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Daniel James

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  • Dell PC Sales Weak, Enterprise Solutions Grow

    By Daniel James - May 20, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    As we all know by now, the biggest story in tech over the last few years has been the shift from PCs and laptops to mobile devices. As a result, many computer hardware producers have suffered from declining sales, and have been punished by the market. Dell (NASDAQ: DELL) is one of the companies that has been hit hard by this development. Amid takeover talks, the company’s most recent more »

  • Cisco’s Beat Relieves Some Anxiety

    By Daniel James - May 18, 2013 | Tickers: CSCO, IBM, JNPR

    Many of the companies regarded as “old” tech have been struggling in recent years due to the soft macroeconomic environment and reduced corporate IT spending. Hardware producers especially have suffered as a result. Amid a mixed earnings season, Cisco Systems (NASDAQ: CSCO) delivered results that came in above analyst expectations, dispelling some of investors’ worries as a result of soft numbers from competitors.

    Third-quarter Earnings and Sector Worries

    On Wednesday more »

  • This Supermarket Chain Offers Superior Value

    By Daniel James - May 17, 2013 | Tickers: KR, WMT, WFM

    With consumer staple stocks continuing their grind higher, so far with no end in sight, it’s becoming difficult to find stocks in the sector that are still trading at low valuations. With the sector up nearly 20% this year, many stocks are in fact trading at steep premiums. However, there are always bargains to be found. One supermarket and department store chain, The Kroger Company (NYSE: KR), is still more »

  • This Chipmaker Is Shaping Up for a Good Year

    By Daniel James - May 15, 2013 | Tickers: AMD, NVDA, QCOM

    It hasn’t been an easy period for NVIDIA (NASDAQ: NVDA) in the last few years, as weakness in PC sales hurt the chipmaker’s revenue. However, lately things seem to be looking up for the company. In the latest earnings report released last week, the company delivered earnings that came in ahead of the consensus. Additionally, the firm announced its plans to return more cash to shareholders. It looks more »

  • Weak Yen Drives Sony’s First Profit in Years

    By Daniel James - May 13, 2013 | Tickers: AAPL, SSNLF, SNE

    One of the main news stories over the last few months has been the devaluation of the yen, which contributed greatly to the 40% surge in Japanese equities so far this year. This week, the dollar popped over 100 yen. A weak yen benefits Japanese exporters, as their products become cheaper abroad. Japanese electronics giant Sony (NYSE: SNE) has been struggling over the last few years, posting losses since 2009 more »

  • This Consulting and Outsourcing Company Is Delivering Strong Growth

    By Daniel James - May 13, 2013 | Tickers: CTSH, INFY, WIT

    The nice thing about business support companies is that they tend to do alright regardless of the macro-economic situation, as companies have a persistent need for their services. One consulting and outsourcing company has lagged behind the broader market rally over the last year. On the other hand, they have been growing earnings very steadily, which suggests that the stock may be ready for some upside in the near future more »

  • Another Great Quarter for the World’s No. 1 Automaker

    By Daniel James - May 9, 2013 | Tickers: F, GM, TM

    Evidence is mounting that the global auto market is not only in recovery, but is in fact growing significantly. Several US automakers are enjoying rising sales in domestic as well as international markets, but growth from the number one Japanese car maker looks even more impressive. Toyota (NYSE: TM) delivered excellent results this week, benefited in part from a weaker yen. Let’s take a closer look at these impressive more »

  • This Company's Disappointing Outlook Is an Opportunity

    By Daniel James - May 7, 2013 | Tickers: FB, LNKD, MWW

    Social media websites have been a trending topic in investing circles over the last few years, as this relatively new medium has firmly established itself in most people’s social and professional life. Despite the industry’s soaring valuations, many investors have been eager to get in on this trend, propelling these stocks higher in anticipation of future growth.

    While LinkedIn (NYSE: LNKD) reported results that beat on the top more »

  • This Undervalued Tire Company Is Smoking Estimates

    By Daniel James - May 6, 2013 | Tickers: BRDCY, CTB, GT

    The recovery in the US auto market is a fact, as evidenced by a significant increase in sales. One way to play this recovery is buying stocks of automakers. However, several commentators have pointed to the possibilities inherent in auto parts manufacturers, which often provide strong growth at attractive valuations. This often neglected industry may prove to be an enticing alternative to traditional car manufacturers. One company, Cooper Tire & Rubber more »

  • The World’s Third-Largest Beer Brewer Is Still a Bargain

    By Daniel James - May 3, 2013 | Tickers: BUD, HEINY, SBMRY

    Over the last few months, it has been the defensive sectors that have led the rally higher, instead of the more cyclical stocks. While this may be in anticipation of a major correction coming soon, it has in any case left many consumer staple stocks trading at relatively high valuations. As always, there are a few exceptions.

    One major European beer brewer, by now a household name, is still trading more »

  • Apple Finally Putting its Cash Pile to Use, But Is it Enough?

