has been depressed in the recent past, I am bullish on oil for the long-term. I therefore see this period as excellent for buying some good stocks in the energy space. In this article I will discuss one such oil and gas drilling Services Company that looks interesting at current levels. Throughout the crisis, Diamond Offshore (NYSE:DO) has been managing its debt and liquidity well. Also, the company has sufficient contract backlog for sustained cash inflow and these points will form the basis of my discussion.


    Diamond Offshore is a contract drilling service provider to the energy industry worldwide. The company currently has a fleet of 28 offshore drilling rigs of which 19 are semi-submersibles, four drillships and five jack-ups. Let us discuss some of the reason why I am bullish on this stock.

      


  • Watch Ferragamo for Italian Woes

    Salvatore Ferragamo (SFRGF) is an Italian high-end leather and clothing company. The stock is not badly priced given its growth and strong brand name. It could even get cheaper with the turmoil in Italy.


    The company has 168.79 million shares, the stock trades at 21.21 euros ($22.82) and the market cap is 3.58 billion euros. The trailing dividend is 0.46 euros and the dividend yield is 2.17%. Trailing 12-month earnings per share are 1.02 euros. The price-earnings ratio is 20.8.

      


  • AbbVie's Imbruvica Has Favorable Response Rate Among Marginal Zone Lymphoma Patients

    On Dec. 5, AbbVie Inc. (NYSE:ABBV) announced through PR Newswire the results regarding whether ibrutinib (Imbruvica), a type of chemotherapy drug for the treatment of patients suffering from relapsed / refractory marginal zone lymphoma (MZL), is effective and safe.


    Marginal zone lymphoma belongs to the family of slow-growing non-Hodgkin's lymphomas. Extranodal MZLs generally occur outside the lymph nodes and involve the mucosa-associated lymphoid tissue of some organs, such as the stomach, the ocular adnexal (eyelid, orbital tissues), gut, salivary glands, bronchial tubes, skin and thyroid. Nodal marginal zone lymphomas involve the lymph nodes direcltly.

      


  • What Happens to Berkshire Hathaway After Buffett?

    Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) is arguably one of the safest investments there is. The company holds over $80 billion in cash and is well diversified across many different industries. All the cash generated from operations is reinvested into the company. Over the years, Berkshire has compounded book value at a double-digit rate per annum. Unlike bonds, which are considered safe but lack any potential for capital gains (when brought at issue), an investment in Berkshire is safe with upside optionality.


    However, the single biggest issue stopping investors from buying Berkshire today appears to be the company’s key man risk. Warren Buffett (Trades, Portfolio) is not a young man, it is likely that at some point within the next decade he will be forced to step down as Berkshire’s leader. What happens to Berkshire after Buffett leaves the business is difficult to predict. It is widely believed that, for the most part, the business will continue as normal.

      


  • How to Value Invest Like a Pro

    At first glance, value investing looks like an easy strategy to replicate. All you need to do is buy stocks trading at a discount to book value. It is as easy as that. Or is it?


    Buying cheap is not easy

      


  • Will Online Retailers Defeat Costco?

    Costco (NASDAQ:COST) is definitely an amazing retailer with a robust business model. On the back of this business model, the company has grown every year. The company managed to remain in the green during the previous year, but it is down almost 7% year to date.


    In the most recent quarter, the company detailed bottom-line of $1.77, beating the analyst estimates by four cents. But, in terms of revenue, the company missed the consensus estimates by $1.08 billion. However, despite its massive size, Costco’s revenue is still increasing at an average of approximately 3%.

      


  • Mr. Market and a Valuation of the Dow for Value Investors

     



    Mr. Market's mental state

      


  • Hess Corp. Has Upside Potential

    As oil trends higher on the back of a production cut announced by OPEC, there is high likelihood that the upside will sustain. With this view, I have renewed focus on some quality names in the energy sector that can trend higher in the coming quarters. I discussed Occidental (NYSE:OXY) previously and today will discuss Hess Corp. (NYSE:HES), which has trended higher by 23% for the year to date. In my view, Hess is worth holding for the medium to long term for several reasons.


    When discussing Occidental, the focus was on the company’s liquidity and cash flow visibility for the next 12 to 36 months. As oil trends higher, companies with high financial flexibility can accelerate capital spending, and that is the reason to discuss this factor upfront.

