Tag: over-the-long

Hot Hands: A One-Fund Strategy for 2011

Filed in Bank Gold, o by on January 24, 2011 0 Comments
Hot Hands: A One-Fund Strategy for 2011

Filed under: Newsletters , Mutual Funds “Our annual ‘Hot Hands’ feature is a simple strategy: buy whichever fund has performed best in the previous year and hold onto it throughout the upcoming one,” says fund expert Jim Lowell . The editor of Fidelity Investor explains, “Over the long haul this strategy has delivered hedge fund-like gains without any of the hedge fund snafus. “Buying the Hot Hands fund doesn’t guarantee you are going to beat the index every year. That’s worth repeating; this strategy has not beaten the market every year. Continue reading Hot Hands: A One-Fund Strategy for 2011 Hot Hands: A One-Fund Strategy for 2011 originally appeared on BloggingStocks on Mon, 24 Jan 2011 13:00:00 EST. Please see our terms for use of feeds . Permalink | Email this | Comments

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Needham Positive on Biolase (NASDAQ:BLTI) over Long Term

Citing the recent restructuring of the HSIC deal, and several other postive developments, Needham says they’re postive on Biolase Technology (NASDAQ:BLTI) over the long term. Needham said, “In addition to the restructuring of the HSIC deal, the company has had a number of recent positive developments that give us reason for optimism about its long term prospects: BLTI has already received a

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Gold Investing And Stock Market Timing by Passport2Riches: The …

Filed in African Gold, Bank Gold, Gold by on June 20, 2010 0 Comments

While gold bullion similar to any other commodity, goes through periods of sometimes incredibly strong volatility over the long run the profits are fantastic. The precious metal has proved a valuable winner for stock traders in the last …

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ConAgra Acquires American Pie – Analyst Blog

Filed in Gold Investing, shares, silver by on June 15, 2010 0 Comments

Recently, ConAgra Foods, Inc . ( CAG ) decided to acquire the assets of American Pie, LLC. However the financial terms were not disclosed. American Pie manufactures frozen fruit pies, thaw and serve pies, fruit cobblers and pie crusts under the licensed Marie Callender’s and Claim Jumper trade names, as well as frozen dinners, pot pies and appetizers under the Claim Jumper trade name.   The transaction is expected to close within a month. The acquired company will be part of the Consumer Foods segment. During the third quarter of fiscal 2010, the segment reported a 2.2% yearly increase in revenue based on continuous innovation, marketing and customer service initiatives taken by the company. We believe that the acquisition will further enhance revenue in the segment.   ConAgra has grown primarily through acquisitions and divestitures, which would continue in the future. ConAgra has divested several businesses in fiscal 2008 and 2009, including trading and merchandising operations, Pemmican beef jerky business and Knott’s Berry Farm jelly and jam business.   Recently, ConAgra approved a $500 million share repurchase authorization. This reflects the company’s strong cash position and positive cash flow outlook. ConAgra plans to repurchase its shares periodically, depending on market conditions and other factors, and may do so in the open market or through privately negotiated transactions. The company expects this to be a multi-year program.   The company has significant potential based on the improvements in its supply chain, sales execution, marketing, and innovation capabilities.   Lastly, ConAgra’s cost reduction initiatives will bear fruit going forward. It continues to focus on controlling general and administrative costs across the organization. We anticipate this initiative will generate benefits in fiscal 2010 and beyond.   ConAgra expects fiscal 2010 EPS at $1.73, compared with $1.42 in fiscal 2009. Annual sales growth is expected in the range of 3% to 4% over the long term and annual EPS growth is expected in the range of 8% to 10%. Return on invested capital is expected between 13% and 14% over the long term.   Read the full analyst report on “CAG” Zacks Investment Research

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Both beef and pork production were revised lower yesterday by the USDA.

Filed in Gold, Gold Bullion prices, lead, silver by on June 11, 2010 0 Comments

LEAN HOGS Good morning. It’s parade Day in Chicago to celebrate the Chicago Black Hawks winning the Stanley Cup. Lean hog futures, in their early electronic trade, are firm to higher. The June, July and Aug closed lower yesterday with the July the biggest loser. The market is pressing hard, too hard in my opinion. I’d look for a recovery, over time, in the hog market. Despite the recent price action, the pork fundamental landscape continues to improve over the long term. Production for 2010 was lowered yesterday by the USDA (compared to their estimate 30 days ago) by 115 million lbs. Their export projections for both this year and next remain relatively stable and represent nearly 20% of production. Traders who think that pork exports are not good are simply not looking at the numbers. Frozen pork stocks remain tight and will likely get even tighter moving forward. I’m not sure when the board will turn strong again, perhaps sometime next week, we’ll see. In the meantime, I’ve been accumulating July calls for my spec traders. Bull call spreads are also appropriate. I’d look for a firm to higher close today. LIVE CATTLE Live cattle futures closed firm to higher yesterday with the early electronic trade slightly higher again today. I’ve been establishing bullish option strategies in both the Oct live cattle and in the Aug and Sep feeder cattle contracts. I’m expecting the feeder cattle market to lead the beef complex higher over the next few weeks. The cash steer market has been established this week mostly at 93 cents, down from last week. However, the tone of the cash market has not been nearly as weak as feared by many. Cattle continue to be pulled ahead making for tight supplies “down the road”. On the negative side, the wholesale beef continues to slide. The choice cutout was quoted down 1.65 yesterday at 155.16. Beef packer margins have narrowed but still remain profitable. Look for a choppy, two sided trading affair today. If you would like a free trial to my evening livestock wire give me a call or send me an email. dennis.smith@archerfinancials.com 877.377.7905

