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  • Oracle and the Gaping Legacy Hole - Part 2

    Oracle’s fourth quarter results were in line with analyst expectations with the database king reporting earnings of $ 0.81 and quarterly revenues of $10.59 billion, agonisingly close to the last year’s $10.71 billion.


    Oracle is going through a huge transition phase right now, something I wrote about in detail recently in Oracle and the Gaping Legacy Hole. As a company that made its mark and its money by selling software, hardware and services to companies that were managing their own IT infrastructure, that business model came in the direct line of fire of a burgeoning cloud infrastructure industry.

      


  • Weekly CEO Buys

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of purchases is illustrated in the chart below:

      


  • Eldorado Gold Corp released its Q2 2016 results

    On July 28, 2016, Eldorado Gold Corp (USA)(NYSE:EGO) reported its financial and operational results for the second quarter of 2016: adjusted net earnings of $11.7 million ($0.01 per share) compared to adjusted net earnings of $17.0 million ($0.02 per share) in 2015, matching analysts’ consensus on EPS.


    Eldorado reported revenues of $162.7 million in Q2 2016, a 14% decrease compared to Q2 2015.

      


  • Visa’s Next Major Expansion Phase is Imminent

    One of the best things about Visa (NYSE:V) is that they operate a very low-risk business model on a massive, global scale. Unlike a bank that depends on selling financial products, Visa is like a commission agent to the world’s buying needs. As such, it is one of the most stable businesses in the world and it shares a duopoly with MasterCard (NYSE:MA).


    Not only is the business extremely stable, it is also a growing one. I’ve already detailed their “moat” in a recent article titled Visa and MasterCard: Ideal Long-Term Dividend Plays

      


  • Facebook Q2 Earnings Review: The Best is Yet to Come

    Facebook blew a lot of records during the second quarter. The Zuckerberg-led social media giant reported earnings per share of $0.97 and quarterly revenues of $6.44 billion when Wall Street was expecting $6.02 billion revenues and $0.82 EPS. Facebook has now beaten estimates 16 out of 17 times since going public.


    For some reason Facebook is one company that analysts keep underestimating over and over. I covered plausible reasons for their high valuation in an earlier article called Facebook: The Long and Short of It that would be a good follow-on article once you’ve read this one.

      


  • Oil Prices Continue to Fall to New Lows

    Oil prices continued to fall for the July 29 week. For the week, WTI crude oil ended at $41.60, down from $42.40 at the beginning of the week. Brent crude oil was also lower, ending the week at $43.53 after beginning the week at $43.76.


    The week’s two leading reports on oil had a significant effect on prices. Wednesday’s Petroleum Status report from the Energy Information Administration showed oil inventories increasing by 1.7 million barrels to a total of 521.1 million barrels. Oil inventories are now up 13.4% from a year ago.

      


  • Exxon and Chevron at Risk of Cutting Dividend

    Exxon (NYSE:XOM) and Chevron (NYSE:CVX) both reported earnings on Friday that missed analysts’ expectations for the second quarter as oil prices continue to remain at extremely low levels. 


    Exxon Mobil reported second quarter revenue of $57.7 billion, missing analysts’ estimate by $2.53 billion. EPS for the quarter was 41 cents, missing analysts’ estimate by 23 cents.

      


  • 10 Undervalued Companies for the Defensive Dividend Stock Investor - July

    There are a number of great companies in the market today. I've selected the highest dividend yields among the undervalued companies for defensive dividend stock investors reviewed by ModernGraham. Each company has been determined to be suitable for the Defensive Investor according to the ModernGraham approach.


    Defensive Investors are defined as investors who are not able or willing to do substantial research into individual investments, and therefore need to select only the companies that present the least amount of risk. Enterprising Investors, on the other hand, are able to do substantial research and can select companies that present a moderate (though still low) amount of risk. Each company suitable for the Defensive Investor is also suitable for Enterprising Investors.

      


  • Verizon Investment Is Speculative But Undervalued

    Benjamin Graham taught that intelligent investors must do a thorough fundamental analysis of investment opportunities to determine their intrinsic value and inherent risk. This is best done by utilizing a systematic approach to analysis that will provide investors with a sense of how a specific company compares to another company or by reviewing the 10 Companies Benjamin Graham Would Invest In Today - July 2016. By using the ModernGraham method, one can review a company's historical accomplishments and determine an intrinsic value that can be compared across industries. What follows is a stock analysis showing a specific look at how Verizon Communications Inc. (NYSE:VZ) fares in the ModernGraham valuation model.


