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  • Why Gurus Are Buying AGCO?

    Martin Whitman of Third Avenue Value Fund added 253,642 shares of AGCO Corp (AGCO) at an average price of $53.6.

    Steven Romick of FPA Capital Fund (Trades, Portfolio) also added 242,400 shares of AGCO at an average price of $55.22.  


  • This Chip Maker Is a Solid Investment to Profit From Smartphones

    In January, chip creator Synaptics (SYNA) was being scorned on the Street after blended second-quarter results, and was the subject of a downsize by Oppenheimer because of its high valuation. Slice to the present, and Wall Street analysts now anticipate that Synaptics will hit $100 from its present levels of around $60.


    Everybody seems to be charmed with Synaptics' finger impression and touchscreen sensors that are, no doubt supplied to Samsung (SSNLF), displacing the likes of Atmel and Cypress. Truth be told, analyst Rajvindra Gill of Needham goes on to state that Synaptics' unique finger impression business could result in extra earnings of $2.50-$3.00 per share through the following one to two years. Moreover, the center touch business is relied upon to produce EPS of $3.50-$4.00.

      


  • This Latin E-Commerce Stock Could Be a Good Long-Term Investment

    E-trade player Mercadolibre (MELI), otherwise called the eBay (EBAY) of Latin America, has taken a tumble. With rivalry from Amazon.com (AMZN) rising in Latin America, is there a probability of a turnaround for Mercadolibre? We should check.


    Coming back

      


  • CenturyLink: This Telecom Equipment Company Is a Solid Investment

    Telecom operator Centurylink (CTL) has been doing great in 2014 and it seems that the organization isn't going to stop whenever soon. The organization's stock has picked up almost 15% this year and could go higher if Centurylink's late first-quarter results are an evidence. The organization seems to be doing great despite rivalry from Frontier Communications (FTR) and Windstream (WIN) . How about we see why Centurylink is poised to convey stronger gains even with stiff rivalry.


    Strong moves in key areas

      


  • Does Steve Madden Have More Upside?

    The footwear business' development is filled by expanding wellbeing worries that are pushing customers to grasp a dynamic lifestyle. Also, appropriation of the most recent fashion drifts, the developing spending of the white collar class in the rising economies, and the spread of the retail society are likewise impetuses for the business. As per Transparency Market Research, the worldwide footwear market was valued at $185.2 billion in 2011. It is required to develop to $211.5 billion in 2018 .


    In the background of these projections, we should investigate Steven Madden's (SHOO) underlying business and how it stacks up against any semblance of Deckers Outdoor (DECK) and Finish Line (FINL).

      


  • Should You Buy Panera Bread's Turnaround?

    It would seem that Panera Bread's (PNRA) inconveniences are digging in for the long haul. The organization has been under weight not long from now, with shares down more than 11%. Furthermore, Panera's first-quarter results didn't bring much alleviation to investors, as the organization brought down its full-year profit guidance. Considering that rival from opponents, for example, Starbucks (SBUX) and Chipotle Mexican Grill (CMG) are amplifying, Panera investors are a stressed.


    Be that as it may, the same can't be said in regards to Panera's administration group, which is centered around a turnaround arrange keeping in mind the end goal to get again on the development track. The organization accepts that the Panera 2.0 activity will prompt better times going ahead. We should analyze whether the moves the organization is making can prompt enhanced execution.

      


  • 5-year lows: Layne Christensen Co, Hansen Medical Inc, API Technologies Corp, and Female Health Co.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Layne Christensen Co, Hansen Medical Inc, API Technologies Corp, and Female Health Co.


    Layne Christensen Co (NAS:LAYN) Reached $11.02

      


  • Weekly CEO Sells Highlight: LinkedIn Corp, PPG Industries Inc, Baker Hughes Inc, and Halliburton Co

    According to GuruFocus Insider Data, these are the largest CEO sales during the past week: LinkedIn Corp, PPG Industries Inc, Baker Hughes Inc, and Halliburton Co


    LinkedIn Corp (LNKD): CEO Jeff Weiner sold 110,794 Shares

      


  • Is Ken Fisher a Dividend Growth Investor?

