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PPG Executives’ Actions Wave Red Flag – Time To Sell
Previously, in “PPG Shareholders: Beware Of Georgia Gulf Exchange Offer,” I suggested that the confusing, uncertain exchange offer carried risks that warranted saying “No.” That conclusion may seem...
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Cyberonics – Short-Selling Creates Buying Opportunity
Cyberonics (CYBX) just tanked, dropping 25% in eleven days, from its all-time high of $57+ to under $43. The apparent cause? Blowing The Whistle On Cyberonics – a short-seller report that criticizes...
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Optimism’s Re-Emergence Could Shake Up 2013′s Performance
On Friday, March 9, we will “celebrate” the 4-year anniversary of the Great Recession’s 2009 stock market bottom. Back then, the Dow Jones Industrial Average (DJIA) was below 7,000, a level first...
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Cyberonics Jumps As Short Sellers Come Up Empty
Cyberonics (CYBX) is up sharply on large volume today (Monday, 2/4). Why? The short seller article (Blowing The Whistle On Cyberonics) that produced the sharp drop (described in my article, Cyberonics...
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Demystifying Investors’ Preference For Bonds And Why It Could Be Changing
The sudden increase of flows into U.S. stock mutual funds is producing articles warning that investors are once again chasing performance — and that’s a danger sign. It seems plausible, now that the...
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It’s Time To Shadow Invest In Dell
Dell’s (DELL) 50% drop from $18 to $9 finally reversed as the Windows 8 effect began to take effect. Then Michael Dell offered to buy the entire company at $13.65 per share. Are investors saved? Or is...
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Dell’s Stock ‘Too High’– Board On Hot Seat
In “It’s Time To Shadow Invest In Dell”, I laid out reasons for buying Dell (DELL), even at a price above Michael Dell’s offer of $13.65. Today’s (Tuesday, 2/12) developments add significant weight to...
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Bondholder Alert: Fed Runs Out Of Gas And Wall Street Takes Over
The Fed admits its loss of control in Fed’s Stein Sees Risks for Credit Markets: “Federal Reserve Board Governor Jeremy Stein said there isn’t an imminent threat to the wider financial system, but...
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Cyberonics: A ‘Neglected’ Health Technology Company Built For Future Growth
Investing success has many routes, but none are as good at regularly reducing risk and increasing potential return than selecting a “neglected” growth stock. These wallflowers need not be ugly, but can...
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Cyberonics Reports Outstanding Earnings – Now What?
Prior to Friday’s (2/22) stock market open, Cyberonics (CYBX) reported $0.47 EPS for its fiscal 3rd quarter 2013, up 38% from one year ago, and almost 24% above estimated earnings. Revenues were almost...
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4-Year Stock Optimist Turns Negative – 4 Signs Market Is On Thin Ice
For four years, since March 9, 2009, I’ve actively invested in the U.S. stock market and written about the benefits of doing so. Now, however, that has changed. I’ve just sold (last Thursday, 2/21) all...
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3 Reasons To Boost Short-Term Allocation
For many investors, the past few years have proven that intermediate- to long-term bonds are a great place to invest. Short-term bonds and money market securities have seemingly played the role of...
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Apple: Last Year I Said Sell — Buy Now?
In articles last year, I attributed Apple’s heady rise to unrealistic growth expectations and investor over-optimism. Has Apple’s (AAPL) 40% decline wiped out those excesses? If so, is AAPL once again...
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Forget ‘Don’t Fight The Fed’– It’s Time To Fed-Proof Your Portfolio
In obedience to the mantra, “Don’t fight the Fed,” investors have remained committed to the process of Fed meets, Fed announces, markets react accordingly. Strongly supporting that belief today is the...
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Apple: Analytical Shift Makes Stock A Buy
My last analysis of Apple (Apple: Last Year I Said Sell — Buy Now?) was downbeat. Now I believe Apple looks like a good buy. So what’s changed? Basically, the perspective we should adopt in evaluating...
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Apple: Time To Get Optimistic Again
Last month, Apple (AAPL) seemed a good buy because its yield was attracting income buyers (Apple: Analytical Shift Makes Stock A Buy). Now, not only is the yield still attractive, but Apple’s investor...
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Bristol-Myers, Merck And Roche: R&D Finds Golden Pill, So Buy
We had great news today (Thursday), but the response was tepid. Rather than being disappointed or dismissing the news, here is why we should be excited at both the developments and the investment...
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2 Reasons Rate Rise Makes Homebuilders A Buy
The sharp drop in homebuilder stock prices last week was based on the belief that interest rates up necessarily means home sales down. In today’s environment, that logic is flawed. The correct...
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D.R. Horton: Built To Ride Housing’s New Upswing
In 2 Reasons Rate Rise Makes Homebuilders A Buy, I described how rising interest rates will likely boost home sales, not weaken them. Two important forces could be unleashed by a rate uptrend. First,...
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Mortgage Rate Worry Is Hiding Homebuilder Opportunity
The good news continues for both the housing market (demand and prices up, foreclosure supply diminishing) and homebuilders (activity and confidence up). Real estate has become desirable again,...
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