CA : Analysis & Opinions

  1. Gabon Oil And Gas Review

    Gabon Oil And Gas Review

    June 19, 2012
    Gabon's oil and gas production peaked several years ago but should start moving higher, as many operators are exploring and ...
  2. Alliance Grain Traders Needs To Make Better Use Of Its Assets

    Alliance Grain Traders Needs To Make Better Use Of Its Assets

    June 19, 2012
    Alliance Grain has the potential to do better, but potential won't move the stock.
  3. Aspen Doesn't Really Stand Out

    Aspen Doesn't Really Stand Out

    June 19, 2012
    Aspen looks like a middling option for investors considering insurance stocks.
  4. Caterpillar Hikes Dividend  - Analyst Blog

    Caterpillar Hikes Dividend - Analyst Blog

    June 18, 2012
    Caterpillar Inc. (CAT) upped its quarterly dividend by 6 cents to 52 cents to boost shareholder value.  The hike translates ...
  5. Hartford's Transformation Is A Multi-Year Proposition

    Hartford's Transformation Is A Multi-Year Proposition

    June 18, 2012
    Hartford is exiting life insurance, but retirement and annuities should both improve and stabilize returns over the long ...
  6. AmerisourceBergen Looks Very Healthy

    AmerisourceBergen Looks Very Healthy

    June 18, 2012
    The drug distribution industry has great growth prospects and the leading players, including AmerisourceBergen, are trading ...
  7. Teradyne (TER) - Bull of the Day

    Teradyne (TER) - Bull of the Day

    June 18, 2012
    Teradyne (TER) was upgraded from Neutral to Outperform based on the recent positive earnings surprise. Earnings estimates ...
  8. Harley-Davidson - Aggressive Growth

    Harley-Davidson - Aggressive Growth

    June 18, 2012
    Harley-Davidson, Inc. (HOG), an American icon and a company loved by every two-wheeler aficionado across the planet, has ...
  9. Service Corporation International - Growth & Income

    Service Corporation International - Growth & Income

    June 18, 2012
    Estimates have been rising for Service Corporation International (SCI) after the company delivered better than expected first ...
  10. Ghana Oil And Gas Review

    Ghana Oil And Gas Review

    June 18, 2012
    The oil and gas industry has reported a number of discoveries in offshore Ghana over the last few years and now the African ...
  11. Bull Vs. Bear: Apple Set To Soon Hit $1,000

    Bull Vs. Bear: Apple Set To Soon Hit $1,000

    June 18, 2012
    Read the bullish take on whether or not Apple's stock is a smart buy at today's price.
  12. The Gold Miners Start To Shine

    The Gold Miners Start To Shine

    June 18, 2012
    As gold prices continue to rise, gold miners could start to shine once again.
  13. Kroger Treads Neutral Path - Analyst Blog

    Kroger Treads Neutral Path - Analyst Blog

    June 18, 2012
    The Kroger Company (KR) holds a significant position among the nation's largest grocery retailers, and remains committed ...
  14. NY Fed Ends AIG's Bad Asset Sale - Analyst Blog

    NY Fed Ends AIG's Bad Asset Sale - Analyst Blog

    June 15, 2012
    The Federal Reserve Bank of New York ("Fed") recently announced the sale of American International Group's (AIG) remaining ...
  15. FMC Adds Phytone to Portfolio - Analyst Blog

    FMC Adds Phytone to Portfolio - Analyst Blog

    June 15, 2012
    Given the rising demand for natural colors in most food and personal care products, FMC Corp. (FMC) has acquired U.K-based ...
  16. CSP Optimism is Boon to Cloud Players  - Analyst Blog

    CSP Optimism is Boon to Cloud Players - Analyst Blog

    June 15, 2012
    In the latest survey conducted by CA Technologies (CA), the North American cloud service providers (CSPs) surveyed revealed ...
  17. Europe Car Sales Continue to Dip - Analyst Blog

