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Posts related to ‘Value Investing’

After the Fall: Value Opportunities in the Solar Sector (AMAT, WFR, GTAT, FSLR, SPWR, STP, TSL, LDK, JASO, SOL)

Posted: May 25, 2012 at 10:41 am

Anyone looking for a sad story to tell need search no further than the solar PV sector. Manufacturing over-capacity and lower government subsidies led to a price collapse of about ...
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Walmart Express Stores a Surprise Success

Posted: May 25, 2012 at 8:44 am

In a conference presentation earlier this week, Bill Simon, the CEO of US operations for Wal-Mart Stores Inc. (NYSE: WMT), made some comments about the 10 Walmart Express stores the ...
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After The Fall: Value & Upside In Chip Stocks As Summer Heat Awaits (INTC, QCOM, BRCM, NVDA, AMD, TSM, MU, FSL, SNDK, AMAT, ALTR, LRCX, SMH, XSD, USD)

Posted: May 24, 2012 at 11:51 am

The recent sell-off has been brutal to semiconductors and chip stocks of late.  To make matters worse, investing in technology and semiconductors can be brutal during the summer months.  Still, ...
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After the Fall: Retail Stocks Upside Potential Remains (COST, WMT, TGT, M, KSS, JCP, GPS, LTD, AEO, ANF, TJX, DG)

Posted: May 24, 2012 at 11:22 am

Retailers have fared better than many other sectors over the past year, with the majority of share prices having risen although price to book values remain negative. Thus, either the ...
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After the Fall: Value and Upside in Conglomerate Stocks (GE, MMM, UTX, HON, TYC)

Posted: May 23, 2012 at 10:49 am

Searching for a value play in conglomerate stocks may resemble looking for a needle in a haystack. The companies are so large and diversified that anything short of a major ...
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After the Sell-Off: Value & Upside In Major Industrials (APD, BA, CAT, DE, DOW, DD, DHR, ITW)

Posted: May 23, 2012 at 10:25 am

Summer can often be an interesting time in the markets and so far the "Sell in May and go away!" them has worked.  What has also taken place is that ...
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MLP Investors Have to Weigh Risks vs. Rewards This Summer (EPD, KMP, PAA, OKS, ETP, EEP, AMJ, AMLP, KYN)

Posted: May 23, 2012 at 8:01 am

The world of master limited partnerships (MLPs) has brought great reward to investors in recent years. 24/7 Wall St. wants to know if the enthusiasm can stay in this sector ...
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After the Fall: Value in Oil Stocks (XOM, CVX, BP, SLB, HAL, BHI, VLO, MPC, TSO, OIH, XOP)

Posted: May 22, 2012 at 11:11 am

The month-long slide in crude oil prices has chopped the share price of many of the biggest names in the oil patch. Exxon Mobil Corp. (NYSE: XOM) is about -4% ...
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After The Fall, Huge Upside & Value In Gold/Silver Miners (GDX, SIL, ABX, GG, NEM, AU, KGC, AEM, GFI, AUY, IAG, HMY, EGO, RGLD, SLW, PAAS)

Posted: May 22, 2012 at 10:44 am

Gold and silver have finally indicated that the free fall we saw over the last month may have at least stabilized.  The markets are mixed today in the commodities and ...
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Wells Fargo Becomes Safest Bank In America, Book Values De Damned (JPM, WFC, BAC, C)

Posted: May 21, 2012 at 3:23 pm

Wells Fargo & Company (NYSE: WFC) has replaced J.P. Morgan Chase & Co. (NYSE: JPM) as the safest bank in America.  This did not happen overnight and it is not ...
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When Apple Drops Over $100 From Highs… What Happens Next

Posted: May 17, 2012 at 2:27 pm

Apple Inc. (NASDAQ: AAPL) has been a phenomenal growth story.  It is the ultimate turnaround story of mega-proportions.  The stock is also up 32% so far in 2012.  The problem ...
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EA Guidance Minimizes Value and Turnaround (EA, ATVI, BBY, GME)

Posted: May 7, 2012 at 4:26 pm

Electronic Arts Inc. (NASDAQ: EA) has released its earnings, and we forecast that this will help set the reception tone for Activision Blizzard Inc. (NASDAQ: ATVI) when it reports later ...
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Why Investors Should Have At Least Some Caution Chasing Drive-Makers Now (STX, WDC, AAPL)

Posted: April 18, 2012 at 11:43 am

Seagate Technology PLC (NASDAQ: STX) is one of today's top market winners and shares just hit a new 52-week high.  While 24/7 Wall St. has been a big backer of ...
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The Best Value High-Yield and High-Return Utilities (XLU, EXC, ETR, AEP, PEG)

Posted: April 18, 2012 at 6:35 am

The utility sector has been a rather poor performer so far in 2012, as investors have sought growth and less dependence on high payouts, and higher dividend taxes could be ...
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Scoring Earnings Season: A True Tale of the Tape (AA, JPM, WFC, GOOG, NOK, INFY, CSTR, MFRM, CSC)

Posted: April 14, 2012 at 11:33 am

Earnings season for the first quarter of 2012 is upon us and 24/7 Wall St. wanted to see how the tale of the tape is treating the companies reporting earnings.  ...
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