Joseph Harry

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  • Is This Company Stuck on a Sinking PC Ship?

    By Joseph Harry - August 13, 2013 | Tickers: GOOG, MSFT, SSNLF

    Microsoft's (NASDAQ: MSFT) shares recently fell over 10% after the company reported a terrible quarter, missing earnings estimates by a large margin. Microsoft took a $900 million charge related to Surface RT inventory adjustments, indicating that one of its big bets on mobile had "flopped" severely. To make matters worse, Microsoft also acknowledged that the PC market contracted by 9% during its fiscal year. But even as those sales more »

  • Profit From the Auto Industry's Expansion Into Mexico

    By Joseph Harry - August 8, 2013 | Tickers: F, KSU, UNP

    It's no secret that the auto industry is booming. Sales jumped 14% in July, according to research by Autodata. The industry invested $3.7 billion in Mexico between 2010 and 2012, and plans to spend more this year. To keep up with demand, automakers are increasingly looking to Mexico as a solution. This is causing a trend in transportation that favors cross-border rail. 

    A growing trend down south...

    Ford more »

  • Don't Be Deceived by Misunderstood Debt Levels

    By Joseph Harry - August 7, 2013 | Tickers: F, GE, IBM

    A high level of debt often scares investors away from otherwise solid companies. A high debt-to-equity ratio often causes suspicion as well. An exception is usually made for banks, because they need to borrow money to lend money. What happens, however, when a non-bank has an extremely high debt-to-equity ratio? Many investors see it as a troubling trend, but I'm here to tell you why debt levels can be more »

  • Why This Retailer Has a Unique Advantage

    By Joseph Harry - August 5, 2013 | Tickers: BGFV, CAB, DKS

    Gun sales have surged this year and manufacturers have been on fire. Sturm Ruger recently reported a 50% increase in net sales for its second quarter. Smith & Wesson, the other major American firearms manufacturer, saw record sales during its last quarter-- reporting an increase in sales of 43%. 

    Sporting-goods giant Cabela's (NYSE: CAB) also benefited from record gun sales, reporting a more than 20% revenue increase year over year more »

  • Hop Aboard This Growth Train Before It's Too Late

    By Joseph Harry - August 2, 2013 | Tickers: BRK-B, UNP, VLO

    The future of the rail industry looks incredibly bright. The rail industry is currently shipping the most crude since the Standard Oil days of John D. Rockefeller, according to Bloomberg. It's a good idea to get in on this growth trend now, and here's how you can do it. 

    Buffett believes in rail...

    In 2009, Berkshire Hathaway (NYSE: BRK-B) bought out the remaining shares of Burlington Northern Santa more »

  • How to Invest in China's Explosive Mobile Growth

    By Joseph Harry - August 1, 2013 | Tickers: AAPL, CHL, SSNLF

    The world's largest market for smartphones is China. Smartphone shipments in the country are expected to spike to as many as 460 million by 2017, according to research firm IDC. China's mobile Internet market in general is expected to explode over the next five years, with Morgan Stanley putting a $30 billion price tag on it by 2015. So, what is the best way for you to more »

  • 3 Unloved Tech Stocks to Buy Now

    By Joseph Harry - July 31, 2013 | Tickers: GLW, IBM, MSFT

    Unloved stocks in neglected sectors means potential bargains. One sector that seems to be losing steam is technology. A recent string of earnings reports in the tech sector has left these three companies looking attractively valued.

    Surface problems

    A disappointing quarter, plagued by a $900 million charge related to Surface RT tablet inventory, sent shares of Microsoft (NASDAQ: MSFT) down by more than 10%. The charge alone gave a $0 more »

  • Which Toy-Maker Is the Better Bet?

    By Joseph Harry - July 25, 2013 | Tickers: HAS, MAT, DIS

    Classic games such as Monopoly are easily recognizable by most children and adults alike. The company behind these products and other iconic brands of games and toys, Hasbro (NASDAQ: HAS) competes mostly with its main rival, Mattel (NASDAQ: MAT), for dominance of the toy industry. Mattel also has its fair share of iconic toys, such as Barbies. Toy companies usually constitute a solid long-term investment, so which company offers more more »

  • This Duck's Japanese Moat May Spread to the States

    By Joseph Harry - July 10, 2013 | Tickers: AFL, MET, PRU

    After digesting the government data concerning jobs, which was seen as a positive with June non-farm payrolls reported at 195,000 versus the consensus estimate of only 165,000, stocks rallied significantly. The Federal Reserve's plan to taper may be coming sooner than later-- especially if an increase in added jobs becomes a reoccurring and frequent thing. This will likely keep rates on the upward trend.

    Insurers make a more »

  • How to Play a Stronger Dollar, or Hedge Against a Falling One

    By Joseph Harry - July 3, 2013 | Tickers: ABT, MO, T, PM

    Back in late March the head of US equity strategy for Deutsche Bank, David Bianco, stated that, "I’d welcome a stronger dollar... It contains the risk of any surge in interest rates, or inflation risk.’’ The statement was in reference to predictions by Deutsche Bank analysts that the dollar would strengthen by as much as 7% against the euro by the year's end. 

