Tag: business

Trio of Takeover Targets in Oil Services

Filed in acquisitions, Bank Gold, commodities, o, target by on January 26, 2011 0 Comments
Trio of Takeover Targets in Oil Services

Filed under: Newsletters , Schlumberger Limited (SLB) , Commodities , Oil , Stocks to Buy “The oil services and equipment industries have been a hotbed of M&A activity over the past few years, a trend that should continue into 2011,” says energy sector specialist Elliott Gue . The editor of The Energy Strategist explains, Three of my top 10 takeover plays hail from this part of the energy patch: Core Laboratories ( CLB ), Dresser-Rand ( DRC ) and Dril-Quip ( DRQ ). “With a market capitalization of more than $100 billion, Schlumberger ( SLB ) should add to the dozens of acquisitions it’s closed over the past few years. Continue reading Trio of Takeover Targets in Oil Services Trio of Takeover Targets in Oil Services originally appeared on BloggingStocks on Wed, 26 Jan 2011 10:30:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

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Tibco Develops a Social Network for Business

Filed in MGM Resorts, New Gold, o, South African Gold by on January 24, 2011 0 Comments
Tibco Develops a Social Network for Business

Filed under: Industry , Small Business , Technology Tibco Software ( TIBX ) has carried the concept of social networking to business, as reported in Investor’s.com . Tibco’s software, dubbed Tibbr, ties together all the departments in real time. This give management and employees a “heads up” on business activity as it happens. For example, at MGM Resorts ( MGM ), when a big spender walks in the casino, the system immediately alerts the entire staff to treat the customer like he’s a king. Tibco’s chief, Vivek Ranadive, said: “It’s like a nervous system that works in real time and responds in real time.” It allows a company to capture the right information at the right time and act on it preemptively for a competitive advantage. Continue reading Tibco Develops a Social Network for Business Tibco Develops a Social Network for Business originally appeared on BloggingStocks on Mon, 24 Jan 2011 15:00:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

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Ericsson (NASDAQ:ERIC) Earnings Limited Even with Sales Growth

While Ericsson (NASDAQ:ERIC) sales are expected to surge in 2011, the emerging markets that growth will occur in will have limited earnings potential because of lower margins. Canaccord says, “We believe Ericsson is well positioned for solid 2011 sales, as our carrier capex survey indicated solid wireless trends in 2011 driven by new 4G network builds in North America and 3G builds in developing

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Fear the Reaper

Filed in ben bernanke, BP, earnings, economy, Gold, GOld juniors, lead, o, recession, shares, stimulus by on January 24, 2011 0 Comments
Fear the Reaper

It’s been a hell of a run. The economy is back on track. A new survey from the National Association for Business Economics suggested that jobs were coming: The number of economists who saw hiring by their firms increasing over the next six months was 42 percent, compared with 7 percent who expected to lay off workers. The NRI of 35 was the highest in the 12 years that the question has been asked. Some talking heads are suggesting the economy grew 3% in the fourth quarter of 2010. Companies slashed costs, became mean and lean, and drove profitability to record levels. Intel — one of the companies I told you to buy two weeks ago — just said it was buying back $10 billion in shares. Ben Bernanke has been pumping up liquidity to drive the stock market higher. His plan has worked to perfection… The Dow only goes up There is only one trade on right now. Group-think means the trend is your friend. “Don’t fight the Fed” is the mantra bleated by the sheeple. The blind squirrel investors have found their nut and assume there is another one just over there, ready to be eaten. This of course, raises my contrarian hackles. Take a look at this chart… Barry Ritholtz over at ritholtz.com had a great point when he wrote: At 90% gains, this market has run further and faster than any previous rally. Indeed, in just 20 months it has far outpaced every other rally’s 24 month record by some 50%; the next closest gainer was 65.7%. That does raise some cause for concern short term. The market has never gone so far, so fast as it has in the last two years. After a 90% run, which is a more likely scenario — that the Dow goes up another 90%, or that it corrects? Small caps lead Not only do small cap stocks (under $300 million market cap) lead over the long haul, but they also lead the way out of recessions. These are the smaller, quicker companies that are able to adjust to the economic landscape, and fast to roll out new products. T. Rowe Price found that in the 12 months following the previous nine recessions, small-cap stocks gained 24%, versus 17.6% for the S&P 500. Merrill Lynch reported that in the 18 bear markets since the 1930s, small caps gained an average of 41.4% in the 12 months after the end of the decline, compared with a gain of 32.4% for large caps. It has been true with this bounce back, as well. Small caps have been on fire until last week. As of Friday, small caps were down 4% for the week and 1% for the year… No more bailouts to states Another reason to think about taking some profits is that there are no more bailouts coming. The majority of 2008’s stimulus package went to the states. This equals about $400 billion that the states used to keep running…