    Europe Car Sales Continue to Dip - Analyst Blog

    June 15, 2012
    Car sales in Europe continued to be low owing to weak consumer confidence on the back of a weak economy triggered by the ...
  18. JASO to Boost Shareholder Value - Analyst Blog

    JASO to Boost Shareholder Value - Analyst Blog

    June 15, 2012
    Solar product manufacturer JA Solar Holdings Co. Ltd (JASO) announced that its board of directors has authorized an aggregate ...
  19. Smithfield's Miss May Be An Opportunity

    Smithfield's Miss May Be An Opportunity

    June 15, 2012
    Smithfield's meaningful miss reflects worsening pork margins. This isn't a stock to be bought and held for the long term, ...
  20. 3 Reasons to Love

    3 Reasons to Love "EER" Investing - Weekend Wisdom

    June 15, 2012
    I wasn't always a good investor. Over the past 30 years I've made just about every mistake imaginable. Jumped in at the peak ...
  21. Invest In Quality Not Quantity

    Invest In Quality Not Quantity

    June 15, 2012
    The painful reality is that by choosing quantity over quality, the lack of quality increases the risk assumed, leading investors ...
  22. Everest Re Trying To Balance Risk And Opportunity

    Everest Re Trying To Balance Risk And Opportunity

    June 15, 2012
    Everest Re falls between stocks like Arch Capital and Allied World, which look fairly priced today and those like ACE and ...
  23. American Realty Prices Shares  - Analyst Blog

    American Realty Prices Shares - Analyst Blog

    June 15, 2012
    New York-based American Realty Capital Properties Inc. (ARCP) recently announced that it has priced its underwritten public ...
  24. Uncovering Hidden Value In Small Caps

    Uncovering Hidden Value In Small Caps

    June 15, 2012
    Today's biggest companies were once smaller versions of themselves. The biggest returns comes from hunting in the small cap ...
  25. Would the Volcker Rule Even Work? - Real Time Insight

    Would the Volcker Rule Even Work? - Real Time Insight

    June 15, 2012
    Watching Jamie Dimon earlier this week, part of me couldn't help but feel frustrated with the commentary (from both sides), ...
  26. Argo Group Is A Confounding, But Potentially Undervalued, Stock

    Argo Group Is A Confounding, But Potentially Undervalued, Stock

    June 15, 2012
    Argo has operationally underperformed, but valuation may yet be too low.
  27. Nordstrom On The Sales Rack

    Nordstrom On The Sales Rack

    June 15, 2012
    Nordstrom remains on track to continue to leverage high single digit annual sales growth into double digit annual profit ...
  28. When Will Genworth's Turnaround Come?

    When Will Genworth's Turnaround Come?

    June 15, 2012
    Genworth is still struggling to find its way after the U.S. housing debacle.
  29. Newell Closes $500M Debt Offering - Analyst Blog

    Newell Closes $500M Debt Offering - Analyst Blog

    June 15, 2012
    Newell Rubbermaid Inc. (NWL), the manufacturer of Sharpie pens and Rubbermaid containers, recently completed the sale of ...
  30. Adecoagro Has Taken Its Lumps

    Adecoagro Has Taken Its Lumps

    June 15, 2012
    Adecoagro has taken a hit from both weather and politics, but the long-term value makes it worth a look.
  31. Conoco Reopens Alaska LNG Plant - Analyst Blog

    Conoco Reopens Alaska LNG Plant - Analyst Blog

    June 14, 2012
    Oil and gas explorer ConocoPhillips (COP) has recommenced deliveries of liquefied natural gas (LNG) from its mature facility ...
  32. Enrich Your Portfolio With USEC

    Enrich Your Portfolio With USEC

    June 14, 2012
    In this article, we will focus on enrichment, discussing one investment that may be something investors will want to put ...
  33. Nash Finch Remains Neutral - Analyst Blog

    Nash Finch Remains Neutral - Analyst Blog

    June 14, 2012
    We recently reiterated our Neutral recommendation on Nash Finch Co. (NAFC), a wholesale food distributor in the United States. ...
  34. Global Payments Worth The Risk

    Global Payments Worth The Risk

    June 14, 2012
    There is considerable upside potential to Global Payment's share price, as card-based payments continue to grow rapidly. ...
  35. HSBC Launches RMB Funds in US - Analyst Blog

    HSBC Launches RMB Funds in US - Analyst Blog

    June 14, 2012
    HSBCGlobal Asset Management (USA) Inc, a wing of HSBC Holdings plc (HBC), has launched a Chinese Renminbi (RMB) fixed income ...
  36. Comparing the Bear Call Spread and the Bear Put Spread - Option ...

