Archive for August, 2011

Groupon’s IPO Prospects May Be Punctured

Monday, August 29th, 2011
Groupon’s IPO Prospects May Be Punctured

Last week, just about everything that could go wrong for Groupon’s pending IPO did. Friday, alone, had four dismal reports that could deflate Groupon’s IPO hopes. The week’s reports that punctured Groupon’s IPO prospects… This article is posted on SeekingAlpha.com »

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Bank Of America’s Solution Isn’t Buffett, It’s Dismemberment

Friday, August 26th, 2011
Bank Of America’s Solution Isn’t Buffett, It’s Dismemberment

Bank of America’s (BAC) situation is taking on the aspects of a Greek tragedy – or a farce. Despite Warren Buffett’s official statement that Bank of America is a well-run company, his way-too-small $5 billion in preferred stock with juicy terms is unfavorable to the bank. The realistic solution to BofA’s problems is shrinkage,... »

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How Apple’s CEO Change Alters Its Prospects

Thursday, August 25th, 2011
How Apple’s CEO Change Alters Its Prospects

Hearing that Steve Jobs will no longer be Apple’s (AAPL) CEO can generate sadness on a personal level. The response is understandable and appropriate. The challenge is to shift to objective (i.e., emotionless) investment analysis. But that is what we need to do. Our goal as investors is to own securities that offer the... »

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Apple Is An Impossible Dream Come True

Thursday, August 25th, 2011
Apple Is An Impossible Dream Come True

Watching the stock market move up nicely and perhaps confirming a double bottom (see “Double Bottom? This Powerful, Positive Indicator Could Be Forming”), I decided to do an unusual screening. With stocks having been beaten down and growth forecasts being dismissed, why not screen for the perfect growth stock–the company that makes an inordinate... »

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Forget The Fed: Business Has Its Own QE3

Tuesday, August 23rd, 2011
Forget The Fed: Business Has Its Own QE3

Official “Quantitative Expansion” (i.e., the Federal Reserve’s increasing the money supply by buying bonds) is no longer necessary. The money supply is now growing through normal, homegrown forces, and the growth started just as the Fed’s QE2 ended. This article is posted on SeekingAlpha.com »

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How Caterpillar, Coca-Cola And Apple Can Defeat Investor Anger

Monday, August 22nd, 2011
How Caterpillar, Coca-Cola And Apple Can Defeat Investor Anger

Jason Zweig’s excellent WSJ article, “Too Flustered to Trade: A Portrait of the Angry Investor,” paints an accurate portrait of today’s investor. Frustration and anger are not only strongly felt, they are affecting investors’ decisions still – even though the stock market bottomed 2-1/2 years ago. “They’re mad as hell, and they aren’t going... »

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Double Bottom — UPDATE

Friday, August 19th, 2011
Double Bottom — UPDATE

The exhibits below, from “Double Bottom? This Powerful, Positive Indicator Could Be Forming,” have been updated through Friday’s close. »

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Double Bottom? This Powerful, Positive Indicator Could Be Forming

Friday, August 19th, 2011
Double Bottom? This Powerful, Positive Indicator Could Be Forming

The formation of a double bottom (a second drop to, but not below, a previous low) is a well-liked, positive indicator. This price support in the face of previous weakness shows that buyers are stepping in and offsetting sellers. This sign, in turn, can produce confidence that the previous decline is ending, thereby bringing... »

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Goodbye, Verizon – Hello, Home Depot

Wednesday, August 17th, 2011
Goodbye, Verizon – Hello, Home Depot

Last fall, I discussed Verizon’s (VZ) investment prospects in “Verizon Communications: Income Plus Potential Growth.” The next six months produced good results, with Verizon outdistancing its key competitor, AT&T (T). Then came a stall, followed by what looked like a breakout in early July, then – surprise! Just as Ivan Seidenberg, Verizon’s long-time, strategically-focused... »

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The 3 C’s Needed for Investment Success – Now More Than Ever

Friday, August 12th, 2011
The 3 C’s Needed for Investment Success – Now More Than Ever

News reports, pundit predictions, radio talk shows and reader comments have reached loud, negative levels. Unbridled pessimism has sprung up regarding just about everything. Like last year at this time, events and facts have been blown out of proportion and only negative indicators are taken as the “truth” with which to forecast a trend.... »

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Mass Panic Selling Generates Some ‘Positive’ Indicators

Tuesday, August 9th, 2011
Mass Panic Selling Generates Some ‘Positive’ Indicators

Identifying the turning point of a runaway down market is nearly impossible. It requires figuring out when emotions and shares offered for sale will peter out. However, there are some signs that crop up when markets get ugly. August 8, was one of those days, and here is the picture. This article is posted... »

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Stock Market Turnaround Could Be Near

Monday, August 8th, 2011
Stock Market Turnaround Could Be Near

Often, a dramatic, weekly move that accentuates a previous trend is followed by an equally dramatic one in the opposite direction. Last week’s decline could be just such a move, setting us up for a possible stock market turnaround. One week’s action does not signify a trend Occasionally, we get dramatic and negative news... »

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