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  • Why eBay’s Rally Should Get Investors Excited

    Shares of eBay (NASDAQ:EBAY) are up nearly 17% after the company posted impressive results in the most recent quarter. The company beat analyst expectations on the bottom line after announcing EPS of 43 cents compared to a consensus estimate of 42 cents per share.


    While eBay missed expectations on revenue after coming short by $60 million, this did not put off investors, who among other positives were buoyed by the company’s announcement of additional $2.5 billion worth of share buybacks.

      


  • 3M: A Medium Risk Dividend Play

    Some might say that 3M (NYSE:MMM), formerly known as the Minnesota Mining and Manufacturing Company is a boring business. It does not excite you the way some of the technology companies might. It’s a industrial supplier, a chemical company and a healthcare supply company as well, and it’s been chugging along for so long that it will be 115 years old next year.


    3M has silently gone about its business for so many years, continually adapting themselves to the ever-changing economy, but it is the $30.27 billion revenue achievement during fiscal 2015 that stands testament to its relevance even today. Let us dig a bit deeper to find out how safe the dividends are, and if it is a good time to add the stock to your portfolio on that strength.

      


  • Cognizant Technology Solutions Corp (CTSH) CEO Francisco Dsouza Sold $11.5 million of Stocks


  • Tpi Composites Inc (TPIC) President and CEO Steven C Lockard Bought $249,997 of Stocks


  • Dodge & Cox Stock Fund 2nd Quarter Commentary

    M A R K E T C O M M E N TA RY

      


  • Barrick Releases Second Quarter Report

    Barrick Gold Corporation (NYSE: ABX) released its second quarter 2016 results on July 27, which reported net earnings of $138 million (12 cents per share) and adjusted net earnings of $158 million, 14 cents per share, missing recent analysts' expectations by 0.01 cents.


    A summary of financial results of the gold stock:

      


  • Ariel Investments' Charlie Bobrinskoy Discusses European Stress Test Results

    European banks released their stress test results Friday, and Ariel Investments, led by John Rogers (Trades, Portfolio), worries about their safety.

    "There's too much risk to be investing in these names," he said. "They just don't represent a good risk-reward trade-off. Clearly the European bank authorities don't want to send a signal that there are real problems in the system. There are real problems in the system, particularly in Italy."   


  • Sometimes It Is Good to Buy the Biggest. But Should You Buy the Biggest Health Care Distribution Business?

    2016 Investor Day presentation, June 29, 2016 


    The McKesson Corp. (NYSE:MCK), which distributes pharma products and medical supplies (and more), is the 11th largest company on the Fortune 500 list. It’s currently a bargain, at least compared to what it used to be.

      


  • Sam Isaly Swaps 3 Health Care Stocks in Second Quarter

    Samuel Isaly (Trades, Portfolio), manager of the Eaton Vance Worldwide Health Care Fund (ETHSX), invested in three health care companies and eliminated his position in three others during the second quarter of 2016. An active health care investor, Isaly seeks long-term capital growth in health care companies that have potential for high growth and increased market share. The portfolio manager generally has 80% of his assets in health sciences industries, including biotechnology, pharmaceuticals and medical equipment.


    The ETHSX portfolio manager made three new buys during the second quarter: Biomarin Pharmaceutical Inc. (NASDAQ:BMRN), UnitedHealth Group Inc. (NYSE:UNH) and Medivation Inc. (NASDAQ:MDVN). Among these three stocks, Isaly made the largest investment in Biomarin: during the second quarter, the manager purchased 370,500 shares at an average price of $85.12. Additionally, Isaly purchased 292,900 shares of Medivation at an average price of $49.98 and 177,300 shares of UnitedHealth at an average price of $129.10.

      


  • U.S. Market Indexes Flat After Lower than Expected GDP Data

    U.S. market indexes were flat on Friday. For the day, the Dow Jones Industrial Average closed at 18432.24 for a loss of -24.11 or -0.13%. The S&P 500 was higher, closing at 2173.60 for a gain of 3.54 points or 0.16%. The Nasdaq Composite closed higher at 5162.13 for a gain of 7.15 points or 0.14%. The VIX Volatility Index was lower at 11.99 for a loss of -0.73 points or -5.74%.


    In the Dow Jones Industrial Average, stocks leading losses for the day included the following:

      


  • How Are We Doing?: A Second Look at Conn's

    A key skill in improving our investment process is the ability to look a mistake squarely in the face and figure out what went wrong. We will start with the ugly, Conn’s (NASDAQ:CONN). CONN is down 55% since we wrote about it. At Punch Card, if we get something wrong, we go back into the data and we figure out why what happened happened, and why we got it wrong.


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