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  • Joel Greenblatt Adds to His Position in Johnson and Johnson

    Joel Greenblatt (Trades, Portfolio) (Trades, Portfolio) is founder and managing partner of Gotham Asset Management, LLC. He is known for the invention of Magic Formula Investing. He is the author of two investment books, including Joel Greenblatt (Trades, Portfolio): The little Book that Beats the Market . He is also an Adjunct Professor at the Columbia Business School.

    Greenblatt tries to find cheap and good companies. He looks for value with a catalyst. Greenblatt likes special situations, and thinks that they are simply different places to find cheap stocks. In his own hedge fund, Greenblatt uses the basic principals in the Magic Formula: Look for high ROC and high earnings yield. He tries to figure out what "normalized earnings" will be 3-4 years into the future. Greenblatt makes sure the stock is very cheap based on normalized earnings.  


  • G-III Apparel Group and Ambarella Beat Consensus; Insider Bets on Heron Therapeutics

    http://finance.crwe-pr.com/wp-content/uploads/2015/06/giii.jpgG-III Apparel Group, Ltd. (GIII)


    Shares of GIII surged to reach a new 52-week high in after-hours trading Tuesday as the company delivered quarterly profit and revenue above Wall Street analysts' expectations.

      


  • GameStop’s Q1 Earnings Delight The Crowd

    The multichannel video game retailer in the U.S., GameStop(GME),revealed its first quarter numbers on May 28 and delighted the Street analysts since both its top and bottom lines surpassed their expectations. The numbers proved that the retail segment sales hold good for the world’s largest seller of game-related products. Soon after the earnings release, the stock moved up more than 5% to $43.10 in after-hours trading. On last Friday, the stock closed at $43.41, with volume jumping to a 6-month high. This reflects the enthusiasm of the investors in remaining invested in the stock as well as fresh buying initiated among the investor community soon after the earnings report was made public. Let’s quickly catch upon the major highlights of the first quarter of the fiscal year 2015.


    The glittering number mix

      


  • AT&T To Display LG’s Flagship Smartphone Starting Early June

    While other wireless carriers have already provided the release date for LG G4 which happens to be the flagship phone of LG Display Co. Ltd. (LPL) at their stores, U.S. wireless carrier, AT&T (T), declared on May 29 that the latest smartphone of LG would be available at its stores across the nation on June 5. This date matches with the release date for this mobile in the stores of Sprint Corp(S), while Verizon Communications (VZ) would start carrying this handset from June 4. Let’s quickly have a glance at AT&T proposed plan of action with regard to the release of LG G4 handset on a nationwide basis.


    The proposition

      


  • Nintendo’s Next-Gen Console To Possibly Run On Android

    Nintendo (NTDOY) is not discussing upon the new NX console its expecting to launch only by 2016 in the E3 conference to be held this year, but there are several rumors on the platform which would be used by the gaming major for its future generation of consoles. Reports by the reputable Japanese newspaper Nikkei has indicated that Nintendo might not be using its proprietary operating system in the future gaming consoles. Instead, it could probably be adopting Google’s (GOOG) Android OS for its operating system. While the news is confirmed by the company that the new console would be released not before 2016, the switch from its own OS to Google’s Android is surely great news game developers would find interest in. Let’s quickly have a glimpse of what the rumors are saying with regard to the new console codenamed NX by Nintendo.


    Making a paradigm shift

      


  • pprada 長財布

    [url=http://www.unipegaso.it/prada/プラダ財布.html]プラダ 財布[/url]  


  • Weekly 3-Year Low Highlights: CZZ, GEF, TGH, GRP.U

    According to GuruFocus list of 3-year lows: Cosan Ltd, Greif Inc, Textainer Group Holdings Ltd, and Granite Real Estate Inc. have all reached their 3-year lows.


    Cosan Ltd (CZZ) Reached $6.11

      


  • Low Cost and Better Production Make This Oil Stock a Good Bet

    Athabasca Oil (ATHOF) is an energy stock that investors should consider for their portfolio as the company's production is increasing at a lower cost. For instance, the fiscal year 2015 capital allocation schedule of Athabasca Oil is continuously focused on implementation in its major assets. The superior activities carried out in the Duvernay are continuously transforming the company’s significant land base to resource value.


    Impressive cost-reduction efforts

      


  • Pioneer Investments Increases Its Stake In IBM

    Pioneer Investments (Trades, Portfolio) is a global investment management firm with presence in 28 countries worldwide. Last quarter, Pioneer Investment increased its stake in International Business Machines (IBM) buying 243,902 shares. As of March 31, 2015, the firm was holding 370,607 shares of the company. Here's a look at the company in detail.


    IBM is a leading IT services and consulting company. IBM creates value for clients through integrated solutions and products that leverage: data, information technology, deep expertise in industries and business processes and a broad ecosystem of partners and alliances. IBM solutions typically create value by enabling new capabilities for clients that transform their businesses and help them engage with their customers and employees in new ways. These solutions draw from an industry-leading portfolio of consulting and IT implementation services, Cloud and cognitive offerings and enterprise systems and software; all bolstered by one of the world's leading research organizations.

      


  • Leon Cooperman Takes Stake in Resource America Inc.

    Leon Cooperman (Trades, Portfolio) has disclosed a sizable stake in specialized alternative asset manager Resource America Inc. (REXI), according to GuruFocus Real Time Picks.


    Cooperman is the founder of Omega Advisors Inc., an investment adviser with $9.2 billion under management. He holds 2,696,168 shares of the company, or 11.7% of its outstanding shares, as of May 29. The stock’s price closed at $8.19 per share that day and has declined about 9% year to date to close at $8.19 per share on Tuesday.

      


  • Small Cap Guru Reveals A 9.9% Position In Ruthigen Inc. (RTGN)

    Small cap company Ruthigen Inc (RTGN) has hit our radar this week with the announcement of a significant new shareholder.


    You know why we follow small cap stocks.

      


  • BorgWarner's Weak Results Shouldn't Discourage Long-Term Investors

    BorgWarner (BWA) disappointed the Street with its fiscal first quarter results that came below analysts’ consensus. The stock had been on a stupendous rally and nearly doubled since the end of 2012 until mid 2014. Since then, it has entered into a phase of consolidation, which continues up to the present moment. But the company has solid fundamentals, which will propel its growth in the long run. Let’s see in detail.


    The problem at BorgWarner

      


  • Tiffany & Company : My Take Remains Unchanged

    Tiffany & Company (TIF), a designer and retailer of fine jewelry, posted better-than-expected first-quarter fiscal 2015 results, winning both on top- and bottom-line. Although the stock has moved up after the results, investors are still sitting on year-to-date losses of around 12%. Does this present the right opportunity to invest in the stock at current levels? Let’s take a look.


