Stock Analysis
Google, should they just keep hiring?
Earlier this year, much hullabaloo was made about Google’s capital allocation decisions. While the traditional acquisitions, cash used in investing activities, and minimum guaranteed payments for ad inventory (i.e. MySpace) were scrutinized, particular media attention was placed on Google’s rate of hiring. Well, according to recent analysis done by Pingdom, maybe the headcount worries were [...]
read more »Dell, Value or Value Trap?
Recently read an interesting article on Dell posted by Peridot Capitalist and thought I’d post my two cents on the topic. You may remember my recent post admonishing Dell’s product strategy, but sometimes bad companies can still have good stocks. Could this be the case at Dell? Dell’s Share Performance Dell shares are down over [...]
read more »A Retail Reversal
Anyone who reads this blog knows my affinity for retail stocks, particularly apparel retailers. Simple businesses with measurable demand yet so complex and diverse in execution and strategy. More importantly, retail stocks can be quite volatile as investors fall in and out of love with the stocks almost as quickly as consumers fall in and [...]
read more »GE still offers value even after 64% rally
As with the rest of the market, GE’s stock has rallied significantly off its March closing low ($6.66, 3/5/09). Maybe more comforting, the stock’s now seems to have firmly developed support above $10 per share. While not significant from a fundamental stand point. $10 stocks are sometimes a key threshold for certain mutual funds or [...]
read more »Sinsational Dividends
No, it’s not recession proof, but who wouldn’t have taken a 25% decline in their industry in a year when the market overall declined 40%? To top it all off? On an equal weighted basis, this industry index offers a 6% dividend yield. If you held the index at the beginning of the year, you’d [...]
read more »Boring business, Big returns
Okay, so Ralcorp (RAH) has delivered big returns just yet. In fact, the stock has traded roughly breakeven over the last year. But, in a year where the S&P 500 drops 40%, that’s not too bad. So, what is this company that has fared so well in such a bad market? Investment Thesis Ralcorp is [...]
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