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The Future of Palestine: Righteous Jews vs. the New Afrikaners

Filed in Bank Gold, Gold by on May 22, 2010 0 Comments

The story I will tell is straightforward. Contrary to the wishes of the Obama administration and most Americans – to include many American Jews – Israel is not going to allow the Palestinians to have a viable state of their own in Gaza and the West Bank. Regrettably, the two-state solution is now a fantasy. Instead, those territories will be incorporated into a “Greater Israel,” which will be an apartheid state bearing a marked resemblance to white-ruled South Africa. Nevertheless, a Jewish apartheid state is not politically viable over the long term. In the end, it will become a democratic bi-national state, whose politics will be dominated by its Palestinian citizens. In other words, it will cease being a Jewish state, which will mean the end of the Zionist dream. WRH permalink

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Merkel: Kick’em Out!

Filed in Gold, Gold Prices by on March 20, 2010 0 Comments
Merkel: Kick’em Out!

“In the future, we need an entry in the Lisbon Treaty that would make it possible, as a last resort, to exclude a country from the eurozone if the conditions are not fulfilled again and again over the long term,” Ms. Merkel says. “Otherwise co-operation is impossible.”

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$C Profits Don’t Concern Citigroup

Filed in Gold Investing by on January 29, 2010 0 Comments

During an interview with CNBC on Friday, the Chief Executive of Citigroup Inc. said that profitability over the long term “is not really a concern.” “The direction we’ve taken is to … $C Profits Don’t Concern Citigroup

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Plexus Downgraded to Neutral – Analyst Blog

Filed in Guidance, silver by on January 5, 2010 0 Comments

We have downgraded Plexus Corp. ( PLXS ) to Neutral from our previous Outperform rating with a six-month price target of $31. Our target price represents a multiple of 19.6X our 2010 EPS estimate, slightly above the S&P 500.   The impact of weak economic conditions significantly contributed to reduced revenue, gross margin and return on invested capital (ROIC) in fiscal 2009. During fiscal 2009, the company’s ROIC was 13.2%, gross margin was 9.6% and operating margin was 3.3%. This compares to ROIC of 20.1%, gross margin of 11.2% and operating margin of 5.6% in 2008.   Results were negatively impacted by the decline in net sales and unfavorable changes in customer mix, as well as reduced demand from Juniper Networks ( JNPR ) – the company’s largest customer accounting for 20% of revenues. We expect the carry over effect of the bleak economic conditions to continue to tell on the company’s results in the next few quarters.   Plexus’ fourth quarter results and guidance for the next quarter were above expectations. While both revenue and earnings have declined year over year in 2009, the company expects growth to reaccelerate in the second half of 2010.   Moreover, a strong cash position and impressive cash flow are other positives to the stock. Over the long term, we expect the company to benefit from the growing need globally for Medical, Wireline and Wireless infrastructure.   However, in the near term, the margins are expected to see pressure due to new program wins and increased spending. Moreover, we advise the stockholders to remain on the sidelines until Plexus exhibits incremental growth opportunities through some stabilization in its legacy customer programs and stronger end-market recovery.   The contract manufacturing industry is highly competitive and margin has been low industry-wide. Plexus is a small player compared to its peers such as Flextronics International Ltd. ( FLEX ), Jabil Circuit ( JBL ), Benchmark Electronics ( BHE ) and Sanmina-SCI Corp. (

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AGCO Expects Weak 2010 – Analyst Blog

Filed in silver by on December 10, 2009 0 Comments

AGCO Corp. ( AGCO ) provided a preliminary outlook for 2010. The company expects to post a loss in the first quarter of next year. It does not see an improvement in demand compared to 2009. AGCO expects agricultural industry sales to drop 5-10% in North America, and approximately 10% in Western Europe in 2010 compared to 2009. The company expects sales to be flat to +5% in South America next year. The company sees limited visibility due to reduced orders. AGCO expects a 2.5% to 3% improvement in pricing for 2010. However, the company is bullish on long-term growth potential, driven by worldwide population growth. AGCO is focused on improving margins and has a target of achieving operating margin of 10%. The company is working on moving sourcing away from a regional approach to a global purchasing approach, trying to leverage low-cost manufacturing environments. Also, the company is implementing Six Sigma and Lean manufacturing processes, in order to improve productivity in its factories. Moreover, AGCO is planning to improve its distribution network by working with some of its stronger dealers to expand their territories. The company plans to concentrate on the dealers that are focused on selling AGCO’s business. AGCO is expanding its presence, especially in emerging markets such as Central and Eastern Europe, the Far East and China. Management stated that the company will invest significantly in future to support a growing list of new product programs, to develop new markets and to improve its distribution. Despite an uncertain outlook for the next few quarters, we are bullish on AGCO’s long-term fundamentals. With a full product line of farm equipment and its wide network of dealers and distributors, we believe

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