Category archives for: Editor’s Picks

Why Vestas Is Undervalued

By Mike Arnold: Every security is a sell at one price, a hold at some lower price and a buy at yet some further decremented price when value is appreciably higher than the stock quote. Before the corrosive global financial crisis and at the apex of crude oil prices, Vestas Wind Systems (VWDRY.PK) closed at [...]

Weight Loss Drugs: Why Arena’s Is Likely To Win Approval Before Vivus’s

By KLLJ Investments: Will a new weight loss drug be approved in 2012? Here we are, two months into 2012 and the FDA has another opportunity to approve a new drug to help fight obesity. Will this be a déjà vu event from 2010 or will we witness a turn in the hallways of the [...]

How To Play Peak Cheap Oil: Looking For Yield And Growth In The Canadian Oil Sands

By Bayesian Investing: If you are like me and you were always skeptical of the peak oil theory, you are feeling pretty smug right now. New technologies and new oil discoveries are being made daily and politicians are once again musing about America becoming energy independent. You never even hear the phrase “peak oil” anymore [...]

Use The QQQ To Take A Bite Of Apple While Limiting Single Stock Risk

By Anthony Welch: With the recent talk of rebalancing the NASDAQ once again due to ongoing outperformance of Apple (AAPL) versus the other constituents of the index, one decision ETF investors face is whether to own the Powershares NASDAQ ETF (QQQ) or just own Apple outright. After all, wouldn’t QQQ investors have been much better [...]

Equity Multiples And Demographics

By Ploutos: Recently, I authored an article that placed the year-end 2011 price to trailing twelve months earnings ratio of the S&P 500 (SPY) in a historical context. Multiples of price to trailing earnings as low as 2011′s ratio have portended higher returns on average over the next one year. While the sample size of [...]

A Roadmap For Immunotherapy Success In Oncology

By Brett Korsgaard: Activity in one of the more promising segments in the biotech industry is creating opportunities for investors and has implications for larger industry players jockeying for a piece of the pie. Immunotherapy centers on harnessing the bodies sophisticated immune system to combat cancer and other maladies. The logic makes sense: instead of [...]

Media General: What The Bridge Amendment Means

Media General (MEG) announced that it reached an agreement for a short-term bridge amendment with its lending group on Friday, February 10. The amendment resets the leverage ratio for Q1 2012 to 7.60x as opposed to the original 7.25x. After Q1, the leverage ratio resumes its original schedule, with Q2′s leverage ratio set at 6.75x [...]

Look To Mid Caps For Market-Beating Returns

By Doug Wright: Should an investor look to small, medium, or large cap ETFs as part of their investment portfolio? The answer is all of the above. The highly regarded French Fama research has recommended for some time that you should utilize a total stock market approach while adding a small allocation to small cap [...]

Chipotle: Growth At Any Price?

By Robert Gustavson: Chipotle Mexican Grill (CMG) just closed another year of growth in 2011. Investors witnessed year-over-year revenue growth of 23.6% and year-over-year EPS growth of 20.2%. These results indicate that CMG is still growing. During 2011, CMG’s stock price grew as well. The stock price started calendar 2011 at $213 and closed calendar [...]

Earnings Analysis: Why LinkedIn Is Still A Hold

By Barry Randall: This article is an analysis of LinkedIn’s (LNKD) current business and future prospects as demonstrated by their fourth quarter performance. After review, we have come to the following conclusions: LinkedIn’s fourth quarter was an excellent performance, both operationally and financially; LinkedIn’s competitive outlook is unchanged: they remain the market leader for professional [...]