    Coming back to the current more »

  • Summer Home Improvements Will Bode Well for These 2 Stocks

    By Joseph Harry - June 27, 2013 | Tickers: HD, LOW, Z

    Back in May, real estate website operator Zillow (NASDAQ: Z) raised its revenue forecast for the year. The company also saw a big boost in subscriptions, with revenue from its marketplace business (which includes not only subscriptions by agents but also advertising by mortgage lenders) jumping 87% to $31 million. The marketplace business attributed three-fourths of the company's revenue in 2012, so seeing it jump significantly was a good more »

  • AT&T Is Starting to Look Cheap

    By Joseph Harry - June 24, 2013 | Tickers: AMX, T, VZ

    I know what you're thinking. AT&T (NYSE: T) is definitely not cheap at well over 25 times earnings. I would certainly disagree, however, and I also think that the company has a lot of other things going for it that make its shares look attractive at current levels. Let me further explain.

    First of all, valuations...

     P/EForward P/EDividend (Yield)Payout Ratio
    T 26.66 more »
  • Which U.S. Automaker Is The Best Investment?

    By Joseph Harry - June 24, 2013 | Tickers: F, GM, TSLA

    The auto industry seems to be roaring, with factories operating at 95% capacity in some cases. This has led to an expected influx of new hiring within the industry, according to The Center for Automotive Research, who expects as many as an added 35,000 jobs for the full year of 2013. Vehicle sales could reach over 15.5 million for the year as well.

    Two American automakers have more »

  • Is This Fallen Oil Giant Worth the Risk?

    By Joseph Harry - June 23, 2013 | Tickers: BP, COP, XOM

    BP  (ADR) (NYSE: BP) has certainly seen better days and has beaten up quite a bit due to its oil spill fiasco in the Gulf of Mexico. While I think BP offers great value as of now, let's acknowledge the elephant in the room first-- the uncertainties involving litigation risk makes buying shares risky.

    If it is found that BP acted with gross negligence, then the company may find more »

  • Add Some Entertainment to Your Portfolio With This Stock

    By Joseph Harry - June 23, 2013 | Tickers: DLB, IMAX, RGC

    Looking to add some fun and entertainment into your portfolio? Maybe owning a movie theater would help. Movie-makers are betting big this year to attract the crowds, with 50% more big blockbusters coming out this summer. Twenty-two big-budget movies are scheduled to come out, in fact. The Wall Street Journal thinks that there may even be a "glut this summer" in blockbusters. Michael Lynton, chief executive of Sony Pictures Entertainment more »

  • Is Amazon Winning the Cloud Wars?

    By Joseph Harry - June 21, 2013 | Tickers: AMZN, GE, IBM

    Editor's Note: This article has been amended to better reflect the contract specifics with the CIA.

    Cloud computing will be a huge and growing industry going forward. The rise of the cloud will provide storage and access to massive amounts of data. Besides just storage, this data will also be interpreted and used efficiently to better industry performance and connect devices. Amazon (NASDAQ: AMZN) is emerging as a leader more »

  • Invest in Breakfast for Healthy Returns

    By Joseph Harry - June 19, 2013 | Tickers: GIS, K, POST

    Some say breakfast is the most important meal of the day.

    Companies that rely heavily on breakfast foods for revenue and earnings would likely agree. Especially since breakfast eaten at home is "thriving, representing over 80% of all breakfast occasions last year," according to Don Mulligan, CFO of General Mills (NYSE: GIS).

    So how to invest in the lucrative breakfast business?

    The General and cereal...

    Cereal is one of the more »

  • Is It a Good Idea to Invest in U.S. Railroads?

    By Joseph Harry - June 12, 2013 | Tickers: CSX, KSU, NSC, UNP

    Why invest in U.S. railroads? They operate in a seller's market and enjoy strong pricing power, for one. Two, they have geographically strong moats, operating in a capital-intensive industry with high barriers of entry. And lastly, they are well positioned to benefit from the North American oil and gas boom.

    Even though it can be up to five times as expensive to transport crude by train, a lack more »

  • The Big Retail Battle For The Grocery Aisle

    By Joseph Harry - June 12, 2013 | Tickers: AMZN, TGT, WMT

    Groceries are big business. The US grocery business, in fact, did about $568 billion in sales last year. Food is a low-margin business, but selling groceries has been an increasing trend for many retailers. Low-margin business is right up many of these retailer's alleys -- especially if they have the economies of scale to successfully profit from volume. 

    Amazon fresh...

    Large-scale, low-margin retail can't be brought up without mentioning more »

  • Is GE the Best Industrial to Buy Now?

    By Joseph Harry - June 10, 2013 | Tickers: EMR, GE, HON

    Emerson Electric Co. (NYSE: EMR) CEO David Farr is betting on a "manufacturing renaissance" in the United States. He cites oil and gas leading to cheaper energy costs as one catalyst, explaining that "from the oil and gas renaissance you're going to see a lot of investments going in -- very technology-based investments, typically," continuing by stating that (in reference to manufacturing) "now what we have left [in the U more »

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