    First-quarter review

      


  • IVA International Fund Adds to Stakes in Satellite Companies

    Remember when the fellow came up to Dustin Hoffman in “The Graduate” and told him, “I have one word for you," and that word was plastics? For the IVA International Fund (Trades, Portfolio), many of its first-quarter transactions can’t be summed up in a single word, but, after you look at the Fund’s activity, a one-word theme does emerge for some of its largest deals – satellites. The Fund increased its holdings in three satellite companies in the first quarter.


    In all, IVA International Fund (Trades, Portfolio) added to 11 existing stakes in the first quarter, and three are satellite related. Its most significant add was to Thaicom PLC (BKK:THCOM), a series of communications satellites operated from Thailand in which IVA initially invested in the fourth quarter of 2014. IVA more than tripled its stake with its purchase of 13,956,100 shares for an average price of ฿36.59 (about $1.08 in U.S. currency) per share. The purchase had a 0.72% impact on IVA’s portfolio and made Thaicom the 10th-largest stake by volume in that portfolio.

      


  • Activist Shareholders Take Aim At Aura Minerals

    A group of minority shareholders have bought up 5.5% in Aura Minerals (ORA), pushing for an ousting of CEO James Bannantine and sale of the company. The group cites management and the board as the sole reason for the 93.7% decline in the Company's market value since October 18, 2011, when Bannantine was appointed CEO. Here's the letter:


    June 1, 2015

      


  • Larry Robbins keeps on buying Manitowoc Co Inc.

    After his latest buys of Q1 2015, Guru Larry Robbins (Trades, Portfolio) keeps on increasing his stake in Manitowoc Co Inc (MTW) even in June (Q2), according to GuruFocus real time picks.


    In March he bought the stock for the first time, and now he increased his stake by 11.61% at an average price of $19.3 reaching a total of 9,614,197 shares held. After this buy the Investor is still the second main holder of MTW after Carl Icahn (Trades, Portfolio) who owns 10,582,660 shares.

      


  • Wintergreen Fund Buys CSX Corp in Q1

    During the first quarter, the Wintergreen Fund (Trades, Portfolio) invested in one new stock, and closed positions in five others, according to GuruFocus Real Time Picks.


    The fund invests in securities of any nation that are priced below what the firm believes is the true value. As of the first quarter, the portfolio held 28 stocks, with 34.5% of assets in the consumer defensive sector. This is followed by 22.6% in consumer cyclical stocks and 12.3% in real estate.

      


  • The Absolute Return Letter – June 2015



  • Valuation: A Holistic Approach

    Statistics cannot be any smarter than the people who use them. And in some cases, they can make smart people do dumb things.[1] – Charles Wheelan


    A lot of the questions we get are based on how we value a company. As investment managers we think this is the most important task we have as allocators of capital. The ability to get reasonably close – not perfect – valuation of a potential investment is the predominant driver of our long-term success or failure. Yet it is by far the area where – to Wheelan’s statement – smart people make some of the dumbest mistakes (including ourselves).

      


  • Short-Selling Specialist Carson Block Thinks Investors Should Avoid Chinese and Hong Kong Stocks

    Chinese stocks have had a great run, but is there still time to get in?


    Carson Block, who has focused a short-selling fund on China, says investors should avoid the region.

      


  • Billionaire Investor Jeff Vinik Weighs In On Active Versus Passive Investing

    Jeff Vinik is so rich he owns an NHL hockey team. He made those billions by actively managing capital.


    It might surprise you then to learn that he thinks investors should have at least half of their investment funds in passive and not active investment vehicles.

      


  • State Of The Emerging Markets: All About Those (Central) Banks – View From Mark Mobius

    This spring my travels have taken me to Europe, where I’ve had the pleasure of speaking with colleagues, clients and companies in the region that is on our team’s radar. I’ll be back in London for Franklin Templeton’s 2015 London Investment Conference, which has the theme: “Investing for What’s Next™: A Roadmap for Active Investors.” Certainly, the value of active management is one we champion at Franklin Templeton, and we in the Templeton Emerging Markets Group are quite active in our travels around the world searching for potential investment opportunities. At the conference, I’ll be sharing some key themes I see shaping emerging markets today, but here’s a sneak peak.


    Emerging markets outlook

      


  • Airline Stocks Look Attractive After Southwest Trims Capacity Growth Plans

    Airlines stock have been under pressure since mid-May after Southwest Airlines (LUV) raised its 2015 capacity growth to 8% from 7%. Investors were worried that capacity growth will negatively affect the U.S. industry’s balance between supply and demand which may result in carriers losing the pricing power. It appears that Southwest is now trimming it growth plan in order to appease investors who had became wary after the company's announcement last month. Yesterday, in an interview to Bloomberg, Southwest Airlines CEO Gary Kelly trimmed the capacity growth target to 7 percent. This is a positive news for airline companies and I believe investors should consider going long on Airlines stock at current levels. In particular, I find Delta Airlines (DAL) risk reward compelling.


    Delta is one of the cheapest S&P 500 stock trading at a forward PE of just 8 times. Delta is also one of the best airlines in terms of operational excellence. In 2014, the company had 95 days of no mainline cancellations, a completion factor of 99.8% and an on-time rate of 85%. This excellent operational performance translates into revenue premium as customers are willing to pay for high quality services.

      


  • Darden is a Good Turnaround Story to Bet On

    Darden Restaurants, Inc. (DRI) owns and operates full-service dining restaurants in the United States and Canada under the trade names Olive Garden®, LongHorn Steakhouse®, The Capital Grille®, Yard House®, Bahama Breeze®, Seasons 52®, Eddie V's Prime Seafood® and Wildfish Seafood Grille®. The company also used to own the Red Lobster chain of restaurants, which it sold in 2014. As of February 2015, the company operated 1,528 restaurants out of which 845 belonged to the Olive Garden brand, 478 belonged to the LongHorn Steakhouse brand and remaining belonged to other smaller brands.


    After years of mismanagement, the company's business was struggling in 2014 when an activist hedge fund Starboard Value LP initiated a position in the company. The fund gave its detailed plan on how to turnaround Darden's ailing business in September 2014 and was able to completely oust Darden's (now ex- ) board in October 2014.

