Archive for March, 2011

Screening for Technology Stocks: 30 Finds to Consider

Thursday, March 31st, 2011
Screening for Technology Stocks: 30 Finds to Consider

Investing in “new” technology stocks could be especially rewarding as we shift from “up-market” to “bull market.” My previous article described why. The challenge of investing in new technology companies is that they often are not well known plus they look overpriced. Moreover, risk is high. We have seen competition or failure to implement... »

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Time to Own ‘New’ Technology Stocks

Wednesday, March 30th, 2011
Time to Own ‘New’ Technology Stocks

When you hear “technology,” what companies do you think of? Chances are they include the Dow Jones Industrial Average’s (DJIA’s) five tech names: Cisco (CSCO), Hewlett-Packard (HPQ), IBM, Intel (INTC) and Microsoft (MSFT). These are the cautious investor’s friends. They don’t make us have to decide between income, value and growth – we get... »

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Has Caterpillar’s Stock Become Overvalued?

Tuesday, March 29th, 2011
Has Caterpillar’s Stock Become Overvalued?

Caterpillar’s stock is hitting new highs. That fact, by itself, is not worrisome. But what about its valuation? Is that getting too high? Certainly this comparison makes it look so: Price/estimated earnings ratios: 2011 – Caterpillar = 17.8x; DJIA = 12.6x 2012 – Caterpillar = 13.7x; DJIA = 11.3x So, should we avoid Caterpillar... »

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Why Caterpillar’s ‘High’ Stock Price Shouldn’t Alarm Investors

Tuesday, March 29th, 2011
Why Caterpillar’s ‘High’ Stock Price Shouldn’t Alarm Investors

Caterpillar’s good fortunes have increased its stock’s popularity and price. Does this mean the stock is near its top? I believe there are three reasons (besides fundamentals) not to worry. Today’s “high” price could look low tomorrow. This article is on SeekingAlpha.com »

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Verizon vs. AT&T: Who Cares About Biggest – What About Best?

Friday, March 25th, 2011
Verizon vs. AT&T: Who Cares About Biggest – What About Best?

There is a lot of commentary about AT&T buying T-Mobile to become the biggest cell phone company. But how about best? Today, that honor was bestowed on Verizon. (more) This article is on SeekingAlpha.com »

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AT&T + T-Mobile = Nirvana? Beware the Hype

Tuesday, March 22nd, 2011
AT&T + T-Mobile = Nirvana? Beware the Hype

On Consumer Reports’ January 2011 cover: “Best & Worst Providers (Sorry, AT&T).” An article, “Consumer Reports cell-service Ratings: AT&T is the worst carrier,” leads off with: “AT&T is the lowest-scoring cell-phone carrier in the U.S., according to a satisfaction survey of 58,000 ConsumerReports.org readers. Of all the carriers rated, AT&T was the only one... »

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Gold: 1980’s Highs May Dampen 2011’s Enthusiasm

Friday, March 18th, 2011
Gold: 1980’s Highs May Dampen 2011’s Enthusiasm

Gold’s price is up, but what about its value? We know gold is supposed to protect us from inflation, but where does that protection begin and end? Gold’s claim to fame: Store of value The investable quantity of gold remains relatively static. In addition, gold doesn’t age and it has a history of trade... »

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PIMCO’s Bill Gross Cashes in U.S. Treasurys. What Should the Rest of Us Do?

Monday, March 14th, 2011
PIMCO’s Bill Gross Cashes in U.S. Treasurys. What Should the Rest of Us Do?

It’s official. Bill Gross is divorced from the U.S. Treasury. The PIMCO Total Return Fund, the largest U.S. mutual fund at about one-quarter trillion dollars, now holds no U.S. Government securities. What’s up? Is the U.S. about to be downgraded? Is it bankrupt? Or is this a political thing? None of the above, according... »

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How to Prepare for U.S. Stock Market Upside Risk

Monday, March 7th, 2011
How to Prepare for U.S. Stock Market Upside Risk

Libya? Oil prices? U.S Dollar? Employment? Inflation? Forget about those risks. There is a new U.S. stock market risk warning that has just been revealed on Wall Street. (more) This article is on SeekingAlpha.com »

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4 Reasons Investors Are Buying Stocks Now

Monday, March 7th, 2011
4 Reasons Investors Are Buying Stocks Now

This year investors’ interest in stocks is charged up. The question being debated is “Why?” Here are four drivers of investors’ stock buying. (more) This article is on SeekingAlpha.com »

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Contrarians, Beware: Investors Are Not Stupid!

Wednesday, March 2nd, 2011
Contrarians, Beware: Investors Are Not Stupid!

We’re getting a flood of warnings that it may be time to sell. Why? Because, individual investors are buying stocks again! The argument is that when investors panicked after the market dropped in early 2009, it was a good time to buy. Therefore, after two years and a 100% stock market rise, investor buying... »

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