    Ken Fisher (Trades, Portfolio) has written not one, but seven money management books. He is the son of famous investor Philip Fisher. Ken Fisher (Trades, Portfolio)’s investment firm, Fisher Investments, currently has about $44 billion in assets under management. This article will examine Ken Fisher (Trades, Portfolio)’s top 5 stock holdings by portfolio weight to determine to what degree Ken Fisher (Trades, Portfolio) is a dividend growth investor. Ken Fisher (Trades, Portfolio)’s underlying investment theme is to buy stock in good companies when they are on sale.

      


  • Short Selling Guru Jim Chanos On Charlie Rose

    Jim Chanos (Trades, Portfolio) really shot to fame in 2001 while leading the parade of short sellers that called out Enron.

    Since 2009 he has been targeting China and its property bubble.  


  • Capital Markets Reform In China: Gaining Momentum - Mark Mobius

    Reform efforts in China seem to be gaining momentum. The big question is whether these reforms will buoy investor confidence, and jumpstart China’s local A-share market. In November 2013, the Chinese Communist Party convened its Third Plenary Session, resulting in a general blueprint for the country going forward officially called “A Decision on Major Issues Concerning Comprehensive and Far-Reaching Reforms.” There were a variety of areas targeted, including fiscal reform, anti-corruption efforts, and integrated rural-urban development. Since then, the Chinese government has released more detailed reforms plans, and of particular interest to us as investors are those related to the capital markets. I’ve invited my colleague Eddie Chow, senior executive vice president and managing director, Templeton Emerging Markets Group, to share his perspective on these reform efforts and his outlook for China’s equity market.


    The Chinese government, through both the communications during the National Peoples’ Congress in March and more recently in the release of the “Guiding Principles for the Healthy Development of Capital Markets” by the State Council, has put up a detailed agenda for capital market reform. The reform plan is comprehensive and we believe most of the specific reforms initiated are significant for investors. Some of them could have an immediate impact, while some are more structural in nature, rendering potential market impact over a longer-term basis. For example, on the opening up of the capital markets, the Shanghai–Hong Kong Stock Connect Scheme, which increases both inward and outward investment quotas and relaxes foreign shareholder limits in listed companies, could very soon help inject more liquidity into the local China A-share market. Over the medium to longer term, we believe the greater participation of foreign investors may change behaviors and dynamics of the market and even governance at the company level. To improve the structure of the capital markets, in addition to developing the bond market (which itself is essential in helping to determine prices for costs of capital in China), the approval-based stock issuance system in the A-share market will be replaced with a registration-based one. There are also new rules governing initial public offerings (IPOs) published by the Securities Association of China. Additionally, we believe regulators will work to crack down on potential insider trading, enhance information disclosure, improve delisting regime and support pension fund investments. We also believe all these new reform initiatives should help gradually regain interest in China’s A-share market.The goal of these efforts is to make China’s capital markets much more diverse, structured and transparent. This is very important, in our view, as there is a large amount of private savings in China that could be invested. So far, much of the work is being done by the state-owned dominated banking system and of course, the banking system has a lot of limitations.

      


  • GMO - A Farmland Investment Primer

    Farmland is a real asset that combines solid investment fundamentals with the potential for attractive cash yields, inflation hedging, and consistent returns from biological growth. Furthermore, farmland total returns tend to be uncorrelated with financial asset returns, offering genuine portfolio diversification for institutional investors. While institutional ownership within the asset class has grown steadily over the past few years, it still accounts for less than 1%1 of total global agricultural land ownership, presenting significant opportunity for sustainable yield enhancement through targeted farmland investment in certain regions.


    The pages that follow present an overview of the key characteristics and potential risks of farmland investing, consider the routes for implementation, and make the case for a diversified, cross-regional approach to the asset class.

      


  • Time To Put A New Economic Tool In The Box

    [E]conomists are at this moment called upon to say how to extricate the free world from the serious threat of accelerating inflation which, it must be admitted, has been brought about by policies which the majority of economists recommended and even urged governments to pursue. We have indeed at the moment little cause for pride: as a profession we have made a mess of things.


    It seems to me that this failure of the economists to guide policy more successfully is closely connected with their propensity to imitate as closely as possible the procedures of the brilliantly successful physical sciences – an attempt which in our field may lead to outright error. It is an approach which has come to be described as the “scientistic” attitude – an attitude which, as I defined it some thirty years ago, “is decidedly unscientific in the true sense of the word, since it involves a mechanical and uncritical application of habits of thought to fields different from those in which they have been formed.

