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Executing Plan — Great Aquisitions (BLSW, rated BUY)
By admin | July 4, 2008
BLSW continues to acquire excellent companies in a challenging environment. Their new SaaS product is just getting momentum. Between that technology platform and their reach into hundreds of desirable customers they have the opportunity to be a serious SaaS player. They have consistantly executed so I have no doubt their progress will continue.(original article)
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NVIDIA Corp (NVDA, rated BUY)
By admin | July 3, 2008
| > Analysts’ Recommendation: |
> Buy |
| > 30 Days Ago: | > Buy |
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| > Analysts’ Target: | > $27 |
| > Analysts’ Targets | |
| > FTN Midwest | > $19 |
| > Sell | |
| > Tuesday, July 01, 2008
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| > FTN Midwest | > $19 |
| > Sell | |
| > Tuesday, July 01, 2008
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| > UBS Securities | > $22 |
| > Hold | |
| > Thursday, June 26, 2008
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| > Wedbush Morgan Securities | > $25 |
| > Hold | |
| > Monday, May 05, 2008
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| > Deutsche Bank Securities | > $22 |
| > Underweight | |
| > Friday, April 11, 2008
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| > Caris & Company | > $24 |
| > Above Average | |
| > Friday, April 11, 2008
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| > AmTech Research | > $26 |
| > Buy | |
| > Monday, April 07, 2008
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| > Citigroup | > $23 |
| > Sell | |
| > Monday, March 24, 2008
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| > BMO Capital Markets | > $34 |
| > Underperform | |
| > Thursday, February 14, 2008
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| > Needham & Co. | > $39 |
| > Hold | |
| > Thursday, February 14, 2008
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BusinessWeek Rankings
NVIDIA Corporation provides visual computing technologies designed to generate interactive graphics on consumer and professional computing devices in the United States and internationally. It operates in four segments: Graphic Processing Unit (GPU), Media and Communications Processor (MCP), Professional Solutions Business (PSB), and Consumer Products Business (CPB). The GPU segment comprises products that support desktop and notebook personal computers, and plus memory products. The MCP segment consists of NVIDIA nForce core logic and motherboard GPU products. The PSB segment offers professional workstation products and other professional graphics products, including high-performance computing products. The CPB segment provides mobile brands and products that support handheld personal media players, personal digital assistants, cellular phones, and other handheld devices. This segment also licenses video game consoles and other digital consumer electronics devices. The company markets its products to original equipment manufacturers, original design manufacturers, add-in-card manufacturers, system builders, and consumer electronics companies. NVIDIA was founded in 1993 and is headquartered in Santa Clara, California.
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The Procter & Gamble Company (PG, rated BUY)
By admin | July 3, 2008
BusinessWeek Rankings
The Procter & Gamble Company (P&G), together with its subsidiaries, provides branded consumer goods products. The company operates through three global business units (GBU): Beauty, Health and Well-Being, and Household Care. Beauty GBU consists of Beauty and Grooming segments. Beauty segment provides cosmetics, deodorants, fine fragrances, hair care, personal cleansing, and skin care products primarily under Head & Shoulders, Olay, Pantene, CoverGirl, and Wella brands. Grooming segment provides manual and electric razors and blades, face and shave preparation products, and small home appliances primarily under Braun, Fusion, Venus, Gillette, and Mach 3 brand names. Health and Well-Being GBU includes the Health Care and Snacks, Coffee, and Pet Care segments. Health Care segment provides feminine care, oral care, personal health care, and pharmaceuticals primarily under Actonel, Always, Crest, Prilosec OTC, Vicks, and Oral-B brands. Snacks, Coffee and Pet Care segment offers snacks, primarily potato chips under Pringles brand name, coffee under Folgers brand, and pet care products under Iams and Eukanuba brands. Household Care GBU consists of Fabric Care and Home Care and Baby Care and Family Care segments. Fabric Care and Home Care segment offers various fabric care products, including laundry products and fabric conditioners; home care products, such as dish care, surface cleaners, and air fresheners; and batteries. This segment primarily offers these products under Tide, Ariel, Dawn, Downy, Gain, and Duracell brand names. Baby Care and Family Care segment provides diapers, baby wipes, bath tissue, facial tissue, and paper towels primarily under Bounty, Charmin, and Pampers brands. It sells its products in approximately 180 countries primarily through mass merchandisers, grocery stores, membership club stores, and drug stores. The company operates in approximately 80 countries worldwide. P&G was founded in 1837 and is headquartered in Cincinnati, Ohio.
| > Analysts’ Recommendation: |
> Buy |
| > 30 Days Ago: | > Buy |
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| > Analysts’ Target: | > $76 |
| > Analysts’ Targets | |
| > Lehman Brothers | > $73 |
| > Overweight | |
| > Thursday, May 01, 2008
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| > UBS Securities | > $80 |
| > Add | |
| > Thursday, April 24, 2008
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| > Deutsche Bank Securities | > $74 |
| > Accumulate | |
| > Thursday, April 17, 2008 |
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Emerging market small caps with high dividend yield may offer shelter (DGS, rated BUY)
By admin | July 3, 2008
The fund invests in emerging market small caps with high dividend yield.
Why invest?
The fund is highly diversified with high exposure to Taiwan which is a country I am extremely bullish on as it will directly benefit from the growth of China.
South Africa does face problems due to power shortages but the fact remains that it is very resource rich.