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Lennar’s (NYSE:LEN) Outperformance Should Continue

Filed in Gold Bullion prices, Gold Prices, Lennar, o, outperform, ubs by on January 21, 2011 0 Comments

Impressed by the recently quarterly results of Lennar (NYSE:LEN), UBS sees their outperformance continuing, although caution on possibly waiting for a better entry point. UBS says, “We were particularly impressed with Lennar’s results in its most recently reported quarter and would highlight a number of positives: 1) unit orders declined 6% YOY, leaving ending backlog down just 1% heading in F12

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TAL International (TAL): Shipping Income

Filed in Bank Gold, commodities, dividend, economy, o by on January 20, 2011 0 Comments
TAL International (TAL): Shipping Income

Filed under: Newsletters , Commodities , Oil , Agriculture , Stocks to Buy “TAL International ( TAL ) is one of the worlds largest lessor of containers; its annual dividend of $1.60 provides a current yield of 5.3%,” says income specialist Amy Calistri . The editor of The Daily Paycheck explains, “In today’s global economy, roughly 90% of non-bulk cargo is transported by container ships. Interestingly enough, most shipping lines don’t own the actual containers; they lease them. “This wasn’t necessarily the type of stock you wanted to be in when the global economy ground to a halt. But as the world’s economies and trade improve, this is one company that benefits first. Continue reading TAL International (TAL): Shipping Income TAL International (TAL): Shipping Income originally appeared on BloggingStocks on Thu, 20 Jan 2011 13:00:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

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India Outsourcing Boosts Cognizant (CTSH)

Filed in Bank Gold, G 20, o by on January 20, 2011 0 Comments
India Outsourcing Boosts Cognizant (CTSH)

Filed under: International Markets , India , Newsletters , Stocks to Buy “Outsourcing play Cognizant Technology ( CTSH ) is a bet that after a strong 2010, this sector will continue to yield big profits for investors,” says Nicholas Vardy . The editor of Global Bull Market Alert explains, “CTSH, a New Jersey-based company with more than 75% of its 100,000-plus employees based in India, is set to continue performing well as the global economic recovery gains momentum. “Cognizant does more than just staff low-end call centers, or process online catalog orders. Cognizant’s workers test drugs, develop software and engage in a host of other sophisticated activities. Continue reading India Outsourcing Boosts Cognizant (CTSH) India Outsourcing Boosts Cognizant (CTSH) originally appeared on BloggingStocks on Thu, 20 Jan 2011 11:00:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

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Natural Gas Service (NGS): Gas Field Gains

Filed in Bank Gold, commodities, natural-gas, o by on January 19, 2011 0 Comments
Natural Gas Service (NGS): Gas Field Gains

Filed under: Newsletters , Commodities , Oil , Stocks to Buy “I am getting more interested in natural gas; we all realize that crude oil production is peaking and that new discoveries are deep, dangerous to exploit, and bottom line expensive,” says resource expert Curtis Hesler . The editor of Professional Timing Service explains, “Investors can consider Natural Gas Service Group ( NGS ), a natural gas field equipment provider that I am adding to our recommended list. “While technology is improving in wind and hydroelectric generation, perhaps the greatest technical strides are being seen in natural gas production. Continue reading Natural Gas Service (NGS): Gas Field Gains Natural Gas Service (NGS): Gas Field Gains originally appeared on BloggingStocks on Wed, 19 Jan 2011 13:00:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

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The New Leaders in Mobile

Filed in Apple, BP, Debt, Gold, GOld juniors, Google, lead, Motorola, o, revenue, shares, target by on January 18, 2011 0 Comments
The New Leaders in Mobile