      


  • Frank Sinatra on the Reinvestment of Unrealized Gains

    In the song “That’s Life,” Frank Sinatra tells us everything we need to know about the process of creating wealth in the stock market. We believe a little-known component of creating that wealth lies in the reinvestment of unrealized gains in long duration common stock ownership. In 1966 he first sang:


    That's life (that's life), that's what all the people say
      



  • Equinix In Acquisition Mode To Grow In Europe

    On last Friday, U.S. data center company, Equinix Inc. (EQIX), agreed to buy British rival Telecity Group Plc. (TLEIY) for creating its dominance in the European continent where the latter has operations in 11 countries. Telecity, which is based in London, operates its data centers in these countries, and it is expected that, if this deal passes the regulatory approval stages, it could create the largest data center operator in Europe where there is a rising demand for data centers and the so-called Cloud services. Let’s quickly take a sneak peek into the deal highlights and how it could benefit Equinix on the long run.


    The deal details

      


  • Royce Funds Commentary - Can a Slow-Growth Environment Create Opportunities?

    Portfolio Manager Bill Hench on areas of the small-cap consumer market that he currently finds attractive, using volatility to purchase stocks at highly attractive prices, the effect a rise in rates might have on some of his holdings, and more.


    Watch the video here.

      


  • Tweedy Browne Investment Adviser’s Annual Letter to Shareholders 2015

    “We live in interesting times” is a frequently used phrase believed to derive from an earlier expression, “may you live in interesting times,” the origin of which is murky. In either version the intent is to convey a sense of an uncertain, unpleasant world. While there is little doubt we live in interesting times, we hesitated using this phrase in our letter, concerned that the expression carries with it a degree of alarm that we don’t necessarily share. We believe a more apt description of where we are today is that “we live in hard-to-figure-out times.” And yet, many global equity markets have continued marching onwards and upwards.

      


  • Big Lots Reports Better-than-expected Q1 Earnings

    Big Lots (BIG) recently reported its first-quarter results for fiscal 2015. The discount retailer posted 13% growth in income from continuing operations to $32.308 million or 61 cents a share, up from $28.581 million or 50 cents a share in the year-ago quarter. While the figure surpassed the company’s own guidance of earnings in the 55-60 cents a share range, it also beat the consensus estimate of 59 cents a share. The surge in net income is particularly significant since the company had carried a loss from discontinued operations during the year-ago quarter. Following the results, Big Lots shares climbed to $45.95 before dipping over 2.5% to $43.90 at closing bell.


    Comparable-store sales up for fifth successive quarter

      


  • CafePress Rebounds As Founders Look to Right Ship

    • CafePress founders have returned to restore their company’s brand image
    • Cash glut from divestitures is being used for stock repurchase. Plan is to reacquire 20% of the shares outstanding
    • 2016 elections and Geeknet acquisition serve as tailwinds for CafePress moving forward
    •   


  • Diamonds in the Rough: 5 Attractive Stocks

    Fortunately, even in an expensive market, there are usually reasonable values to be found. Just about any financially healthy company will be trading at a sizable valuation these days, so drastically undervalued stocks in the dividend space are all but nonexistent.

      


  • Investor Margin Debt: Is This Really the Most Hated Bull Market in History?

    The current bull market, which started in early 2009, has been called “the most hated bull market in history.” It seems investors have been waiting in vain for that other shoe to drop only to see the market march higher with nary a correction.


    Stocks climb a proverbial wall of worry, and negative sentiment among rank-and-file investors is actually a contrarian bullish sign. It is when sentiment gets one-sidedly bullish and investors throw caution to the wind that you know a major top is near.

      


  • We Can Expect Low Interest Rates For At Least 10 Years

    If Jeremy Siegel is correct we can expect low interest rates for at least the next 10 years.


    For me personally, (and my entire generation) that is going to mean that my entire working career will be spent in an era of low interest rates.

      


  • Logicamms: Diamonds in the Rough

    Logicamms (LCM) is a small-cap operating in the hated mining sector. Excluding its strong net-cash balance of $20 million, it has a P/E of less than 5, as its share price has fallen 60% from its 2013 high!

    Logicamms is not a miner, but rather a consultant to miners. This may not seem like an important distinction; after-all, there just isn't a whole lot of money flowing through the sector right now so doesn't that hurt everybody? I would argue that while Logicamms' top line may be at risk, it has a much more flexible cost structure than your typical capex heavy company in this industry. When revenue declines, the company can adjust its labour pool and its labour expenses accordingly, unlike a company that needs to purchase/maintain/operate heavy machinery and the labour to operate it even when the prices of its products fall.

    Furthermore, Logicamms focuses not on new (greenfield) developments/projects, but rather on improving processes at brownfield operations. In an environment where not a lot of new development takes place, this again protects Logicamms on the downside.

      


  • Dollar General Q1 Earnings Preview

    Dollar General Corp. (DG) is slated to report its first quarter results for fiscal 2015 on 2nd June 2015. The company competes with businesses such as Wal-Mart Stores Inc. (WMT) and Dollar Tree (DLTR) in the discount retail chain stores segment.


    Dollar General reported 15.8% year-over-year growth in earnings to $1.17 a share for the fourth quarter of fiscal 2014, in line with the consensus estimate. However, the company’s 9.9% growth in net sales to $4.93 billion for the quarter fell short of the consensus estimate of $4.95 billion. The company saw strong growth across all segments on the back of rising traffic and average transaction value that led to 4.9% increase in comparable-store sales. While Dollar General saw gross profit rising 9.1% year-over-year to $1.56 billion, gross margin shrank 23 basis points to 31.7% owing to higher sales of consumables and other such products that carried lower margins. Following the results, Dollar General projected earnings between $3.85 and $3.95 a share for fiscal 2015, while total sales are expected to grow by 8% to 9% on a year-over-year basis. The company also expects comparable store sales to grow in the range of 3% to 3.5%. Shares of Dollar General are currently down by 1.9% since the company’s last earnings report.

      


  • Exxon Mobil Corporation (XOM) Dividend Stock Analysis

    Linked here is a detailed quantitative analysis of Exxon Mobil Corporation (XOM). Below are some highlights from the above linked analysis:

    Company Description: Exxon Mobil Corp., formed through the merger of Exxon and Mobil in late 1999, is the world's largest publicly owned integrated oil company.


    Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair Value along with these four calculations of fair value, see page 2 of the linked PDF for a detailed description:

      



  • Google And Qualcomm Likely To Work Together On Project Tango

    The technological giant, Google (GOOG) is trying its hands around Augmented Reality (AR) which is shaping up to become a huge business in the years ahead. Google has always been on the technological forefront by launching projects to add on tech products in the market that can make it the pioneer in such products and such an ambition is linked with the Project Tango tablet which is aimed at developers rather than the general consumers. In the IO conference held by Google late last week, the chip-maker Qualcomm (QCOM) stepped in to confirm that the SoC to be used in this new smartphone from Google would be the former’s Snapdragon 810 SoC with Adreno 430 graphics. Let’s quickly get into the facts that have been made public with respect to this tango of these two well established companies for developing the much awaited forthcoming Project Tango smartphone.


