Archive for February, 2013

4-Year Stock Optimist Turns Negative – 4 Signs Market Is On Thin Ice

Thursday, February 28th, 2013
4-Year Stock Optimist Turns Negative – 4 Signs Market Is On Thin Ice

For four years, since March 9, 2009, I’ve actively invested in the U.S. stock market and written about the benefits of doing so. Now, however, that has changed. I’ve just sold (last Thursday, 2/21) all but one holding and gone to cash. While others also are worrying about the stock market (see excellent article... »

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Cyberonics Reports Outstanding Earnings – Now What?

Saturday, February 23rd, 2013
Cyberonics Reports Outstanding Earnings – Now What?

Prior to Friday’s (2/22) stock market open, Cyberonics (CYBX) reported $0.47 EPS for its fiscal 3rd quarter 2013, up 38% from one year ago, and almost 24% above estimated earnings. Revenues were almost $63 million, up 15% from last year and 3.5% better than expected. Today the stock rose 5.2% from yesterday’s $44.33 close.... »

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Cyberonics: A ‘Neglected’ Health Technology Company Built For Future Growth

Thursday, February 21st, 2013
Cyberonics: A ‘Neglected’ Health Technology Company Built For Future Growth

Investing success has many routes, but none are as good at regularly reducing risk and increasing potential return than selecting a “neglected” growth stock. These wallflowers need not be ugly, but can be the hidden gem that so many want to find, with the company succeeding and the stock languishing. Cyberonics (CYBX) appears to... »

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Bondholder Alert: Fed Runs Out Of Gas And Wall Street Takes Over

Thursday, February 14th, 2013
Bondholder Alert: Fed Runs Out Of Gas And Wall Street Takes Over

The Fed admits its loss of control in Fed’s Stein Sees Risks for Credit Markets: “Federal Reserve Board Governor Jeremy Stein said there isn’t an imminent threat to the wider financial system, but highlighted several markets-including junk bonds, mortgage real-estate investment trusts and commercial banks’ securities holdings-as areas where potentially troubling developments are emerging,... »

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Dell’s Stock ‘Too High’ – Board On Hot Seat

Tuesday, February 12th, 2013
Dell’s Stock ‘Too High’ – Board On Hot Seat

In “It’s Time To Shadow Invest In Dell”, I laid out reasons for buying Dell (DELL), even at a price above Michael Dell’s offer of $13.65. Today’s (Tuesday, 2/12) developments add significant weight to the proposition that Michael’s bid is too low, so DELL looks to be a good buy. Here’s what’s happened… This... »

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It’s Time To Shadow Invest In Dell

Tuesday, February 12th, 2013
It’s Time To Shadow Invest In Dell

Dell’s (DELL) 50% drop from $18 to $9 finally reversed as the Windows 8 effect began to take effect. Then Michael Dell offered to buy the entire company at $13.65 per share. Are investors saved? Or is Michael taking advantage, taking the long-term opportunity from current shareholders for himself and his partners? I believe... »

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Demystifying Investors’ Preference For Bonds And Why It Could Be Changing

Wednesday, February 6th, 2013
Demystifying Investors’ Preference For Bonds And Why It Could Be Changing

The sudden increase of flows into U.S. stock mutual funds is producing articles warning that investors are once again chasing performance — and that’s a danger sign. It seems plausible, now that the market is at all-time high levels and up 100%. But is that really all there is to it? A 3 year,... »

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Cyberonics Jumps As Short Sellers Come Up Empty

Monday, February 4th, 2013
Cyberonics Jumps As Short Sellers Come Up Empty

Cyberonics (CYBX) is up sharply on large volume today (Monday, 2/4). Why? The short seller article (Blowing The Whistle On Cyberonics) that produced the sharp drop (described in my article, Cyberonics – Short-Selling Creates Buying Opportunity) just lost its foundation. Here is what’s happened and how we should view the events… This article is... »

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