Archive for: January, 2012

RadioShack’s Problem Is Management, Not The Economy

By Vince Martin: RadioShack (RSH) is off almost 30% after providing preliminary fourth quarter earnings results that were sharply lower than analyst expectations. The company guided for per-share earnings of 11 to 13 cents, well below the consensus average estimate of 37 cents per share. The company blamed a lower-margin mix of customers with wireless [...]

Delta Airlines (DAL) Reviewing M&A Options with AMR and U.S. Airways

Delta Airlines (DAL: Charts, News, Offers) is looming large in the headlines as reports circulate regarding its possible takeover of rivals American Airlines and U.S. Airways (LCC: Charts, News, Offers). American Airlines’ parent company, AMR Corp.,… This article was written by InvestorGuide.com.

Facebook IPO: What To Look For In Facebook’s S-1

Yesterday (1/30) I spoke with Bloomberg West’s Emily Chang on what I’ll be looking for in Facebook’s S-1 filing, which is expected out soon. I discussed some of the parallels between Facebook’s S-1 and Zynga’s (ZNGA) S-1 (Zynga being the first multi-billion dollar company built almost entirely on Facebook’s platform), and between Facebook’s IPO and [...]

The Case For Corning: Confusion Creates Buying Opportunity For This Unloved Equity

By Mike Arnold: Talk about swimming against the current for those investors of Corning (GLW). Last week Corning reported earnings that just met already dampened expectations, and provided guidance that was vastly underwhelming to Wall Street. This was exclusively with respect to its Display Technologies business segment, which happens to be its largest at roughly [...]

Cramer’s Mad Money – How To Play The Facebook IPO (1/30/12)

By Miriam Metzinger: Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Monday January 30. How to Play the Facebook IPO Facebook is taking market share with display ads and doubled its revenue since last year. This social networking giant is “the real deal.” Cramer would get in the deal but [...]

Cramer’s Lightning Round – Why Buy The Poor Man’s Caterpillar? (1/30/12)

By Miriam Metzinger: Stocks discussed on the Lightning Round session of Jim Cramer’s Mad Money TV Program, Monday January 30. Bullish Calls: Caterpillar (CAT): “…I want to buy Caterpillar.” Under Armour (UA): “I liked that quarter…that was very good because of innovation and compression…and all those products coming out.” IBM (IBM): “I think it goes [...]

Asset Allocation ‘Vs.’ Dividend Growth Investing: A Handy Comparator

By David Van Knapp: This is my 100th article. It also is coming up on the two-year anniversary of my first foray into the dividend debate, “Why I Love Dividends.” I wrote that article in response to several previous articles on Seeking Alpha that criticized or dismissed dividends. I saw nothing in defense of dividends, [...]

The Noise In CEF Premium Discount Analysis

By Joe Eqcome: Closed-end funds are unique in their indigenous nature of being able to provide investors contemporaneous and observable market-based rates of return for both stocks and underlying asset portfolios. All things being equal, CEF share prices should closely track the underlying net asset value (NAV) less a discount for the CEF’s expense ratio. [...]

AT&T (T) Reports Mixed Earnings But Promises a Solid 2012

At the end of last week, shares of AT&T (T: Charts, News, Offers) slid after it reported mixed earnings, beating the analyst consensus on revenue but missing on earnings per share. For the fourth quarter, the telecom giant reported a Non-GAAP ea… This article was written by InvestorGuide.com.

Italy To Outperform Spain

By Ploutos: In the aftermath of Fitch further downgrading Italy and Spain on Friday to A- and A respectively, it is worth comparing the two largest troubled European sovereigns. Market consensus seems to point to Italy, the world’s third biggest debtor, as being the more troubling situation, but unique elements of the Spanish fiscal and [...]