There are a lot of opportunities all over the market in 2017 – technology, biotech, small caps, financials – but we’re especially excited about aerospace. A “perfect storm” of regulation, innovation, and competition gives it the potential to be a standout boom sector, with profit plays right and left in the commercial and military segments.
I like finding companies that are doing much better than other business whose stocks trade at a heftier premium, and I think I’ve found such a company in Magna (NYSE:MGA).
The shares are trading at a ridiculously cheap valuation relative to the inherent value here. In the fully relativistic game of investing, faced with limited capital, we’re much better buying a company like....more>>>
A few weeks ago, we published an article that characterized Gilead (GILD) as a “Value Trap.” That article was a follow-up to an earlier article which used our work on Gilead as an example of how a solid conceptual framework could help investors make better decisions. Both of these articles were based on a 16-page valuation report on Gilead we published to our members in September, 2016.
In a note called Indulging the Fantasy Yet Again, Oppenheimer’s Colin Rusch and team argue that Tesla Motors (TSLA) has a “history of setting nearly unachievable goals.” That hasn’t stopped them from maintaining their outperform rating on the stock. They explain why:
Marcio Jose Sanchez/Associated Press
Management entertained a wide range of topics on....more>>>
Boxes of tablets, produced by Teva Pharmaceutical Industries Ltd., sit on a pharmacy counter in this arranged photograph in London, U.K., on Thursday, Dec. 29, 2016. The rapid pace of innovation among drugmakers may continue to be overshadowed by broader investment themes, such as the switch away from defensive stocks into more cyclical industries, during 2017, according to Bloomberg Intelligence.....more>>>
After my father died at 94 in September, leaving my sister and me to empty his one-bedroom, independent living New Jersey apartment, we learned the hard truth that others in their 50s and 60s need to know: Nobody wants the prized possessions of your parents — not even you or your kids.
Admittedly, that’s an exaggeration. But it’s not far off, due to changing tastes and homes.....more>>>
Allergan (NYSE:AGN) is one of the many biotech stocks that has been beaten down in the last one and a half year. In this article I will indicate 4 reasons why I think the company and the stock can perform well in the future.
Reason #1: Diversified sources of revenue and rich pipeline
One of the characteristics that I like in Allergan is its rich portfolio of drugs. As we can see....more>>>
Donald Trump says his businesses won’t do any new deals while he’s in office, his latest vague pledge that leaves more questions than answers about how his sprawling real estate empire will operate under his presidency.
Trump made the announcement on Monday night, hours after postponing a press conference at which he had promised to talk about his plans to try to avoid potential....more>>>
Mark Zuckerberg’s awkward afternoon with Morgan Freeman’s voice Mark Zuckerberg really wants to escape the Silicon Valley bubble.
The Facebook (FB, Tech30) CEO and cofounder said Tuesday that his New Year’s resolution is to visit and meet with people from every state in the U.S. by the end of 2017.
“I’ve spent significant time in many states already,....more>>>
Stocks finished higher for a fourth week as investors finally embraced the European Central Bank’s plan to boost the continent’s economy.
Michael Nagle/Bloomberg News
The S&P 500 gained 1.1% this week after rising 1.6% to2,022.19 today. The Dow Jones Industrial Average rose 1.2% this week after gaining218.18 points, or 1.3% to 17,213.31. The Nasdaq Composite....more>>>
Utilities can be great for stable, recession proof dividends. Entergy is 80% a regulated utility and 20% a struggling wholesale energy dealer now looking to exit most of that business.
Let’s take a look at this utility and see if it is a great buy in a frothy sector.
Entergy (NYSE:ETR) is a utility with regulated assets focused in the south and....more>>>
Schlumberger Ltd. (NYSE: SLB) reported third-quarter 2016 results after markets closed on Thursday. The oil field services firm reported adjusted diluted quarterly earnings per share (EPS) of $0.25 on revenues of $7.02 billion. In the same period a year ago, Schlumberger reported adjusted EPS of $0.78 on revenues of $8.47 billion. Third-quarter results compare to the consensus estimates for EPS....more>>>
Related ALIM Mid-Morning Market Update: Markets Open Lower; Joy Global Reports Wider-Than-Expected Q1 Loss Earnings Scheduled For March 2, 2016 Related ANTH Mid-Afternoon Market Update: Crude Oil Up 1.7%; Insys Therapeutics Shares Slide The Top 20 Wall Street Analysts Of 2015 ....more>>>
A closer look at the uranium mining industry over the last 20 years reveals a classic debt-fueled commodity cycle which peaked in 1Q2011 and, I believe, bottomed in 4Q2016. As demand increased globally and uranium spot prices rose to over $70/lb by early 2011, gargantuan long-term CAPEX projects were commissioned to increase production. However, after total nuclear energy consumption peaked at ~626....more>>>
On Friday, our Elite Opportunity Pronewsletter suggested small cap specialty pharmaceuticalstock BioDelivery Sciences International (NASDAQ: BDSI) as a bullish/long trade:
Fundamentally, BDSI isn’t the most attractive prospect right now, but when you consider how many of these small biotech stocks play out their lives as public companies, it sure looks like a bottom has been put in,....more>>>