Archive for May, 2011

Apple’s Future Depends on Leaping Hurdles, Not Earnings

Monday, May 30th, 2011
Apple’s Future Depends on Leaping Hurdles, Not Earnings

The burning question seems to be, “Why is Apple (AAPL) selling at such a low valuation?” Just try to find another company with Apple’s creative, development, business and financial success that has sold at 12 times its forecast earnings. This high 8.3% earnings yield is typically awarded to growth sluggards or income stocks. Is... »

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Apple: Price Stall Is Foundation Building, Not Topping Out

Thursday, May 26th, 2011
Apple: Price Stall Is Foundation Building, Not Topping Out

I recently read a cautionary article about Apple (AAPL). The gist was that Apple is a good growth company, but the stock hasn’t gone anywhere this year. Therefore, something must be wrong and investors should be cautious. The problem with that logic is that it makes two improper presumptions. First, that a good growth... »

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5 ‘Special Situation’ Growth Stocks

Monday, May 23rd, 2011
5 ‘Special Situation’ Growth Stocks

With a potential stock opportunity coming (see “Stock Market Buying Opportunity Could Be Coming”), we could have a chance to make some desirable stock purchases. So, what to buy? Here are my 5 favorite growth stocks and my analysis of what could happen if the opportunistic drop occurs. This article is posted on SeekingAlpha.com »

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Stock Market Buying Opportunity Could Be Coming

Friday, May 20th, 2011
Stock Market Buying Opportunity Could Be Coming

Post-earnings report malaise has set in once again. Even though the reports were excellent and drove 2011 and 2012 estimated earnings up, the stock market has softened. However, this reversal isn’t unusual. Once earnings announcements are over, investors often look about for other news. With the media’s help, this quarter’s mid-period has a negative... »

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Dow 20,000: How It Could Happen

Monday, May 16th, 2011
Dow 20,000: How It Could Happen

Most first quarter 2011 earnings reports are in and the news is good. Over three-quarters exceeded expectations. Moreover, the results showed a desirable combination of growing revenues, profitability and cash flow. Profit margins are being maintained by cost control, improved productivity and operating leverage. This combination of factors helped push analysts’ 2011 earnings expectations... »

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Stock Market Has Become a 2011 Performance Leader

Friday, May 13th, 2011
Stock Market Has Become a 2011 Performance Leader

For over two years, many investors have viewed the U.S. stock market as a poor investment. The reasons cited ranged from too risky to unpopular to low return expectations. Nevertheless, investors haven’t sat on their hands, earning near-zero returns in money market funds. They have actively invested in other investment areas. The surprise might... »

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Silver’s Price Moves Are Affecting Investor Behavior

Wednesday, May 4th, 2011
Silver’s Price Moves Are Affecting Investor Behavior

Silver’s quick and dramatic price shifts now are affecting investor attitudes. Poring through the many silver articles reveals a widespread investment strategy: Buy silver to protect against (profit from) U.S. inflation and a collapsing dollar. Many are comfortable with that rationale alone. They believe that current U.S. government and Federal Reserve policies mean an... »

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Apple & Microsoft Confound Nasdaq 100 Rebalancing Expectations

Tuesday, May 3rd, 2011
Apple & Microsoft Confound Nasdaq 100 Rebalancing Expectations

When the Nasdaq 100 rebalancing was announced before the April 5 stock market opening, the expectation was that opportunities might arise as we approached the May 2 implementation, based on April 29 closing prices. The best possibilities seemed to be an Apple (AAPL) sell-off (its allocation was being significantly decreased) and a Microsoft (MSFT)... »

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