Charles Cody

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  • Mattel: Beware of Toymakers Bearing Gifts

    By Charles Cody - December 21, 2012 | Tickers: HAS, JAKK, MAT

    Christmas is to Christianity as revenue and profits are to retailers worldwide. Retailing's most important holiday is just a few days away, which means there are only a few days remaining to capture pre-Christmas sales at the registers before post-holiday markdowns go into effect.

    Mattel (NASDAQ: MAT) is the world's largest manufacturer of toys and is highly dependent on retailers in its major markets -- the U.S., Europe more »

  • These Defense Stocks Face an Uphill Battle

    By Charles Cody - December 21, 2012 | Tickers: GD, LMT, NOC, RTN, UTX

    The Obama administration on Wednesday signaled its desire to cut defense spending regardless of whether or not the "fiscal cliff" gets resolved before year-end.  During negotiations with House Speaker John Boehner, President Obama offered discretionary spending cuts of $200 billion, split evenly between defense and non-defense programs.  This could turn out to be a best-case scenario for defense firms because if left unresolved, the fiscal cliff will include sequestration that more »

  • Compound Interest: The 8th Wonder of the World?

    By Charles Cody - September 2, 2012 | Tickers: NLY, AAPL, MSFT, WMT

    When we were kids we learned about the 7 man-made wonders of the world.  Peter Lynch, famous among do-it-yourself investors for his stellar management of Fidelity Investments' Magellan Fund from 1977 until 1990, once referred to compound interest as the 8th Wonder of the World.  Why? Because the technique known as dividend reinvestment along with compounding interest has enabled many people able to retire comfortably and without financial worry more »

  • Repeat After Me: Is Buying Best Buy a Good Buy?

    By Charles Cody - August 9, 2012 | Tickers: AMZN, BBY, COST, SPLS, WMT

    In the 1993 film classic, "Groundhog Day," Phil Connors, played by comic actor Bill Murray, is an egocentric Pittsburgh TV weatherman who keeps repeating the same day over and over again while on assignment covering the annual Groundhog Day event in Punxsutawney, Pennsylvania. He eventually finds a way to stop the cycle with the help of his producer, Rita, played by Andie MacDowell.  They fall in love, and the story more »

  • JDA Software Group Earnings Preview

    By Charles Cody - July 13, 2012 | Tickers: JDAS, MANH, ORCL, SAP

    Author's note: This post originally had an incorrect earnings release date. The information has been corrected.

    JDA Software Group Inc. (NASDAQ: JDAS), a global provider of merchandising and supply chain enterprise software solutions, has yet to select an earnings release date, but right now analysts' average estimates are for EPS of $0.57 a share on revenue for the quarter of $171.27 million. Last year's earnings for more »

  • How to Boost EPS 101

    By Charles Cody - July 2, 2012 | Tickers: KO, COKE, IBM

    Ever wonder how companies like Coca-Cola (NYSE: KO) and IBM (NYSE: IBM) seemingly make or beat their earnings numbers quarter after quarter? One trick that executive managers use to artificially boost earnings per share (EPS) is to reduce the float. This means that the company buys back shares outstanding (i.e., the float), so that reported net income is divided by fewer shares. Morally, this isn't a bad thing more »