    Comparing the Bear Call Spread and the Bear Put Spread - Option ...

    June 14, 2012
    In previous articles I have discussed the Bear Call Spread and the Bear Put Spread. Both of these strategies have many things ...
  37. Look South Of The Border For Gains

    Look South Of The Border For Gains

    June 14, 2012
    While many investors look towards Brazil for their Latin America exposure, Mexico could be a better bet. The nation is quickly ...
  38. Long Term Oil ETFs

    Long Term Oil ETFs

    June 14, 2012
    Investors with a longer term view of things may want to check out an Oil ETF for their portfolio.
  39. Invest In Rare Earth Metals

    Invest In Rare Earth Metals

    June 14, 2012
    While most investors focus on the precious and base metals, the real long-term action could be in the critical elements. ...
  40.  A Hidden Internet Gem

    A Hidden Internet Gem

    June 14, 2012
    Most investors can rattle of the names of several triple-digit stocks in a heartbeat if for no other reason than that some ...
  41. Bill Gross Says To Buy Hard Assets

    Bill Gross Says To Buy Hard Assets

    June 14, 2012
    When PIMCO’s Bill Gross speaks, the markets generally listen. His latest missive could serve as a portfolio wake-up call ...
  42. Lifepoint Hospitals Heads For The Country

    Lifepoint Hospitals Heads For The Country

    June 14, 2012
    Catering to rural populations, this hospital operator has been making money on a steady basis for years.
  43. Piedmont's Total Return Prospects Look Middling

    Piedmont's Total Return Prospects Look Middling

    June 14, 2012
    Piedmont has an attractive business, but price discipline is key.
  44. U.S. Oil Production May Crowd Out Canadian

    U.S. Oil Production May Crowd Out Canadian

    June 14, 2012
    U.S. oil production reached the highest level in 14 years. This prodcution will help reduce dependence on foreign oil imports, ...
  45. PNC Ups Mortgage Buyback Reserves - Analyst Blog

    PNC Ups Mortgage Buyback Reserves - Analyst Blog

    June 13, 2012
    PNC Financial Services Group Inc. (PNC) plans to boost its residential mortgage repurchase reserves by around $350 million ...
  46. ONEOK Engages in Accelerated Buyback - Analyst Blog

    ONEOK Engages in Accelerated Buyback - Analyst Blog

    June 13, 2012
    ONEOK, Inc. (OKE) has entered into a share buyback agreement worth $150 million with Goldman, Sachs & Co., a unit of ...
  47. High-Quality RenRe Not A Striking Bargain

    High-Quality RenRe Not A Striking Bargain

    June 13, 2012
    If RenRe can maintain low teen ROEs for the long term, the stock is about 10-15% underpriced today. That's not a bad "hold" ...
  48. Follow Goldman Into Commodities With These Three ETFs - ETF News ...

    Follow Goldman Into Commodities With These Three ETFs - ETF News ...

    June 13, 2012
    Thanks to the sovereign debt crisis in Europe and a strong dollar at home, commodities have been a terrible place to invest ...
  49. Stimulus Bodes Well For Indian Stocks

    Stimulus Bodes Well For Indian Stocks

    June 13, 2012
    Due to slowing economic growth, India's government has recently outlined some preliminary measures to boost its industrial ...
  50. Can AXA Put All Of The Pieces Together?

    Can AXA Put All Of The Pieces Together?