    By Daniel James - May 1, 2013 | Tickers: AAPL, GOOG, MSFT

    Former market darling Apple (NASDAQ: AAPL) announced earnings last week that came in slightly ahead of the analyst consensus. While this is certainly a positive bit of news, it isn’t what had investors truly excited. What really made the difference was the announcement of the company’s plans to begin returning some of its monster cash pile to investors, a move that according to some is long overdue. Is more »

  • Coach’s Global Aspirations Starting to Pay Off

    By Daniel James - April 25, 2013 | Tickers: COH, KORS, TUMI

    Retail figures in the United States have been upbeat recently, as consumers have defied factors such as the sequestration and have been opening up their wallets again. Despite this uptick, developed retail markets are quite highly saturated, which is why many retailers are looking toward Asia to sustain growth. Coach (NYSE: COH), which reported earnings this week, has been expanding rapidly in China, and surpassed the analyst consensus. It appears more »

  • More Earnings Weakness from Caterpillar

    By Daniel James - April 23, 2013 | Tickers: BHP, CAT, VALE

    For a long time, Caterpillar (NYSE: CAT) was synonymous with stability, growth and durability. One of the hallmarks of American heavy industry, the company has been around for decades, and most of the time, it has managed to perform admirably. However, the numbers the company has been putting out recently are far from encouraging. After a sizable miss in the last quarter of 2012, the company has again failed to more »

  • Digging Through Google’s Earnings

    By Daniel James - April 22, 2013 | Tickers: AAPL, FB, GOOG

    Internet juggernaut Google (NASDAQ: GOOG) reported earnings last week. On the whole, the numbers looked pretty good, kicking off fiscal 2013 with a healthy EPS beat. With the revered status Google has attained, its reports are of course closely watched by analysts and retail investors alike. Let’s see what the release can tell us about where the search giant's headed.

    Advertising Revenue

    As Google is reliant on advertising more »

  • Turn to Auto Parts Manufacturers for Growth

    By Daniel James - April 22, 2013 | Tickers: ALV, DAN, TRW

    With the US auto market back in top gear, investors are once again favoring the sector. Sales numbers are picking up substantially as buyers unleash pent-up demand upon the market. Most analysts who write about the car market focus on the major US auto manufacturers as a means of getting in on this trend. However, investors often overlook a number of companies that provide those automakers with parts and support more »

  • An Overlooked Air Transport Company With Strong Fundamentals

    By Daniel James - April 19, 2013 | Tickers: ATSG, AAWW, FWRD

    Most discussions on the air transport industry naturally focus on the two major players, UPS and FedEX. These two powerhouses handle the majority of the world’s freight and cargo deliveries, both enjoying huge market caps and annual revenues. However, there are a number of smaller US companies active in the same playing field that, from a fundamental point of view, may be considerably more interesting investment opportunities. Let's more »

  • Dish Networks Looking to Become Industry Leader with Sprint Bid

    By Daniel James - April 19, 2013 | Tickers: CLWR, DISH, S

    It looks like M&A is back. DISH Networks (NASDAQ: DISH) announced on Monday a large bid for Sprint-Nextel (NYSE: S), with which it is looking to become the biggest player in video, broadband and voice services. Reportedly, the merger would provide great value for shareholders of both companies, and huge synergy-related benefits. In any case, the offer looks substantially better than a previous bid from Softbank, and seems to more »

  • What Had Yahoo! Investors Spooked?

    By Daniel James - April 19, 2013 | Tickers: FB, GOOG, YHOO

    On the face of it, Yahoo!’s (NASDAQ: YHOO) most recent earnings report was quite encouraging. EPS beat the consensus by a generous margin, while revenue was mostly flat. Initially, the stock was up a bit following the release. However, the enthusiasm quickly faded as investors dug a little deeper through the report.

    Shortly after the initial pop, the stock sagged again. What had investors worried about the once-great internet more »

  • What Had Yahoo Investors Spooked?

    By Daniel James - April 18, 2013 | Tickers: FB, GOOG, YHOO

    On the face of it, Yahoo’s (NASDAQ: YHOO) most recent earnings report was quite encouraging. EPS beat the consensus by a generous margin, while revenue was mostly flat. Initially, the stock was up a bit following the release. However, the enthusiasm quickly faded as investors dug a little deeper through the report. Rapidly following the initial pop, the stock sagged again. What was it that had investors worried about more »

  • An Overlooked Air Transport Company with Strong Fundamentals

    By Daniel James - April 17, 2013 | Tickers: ATSG, AAWW, FWRD

    Most discussions on the air transport industry naturally focus on the two major players, UPS and FedEX. These two powerhouses handle the majority of the world’s freight and cargo deliveries, both enjoying huge market caps and annual revenues. However, there are a number of smaller US companies active in the same playing field that from a fundamental point of view may be considerably more interesting investment opportunities. In this more »

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