Archive for the 'Bargain Stocks' Category
Are debt-burdened companies a good buy?
The latest issue of Barron’s is suggesting that investors may want to look at beaten down, debt-laden companies(subscription required):
Blackstone Group, Apollo Management and the rest of the private-equity crowd may be sidelined by the mess in the credit markets, but investors still can play at th…
Icahn should raid WaMu before Chase or Wells — Act III
Many readers have been intrigued by my recent posts (Will Chase (JPM) or Wells Fargo (WFC) buy WaMu (WM)? and Wells chasing Chase for WaMu — Act II) regarding various strategic scenarios that might produce sense for either J. P. Morgan Chase & Co. (NYSE: JPM) or Wells Fargo & Company (N…
Serious Money: Pondering: Home Depot, Tiffany & Wells Fargo
I’m certain the downtrodden stock market has brought sadness to many society. As someone looking lengthy term I am trying to put the current market into perspective. ‘My pal Warren’ always says that truly astute investors should actually be happy when the market is down considering they are able…
Chasing Value: Newcastle managed by Fortress, a few more thoughts
We now own Newcastle Investment Corp. (NYSE: NCT), a CMBS lender and REIT paying about a 26% yield in several portfolios. It does not own real estate, instead it holds loans on nonresidential properties.
NCT is on record to fully fund its dividend and anticipates one billion dollars in loans …
GE and Johnson & Johnson — just timing
Yesterday when I posted Why complain about GE and not JNJ — a puzzle? I got my reply. Investors do have patience, but it’s limited. They will wait three years for positive results, but perhaps not five, and ten — forget about it!
As you can see from yesterdays’ chart comparing three-year pe…
Why complain about GE and not JNJ — a puzzle?
I have been following General Electric Company (NYSE: GE) and Johnson & Johnson (NYSE: JNJ) for many years. that is probably very common among investors since both are broadly held, very large-cap stocks. Both companies have illustrious histories, strong management, and have been very reward…
Leucadia boosts stake in AmeriCredit — Good contrarian bet?
Leucadia National (NYSE: LUK) is a holding company that has been compared favorably to a young Berkshire Hathaway (NYSE: BRK.A), and BloggingStocks’ Aaron Katsman has suggested that company as a good alternative to Berkshire for investors.
Apparently Leucadia has plus taken Buffett mentor Ben…
Chasing Value: Google looks to end the week higher
After years of ranting and raving that Google Inc. (NASDAQ: GOOG) was by priced and that investors and speculators alike were at risk I finally did an about face that week. The big GOOG made my Chasing Value column earlier in the week Chasing Value: Is it Google moment? when it dropped below $50…
Chasing Value: Valero jumps 10% on lower earnings
Despite reporting a 49% drop in fourth quarter earnings, Valero Energy Corporation (NYSE: VLO) beat Wall Street expectations by 38 cents, and you know what that generally means — the stock jumped.
Valero was able to take advantage of price spreads on crude in the fourth quarter that were obv…
No football — what to do? Research that stock
Many sports fans are in a state of withdrawal, as they suffer through the first Sunday without football in months. The question becomes what to do? You could hang out with your wife and try to communicate with her! Well it’s just a thought.
If you have 9 or 10 hours with nothing to do, try do…
PepsiCo: Snacks will outlive recession
Even in a recession, humans will “snack” themselves to the point of sugar highs so compelling that they will think the economy is still expanding. According to Reuters, “PepsiCo (NYSE: PEP) expects its trade based on “comfort foods” to be resilient to a U.S. profitable slowdown, Chief Executive Indr…
Should you sell stocks tomorrow?
If you haven’t already gotten out of the market, it’s too late. Why lock in losses? Too many citizens panic when they see the type of news we’re seeing nowadays about a worldwide stock market bloodbath. They get caught in the buy high, sell low trap, loose their shirt and stay out of the market unti…
Are stocks cheap right now?
Large-company stock prices in have tumbled 13% in three months. Small-company stocks have done worse. The ratio of share prices to company earnings (”P/E”) is the lowest it has been in more than a decade. But is it low ample to produce the broad market cheap?
That depends on how you degree. b…
Five reasons to buy Pfizer (PFE)
Pfizer (NYSE: PFE) shares are slightly cheaper now than a decade ago, even though the company’s per-share profits are more than 70% higher. The stock is unloved for a reason: Pfizer, like many drug makers at the moment, is finding it difficult to develop new medicines.
The company’s biggest s…