    Moving towards augmented reality

      


  • Gilead Sciences Pursues Expansion Plans In Canada

    The pharmaceutical company that has created its trademark in the highly competitive HCV market, Gilead Sciences (GILD), has announced its plans to expand its manufacturing facility at Edmonton, Canada. On May 27, the pharma major held the grand opening of one of the new ultra-modern facilities in Edmonton and has plans of constructing another manufacturing facility along with innovative technology introduction such as the use of new spray dry technology in the new upcoming facility. Let’s quickly have a glance at the plan of action which would probably be pursued by the company whose sole manufacturing plant for its drugs is located at Edmonton in Canada.


    The roadmap ahead

      


  • Tiffany’s Q1 Results Surprise The Street, But Management Takes A Cautious Stand

    The fashion jewelry maker in the U.S., Tiffany (TIF), surprised the Street on last Wednesday by posting better than expected sales and earnings in its first quarter amid looming uncertainties in the U.S. economy. While the GDP growth in the past three months in the U.S was nominal with it improving by only 0.2% year-over-year, the retail sales in the month of April were flat as per the Commerce Department. In such a persisting scenario Tiffany posted satisfactory numbers that surpassed the Street expectations. Let’s quickly have a snapshot at the first quarter earnings of Tiffany.


    The quarter numbers

      


  • Intel Altera Deal Has Been Struck

    After a lot of speculation on the deal between the two well-known semi-conductor companies in the U.S., news sources have confirmed that Intel (INTC) has agreed to acquire Altera (ALTR) marking the high level of consolidation happening in the semiconductor industry. In fact, this deal comes just after the mega-deal which happened last week when Avago (AVGO) decided to buy Broadcom (BRCM) for worth $37 billion. After being rebuffed by Altera previously when trying to bid for the company, this time the largest semiconductor company in the world, Intel, has been able to place its cards well and has gained a positive signal form Altera’s shareholders with respect to this agreement between the two companies. Let’s quickly take a sneak peek into what are the details on the deal that have been shared from the management’s end of either set of companies.


    The latest acquisition bid in the active semiconductor sector

      


  • Guru Stocks at 52-Week Lows: XOM, WMT, PG, CVX, AXP

    According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.


    Exxon Mobil Corporation (XOM) Reached the 52-Week Low of $85.13

      


  • Weekly Insider Sells Highlight: ARMK, BRCM, AXP, AMAT

    According to GuruFocus Insider Data, the largest insider sells during the past week were: Aramark, Broadcom Corp, American Express Co, and Applied Materials Inc.


    The overall trend of insiders is illustrated in the chart below:

      


  • Weekly 52-Week Highs Highlight: HUM, EBAY, SYK, FRCPRD

    According to GuruFocus list of 52-week highs, Humana Inc, eBay Inc, Stryker Corporation, and First Republic Bank have all reached their 52-week highs.


    Humana Inc (HUM) Reached the 52-Week High of $216.08

      


  • Inflation and the Big (Bigger) Short - CMG Capital Management

    “Negative-yield bonds now account for some €1.5 trillion of debt issued by governments in the euro area, equivalent to almost 30% of the total outstanding. Many expect even more of the global bond market to fall into negative yield territory. Half of all government bonds in the world today yield less than 1%.” – John Mauldin


    This is just not normal. The issues are global. David Rosenberg points out that nearly 90% of the industrialized world economy is presently anchored by zero rates. Wow. The race into risk assets continues but those assets are bid up and richly priced.

      


  • PVH Posts Surprise Profit; Larry Robbins Sees Potential in Manitowoc

    http://finance.crwe-pr.com/wp-content/uploads/2015/06/pvh.jpgPVH Corp. (PVH)


    PVH delivered stronger-than-expected quarterly profit in its financial results, driven by the strength of its Calvin Klein business.

      


  • Weekly CEO Buys Highlight: NUVA, HK, BKFS, PODD, CLF



    NuVasive Inc (NUVA): Chairman & CEO Gregory T Lucier Bought 34,000 Shares

      


  • Tweedy Brown Annual Report To Investors - March 31, 2015



  • Risk Parity Is Even Better Than We Thought - Cliff Asness Of AQR Capital

    Topic: Risk Parity



    No, I don’t mean tactically. I like to think I’m bold, sometimes a bit too bold, but not crazy! We think both stocks and bonds are both quite expensive versus history and that this typically, though not always, leads to lower than normal long-term returns.[1] But valuation is a poor timing method. We are not writing articles, belying my title, about how risk parity[2] or for that matter traditional 60/40 investing is tactically attractive now.[3] The risk parity versus 60/40 argument has always been about strategic long‑term — not tactical short‑term — asset allocation (tactical arguments are fine, they just are not the point here; if you can time the stock and bond markets, you could do so whether using a traditional or risk parity type strategic allocation as a baseline). Here I argue that, when viewed strategically, the empirical work on risk parity, including some of our own, understates its potential advantages. Moreover, all you need is basic finance theory to see it; and, as we'll see, you have to have rather pessimistic assumptions about risk parity to not add any of it to an existing 60/40 portfolio.

      


  • Global-Based Investment Firm Wintergreen Fund's Most Heavily Weighted Stocks

    Wintergreen Fund (Trades, Portfolio) takes a global approach when seeking companies to invest in. The firm looks for the most attractive prices on the market while also doing extensive research on the company and its management. The firm looks at qualities such as a company's market value in relation to book value, cash flow, as well as earnings.


    Wintergreen's portfolio consists primarily of stocks in the Consumer Defensive sector, which makes up 34.5% of the portfolio. Next is Consumer Cyclical, which is 22.6% and third is Real Estate at 12.3%.

      


  • The Amazing Long Sina and Short Weibo Arbitrage (Part 3)

    Few original ideas deserve a sequel, unless it hits a home run.


    The long Sina and short Weibo that I proposed back in November 2014, reviewed in December 2014, just did that – a home run, around its six-month anniversary.

      


  • Bill Gates Sells Part of Stake in Berkshire Hathaway in First Quarter

    When you are the co-founder of the world’s largest personal computer company – Microsoft (MSFT) – and one of the world’s wealthiest people, it is not necessary for you to make many stock moves in a quarter unless you feel compelled to do so. Apparently, Gates did not feel so compelled in the first quarter. He made only three transactions, and two of them were sales.


    Gates’ sale of 5,000,000 shares of Berkshire Hathaway Inc (BRK.B), Warren Buffett (Trades, Portfolio)’s Nebraska-based multinational holding company, was easily his largest transaction of the quarter. Gates received an average price of $147.14 per share, and Berkshire Hathaway remains both the largest and the most valuable stake in his portfolio – again, easily. The deal had a -3.75% impact on his portfolio.

