Ryan Peckyno

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  • Will These Companies Come Back?

    By Ryan Peckyno - August 18, 2013 | Tickers: JCP, RAD, WEN

    A few months ago, I published articles on Lucent and Hewlett Packard, two companies that had viable strategies to turnaround their businesses.  Since publishing those articles, both of those stocks have roughly doubled. 

    Identifying a turnaround candidate is a risky proposition.  To succeed, you have to understand the business, the competitive landscape, where the company went wrong, why the company went wrong, and critically evaluate whether or not the company more »

  • Bargain Hunting in Italy

    By Ryan Peckyno - August 18, 2013 | Tickers: E, LUX, TI

    With many U.S. equities trading at all-time highs and the stock market as a whole trading at a hefty earnings multiple, the U.S. market isn't looking that attractive, especially if you consider that the U.S. has massive governmental debt, is ranked 128th in the world in GDP real growth rate, 95th in unemployment, and that more than 15% of our population lives below the poverty line more »

  • A Portfolio of Dividend Stars

    By Ryan Peckyno - August 16, 2013 | Tickers: BP, DRI, INTC, PM

    Over the past couple of months, investors who chased yield have gotten crushed by the market. But with the 10-year Treasury rate below 2%, who can really blame them? We all have that urge to chase large payouts. Still, dividend chasers need to consider several factors when evaluating a company for their portfolio. 

    One major factor to consider is why the stock has a high yield, particularly if the yield more »

  • Gobble up This Emerging Market

    By Ryan Peckyno - August 15, 2013 | Tickers: EMFN, TKC, TUR, TKF

    Not all that long ago, investors poured money into the emerging markets, particularly into widely known "BRIC" -- Brazil, Russia, India and China -- stocks.  And they were rewarded with stellar returns. But now many investors are a lot more skeptical of the elusive and perplexing emerging markets. They worry about nationalization, border conflicts, confounding foreign policies, corruption, labor laws and the general uncertainty that looms over many of those companies.

    To more »

  • Why These Are Bubble Stocks

    By Ryan Peckyno - August 11, 2013 | Tickers: CMG, MGM, TSLA, Z

    In a market that has returned around 20% this year through July, it is very tempting to follow the herd and jump on the hot stocks -- those stocks that, on one hand, have characteristics of the rule breakers yet, on the other hand, seem eerily similar to many of the hundreds of companies that went bust after the dot-com boom.   

    Will these companies continue to defy logic and confound value more »

  • Why Tech Trades at a Lower P/E Than the S&P

    By Ryan Peckyno - August 11, 2013 | Tickers: CSCO, INTC, IBM, MSFT

    Interesting fact: The tech sector trades at an estimated P/E multiple of 14.5, well below the S&P 500's multiple of more than 18. Why is that?

    First, many of the tech behemoths are acting like big, slow-moving, cautious companies. And many of them are doing nothing with the large amounts of cash that they have accumulated. So maybe they deserve to trade like 10-year Treasury notes more »

  • Who Will Win the Smartphone Wars?

    By Ryan Peckyno - August 5, 2013 | Tickers: AAPL, BBRY, GOOG

    Back in 2009 there were a handful of lawsuits filed between the major smartphone manufacturers.  Today they are commonplace.  In fact, it appears that many of the smartphone companies now treat litigation as a separate line of business. 

    That helps to explain why (according to Wikipedia) the number of "major events" (suits, countersuits, etc.) increased from 3 in 2009 to 35 in 2010 to 57 in 2011 before tapering off more »

  • Are the Phone Giants Attractive Investments?

    By Ryan Peckyno - August 5, 2013 | Tickers: T, TEF, TKC, VZ

    Recently there has been a lot of chatter about telecom companies -- both domestic and international.  The majority of analysts, though, tend to rate our two largest telecom companies, Verizon (NYSE: VZ) and AT&T (NYSE: T) as a Hold.  And they seem more skeptical about some of the large international telecom companies. 

    In full disclosure, a few years ago, I owned shares in both Verizon and AT&T, but I more »

  • What Warren Buffett Is Buying and What I am Buying

    By Ryan Peckyno - August 5, 2013 | Tickers: IBM, WMT, WFC

    As many already know, Warren Buffett has a portfolio that is widely watched and imitated by expert and novice investors alike.  After all, he is worth an estimated $46 billion according to Forbes, making him one of the most successful investors ever. But is his value investing strategy still relevant?  Or are there better strategies?  What stocks does he currently own, and how are they likely to perform over the more »
  • Can RadioShack Turn Things Around?

