Chad Henage
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Significant Challenges And Still Overvalued
By Chad Henage - May 2, 2013 | Tickers: DNKN, MCD, SBUX, YUM
Investors in Yum! Brands (NYSE: YUM) are learning a hard lesson. When you invest in a company where most of their growth comes from one country, things can go very badly, very quickly. When the company's Chinese operations were ringing up outsized sales gains and same-store sales growth was impressive, the stock could do no wrong. However, in the last few months, the company's KFC chain has more »
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4 Reasons To Not Play Chicken With This Stock
By Chad Henage - May 2, 2013 | Tickers: EAT, BWLD, CMG, PNRA
Investors should have seen this one coming. Buffalo Wild Wings (NASDAQ: BWLD) just reported earnings, and apparently investors didn't like what they saw. The stock, which had been on a big run since their last quarterly report, is down over 4% today. The bad news for investors is, this company has a few problems that are only getting worse over time.
The Fast Growers And A Company That Has more »
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Do Investors Realize What's Going On?
By Chad Henage - April 29, 2013 | Tickers: AAPL, BBRY, GOOG, MSFT |
Depending on the direction of Apple's (NASDAQ: AAPL) stock in the next few months, we may hit a tipping point where the market assigns a value that is unheard of. Based on at least one metric, Apple stock is almost as cheap as one of their struggling competitors. The company's growth may be slowing, but through share repurchases and dividend increases, management is proving its commitment to shareholders more »
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Google: You Proved Your Point, Now Pay Up!
By Chad Henage - April 29, 2013 | Tickers: AAPL, FB, GOOG, MSFT |
For a while investors wondered if Google (NASDAQ: GOOG) was still a growth company? They seemed to stumble a bit as paid clicks increased, but the cost per click declined. In hindsight, it appears that Google was just protecting their market share. In the current quarter, Google proved once again that they are still a growth company. However, the company is one of the last holdouts in the technology field more »
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This Company Did 5 Things Right, But Is It Enough?
By Chad Henage - April 29, 2013 | Tickers: AMZN, CSTR, NFLX, VZ
When a high profile stock like Netflix (NASDAQ: NFLX) reports earnings, you know that a lot of people are watching. Clearly the market liked what it saw with the stock price jumping 32% in just the last week or so. Going into this earnings report, there were five questions that I wanted Netflix to answer. The company seems to be doing everything right, but is the stock price justified?
What more »
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This Company Just Admitted Its Business Model Is Broken
By Chad Henage - April 29, 2013 | Tickers: AMZN, NFLX, P, SIRI
The rise of streaming both video and audio has been nothing short of amazing. Services like Pandora (NYSE: P) and Spotify allow their users to listen to thousands of songs for free. While Pandora specializes in radio, and Spotify specializes on playlists, each service offers a lot of value to the end user. By the same token, services like Netflix (NASDAQ: NFLX) and Amazon.com's (NASDAQ: AMZN) Prime service more »
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Huge Growth Could Be Derailed by Two Big Worries
By Chad Henage - April 29, 2013 | Tickers: AMZN, EBAY, GOOG, WMT
It's amazing to me that a company like eBay (NASDAQ: EBAY) can continue to post impressive growth. This company along with Amazon.com (NASDAQ: AMZN) was one of the first to establish its presence online, and its dominance in the auction space has really never been questioned. When it seemed like eBay was slowing down, the company made an even bigger push with its PayPal unit, which has led more »
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There Is No One Better in This Industry
By Chad Henage - April 27, 2013 | Tickers: CSX, NSC, UNP
When you compare the company to its peers, and find that they are the best at many performance metrics, it's a good bet the stock will perform well. Unless the whole industry is in decline, a company that outperforms its peers, gives an investor some comfort when the market's waters get rough. If you are looking for the leader in the railroad industry, look no further than Union more »
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These 3 Numbers Suggest Problems Bubbling Up
By Chad Henage - April 27, 2013 | Tickers: KO, DPS, MNST, PEP
When a well loved company begins to run into trouble, it is nearly impossible to convince some investors that the stock could have problems. I don't believe in shorting stocks, or trying to time the market, but I do know when a stock looks overvalued. I know to some it will seem like heresy for me to suggest this stock is overpriced, but that's the way Coca-Cola (NYSE: KOmore »)
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3 Things To Watch In This Upcoming Earnings Report
By Chad Henage - April 24, 2013 | Tickers: FB, LNKD, MWW
Whether companies like to admit it or not, many companies already have an Internet identity. For instance, when most people think of Facebook (NASDAQ: FB), they think of connecting to people. When most think of Twitter, they think celebrities. If people think about Monster Worldwide (NYSE: MWW) they think about job searches. When people think about LinkedIn (NYSE: LNKD) they think about professional connections.