      


  • John Paulson's First-Quarter Moves Alter Largest And Most Valuable Stakes

    Hedge fund manager John Paulson (Trades, Portfolio), founder and president of Paulson & Co. Inc., the third-largest hedge fund in the world, has been called “one of the most prominent names in high finance” by The New York Times. He rocketed to prominence by making $3.7 billion in 2007 using credit default swaps in a gamble against the U.S. subprime mortgage lending market.


    In the first quarter of 2015, Paulson made some moves that shifted the balances of the largest and most valuable stakes in his portfolio.

      


  • Advisor To Oil Trader Known As "God" Sees $85 Per Barrel In The Third Quarter

    Steven Kopits is an advisor to Andy Hall, who is perhaps the best oil trader of the last 20 years.


    Kopits has an unusually bullish view on the price of oil.

      


  • BMO Analyst Upgrades Coca-Cola

    BMO Capital analyst Amit Sharma recently upgraded Coca-Cola (KO) to Outperform with a target price of $48. In his research report, he wrote,


      


  • Trapeze Asset Management: Q1 2015 Investor Letter

    The ultimate question for investors. Is the glass half full, that is to say are economic backdrops improving to support attractive valuations, or to the contrary, half empty, deteriorating and threatening full valuations?


    In the half empty diagnosis, economic growth worldwide has generally been low—the worldwide outlook at about 3.5% for this year. The second largest economy, China, has been slowing, to what will still be an enviable 6-7%, now mainly from emphasis on domestic consumption as opposed to exports, and from a strengthening currency which it hopes can be part of the IMF reserve currency group.

      


  • McDonald's: A Good Turnaround Story To Bet On

    McDonald's Corporation (MCD) is one of the world's biggest QSR Restaurant. The company operates and franchises McDonald’s restaurants, which serve a locally-relevant menu of quality food and drinks sold at various affordable price points in more than 100 countries. McDonald’s global system is comprised of both company-owned (~20%) and franchised restaurants (~80%). McDonald’s franchised restaurants are owned and operated under one of the following structures: conventional franchise, developmental license or affiliate. Going forward, the company intends to increase the mix of franchised restaurants to 90%.


    The company's revenues has increased from $22.745 bn in 2009 to $28.106 bn in 2013. However, recently the company is seeing some headwinds and its revenue decreased to $27.441 bn last year. The company's EPS followed a similar trend and after increasing from $4.11 in 2009 to $5.55 in 2013, it decreased to $4.82 in 2014. Going forward, in FY2015, analysts are expecting the company's topline to decline to $24.97 bn and its EPS to decline to $4.76.

      


  • Berkowitz Sells Citigroup During First Quarter

    Bruce Berkowitz (Trades, Portfolio), founder and managing member of Fairholme Capital Management, did not see opportunities to invest in new stocks during the first quarter, and instead sold one stock and trimmed his position in eight others.


    The investor runs a concentrated portfolio with 17 stocks, believing that over-diversification can lead to mediocre results.

      


  • 20 Questions With Bill Nygren - Part II

    10. How did you begin your career as an investor and what steps did you take to become as successful as you are today? Also, what made you want to become an investor?


    In school I was always better at subjects that required quantitative skills, like math or physics. In high school, lots of teachers encouraged me to become an engineer. I was also always interested in the statistics behind all types of gambling, but could never figure out how to beat the system (though I still aspire to be banned from playing blackjack because of card counting). Investing in stocks was the first and best opportunity I saw where you committed capital for an uncertain return, but the odds were actually in your favor.

      


  • 20 Questions With Bill Nygren - Part I

    This month’s 20 Questions interviewee is the Oakmark Funds’ Bill Nygren (Trades, Portfolio). We gave our subscribers the opportunity to ask questions about his investment strategy and philosophy, the criteria he looks for in a company to add it to the portfolio, and advice for new investors.


    Overview of Nygren’s portfolio

      


  • Peter Lynch Portfolio 29 Newsletter - The Missing Article on BAX

    This article was inadvertently left out of the June newsletter issue. Since it was written BAX has gone ex-dividend for 52-cents. It was trading on Monday afternoon at $66.33 per share (12:10 PM).

      


  • Buffett's Favorite Banker Discusses The Absurd Amount Of Money He Has To Invest In Compliance

    Warren Buffett (Trades, Portfolio)'s favorite bank is Wells Fargo (WFC), which he has held for decades and continues to buy.


    CEO Kovacevich explains how banks like his are being forced to spend absurd amounts of money on compliance. He cites JPMorgan (JPM) as an example of a company that has gone from having 1,000 staff dedicated to compliance to 20,000.

      


  • Nassim Taleb Takes A Look At The Law Of Large Numbers

    Nassim Taleb rose to fame with his book the "Black Swan" which was released near the beginning of the once-in-a-generation financial panic brought about by the collapsing of the housing bubble.


    In the video below Taleb discusses the law of large numbers and fat tailed distributions:

      


  • John Hussman: When Paper Wealth Vanishes

    Present market conditions join the second most extreme valuations in U.S. history (on measures most reliably correlated with actual subsequent 10-year S&P 500 total returns) with increasing divergences and dispersion in market internals. Despite current extremes, valuations say very little about near term market direction. Valuations are enormously informative about likely market returns over horizons of 7-15 years. In contrast, market internals convey a great deal of information about the prevailing risk preferences of investors, and that's what amplifies our concerns here. Uniformly favorable internals across a wide variety of sectors and security types typically convey a signal that investors have a robust willingness to seek and accept risk, and it’s that feature that can allow overvalued markets to become persistently more overvalued. But remove that feature, and overvalued markets have often become vulnerable to vertical air pockets, panics, and crashes.


    I’ll say this again – valuations alone are not the concern. It’s the additional feature of deteriorating market internals that introduces a critical element of risk here. That feature helped us to correctly warn of the 2000-2002 and 2007-2009 collapses, and shift to a constructive outlook in-between. The recent half-cycle since 2009 has been more challenging as the inadvertent result of my 2009 insistence on stress-testing our methods of classifying market return/risk profiles against Depression-era data. The resulting ensemble methods outperformed every approach we had ever tested against post-war data, Depression-era data, and holdout validation data, but they also encouraged an immediate defensive stance when overvalued, overbought, overbullish syndromes emerged. Throughout history, those syndromes had regularly been accompanied or closely followed by breakdowns in market internals. The one truly “different” aspect of the half-cycle since 2009 is that quantitative easing disrupted that regularity. Nearly a year ago, weimposed overlays on our methods that require hard-defensive investment stances to be accompanieddirectly by deterioration in market internals or other risk-sensitive measures (e.g. credit spreads).