    June 13, 2012
    AXA looks cheap, but the company's erratic performance history shouldn't be ignored.
  51. Equatorial Guinea Oil And Gas Review

    Equatorial Guinea Oil And Gas Review

    June 13, 2012
    Equatorial Guinea is seeing increased exploration and development from the oil and gas industry and will have higher production ...
  52. Canadian Oil Production To Soar

    Canadian Oil Production To Soar

    June 13, 2012
    Canadian oil production is expected to more than double by 2030. The bulk will come from development of the oil sands in ...
  53. Becton Dickinson Safe And Steady

    Becton Dickinson Safe And Steady

    June 13, 2012
    Becton stands out for having one of the clearest growth strategies in its field as well as a solid track record of delivering ...
  54. Campbell Buys Property Around HQ - Analyst Blog

    Campbell Buys Property Around HQ - Analyst Blog

    June 13, 2012
    Recently, Campbell Soup Company (CPB), a high-quality foods and simple meals manufacturer, acquired a four acre property ...
  55. Platinum Group Metals Offers A Real Bargain

    Platinum Group Metals Offers A Real Bargain

    June 13, 2012
    While gold and silver remain the go-to precious metals, the growth in platinum and palladium continues unabated.
  56. Angola Oil And Gas Review

    Angola Oil And Gas Review

    June 13, 2012
    Angola is now one of the largest producers of oil and gas in Africa, and will continue to see production grow as new projects ...
  57. Carter's - Momentum

    Carter's - Momentum

    June 13, 2012
    Carter's, Inc. (CRI) reached a new all-time high after reporting yet another strong quarter with earnings that came in 36.6% ...
  58. TDS Acquires Vital Support Systems - Analyst Blog

    TDS Acquires Vital Support Systems - Analyst Blog

    June 12, 2012
    One of the leading telecommunication companies in the U.S., Telephone and Data Systems Inc. (TDS) has acquired Vital Support ...
  59. AGNC Declares Dividend Payout - Analyst Blog

    AGNC Declares Dividend Payout - Analyst Blog

    June 12, 2012
    American Capital Agency Corp. (AGNC), a real estate investment trust (REIT), has recently declared a second quarter 2012 ...
  60. TI Narrows 2Q Guidance Range - Analyst Blog

    TI Narrows 2Q Guidance Range - Analyst Blog

    June 12, 2012
    Recently, Texas Instruments (TXN), or "TI," narrowed its revenue and earnings expectations for the second quarter of 2012. ...
  61. Boring Stocks Are Steady Growers

    Boring Stocks Are Steady Growers

    June 12, 2012
    Many value investors shun technology companies because they are too exciting. Here are some boring stocks you can get excited ...
  62. How the Short Ratio Can Lead to Big Gains  - Screen of the Week

    How the Short Ratio Can Lead to Big Gains - Screen of the Week

    June 12, 2012
    This week's Screen looks at a market sentiment indicator called the 'Short Ratio' to find new stock picks. The short ratio ...
  63. Is Shinhan A Good Option For Investors Looking For Banking Performance?

    Is Shinhan A Good Option For Investors Looking For Banking Performance?

    June 12, 2012
    Shinhan looks like a good mix of growth and value.
  64. China Could Ignite The Steel Industry

    China Could Ignite The Steel Industry

    June 12, 2012
    With its economy beginning to slow, China has begun to unveil some new stimulus measures to boost sagging growth.
  65. Trade Volatility With The VIX

    Trade Volatility With The VIX

    June 12, 2012
    Trading volatility is an interesting idea, but current ETFs and ETNs do a fairly poor job of it.
  66. This Week's Activist Filings

    This Week's Activist Filings

    June 12, 2012
    The market is loaded with turmoil, which tends to scare away investors with a low risk tolerance but presents opportunities ...
  67. Multi-Asset Income Plays

    Multi-Asset Income Plays

    June 12, 2012
    Wall Street has recently unveiled a series of multi-asset income funds designed to produce high yields from a wide range ...
  68. Voxx International Is Priced To Move

    Voxx International Is Priced To Move

    June 12, 2012
    I last talked about Voxx International (then known as Audiovox) in January 2010. Its stock dropped 30% in the past month, ...
  69. Williams Looks To Become Midstream Leader In Northeast