    By Ryan Peckyno - July 30, 2013 | Tickers: AAPL, BBY, RSH

    There are few companies in greater need of a new image than this 94-year-old company that lost $194 million last year -- a company that continues to struggle amidst changes in consumer purchasing habits and soft sales. Many analysts lump this company in with companies such as GameStop and Best Buy (NYSE: BBY) -- companies that many believe will hang around for a few more years until consumer habits change and the more »

  • How Mobile Will Impact Online Travel Companies

    By Ryan Peckyno - July 29, 2013 | Tickers: GOOG, PCLN, TRIP

    A few months ago, I penned an article, 4 Top Internet Stock Picks.  In that article, I highlighted a company that I feel has a very solid business model, TripAdvisor (NASDAQ: TRIP)

    A few days ago, TripAdvisor's stock price soared, breaking out and reaching a new high, after a very strong earnings release.  So let's take a closer look at TripAdvisor, its competition, the travel industry, and the more »

  • Why Apple Trades Like a Mediocre Company

    By Ryan Peckyno - July 29, 2013 | Tickers: AAPL, BBRY, GOOG, MSFT

    A lot of analysts blog about how Apple (NASDAQ: AAPL) is super cheap.  From their perspective, Apple has a premium brand, a dominant position in the market, and trades at a price-to-earnings ratio that is less than the market's -- actually much less if you take out the billions of dollars of cash that Apple has on its balance sheet.  In fact, reducing Apple's share price by its cash more »

  • Why Gold Will Rally

    By Ryan Peckyno - July 29, 2013 | Tickers: FCX, IAU, GLD

    Not long ago gold was approaching $2,000 an ounce.  In June, the price of gold plummeted to under $1,200 an ounce -- a drop that happened very quickly. 

    Analysts are maintaining their target price of $1,250, which implies a modest downside.  Yet the infomercials attempt to make the case that gold is destined to reach $5,000 an ounce within the next few years. 

    So what is in more »

  • Buy Into Gold’s Pullback

    By Ryan Peckyno - July 23, 2013 | Tickers: IAU, SLV, GLD

    Gold recently had its biggest quarterly loss since 1974 -- dropping by more than 20% from April to the end of June. The price of gold (and precious metals in general) plummeted because rising interest rates and an improved US economy make other investment vehicles look more attractive and lessen demand. Based on a cursory analysis of July, a month where gold is up slightly so far, it looks like the more »

  • What Is Going on With the PC Industry?

    By Ryan Peckyno - July 22, 2013 | Tickers: DELL, HPQ, INTC, MSFT

    For the past few years the buzz in the chat rooms and the media has been that the PC market is dead, that Apple rules, and that the future of the “old tech stocks” such as Intel (NASDAQ: INTC), Dell (NASDAQ: DELL), Hewlett-Packard (NYSE: HPQ) and to a lesser extent Microsoft (NASDAQ: MSFT) is at best uncertain.

    The data that I am looking at right now -- that shipments of personal more »

  • An Income Portfolio for Retirees

    By Ryan Peckyno - July 22, 2013 | Tickers: MMM, ABT, KO, COP

    A few years ago we hit an unusual milestone in the chronicles of investing: the average dividend yield of the S&P 500 exceeded the yield of the ten-year Treasury note for the first time in more than 50 years. In fact, in 2011, the average dividend yield of the S&P 500 hovered around 3.3 to 3.4 percent, more than half a percent higher than the ten-year more »

  • 4 International Banks to Consider

    By Ryan Peckyno - July 20, 2013 | Tickers: SAN, ING, BNS, WBK

    It seems like every day when I open a magazine or newspaper there is some sort of article about the Government seeking to increase regulation over US Banks.

    As a citizen, I find these efforts laudable. As an investor, however, they don’t make me want to invest in US banks. The push for new capital requirements, for instance, raises concern. In theory, imposing capital requirements on the banks should more »

  • A Few More REITs for Your IRA

    By Ryan Peckyno - March 5, 2013 | Tickers: CMO, DX, IVR, PMT

    A few weeks ago I wrote an article, Two REITs for Your IRA

    That article explains how REITs work and why you should consider investing in REITs.

    Since penning that article, I have done a lot of research on REITs.  And after starting with well over 100 REITs, I narrowed that list down to ten.

    Then I selected four of those to use in this article.

    Those four REITs are more »

  • Bargain Hunting in Korea

    By Ryan Peckyno - March 4, 2013 | Tickers: LPL, PKX, SKM, WF

    Over the past few days I wrote two articles: Bargain Hunting in Brazil and Bargain Hunting in France.  After reflecting on those pieces, I decided that I was going to go bargain hunting in a country that would provide an interesting contrast with France. I chose South Korea mainly because it has a nice story and a healthy economy.

    History

    Fifty years ago, South Korea’s per capita GDP was more »

  • A Portfolio of Iconic Brands

    By Ryan Peckyno - March 1, 2013 | Tickers: AAPL, KO, HOG, NKE, TGT

    Brands are part of lives. We eat them. We drink them. We ride them. We experience them.

    They are everywhere.  Whether it is McDonald’s Golden Arches, Nike’s Swoosh, Starbucks’ Coffee, Target’s Bulls-Eye, Altria’s Marlboro Man, or Playboy’s Bunny, we recognize iconic brands in an instant. 

    We immediately recognize iconic brands because iconic brands have risen above their product and service categories and have become part more »

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