It's Sort Of Like High more »
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Half Of This Company Is Doing Great
By Chad Henage - April 24, 2013 | Tickers: KO, DPS, MNST, PEP
I hate to burst everyone's bubble, but I was not as impressed with PepsiCo's (NYSE: PEP) recent earnings as apparently the market was. With the stock up 5.6% from its price before earnings, it makes sense to examine what makes this company worth an extra $6 billion in market capitalization. I hate to say it Pepsi fans, but there are three issues that Pepsi still hasn't more »
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5 Ways This Company Is Getting Back on Track
By Chad Henage - April 24, 2013 | Tickers: CSX, NSC, UNP
Many investors pay a lot of money for magazine subscriptions, newsletters, and other research to try and determine the direction of the economy. In truth, most of these could probably be replaced by the ownership of just one railroad stock. I've argued in the past that railroad earnings reports are like a multi-industry cheat sheet. One example is CSX (NYSE: CSX), which gives investors great information about the economy more »
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These 5 Questions Need Answers
By Chad Henage - April 24, 2013 | Tickers: AMD, ARMH, INTC, TXN
Instead of Houston we have a problem, maybe the call should be Intel (NASDAQ: INTC) we have a problem. I've been a fan of Intel until recently, but the company's recent earnings look worrisome. I love stocks with growth and income, so you would think Intel's nearly 4% yield, and 11% expected earnings growth, would be right up my alley. However, when I read their earnings report more »
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3 Times Better Than The Competition?
By Chad Henage - April 23, 2013 | Tickers: AAPL, BBRY, GOOG, MSFT
I can't even count the number of times I've been wrong in the stock market. However, I try to remember what Peter Lynch once said. He said you'll never be right 100% of the time, but even if just 60% of your picks go the way you expect, you can be successful. I read a lot of earnings reports, and with each one I try to keep more »
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5 Reasons This Retailer Looks Poised to Outperform
By Chad Henage - April 23, 2013 | Tickers: COST, FDO, TGT, WMT
Sometimes as an investor you have to know when to ignore bad information. It's difficult to do because there is so much of it floating around. What I try to do whenever I read something about a stock I follow is, see if you can punch holes in the theories being presented. If you can't find anything wrong with the person's theory, then you add it to more »
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4 Reasons This Deal Stinks
By Chad Henage - April 23, 2013 | Tickers: T, CMCSA, DISH, S, VZ
There is always a lot of excitement around mergers and acquisitions. This is particularly true when a company has been struggling. When Softbank offered $20 billion to acquire 70% of Sprint (NYSE: S), shareholders were understandably excited. Not only did this offer cause their stock to go up, but it also would give Sprint a majority owner with deep pockets to help expand and compete more effectively. In a surprising more »
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4 Reasons It Might Be Time To Sell This Blue-Chip
By Chad Henage - April 19, 2013 | Tickers: LULU, NKE, UA
It's hard for investors to accept when a company is too expensive. I'm not suggesting that investors try to time the market, but some common sense does need to be applied when looking at what stocks to buy and sell. There is a great brand that is known the world over, but just because a company has a great brand, doesn't mean the stock is a buy more »
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This Company Holds The Key To The Future Of Computing
By Chad Henage - April 19, 2013 | Tickers: AAPL, GOOG, MSFT, NUAN |
In talking with a friend about different technology companies, he made a comment that stuck with me. He said that in his eyes, Apple (NASDAQ: AAPL) has sort of perfected the touch interface. While Google (NASDAQ: GOOG) has done a good job with its Android operating system, everyone else is basically playing catch up.
When I asked him his thoughts about Microsoft (NASDAQ: MSFT) and their Windows 8 product, he more »
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The Fastest Growing Bank Isn't A Bank After All
By Chad Henage - April 19, 2013 | Tickers: BBT, COF, SCHW, ETFC, AMTD |
Having worked for a bank for over 10 years, I follow quite a few financial stocks. There were two things that my years in banking taught me. First, change is constant. Second, you need to get to know your client, because if you don't, your competition will take them away. Bankers need to learn a new rule as well, competition doesn't just come in the form of a more »
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5 Reasons This Retailer Is Priced To Outperform
By Chad Henage - April 18, 2013 | Tickers: ANF, AEO, GPS, BKE
It's rare when a fashion retailer can stay relevant for a long time. However, that is exactly what American Eagle (NYSE: AEO) has managed to do. I remember first noticing the company from articles on Fool.com, and hearing the company compared to Abercrombie & Fitch (NYSE: ANF). Taking a page from Peter Lynch's investing process, I decided to visit my local mall to see if the stores were more »