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Posts related to ‘Value Investing’

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An Outlook for Marcellus Shale Midstream and Pipeline Companies

Posted: July 11, 2012 at 12:28 pm

Higher demand from growing East Coast markets coupled with favorable economics even at currently low prices point to a continued boom in natural gas production from the Marcellus shale play ...
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Wal-Mart At Year-High; Valuation Analysis Against Dollar Store Threat

Posted: June 26, 2012 at 1:17 pm

Wal-Mart Stores Inc. (NYSE: WMT) is supposed to be most worried about the likes of Target Corporation (NYSE: TGT), Costco Wholesale (NASDAQ: COST), and even the down and out Sears ...
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Evaluating a Housing Stock Bubble (DHI, LEN, TOL, USG, HD, STC, ELLI, XHB, ITB)

Posted: June 19, 2012 at 3:57 pm

Investors have been chasing up the housing stocks higher and higher over the last year.  The economy is only just now seeing a better housing market and foreclosures and the ...
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Nokia Deathwatch: Breakup & Liquidation Value Over Operating Value (NOK, RIMM, GOOG, AAPL, MSFT)

Posted: June 19, 2012 at 8:54 am

If you have not asked yourself about the ultimate death of Nokia Corporation (NYSE: NOK), it is time to rethink this situation as one which is growing more and more ...
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Outlook for Oil Refiners “Reasonable” Says Fitch (VLO, MPC, PSX, TSO, WNR, HFC, XOM, CVX, COP, BP)

Posted: June 5, 2012 at 2:36 pm

The current drop in crude oil prices is putting a little more cash in the pockets of consumers at the expense of the big integrated oil and refining companies. The ...
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Coal Stocks: The New Solar Sector or a Value Choice? (BTU, CNX, WLT, ANR, ACI, JRCC, PCX, CLD, KOL)

Posted: June 1, 2012 at 11:54 am

Coal stocks are taking another hit today, although there has been a slight bounce in the late morning. Buyers must hold the opinion that the stocks have reached or nearly ...
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After the Crash… Value Surfaces In Pep Boys Stock (PBY, AZO, AAP, ORLY)

Posted: May 31, 2012 at 2:03 pm

Pep Boys - Manny, Moe & Jack (NYSE: PBY) has been a disaster since its private equity group buyout imploded.  Or has it?  When companies lose a buyer it is ...
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After the Fall: A Value Choice in Base Metals and Steel (RIO, VALE, BHP, X, NUE, STLD, MT, FCX, SCCO, AA)

Posted: May 29, 2012 at 12:59 pm

The single most important word in world markets for base metals and steel is “China.” With the slow-motion economic recovery in the global economy, the expected 8% or so growth ...
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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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