Kyle Campbell

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  • Education is Changing, Are You Ready?

    By Kyle Campbell - March 4, 2013 | Tickers: APOL, BPI, DV, ESI, STRA

    Editor's Note: Contrary to reporting in a prior version of this post, Ashford University retains its accreditation, and did not recently lose it. The Fool regrets the error.

    The higher education landscape is changing, and for-profit education providers could wind up with a failing grade. With costs skyrocketing, and students turning to the fast-growing field of free online education services, let’s see whether these traditional education companies look more »

  • Buffet is Playing Catch Up

    By Kyle Campbell - February 25, 2013 | Tickers: BRK-B, DVA, DTV, HNZ

    Fiscal 2012 was fairly uneventful for Berkshire Hathaway (NYSE: BRK-B) in terms of acquisitions; Warren Buffett and his loaded rifle found no elephants large or impressive enough to bag. However, this year may be shaping up differently, with a decent-sized acquisition already announced just two months into 2013. With interest rates lower than the average rate of inflation, Berkshire’s cash is losing buying power with every passing day. For more »

  • Short Squeeze? Yes, Please!

    By Kyle Campbell - February 21, 2013 | Tickers: HLF, MM, NFLX, SIRI

    Have you ever made pre-formed biscuits from one of those vacuum-sealed containers? You know, the ones you squeeze and squeeze until that sudden, startling POP? Well, a good short squeeze can give you that same feeling -- except your portfolio gets a nice jolt as well.

    Netflix (NASDAQ: NFLX) is the perfect example of a short squeeze. After a number of gaffes and PR nightmares shook the market’s confidence in more »

  • The Emperor Has No Clothes!

    By Kyle Campbell - January 31, 2013 | Tickers: AMZN, AAPL, HLF, NFLX | Editor's Choice

    Proponents of the Efficient Market Hypothesis argue that at any given time, the stock market accurately adjusts stock prices to their appropriate value after taking all available information into consideration. I think this is a load of bull. Rather than accurately reflecting all available information in a company’s stock price, I believe that the market merely prices in the emotions of the herd. Let’s take a look at more »

  • Transformation in Technology

    By Kyle Campbell - January 31, 2013 | Tickers: HPQ, INTC, IBM, MSFT

    Founded in 1939, by Bill Hewlett and Dave Packard, Hewlett-Packard (NYSE: HPQ) started as an unfocused company which created electronic devices for industries ranging from agriculture to movie production. In the 70 years following its founding, the company became a leader in its industry, producing printers, computers, cameras, and more. But today, it seems the company has fallen back into its old ways, unfocused and unable to gain any traction more »

  • Battling for Your Eyeballs

    By Kyle Campbell - January 31, 2013 | Tickers: AMZN, AAPL, CMCSA, NFLX, OUTR

    In May of last year, I wrote an article explaining why Netflix (NASDAQ: NFLX) was misunderstood and mis-priced. In that article, I laid out a number of reasons why Netflix would not be crushed by those entering its market. In this article, I want to revisit those arguments and take a fresh look at the competition. The battle lines have been drawn, and the spoils of war are not gold more »

  • 2 Stocks for a Lifetime

    By Kyle Campbell - January 28, 2013 | Tickers: ALTE, BRK-B, BRK-A, IBM, MKL

    Note: This post contained incorrect information about IBM's net income growth. It has been corrected.

    Investing can seem like a daunting task, but it does not have to be that way. Rather than trying to put your eggs in too many baskets, why not just pick a basket or two with characteristics similar to the vaults of Fort Knox? In reducing the number of baskets to watch, you get more »

  • The Next Big Crisis

    By Kyle Campbell - January 28, 2013 | Tickers: KO, JNJ, PEP, PG

    The markets are getting close to their all-time highs and people are already asking, “Is another crash coming?” The 2007-2009 market decline devastated portfolios and crushed nest eggs. To add to the misery, many sold off all of their stock holdings in the lows of 2009 in an attempt to stop the bleeding, only to see the markets come full circle and climb again. Those who were mostly in treasury more »

  • 1 Company to Avoid Completely

    By Kyle Campbell - January 25, 2013 | Tickers: AMZN, HLF, JPM, NFLX, LUV

    It’s not every day that a highly regarded investor makes a $1 billion bet on the demise of a company, but that is exactly what Bill Ackman of Pershing Square Capital Management is doing. In mid-December 2012, Mr. Ackman announced a $1 billion bet against Herbalife (NYSE: HLF). The company uses multi-level marketing to sell its weight loss and nutritional supplements to its large network of distributors. Mr. Ackman more »

  • Inflation: Rotten to the Core

    By Kyle Campbell - January 25, 2013 | Tickers: AAPL, CMG, KO, DVA

    If you believe, as I do, that inflation is in our near future, investors beware! To succeed in an inflationary environment, investors must carefully choose the companies in which they place their hard-earned money. If chosen properly, investors are at the very least able to maintain their purchasing power, whereas poorly chosen companies will simply eat away at your nest egg. Let’s look at two companies that may face more »

  • Berkshire Hathaway: The Future Skynet?