    Williams Looks To Become Midstream Leader In Northeast

    June 12, 2012
    Williams Partners LP is anticipating higher activity from operators in the Marcellus and Utica Shale.
  70. 3 Stocks to Weather the Storm - Investment Ideas

    3 Stocks to Weather the Storm - Investment Ideas

    June 12, 2012
    With the S&P 500 down more than 6% since May 1, the old adage of "sell in May and go away" looks remarkably prescient ...
  71. American Capital Agency (AGNC) - Bull of the Day

    American Capital Agency (AGNC) - Bull of the Day

    June 12, 2012
    We are changing our long-term recommendation for American Capital Agency (AGNC) from Neutral to Outperform, backed by its ...
  72. Oil and Gas Operations Stocks Making Big Moves on June 11, 2 ...

    Oil and Gas Operations Stocks Making Big Moves on June 11, 2 ...

    June 11, 2012
    The morning has been bad for the market. The Nasdaq is down 0.2%; the S&P 500 is trading down 0.3%; and the Dow has slipped ...
  73. Big Cap Bargain Financials

    Big Cap Bargain Financials

    June 11, 2012
    At the current prices and significant discount from book value, large U.S. financials possess a solid margin of safety.
  74. Investing In Bonds Through ETFs

    Investing In Bonds Through ETFs

    June 11, 2012
    The diversification benefits alone make bond ETFs one of the best investment vehicles for both institutional and retail investors. ...
  75. Equity Risk Premium: Are Stocks Cheap or Dear? - Real Time Insight

    Equity Risk Premium: Are Stocks Cheap or Dear? - Real Time Insight

    June 11, 2012
    By many measures, stocks look cheap. With 2012 EPS estimates for the S&P 500 around $103, the index at 1,320 is currently ...
  76. Mortgage REITs Breaking Out

    Mortgage REITs Breaking Out

    June 11, 2012
    While the housing market is still trying to dig itself out of the doldrums, these REITs have been beating the market and ...
  77. This One Fund Is All You Need

    This One Fund Is All You Need

    June 11, 2012
    This fund solves all of your equity needs in one, reasonably priced package.
  78. Is Titan Machinery Overpaying For Growth?

    Is Titan Machinery Overpaying For Growth?

    June 11, 2012
    Titan may be too aggressive in acquiring dealerships and spending too much of its cash expanding during the waning days of ...
  79. June 11: Relief for Spanish Banks and China's trade picture likely ...

    June 11: Relief for Spanish Banks and China's trade picture likely ...

    June 11, 2012
    Spain got a lifeline from its Euro-zone partners for its banking system and China's trade picture does not look as bad as ...
  80. lululemon Chooses

    lululemon Chooses "Jam Tomorrow"

    June 11, 2012
    lululemon's decision to focus on innovation at the cost of sales may be a decision that compromises near-term growth, but ...
  81. The Risk Trade Via ETNs

    The Risk Trade Via ETNs

    June 11, 2012
    Playing the risk-on and risk-off trade via ETNs.
  82.  Undiscovered Tech Play

    Undiscovered Tech Play

    June 8, 2012
    When it comes to technology ETFs, the PowerShares QQQ (NASDAQ: QQQ), the Technology Select Sector SPDR (NYSE: XLK) and a ...
  83. DTV Eyes Brazil's 4G Wireless Market - Analyst Blog

    DTV Eyes Brazil's 4G Wireless Market - Analyst Blog

    June 8, 2012
    DirecTV (DTV), the largest satellite TV provider in the U.S., is planning to take part in Brazil's 4G wireless broadband ...
  84. ETF Trading Report: Consumer, Banking ETFs In Focus - ETF News ...

    ETF Trading Report: Consumer, Banking ETFs In Focus - ETF News ...