      


  • The Earnings Report For Lockheed Martin

    While the Lockheed Martin top line remains under pressure, solid segment margin performance continues to outstrip expectations. The company officials said they have increased their earnings-per-share estimates for 2014, 2015 and 2016 by 35 cents, 55 cents and 95 cents, respectively, to $11.25, $11.70 and $12.85, respectively, reflecting the new pension-income outlook. Lockheed Martin's capital deployment was put on temporary hold to evaluate pension implications; however, repurchases are expected to return in the third quarter. Pension income recovery is being reset materially higher over the next few years, which has boosted our EPS estimates. We have also bumped our price target higher, reflecting the higher EPS estimates.


    Lockheed Martin reported a strong second quarter with sales of $11.3 billion and EPS of $2.76 versus Wall Street expectations of $11.1 billion and $2.66, respectively, and our estimate of $11.1 billion and $2.64, respectively. The company raised 2014 EPS guidance to $10.85-$11.15 from $10.50-$10.80 with sales guidance maintained in the range of $41.5 billion-$43.0 billion. The Street is in print for 2014 sales at $44.8 billion and EPS of $10.94, and we are at $44.5 billion and $11.25 (up 35 cents), respectively. Lockheed Martin pension income was increased by $100 million for 2014 to $445 million, and it's expected to hit $900 million (up $250 million) in 2015 and $1.4 billion in 2016. Cash from operations in 2014 is expected to be equal or more than $4.8 billion (up $100 million), which should support continued robust share buybacks and dividends.

      


  • Seagate Is Still A Good Buy And Hold

    Seagate (STX), which designs, manufactures, and sells electronic data storage products, has moved higher by 45% in the last one year. This article discusses why the rally is not over and why Seagate is an excellent long-term investment.


    From a fundamental perspective, Seagate has a solid track record and it underscores the company’s management efficiency. The company’s revenue has increased at a CAGR of 2.5% to $14.4 billion in FY13 from $12.7 billion in FY08. The net income growth has been more impressive during the same period with the net income increasing at a CAGR of 8%.

      


  • Union Pacific Will Continue To Create Value

    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. This article discusses the reasons to be bullish on Union Pacific after strong results in July 24, 2014.


    Union Pacific has made a strong comeback after the financial crisis and the company’s fundamentals have improved significantly over the last five years. Union Pacific’s diluted earnings per share have increased from $3.74 in 2009 to $9.42 in 2013.

      


  • Will Alcoa Sustain its Bullish Run?

    Aluminum maker Alcoa (AA) reported its second-quarter earnings as of late. The stock has been on an awesome run in 2014, picking up in overabundance of 40% in this way. But, will Alcoa have the capacity to manage its awesome pursued now. How about we check.


    Positive moves

      


  • Is Ford a Good Buy After the Earnings?

    Auto giant Ford (F) satisfied investors when it declared its second-quarter comes about not long from now. Ford beat profit estimates by a huge margin, however passed up a great opportunity for income. Ford's results might not have been a victory, yet the organization is concentrating on long haul development, which is the reason I think its a decent purchase.


    A strong pipeline and enhancing end-markets

      


  • What You Need To Know About General Motors’s 2Q Result

    The largest U.S. automaker General Motors (GM) released its second quarter 2014 earnings on Thursday, July 24. The company’s top line and bottom line missed Thomson Reuters’ estimates, disappointing investors. In fact General Motor’s earnings declined year on year. As a fallout of the dismal numbers, there were massive trade volume that made company’s share price plunge by 2.1% to $34.99. Let’s take a closer look at what made the numbers go down.


    A Snapshot of the Quarter
      



  • Apple-China Relations Greatly Responsible for Apple’s Great Third Quarter

    According to a latest Reuters report, Apple (AAPL) iPhone sales in China skyrocketed by nearly 50% in its recently concluded fiscal 2014 third quarter. This development matters a lot to the Cupertino company since it draws almost 52% of its revenues from this device alone. Apple recently came out with the numbers for the quarter and reported better than expected EPS, but failed to satisfy the revenue estimates of the street. Let’s dive into the iPhone maker’s latest quarter and check out what developments took place.


    The Quarter and Its Numbers
      



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