Thailand and Turkey are undervalued especially Turkey.
| Country Allocation | As of 7/2/2008 | ||||||||||||||||||||||||||||
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There is wide diversification across sectors.
| Sector Breakdown | As of 7/2/2008 | |||||||||||||||||||||
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Their list of holdings in Feb 2008
http://www.wisdomtree.com/etfs/fund-holdings.asp?etfid=53
Honestly they didn’t mean anything to me.I just put it there for the curious-I am not going to research 398 stocks for a virtual portfolio.I am still in shock from the sheer number-how can they go through all those balance sheets and study the businesses etc is beyond me.This work is much much harder than I thought.(original article)
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Post-modern escape makes strong earnings growth + sizable dividend (WWE, rated BUY)
By admin | July 3, 2008
Another stock poised for outperformance on the exchange. WWE is priced to offer a +9% dividend yield, which is far stronger than . And this is not a divident that will be cut like financials.
One ought to recognize the resilience of the American consumer to want to escape from reality. WWE offers such a place. WWE is also exploding in its global expansion in Latin America and Japan.
In a world where reality looks like a horrible place, folks will be willing to cough up $40 to escape to one of WWE’s massive arena gladiator showcases. It’s been the same way since civilizattion began, and we would be overestimating ourselves if we say Main Street is suddenly no longer interested in a showcase of strength and situational comedy.
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Illumina Inc (ILMN) is a HOLD
By admin | July 3, 2008
HOLD
rating on Illumina Inc
(ILMN)
Start Price: $89.1
Start Date: 07/03/2008
Topics: Articles | No Comments »
YRC Worldwide Inc (YRCW) is a SELL
By admin | July 3, 2008
SELL
rating on YRC Worldwide Inc
(YRCW)
Start Price: $14.51
Start Date: 07/03/2008
Topics: Articles | No Comments »
ConocoPhillips (COP) is a BUY
By admin | July 3, 2008
BUY
rating on ConocoPhillips
(COP)
Start Price: $91.84
Start Date: 07/03/2008
Topics: Articles | No Comments »
Blockbuster to reconsider Circuit City plan later?!?!? (BBI, rated SELL)
By admin | July 3, 2008
Blockbuster Inc, which abandoned its offer to buy Circuit City Stores Inc this week, may try to acquire the electronics retailer later, the New York Post said Thursday citing insiders.
One source told the paper that Blockbuster "verified the long-term benefits of a deal," and added that a there was a "real opportunity" to cut costs in combining the two chains’ operations.
"Management didn’t really put its case in front of shareholders yet," the source told the paper.
The video-rental company in April disclosed that it had offered to buy Circuit City in February for $6 to $8 a share, or up to $1.3 billion.
However, Blockbuster Chief Executive Jim Keyes had cited "market conditions" as a reason for withdrawing the offer and said the deal was not in the best interests of its shareholders.
Topics: Articles | No Comments »
BristolMyers Squibb Company (BMY, rated BUY)
By admin | July 3, 2008
BMY has paid a dividend of $0.31 per share.
| > Analysts’ Recommendation: |
> Buy |
| > 30 Days Ago: | > Buy |
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| > Analysts’ Target: | > $30 |
Topics: Articles | No Comments »
Japan is cash rich,inflation is picking up which will increase spending (JSC, rated BUY)
By admin | July 2, 2008
When one expects deflation,people fail to spend-why buy something today when one can buy the same thing at half the price one month from now.So spending is deferred which is very bad news for consumer oriented industries.What is happening now is a seismic shift-prices are rising in Japan after close to a decade.While this would be disastrous for poor countries,Japan is incredibly rich.It has a trillion dollars tucked away in cash and bonds both of which will lose value with rising inflation.So what would be the course of action for the Japanese -spend the cash to buy stuff today as it will be costlier tommorow+shift the money to equities which would be further increased when the increased consumer spending translates into better earnings.Of course the higher input costs would weigh on earnings but the moot point here is that the Japanese consumer can afford to buy stuff(unlike their Americans or British counterparts).What is needed is a shift in thinking patterns.Of course in the long run they would end up just like the US now,spending money they don’t have on stuff they don’t need.But that is years away from now when one should sell commodities,Japan(everything in my current portfolio) and buy the S&P 500 and the dollar(everything I am short right now-of course GM and FNM will cease to exist,I mean the survivors).
Why buy the JSC and not the EWJ?
Marc Faber advised to buy small caps because they are mostly dependent on the local Japanese economy.Increased spending by the Japanese consumer is what is likely to drive growth.The Japanese exporters which have a high weightage in the major indices would be battered by multiple factors-the rising Yen,reduced global growth and rising input cost.This is not to say that the Japanese won’t buy Toyota cars.They will but the current stock prices are built on too optimisitic earnings forecast which would be revised downwards going forwards.Or in other words EWJ is more riskier than JSC given problems facing global growth.
Why buy the index?
Index investing has beaten stock picking hands down unless of course one is named Warren Buffett or Peter Lynch.But then one has to know what index one has to be in.I hope I am in the right one with this.Besides it would be difficult to find any US listed small cap ADR.
Disclaimer:Any gain anyone makes from this,feel free to give me credit.Any loss is completely your fault.
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Novartis AG (NVS) is a BUY
By admin | July 2, 2008
BUY
rating on Novartis AG
(NVS)
Start Price: $56.51
Start Date: 07/03/2008
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200 wk SMA has been broken (UTX, rated SELL)
By admin | July 2, 2008
Topics: Articles |