      


  • Franco-Nevada Corp. Is a Hold as Gold Prices Decline

    Gold for immediate delivery continues to decline. On the London Bullion Market, the precious metal closed at $1171.25 per troy ounce at 10:30 a.m. (Greenwich Mean Time) and decreased 0.10%, or $1.25 per troy ounce, from the closing price of $1,172.500 per troy ounce yesterday.


    November was a difficult month for the gold industry, as shown in the graph below. Two of the most important gold stock indexes, representing the gold industry as a whole, the SPDR Gold Trust (GLD) and the VanEck Vectors Gold Miners ETF (GDX) fell by 9% and 16%:

      


  • Will Himax Benefit From the Rise of Virtual Reality?

    The virtual reality and augmented reality markets are growing at a rapid pace and are projected to reach $120 billion by 2020, according to digi-capital.com. The augmented reality market could account for $90 billion, leaving the remaining $30 billion for virtual reality. As per the latest research from Greenlight VR, customer interest in VR is inching higher. Apart from gaming, users are likely to use VR for entertainment, education, travel, events, etc.


    Although there are several companies that are betting big on virtual reality, Himax Technologies (NASDAQ:HIMX) is one of my favorite picks because the company has been working on this particular technology for quite some time. It was almost a flat year for the company in 2015, but it has performed well this year, beating top-line and bottom-line estimates for the past three quarters.

      


  • 22 Questions With Rich Shaner

    1. How and why did you get started investing? What is your background?


    My dad is the whole reason I have gotten involved with investing. My earliest television memories are of Louis Rukeyser on "Wall Street Week." That was high entertainment on a Friday night, much to my chagrin at the time. In addition to that, my dad and I have been very close and have been doing extended road trips together since I was in Kindergarten. The two topics that surfaced the most frequently were investing and vintage race cars. Not surprisingly, both of those topics are things that I am highly passionate about to this day.

      


  • Investors Should Stay Away From NVIDIA for Now

    NVIDIA’s (NASDAQ:NVDA) growth has accelerated so much that the company kept beating estimates and its own guidances on a regular basis.


    The company guided second-quarter revenue to be near $1.35 billion while the actual result was $1.43 billion; third-quarter guidance was for $1.68 billion while the actual result was a record $2.00 billion, which also beat Wall Street estimates by a huge margin.

      


  • The Strategy Behind Amazon Web Services’ Growing Margins

    Amazon Web Services has been cutting prices whenever it gets a chance. Amazon EC2, its on-demand reserve instances, has gone through 53 price cuts since launching in 2006 while S3, its store service which cost 15 cents per GB in 2006, now costs 80% less. To call Amazon (NASDAQ:AMZN) relentless in its pursuit to reduce prices would be an understatement, but with such aggressive cuts, it’s a wonder how the company managed to push its margins upward with each quarter.


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  • Jamba Insider Purchases Shares

    Jamba Inc. (NASDAQ:JMBA) Director and 10% owner Glenn W. Welling purchased 135,000 shares of the company between Dec. 1 and Dec. 5, according to a Form 4 filing with the Securities and Exchange Commision.


    The trades occurred in seven transactions for an average price of $10.12 per share. After the purchases Welling now owns 1,984,785 shares of Jamba.

      


  • The 8 Levels of Value Investing


    “Spend each day trying to be a little wiser than you were when you woke up. Discharge your duties faithfully and well. Step by step you get ahead but not necessarily in fast spurts. But you build discipline by preparing for fast spurts. Slug it out one inch at a time, day by day. At the end of the day – if you live long enough – most people get what they deserve.” – Charlie Munger (Trades, Portfolio)

      


  • A Quick Review of Thermo Fisher

    Thermo Fisher (NYSE:TMO) delivered its third quarter results on Oct. 27. The $56 billion diagnostics and research giant delivered an 8.19% sales growth to $13.3 billion and 1.42% profit growth to $1.39 billion. Thermo Fisher closed 0.8% that day while the Standard & Poor's 500 index closed -0.30%.


      


  • Interim CEO Invests in IT Company

    Syntel Inc. (SYNT) interim CEO and President Rakesh Khanna (Insider Trades) acquired 5,850 shares of the company in two transactions on Dec. 5. The price per share was $20 for a total transaction of $117,000.


    Syntel, an information technology and knowledge process services company for Global 2000 companies, has a market cap of $1.67 billion.

      


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