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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 [...]
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 [...]
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 [...]
USA Sovereign Wealth Fund
It seems that the market’s 500 point positive reaction to the US Treasury’s Public Private Invesment Program was a resounding vote of confidence. Then again, given the many headfakes the market has given us over the last year (anyone remember October’s 900 point day?), the market doesn’t seem the greatest judge of fiscal policy effectiveness. So, [...]
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? [...]
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 [...]