    June 8, 2012
    Investors saw a rocky start to Friday trading, but this eventually gave way to a solid ending as hope for a Spanish bailout ...
  85. Pfizer to Spin-Off Animal Health Biz - Analyst Blog

    Pfizer to Spin-Off Animal Health Biz - Analyst Blog

    June 8, 2012
    Pfizer Inc. (PFE) finally unveiled its plans for its Animal Health business. The company, which has been exploring strategic ...
  86. Fed Unveils New Capital Rules - Analyst Blog

    Fed Unveils New Capital Rules - Analyst Blog

    June 8, 2012
    A series of capital proposals were given by the Federal Reserve yesterday aimed at guaranteeing that the U.S. banks maintain ...
  87. MS Enters Canadian Bond Market - Analyst Blog

    MS Enters Canadian Bond Market - Analyst Blog

    June 8, 2012
    On Wednesday, Wall Street Journal reported that Morgan Stanley (MS) has restarted bond trading operations in Toronto, Canada. ...
  88. Rating Action on American Express - Analyst Blog

    Rating Action on American Express - Analyst Blog

    June 8, 2012
    Recently, Standard & Poor's Rating Services (S&P) raised the long-term issuer credit rating (ICR) of the operating ...
  89. AGNC Upgraded to Outperform - Analyst Blog

    AGNC Upgraded to Outperform - Analyst Blog

    June 8, 2012
    We have recently upgraded the long-term recommendation for American Capital Agency Corp. (AGNC), a real estate investment ...
  90. Brown-Forman Another Example Of Overpaying For Safety

    Brown-Forman Another Example Of Overpaying For Safety

    June 8, 2012
    Brown-Forman is a pretty typical over-priced "safe" stock.
  91. Covidien Promotes Zogenix's Product - Analyst Blog

    Covidien Promotes Zogenix's Product - Analyst Blog

    June 8, 2012
    The pharmaceutical unit of Covidien plc (COV) and Zogenix Inc. (ZGNX) have recently agreed to co-endorse a prescription medicine ...
  92. ACE Looks Like A Card Worth Playing In The Insurance Sector

    ACE Looks Like A Card Worth Playing In The Insurance Sector

    June 8, 2012
    ACE is leveraging a balanced, less cyclical insurance business model into solid returns.
  93. Davita Goes Shopping

    Davita Goes Shopping

    June 8, 2012
    The Denver-based operator of dialysis facilities announced May 22 that it was buying HealthCare Partners for $4.42 billion. ...
  94. Three Low Beta ETFs For The Uncertain Market - ETF News And Commentary

    Three Low Beta ETFs For The Uncertain Market - ETF News And Commentary

    June 8, 2012
    The economy is clearly in the doldrums and the equity markets are bearing the brunt of the malaise, as investors are hunkering ...
  95. Favorite Retail Stocks

    Favorite Retail Stocks

    June 8, 2012
    With U.S. consumer spending continuing to post gains, these retail stocks could be big winners, if the trend continues.
  96. Last Month's Top Performing S&P Stocks

    Last Month's Top Performing S&P Stocks

    June 8, 2012
    Here are some highlights of the four best performing stocks in the S&P 500 during the last 30 days.
  97. Do Your Diligence on Stocks - Investment Ideas

    Do Your Diligence on Stocks - Investment Ideas

    June 8, 2012
    Label me a pessimist if you wish, but I believe we're all too optimistic about potential outcomes regarding the stock market ...
  98. American Superconductor - From A Growth Play To A Survival Story

    American Superconductor - From A Growth Play To A Survival Story

    June 8, 2012
    American Superconductor gave investors a glimpse of a successful future only to see market conditions erode significantly. ...
  99. Playing The North Sea's Windy Potential

    Playing The North Sea's Windy Potential

    June 8, 2012
    With its current energy production strategy showing signs of strain, the U.K. has unveiled ambitious plans to turn the North ...
  100. Tyson to Raise Funds Through Notes - Analyst Blog

    Tyson to Raise Funds Through Notes - Analyst Blog

    June 8, 2012
    Meat processor Tyson Foods Inc. (TSN) recently commenced a public offering of senior notes worth $1.0 billion. These notes ...
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