Stock Analysis
Dell getting desperate
Dell unveiled their new ultraslim, the Adamo, a few days ago. The new laptop is a 13.4 inch “luxury” portable featuring no optical drive, a long life sealed-in battery, edge-to-edge glass screen, and a solid state hard drive comes at the very affordable starting price of $1999. Does this sound familiar? A MacBook Air, perhaps? [...]
read more »Great company, but what about the stock?
Google’s stock fell decidedly below the psychologically significant mark of $300 per share today. The stock has fallen 60% overall from its high near $720 and sits near its 2004-2005 prices. Despite this, Google remains a global leader in search, internet advertising, and has its finger on the pulse of innovative web services. The bull [...]
read more »A stock offering safe dividends AND speculative upside
Sounds like an oxymoron, safe dividends and speculative upside. How could that be possible? Oil has fallen over 70% over the last year due to declining projections of future oil demand. While I have argued that long oil exposure is a prudent and wise move for any portfolio, there’s no better time than today to [...]
read more »The value of Steve Jobs per share
I wrote earlier today about why I believe Apple will be fine despite Steve Jobs’ surprise leave of absence. And, overall, it seems investors agree (at least at current market value) with the stock falling just 2% after trading down nearly 7% in after-markets the night before. Despite this, I’ve noticed many fear mongers out [...]
read more »Irrational Retail Valuations
Before the onset of a recession and consumer pullback, investors rarely had to spend a lot of time ascertaining revenue visibility. After all, a rising tide lifts all boats. Find a hot stock, read all the glowing analyst recommendations, and buy knowing that it shouldn’t be too hard to hit forecasts. In a negative growth [...]
read more »Where you can find black gold
In yesterday’s post, I discussed the importance of having some long oil exposure in your portfolio as most businesses are generally hurt by increasing oil prices. But, if you’re like me, and not an expert oil trader. It can be daunting to go out and buy an oil ETF like the Goldman Sachs Crude Oil [...]
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