Omnicom Group (NY:OMC), the world’s largest advertising services company, reported better than expected earnings last week; this is now eight straight quarters where the company matched or exceeded earnings estimates. With domestic and international revenue surging — and no signs of weakness in the company — it’s strange that this would be time the to [...]
No Comments »
Filed under: Fundamental Research, Stocks
Following up on Michael’s write up of Amazon Inc (NAS:AMZN) on April 5th, I concur with him that shares of the world’s biggest e-retailer is way overvalued. Today after the close of the bell they report earnings, I think no matter what the results the stock will sell off in AH trading. This afternoon I [...]
No Comments »
Filed under: Fundamental Research, Time To Sell
When new automobile engines breakdown from normal wear and tear, we receive free service through the manufacturer’s warranty. Cosmetic damages — although covered by insurance providers — are also free of charge. We rarely ever pay for these services (or parts), however, as an investor you would like to know who coughs up the cash. [...]
No Comments »
Filed under: Fundamental Research, Sector Watch, Stocks
Crocs Inc (NAS:CROX) is a short sellers dream. Visions of a fad retail business makes shorts giddy. However, shorts beware. Crocs is not a fad; at least not yet. Shares of the rubber shoe company have been doing well in the past year. Recently, the stock has sold off its 52 week high, but have [...]
No Comments »
Filed under: Bargain Basket, Fundamental Research, Time To Buy
All Internet stocks rely on one factor to generate revenue: website traffic. Priceline, eBay and Amazon generate all of their profits from a web-based storefront, so monitoring the website’s traffic ratings will be a great indicator of the company’s performance. Amazon (NAS:AMZN) has been on a nice run this past week amid news of their [...]
No Comments »
Filed under: Fundamental Research, Stocks, Time To Sell
I have always been a skeptic when it comes to investing in coin-toss stocks, especially those pre-profit pharma and biotech companies. When a company that generates very little revenue relies on a drug trial to support its stock price, you could expect to see your investment double (or cut in half) when the results are [...]
No Comments »
Filed under: Fundamental Research, Time To Buy
Shares of Freeport McMoRan Copper & Gold (NY:FCX) have been on a tear lately, trading north of $65/share. Since the takeover of Phelps Dodge last quarter the maker of copper and gold has been getting alot of attention from Wall Street. However this is a fundamental story. Growth in the industry is still going strong, [...]
No Comments »
Filed under: Fundamental Research
How would you reward a company whose earnings, revenue and margins experienced double-digit gains? If you were a current shareholder of H&E Equipment (NAS:HEES), I bet you sold the stock. In the company’s most recent earnings report on March 15th, 4th quarter profit rose by 40 percent, while rental equipment and new sales were up [...]
No Comments »
Filed under: Bargain Basket, Fundamental Research, Stocks, Time To Buy
Today after the close of the bell Oracle (NAS:ORCL) reports earnings. Forecasters expect the software giant to report EPS of .23/share on revenue of $4.33 billion. However Wall St. will really zero in on their license sales, a key software metric. Analysts expect that number to come in around $920 million. Software license growth would [...]
No Comments »
Filed under: Fundamental Research, Software, Stocks
Not taking into account the buyouts of TXU and Dollar General, private equity activity has been rather slow in 2007 compared to the first few months of 2006. Are the M&A mega deals going out of favor? Not a chance! Do not think for a minute that these private equity firms have finished making deals. [...]
No Comments »
Filed under: Fundamental Research, Stocks, Time To Buy