Mobile is set for another big year in 2011, but the hierarchy of tech giants is shifting. A year ago, Android was just a promising upstart in the sector. RIMM was barely holding its own, while NOK and PALM/HP were struggling. Motorola was showing signs of life, as it looked like their bet on Android might pay off. Apple, of course, was undisputed king of smart devices. Fast forward to today, and this chart by Millennial Media says it all: They’ve got a ways to go yet, but Google is starting to run away with this one. Wildly profitable Apple shares are up more than 3500% over the last 10 years. As long as we’re cherry-picking dates, from September 1985 until today, AAPL shares notched up 18,885% gains. Mr. Jobs and his team have shown us just how profitable gadgets can be, but the stock’s run is getting long in the tooth. In July of 2010, I proposed Apple is at or near its peak for this cycle. I may have been a little early — I did mention that only a madman would short it — but I stand by the theory. Why? For years, AAPL had the only “fun” smart phone on the market. This is no longer the case. Android is a game-changer. In the long run, increased competition will compress margins and reduce Apple’s piece of the pie (yes, the pie itself is growing larger). No company stays Wall Street’s darling forever. Upside in AAPL…

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Ford (NYSE:F) Loses Sales Tax Appeal from Supreme Court

Filed in Ford, Ford Motor, Gold Bullion prices, o, silver, Supreme Court by on January 18, 2011 0 Comments

The Supreme Court ruled against Ford Motor (NYSE:F) concerning being able to recoup sales taxes paid in Michigan, which amounted to $16 million. At stake was why Ford would have to pay taxes on vehicles acquired by people which they later stopped making payments on. A Michigan state law forces Ford to pay sales tax up front, evidently just for situations like these, which gives them no

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Bank of America’s (NYSE:BAC) December Card Charge-offs Drop

Filed in bank of america, Debt, Gold Bullion prices, o by on January 18, 2011 0 Comments

Charge-offs for credit card debt at Bank of America (NYSE:BAC) dropped to its lowest levels for 2010 in December, said the giant bank. This type of debt is considered as noncollectable when it is written off by a financial institution. Also improving in December were credit-card late payments. For the month of December, Bank of America wrote off 9.31 percent of credit card balance, an

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Under the Sun of That Dream

Filed in BP, deflation, Lear, o, silver, US Dollar by on January 17, 2011 0 Comments

“In the end, we will remember not the words of our enemies, but the silence of our friends.” — Martin Luther King Jr. My father grew up at the bottom of a hill. My mother lived at the top of that same hill, in Washington Heights, New York City, in the 1950s and 1960s. Both were the products of refugee families. My mother’s father, an avid reader of the news, left Germany just as the Nazis began to hang signs railing against “Juden!” My dad came to America in 1954, literally on a banana boat, leaving in the middle of the night, fleeing a coup that would be followed by decades of bloody war in Guatemala. My dad’s father was a well-known journalist with connections in government. They left my grandmother and my two aunts behind to be sent for six months later. My dad was 6 years old. For years, they lived at the bottom of the hill in New York. It was a slum, and it still is. My grandfather worked at a plastic factory, from which, my dad tells me, he would come home at the end of the day and peel off bits of plastic that had melted onto his face before bed. The top of the hill, only blocks away, wasn’t so bad. Despite opposition from some family members, my parents married, and there I was raised. Growing up as a child of a mixed marriage comes to my mind this Martin Luther King Day. Today, as I do most days, I drove to the office on a congested MLK Boulevard. Over lunch, I walked past the downtown library, where flyers promote upcoming meetings offering “An Honest Discussion of Race” — a topic promised again and again everywhere. I stopped attending these lectures years ago when I realized that these talks weren’t all that “honest” and that they were not attended by anyone actually interested in discussing anything. Among my fondest childhood memories are our Sunday trips down the hill, amazingly steep it seemed, to have lunch at my grandparents’ apartment. There, my grandfather and I would eat a snack on the fire escape and watch young hoodlums in the street below messing with parked cars, harassing passing girls and generally looking for trouble. My grandmother in the kitchen would attempt to pan fry hamburgers for her American grandsons. Bottles of beer — not cans: Sunday was a special day — went around…

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