    By Kyle Campbell - January 18, 2013 | Tickers: BRK-B, BRK-A, KO, IBM, WFC

    Okay, it is highly unlikely that our favorite conglomerate, Berkshire Hathaway (NYSE: BRK-A), will start churning out robots hell-bent on destroying the world. That being said, I think many of us would find the idea of robot Buffett clones quite appealing, as long as they stuck to compounding Berkshire’s assets at high rates. Now that we've got that out of the way, let me tell you what I more »

  • 3 Characteristics of a Great Restaurant

    By Kyle Campbell - August 31, 2012 | Tickers: BWLD, CMG, MCD, SBUX, YUM

    Let’s face it, the restaurant industry is tough. Competition in this space resides on nearly every major intersection and off every highway exit. Barriers to entry are non-existent as anyone with an oven and closet space can say they are a restaurant. That being said, there are three key characteristics which make a restaurant successful.

    If you wanted a slice of pizza and were choosing between two similar-looking pizzerias more »

  • Why This Drought Won't Hurt Restaurants

    By Kyle Campbell - August 28, 2012 | Tickers: BRK-B, BWLD, CMG, PNRA, TXRH

    Sir Isaac Newton’s third Law of Motion states that “when two bodies interact by exerting force on each other, these forces are equal in magnitude, but opposite in direction.” In layman’s terms, every action has an equal and opposite reaction. What most people do not consider is there are also secondary and tertiary reactions. It is on this premise that I will show you that the ongoing drought more »

  • A Dry Spell for Restaurants

    By Kyle Campbell - July 27, 2012 | Tickers: BWLD, CMG, MCD, PNRA

    Rain makes corn. Corn makes whiskey. Whiskey makes my baby, well, you know the rest. Unfortunately for restaurants -- and shareholders of restaurant stocks, for that matter -- rain has made itself a bit scarce this season. You may be asking yourself, “Why the heck does rain matter and how could it possibly affect my portfolio?” It only takes a quick look at how restaurants make their money to rain on our more »

  • Netflix: Misunderstood and Mispriced

    By Kyle Campbell - May 24, 2012 | Tickers: AMZN, AAPL, CMCSA, NFLX, OUTR | Editor's Choice

    I don’t know about you, but I really hate television commercials. Not only do they interrupt what was otherwise an enjoyable experience, they increase the amount of time I have to sit in front of my TV to see my favorite shows. I used to think to myself, “Man, there has got to be a better way!” Well, there is, and it is only getting better as time passes more »

  • Outsmart the Future? Look to the Past

    By Kyle Campbell - May 23, 2012 | Tickers: KO, PEP | Editor's Choice

    I hate to make macroeconomic predictions, but sometimes current events remind me all too much of previous periods in our history. Massive government deficit? Check. Rising commodity prices? Check. An unpopular and costly war? Check. These three issues that we see today were also seen back in the late '60s, just as the Vietnam War was coming to an end. As you can see in the chart below, inflation skyrocketed more »

  • Build a Lasting Dynasty

    By Kyle Campbell - May 11, 2012 | Tickers: AAPL, EXC

    “My friends, you bow to no one!” This line, taken from The Lord of the Rings: The Return of the King (2003), is one that each of us, as investors, would love to hear. To throw away our time cards, fire our bosses, and enjoy a life of financial freedom where we bow to no man! Oh, what a life that would be. The good thing for you and I more »

  • Under the Microscope: Cummins Incorporated

    By Kyle Campbell - February 4, 2012 | Tickers: CAT, CMI, NAV, UTX

    Overview

    Cummins Incorporated (NYSE: CMI) was founded in 1919, as Cummins Engine Company, by Clessie Cummins. The company struggled until 1929 when Clessie Cummins took William Glanton Irwin, a local banker and investor, for a ride in America's first diesel-powered automobile. Irwin displayed great enthusiasm for the new engine and provided a much-needed cash infusion to the company. In the years after the cash infusion, Cummins went on to more »

  • 7 Steps to Financial Freedom

    By Kyle Campbell - January 11, 2012 | Tickers: KO, JNJ, PG

    To many, financial freedom is like that far off oasis one sees in the desert when dehydration has taken over the body and mind. No matter how many well-footed steps are taken towards it, it never seems to get any closer. Financial freedom can hold a different meaning for everyone. For some, financial freedom means having enough money squirreled away to cover 6 months' to a year's worth of more »

  • An Alternative Approach to Dividend Investing

    By Kyle Campbell - January 8, 2012 | Tickers: BWLD, CMG, KO, JNJ, PG

    Dividend reinvestment plays an important role in any investment portfolio. To prove this point, take a look at the market returns calculated beginning in the year 1900. From 1900 to date, the stock market returned a hair under 5%, without reinvesting dividends. Those who did reinvest their dividends saw a return of 9.5%. For a better understanding of the difference, look at what an initial investment of $1,000 more »

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