      


  • Cantor Fitzgerald and Brean Capital Positive on Celldex Therapeutics Following Positive Data For Brain Tumor Therapy

    Celldex Therapeutics, Inc. (CLDX) shares were up more than 10% in pre-market trading today after the biopharmaceutical company released positive trial results from the Rintega study. The study successfully reached its primary endpoint of progression-free survival at six months in patients.


    Rintega, also known as Rindopepimut or CDX-110, is a pipeline treatment for GBM, an aggressive form of brain tumors. The data was presented at the American Society of Clinical Oncology by David Reardon, M.D., who commented, “The results of the [study] are striking because we are observing an extremely rare overall survival advantage that is now translating into long-term survival for a number of patients—something not seen in [GBM]. Importantly, patients… are not only surviving longer, they are experiencing a notable decrease in the need for steroids and the numerous side effects associated with their use.” Furthermore, the treatment was very well tolerated by patients.

      


  • Lockheed Martin: Dividend Growth Stock or Government Dependent?

    Lockheed Martin (LMT) is the second largest publicly traded Aerospace manufacturer on United States markets, behind only Boeing (BA). Lockheed Martin currently has a market cap of $60 billion. The company traces its roots back to Lockheed Corporation, which was founded in 1912.


    Company name is a member of the Dividend Achievers Index. Lockheed Martin has paid increasing dividends each year since 2002. The Dividend Achievers Index is comprised of businesses with 10 or more consecutive years of dividend payments. You can see the current list of all 238 members of the Dividend Achievers Index here.

      


  • Steven Cohen Increases Stakes in Bloomin Brands

    Steven Cohen (Trades, Portfolio) of Point72 Asset Management recently increased his stake in Bloomin Brands Inc (BLMN) during 1Q2015, according to GuruFocus Real Time Picks.


    Cohen currently has 673 stocks in his portfolio, valued around $14.67 billion and has a 45% quarter over quarter turnover. The top three most heavily weighted sectors include Consumer Cyclical (19.1%), Energy (18.6%) and Industrials (13.3%).

      


  • Should You Be Short DreamWorks Animation?

    With 43.7% of the float already shorted, DreamWorks Animation (DWA) is one of the most heavily shorted stocks out there. While it has had a heavy short interest over the past several years, it has oscillated between 20-40% in the past year alone.


    Is this skepticism warranted, or is there hidden value that the shorts are missing?

      


  • Book Review: The Great Deformation – Part I, The Blackberry Panic Of 2008

    Book Blogs are notes about books I’m reading, as I read them. They may or may not be followed up by wholesale reviews in traditional format.


    The Great Deformation, by David A. Stockman published 2013 (buy on Amazon.com)

      


  • 3 REITs to Play the Aging of America

    The Baby Boomers are at an interesting juncture of their lives: Too old to rock ‘n’ roll, too young to die.


    This is a colorful way to describe the years of late career and early retirement, but it is nothing to take lightly. The aging of the Baby Boomers is the single biggest mega trend facing America. At 80 million strong, the Baby Boomers’ impact on the economy at each stage of their lives has been accurately compared to a pig passing through a python. Their integration into the workforce was a driving factor in the low-productivity / high-inflation nightmare that was the 1970s. And their “getting haircuts and real jobs” was a major driver of the productivity boom of the 1980s and 1990s.

      


  • Why MagicJack is a Magic Formula Value Trap

    I don’t have a landline.


    And most people I know don’t have one as well unless you are a business.

      


  • Carl Icahn Reflects On His Long Career Of Corporate Raiding

    In 1962 Carl Icahn (Trades, Portfolio) learned a critical lesson.


    The source of the lesson was him losing all of his money.

      


  • Looking Ahead of Wall Street: Ambarella Inc., Dollar General Corp., Medtronic PLC

    By Carly Forster


    2015’s first quarter earnings season is coming to an end with only a handful of notable earnings reports slated to be announced this week. Here’s what investors should look for in Ambarella Inc. (AMBA), Dollar General Corp. (DG),and Medtronic PLC (MDT).

      


  • Monday Morning Pre-Market Insights: Celldex Therapeutics, Celladon Corp, CTI BioPharma Corp, TG Therapeutics Inc

    Celldex Therapeutics, Inc. (CLDX) shares rose more than +10% in pre-market trading to $32.01 after the biopharmaceutical company released data on a study indicating that an experimental vaccine was effective in patients with brain cancer. The 12-month consensus target price on TipRanks for Celldex is $37.23, marking a 29% potential upside based on current levels. Out of the four analysts who cover Celldex stock, all of them have open Buy positions.


    Celladon Corp (NASDAQ:CLDN) shares are up more than +11% to $2.58 in pre-market trading following an announcement of approval for a strategic plan to begin the process to seek an acquisition or a partnership. The Board of Directors believes this is the best way to maximize value for shareholders. According to TipRanks, two top ranked analysts have Hold ratings on the stock with an average price target of $3, representing a nearly 30% upside from where the stock is currently trading.

      


  • Industry Concerns Will Keep Seadrill Subdued

    The offshore rig industry might have bottomed out in 2015, but the process of recovery is likely to be long. This article discusses Seadrill (SDRL) with a focus on the company’s first quarter results and the outlook for the industry that makes me believe that the stock will remain subdued in the coming quarters.


    For the first quarter of 2015, Seadrill reported revenue of $1,244 million as compared to $1,221 million in the first quarter of 2014. While the revenue was largely flat on a year-over-year basis, I believe that the top-line performance is good considering the industry scenario. Seadrill reported an EBITDA of $711 million as compared to first quarter 2014 EBITDA of $624 million. Therefore, the operating results can also be considered decent. However, Seadrill stock reacted negatively on result announcement and the primary factor for this negative move is the industry outlook provided by Seadrill.

      


  • Imperial Capital Remains Bullish On American Airlines Group and Southwest Airlines

    By Sarah Roden


    Bob McAdoo of Imperial Capital provided an update on the airline industry on May 28, highlighting stocks such as American Airlines Group Inc (AAL) and Southwest Airlines Co (LUV).

      


  • A Name Worth Knowing: Mark Massey of AltaRock

    Two weeks ago, Beyond Proxy posted a link to an interview with Mark Massey of AltaRock Fund (link). I’ve never heard of Mr. Massey prior to that point, but his record suggests he’s clearly worth listening to: Through August 2011 (the most recent data I could find), he has outpaced the S&P 500 by more than 300 basis points per year for 20-plus years, despite having 30% of the fund’s assets (on average) in cash equivalents. Based on the intro to the Beyond Proxy interview, it sounds like his performance has been even better over the past four years (looking at some of his investments from a few years ago, including Domino’s (DPZ), Mohawk Industries (MHK), and Carter’s (CRI), it’s not difficult to see how).


