Posted on July 30th, 2007 by TraderX
Real estate investment trusts have come under pressure lately as homebuilder and subprime stocks weigh on the real estate market. However, these companies have very few similarities, and thus have become cheap for absolutely no reason. REITs are known for generating consistent revenue and dividends, almost as if the stock was a bond or loan. [...]
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Filed under: Bargain Basket, Fundamental Research, Sector Watch, Stocks, Time To Buy
Posted on July 18th, 2007 by TraderX
With crude prices showing no immediate signs of slowing — and the United States determined to reduce its dependence on foreign oil — we should once again see alternative energy stocks gain the attention (and respect) they deserve. During Ben Bernanke’s testimony this afternoon, one representative discused the possibility of increasing the number of nuclear [...]
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Filed under: Fundamental Research, Sector Watch, Stocks, Time To Buy
Posted on July 10th, 2007 by TraderX
Hedge funds have reported losses in the billions, subprime mortgage companies have filed for bankruptcy and most subprime debt is valued well below par, and the still the major ratings agencies had not reviewed the credit quality of these securities. Sense finally came to Moody’s today, and the agency downgraded approximately $12 billion worth of [...]
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Filed under: Fundamental Research, Sector Watch, Stocks
Posted on May 10th, 2007 by TraderX
Over the past several years the shares of some of Americ’as largest exchanges have soared. Numerous initial public offererings have come to the public landscape including the Chicago Merc (NY:CME), New York Stock Exchange (NY:NYX), NASDAQ (NAS:NDAQ) and the NYMEX (NY:NMX). The returns of all exchange IPO’s are impressive. When NYMEX opened last year the [...]
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Filed under: Fundamental Research, Sector Watch
Posted on April 15th, 2007 by TraderX
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. [...]
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Filed under: Fundamental Research, Sector Watch, Stocks
Posted on March 12th, 2007 by TraderX
In recent weeks the subprime mortgage industry has been placed under the microscope, as more and more Americans default on their loans. According to a recent Bloomberg article, as many as 1.5 million homes may go into foreclosure over the next few months. With the possibility of mass foreclosures on the horizon, where are these [...]
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Filed under: Bargain Basket, Fundamental Research, Sector Watch, Stocks, Time To Buy
Posted on March 6th, 2007 by TraderX
In recent days, gold stocks and futures have been at the forefront of the market sell off. Traders have been asking me if this is a good time to buy gold stocks, as the price multiples are now even more attractive. Here’s my take on the industry. According to the World Gold Council, in 2006 [...]
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Filed under: Fundamental Research, Sector Watch
Posted on February 19th, 2007 by TraderX
After nearly a year of speculation, the two companies finally decided to enter an agreement to merge. If you own the stock, don’t get too excited yet. The government is certainly going to take a long look at the regulatory concerns posed by the merger. Earlier this year, the head of the Federal Communications Commission [...]
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Filed under: Fundamental Research, Sector Watch
Posted on January 23rd, 2007 by TraderX
With the price of corn futures nearly doubling in the past six months, companies in the alternative energy sector have seen their profit margins and stock prices deteriorate. In the State of the Union speech tonight, President Bush is expected to discuss the escalation in the federal mandates on the use of ethanol as a [...]
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Filed under: Sector Watch