    I’d like to discuss a few answers from the interview. Let's get started.

      


  • 21st Century Fox: A Great Value Given Its Competitive Advantages and Growth Prospects

    By Nayut Sitachitt, Emerald Springs Asset Management


    Company Overview:

      


  • Jeff Ubben Bought Wesco, Precision Castparts During Q1

    Jeffrey Ubben is the founder, chief executive officer and the chief investment officer of ValueAct Holding LP.


    The portfolio is composed of 15 stocks and has a total value of $18,092 million at the end of 2015 Q1. During that quarter, the investor bought 2 new stocks: Precision Castparts Corp (PCP) and Wesco International Inc (WCC).

      


  • Insiders New Buys: BID, MLM, FFWM

    The All-In-One Guru Screener can be used to find the most insider buys over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$2,000,000+” and Duration to "over the past 7 days".


    According to the above filter, the following are three recent buys from company insiders:

      


  • Investment Strategies for the Bullish Biotech Sector

    So far, 2015 has been a great year for biotech stocks. When we look at broad activity in the iShares NASDAQ Biotechnology Index ETF (IBB), we can see gains of more than 20% year-to-date and these strongly bullish trends have brought a lot of new attention to the sector. And while these types of gains might seem unsustainable, the historical trends prove otherwise. This can be visualized in the chart below, which shows the overall growth rates that have been present for the last 15 years:


    biotech.png

      


  • Tech Sector Poised For New Rallies

    Over the last few months, one of the biggest headlines in all of the financial markets has been the approach to new record highs in the NASDAQ 100. This is significant because it essentially suggests that it took the market 15 years to overcome the drops that followed the tech bubble that burst in the year 2000. So the essential question that needs to be asked here is whether or not these new bull rallies are justified by the underlying fundamentals. Most of the financial markets are aware of the fact that the NASDAQ 100 is largely devoted to the tech space, so this is an excellent indicator of the strength or weakness of the corporate tech market as a whole. For this reason, it is a good idea to assess the fundamentals in these areas as it can be an excellent indicator in determining what is next for companies like Apple, Inc. (AAPL) and Google, Inc. (GOOG) going forward.


    For the most part, the latest rallies in tech have been supported by strong earnings reports. Increasing advertising revenue and product support mechanisms have made it easier for companies to utilize IT functions when marketing their products. According to recent reports from mobile app developer Intellectsoft, positive trends have emerged in the ways companies are accessing software products for mobile devices. If these reported trends continue, that is significant because it will pave the way forward for companies to grow a presence in the mobile device market. There is no other sector that is poised to benefit from these trends more than the tech space, so this essentially creates a bullish outlook for major stock benchmarks like the NASDAQ 100.

      


  • Weekly CFO Buys Highlight: LoJack Corp, Professional Diversity Network Inc, and Bank of Commerce Holdings Inc.

    According to GuruFocus Insider Data, the recent CFO buys were: LoJack Corp (LOJN), Professional Diversity Network Inc. (IPDN) and Bank of Commerce Holdings Inc. (BOCH).


    LoJack Corp: SVP, CFO and Treasurer Kenneth L Dumas bought 10,000 shares

      


  • Weekly CFO Sells Highlight: Broadcom Corp, American Express Co, and VMWare Inc.

    According to GuruFocus Insider Data, the recent CFO sales were: Broadcom Corp (BRCM), American Express Co (AXP) and VMWare Inc. (VMW).


    Broadcom Corp: Executive Vice President and CFO Eric Brandt sold 60,000 shares

      


  • Abercrombie & Fitch Posts Dismal Numbers In Q1, But Management Remains Upbeat

    Teen apparel maker Abercrombie & Fitch (ANF) posted its first quarter numbers on May 28 for the fiscal year, and the analysts were disappointed as the earnings fell below their expectations. In fact, in the first quarter the same-store sales dipped below the analysts’ estimates. As sales became weaker during the first quarter, the same-store sales declined 9% in the U.S. and around 7% in international markets. Let’s quickly catch upon the major highlights of the quarter.


    The quarter numbers

      


  • What Could Be Expected From Dollar General’s First Quarter Earnings Report?

    The largest discount store in the U.S., Dollar General (DG) is about to unfold its first quarter numbers of fiscal year 2015 on June 2 before the market opens and all analysts and investors are waiting for the results which are expected to meet estimates of the Street in the presence of currency headwinds. Let’s quickly take a glance at what are the major factors that could play a vital role in the quarterly numbers and how analysts are opining on the first quarter earnings of the discount store amid intense competition.


    The major attributes playing a role

      


  • AT&T Releases Date For Launching LG G4 At Its Stores

    While other wireless carriers have already provided the release date for LG G4 which happens to be the flagship phone of LG Display Co. Ltd. (LPL) at their stores, U.S. wireless carrier, AT&T (T), declared on May 29 that the latest smartphone of LG would be available at its stores across the nation on June 5. This date matches with the release date for this mobile in the stores of Sprint Corp (S), while Verizon Communications (VZ) would start carrying this handset from June 4. Let’s quickly have a glance at AT&T proposed plan of action with regard to the release of LG G4 handset on a nationwide basis.


    The proposition

      


  • Tesla Enters Into Partnership For Battery Product’s Testing

    The automaker known for its electric cars, Tesla (TSLA), has been diversifying its line of business lately when it announced early this year the launch of the battery products such as Powerwall used for residential purposes of energy storage. In fact, soon after the launch in April this year, the company was able to lure several customers and within the debut week it received 3,800 pre-orders for the battery storage units for home, commercial and utility-scale usage. It is notable that several retail firms such as Target (TGT), Walmart (WMT) and Amazon (AMZN) are currently showing interest in Tesla’s battery packs. According to Bloomberg, the Powerwall batteries had powered 11 Walmart stores in California during the pilot project before the formal launch. Last Thursday it was disclosed that Tesla would be partnering with Atlanta-based power utility company to test its commercial scale battery storage units. Let’s quickly catch up with the facts shared on the agreement between these two companies.


    The plan of action

      


  • Shopify Starts Strong

    Normally we don’t cover recent IPOs (initial public offerings) since they tend to be volatile and risky in their first few months of trading. However, last week a Canadian success story launched a successful IPO and gained over 50% on the opening day of trading. It was a very strong debut.


    The company is called Shopify Inc. It trades under the symbols (SHOP) on the New York Stock Exchange and SH on the TSX. The IPO raised approximately $150 million at $17 a share, thereby valuing the company at about $1.2 billion (figures in U.S. dollars.). Canada can be justly proud of how this young company has grown since it first started doing business in 2004.

      


  • Ron Baron's Top New Stock Holdings

    Noted investor Ron Baron (Trades, Portfolio) incorporated 23 new stocks into his vast portfolio of 359 positions in the first quarter.  


  • Should You Be Short Barracuda Networks?

    Barracuda Networks (CUDA) is one of the most shorted stocks on the planet. With over 150% of the float shorted, there is already a high degree of pessimism. How reasonable is this pessimism and are there reasons to believe the share price will being to deteriorate?


      


  • Carl Icahn: Part Of His Interview With Wall Street Week

    Carl Icahn did a two-part interview with Wall Street Week. and the second part is out. He discuss his early career on Wall Street, and the option brokerage firm that he started. Icahn also discuss losing all of his money and the lessons he learned from that massive loss. He talked about the casino mentality that runs through the market and how dangerous it is. It's a great interview and anyone wanting to know more about Icahn's early career should watch and also get the book "King Icahn: The Biography of a Renegade Capitalist." The book really tells you how Icahn started is activism and how he won his activist campaigns.


    Part 2

      


  • Charles de Vaulx Sells Portions of Three of His Most Valuable Stakes

    French-born asset manager Charles de Vaulx (Trades, Portfolio), partner, chief investment officer and co-portfolio manager at International Value Advisers, looks for many qualities in potential investments, but the most important is fundamental value. International Value Advisers’ record has been pretty good in recent years in spite of a certain amount of volatility in the market. IVA returned 3.2% last year, nearly 17% the year before and 6.63% in 2012.


    De Vaulx left most of the 12 most valuable stakes in his portfolio untouched during the first quarter. His top two holdings – Astellas Pharma Inc (TSE:4503) and Berkshire Hathaway Inc (BRK.A) – haven’t been touched since 2014. Neither, for that matter, have his fourth- and fifth-most valuable stakes – Oracle Corporation (ORCL) and Samsung Electronics Co Ltd (XKRX:005930).

      


  • Buy Nokia Before The Rebound: An Algorithmic Analysis

    This article originally appeared on iknowfirst.com


    At this point in time, Nokia Corporation (NOK) is a company worth considering opening a position in. The stock price has fallen 8.5% since its earnings report, and is down 12.7% year to date. The decreased stock price is a result of a decline in operating profit in the Networks core division, which fell 61% from a year earlier, and concerns about the company’s proposed acquisition of Alcatel-Lucent (ALU). However, the Networks division will turn around during the rest of the year and the company’s planned sale of HERE, its mapping unit, will help the company’s performance and make the stock bullish in the long term.

      


  • GDP Revised Down in Second Estimate

    The Bureau of Economic Analysis released its second estimate of gross domestic product on Friday, May 29. The second estimate of GDP measured on a seasonally adjusted annual rate basis was revised down to -0.7% from 0.2% in the first estimate. The SAAR for the first quarter of 2015 is down in comparison to the fourth quarter which posted a 2.2% SAAR and follows a negative SAAR also reported in the first quarter of 2014 at -2.1%.


    While winter weather and the west coast strike were factors in the lower growth rate, the strongest negative factor appeared to be the strengthened dollar. Exports reported a -7.6% SAAR of growth compared to 4.5% in the previous quarter and -9.2% in the first quarter of 2014. Exported goods had a SAAR of growth of -14.0% further signifying the stronger dollar’s affect.

      


  • Palo Alto Networks Beats Estimates; Analysts Bullish Despite Widened Losses

    By Sarah Roden


    Palo Alto Networks Inc (PANW) released fiscal third quarter 2015 financial results on May 27. The network security company posted revenue and earnings per share ahead of analysts’ estimates but reported widened losses year-over-year.

      


  • 5-year lows: Dynex Capital, Permian Basin Royalty Trust, Weight Watchers International, Black Box Corp.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Dynex Capital Inc, Permian Basin Royalty Trust, Weight Watchers International Inc, Black Box Corp.


    Dynex Capital Inc (DX) Reached $7.77

      


  • Weekly CEO Sells Highlight: Walker & Dunlop, Arista Networks, Vanda Pharmaceuticals, and Synopsys

    According to GuruFocus Insider Data, these are the largest CEO sales during the past week: Walker & Dunlop Inc, Arista Networks Inc, Vanda Pharmaceuticals Inc, and Synopsys Inc.


    Walker & Dunlop Inc (WD): Chairman & CEO William M Walker sold 250,000 Shares

      


  • Cantor Fitzgerald Bullish on Innovations from Google, Amazon, and Facebook

    By Sarah Roden


    Youssef Squali of Cantor Fitzgerald provided commentary on updates announced by popular Internet companies such as Google Inc (NASDAQ:GOOGL), Amazon.com, Inc. (NASDAQ:AMZN), and Facebook Inc (NASDAQ:FB) on May 29. Squali notes that the Cantor Internet Index, or CII, outperformed the overall market last week. The CII increased 0.4% compared to the S&P 500’s -0.1% decrease.

      


  • Ford Mustang and Chevrolet Camaro Set For a Fight Again

    The rivalry between Chevrolet Camaro and Ford (F) Mustang is going to get bigger and better with General Motors (GM) taking the wraps off the new Chevrolet Camaro. Ford had a strong 2014 and enjoyed twice as much sales as its cross-town rival saw for the Camaro. General Motors isn’t going to let go Mustang lead that easily. The 2016 Chevrolet Camaro is a clear indication of the top Detroit maker’s attempt to put up a strong fight. Which muscle car will emerge as a winner this year: 2016 Chevrolet Camaro or 2016 Ford Mustang?


    The Mustang-Camaro fight intensifies

      


  • Expect Headwinds in Apple Pay’s Expansion Plans

    Apple (AAPL) has had a long history of coming up with cutting edge products that have drawn a cult-like following. Due to its strong brand recognition, it seems that any product the tech giant develops usually attracts customers in droves more so in markets others have failed. Take for example the smartwatch that was recently launched -- over one million orders were booked, effectively making Apple the biggest smartwatch maker in the world.


    After following Apple Pay’s progress for some time now, I am inclined to believe that it doesn’t fall into the category of products mentioned above and I’m going to explain why. While the announcement of the launch of Apple Pay did generate quite a lot of enthusiasm from different quarters, uptake of the technology has been somewhat sluggish. This can be attributed to a number of factors such as the system’s dependence on the iPhone ecosystem and the fact that mobile payments haven’t yet attained mainstream status.

      


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