While not for the risk-averse, glass makers are an ideal way to diversify in the tech market. Their products can be found in smartphones, tablets, LCDs--virtually any type of product with an electronic screen display. Below, I review the value potential of two leading producers in the market.
Corning (NYSE: GLW)
In my view, the market doesn't give Corning enough attention. This glass producer's products may very well more »
The best media companies make strategic acquisitions that diversify across multiple mediums and target multiple demographics. And no media firm, in my view, is as successful in doing this as is Disney. Below, I review why Disney's acquisition of Lucasfilm made sense from a value perspective. I also provide my more negative take on competitor CBS.
Walt Disney (NYSE: DIS)
Disney's acquisition of Lucasfilm made headlines across all more »
There are few industries that I am as bullish about as I am in oilfield service. This industry faces strong secular trends from greater demand for unconventional resources, and it is unreasonably discounted from today's low natural gas prices and input volatility. Below, I review various perspectives on Schlumberger and Halliburton with this bias in mind.
International To Drive Schlumberger's (NYSE: SLB) Future
Over the last 52 weeks more »
Groupon and Zynga, in my view, face very different future growth stories. While I believe one can rebuild its business to be sustainable--and is already doing so--I see the other one as stuck in a perpetual time warp. Social media moves fast, so either one is vulnerable to getting caught behind the competition. However, investments by one of these companies have helped reduce that risk…
Groupon (NASDAQ: GRPN)
Despite my more »
If you are looking to invest in the Internet search business, I recommend backing companies here and abroad--that means looking at firms like Baidu. Below I review the potential of Yahoo and Baidu with a focus on corporate strategy and competitive pressures.
Baidu (NASDAQ: BIDU)
By David Gould - March 10, 2013
Pharmacies may seem like an attractive way to invest in the healthcare sector with minimal risk. This may seem especially true because of the active flu season. However, two large pharmacies have been through some challenging times. Below, I review these companies and present my perspective on their futures.
Walgreen (NYSE: WAG)
GE and 3M have done a strong job in recovering from the financial crisis. However, in my view, they face very different prospects going forward. While one has made sound investments that complemented the core segments, the other has set goals without delivering impressive organic momentum. Below, I provide my take on these two conglomerates.
General Electric (NYSE: GE)
General Electric is America's largest industrial company with diverse interests more »
With the economy in an upswing, I encourage investors to aggressively buy share in leisure categories ranging from casinos to toys to cruises and resorts. Below, I review one relatively risky stock and a safer pick to complement one another.
Las Vegas Sands (NYSE: LVS)
Restaurant chains are a great way to get a pulse on the wider macroeconomy. There are several important factors to consider in this industry before investing: (1) geographical expansion opportunities, (2) competitive pressures, (3) raw food volatility, and (4) menu innovation. Below, I review two leading chains with these variables in mind.
McDonald's (NYSE: MCD)
McDonald's is a firm that, despite its saturation in the United States, remains more »
There is a Tale of Two Cities going on in department stores. You have one company that has been performing relatively well and another company that has struggled over and over to turn the tide. Below, I explain why Macy's generally falls into the former category while JCPenney falls into the latter category.
Macy's (NYSE: M)
Despite being one of the relatively strong industry performers, Macy’s will more »
If you are looking to diversify into the healthcare sector with lower downside, the medical device industry could be the one for you. This slice of the sector is more predictable than pharmaceutical producers, since the products tend to have a more clear cut science before any dollars are put into R&D. Below, I review two leaders in this field, Baxter and Medtronic.
Baxter (NYSE: BAX)
Baxter is a more »
Leading economist Paul Krugman recently stated that "we are on the brink of a technology revolution that will transform our economy". While this may be a time to buy tech ETFs, one should understand that revolutions often bring causalities. The PC has been largely speculated as one casualty. Elsewhere, Internet-focused companies are seen as positioned for the upside. Below, I focus on two very different companies focused on different parts more »
I have not been particularly a fan of social networking stocks from the get-go. In my view, much of the commentary in this space of the investment world has ignored stability and focused too much on short-term monetization. Below, I review my take on Facebook and Groupon with this perspective in mind.
Facebook (NASDAQ: FB)
According to the bull story, Facebook is just starting to scratch the surface in monetizing more »
The global steel industry faces pressure from decelerating demand growth in China to overcapacity and political risks. This perfect storm of headwinds, however, has largely discounted steel equities and created the opportunity for large returns. Below, I review on Gerdau and US Steel and provide my on the risk and opportunities for both.
Gerdau (NYSE: GGB)
As the leading long steel producer, Gerdau is looking to get aggressive on growth more »
Investing in tobacco companies is like flipping a coin. On one side, you have high regulations, taxes, and a poor PR image. On the other side, you have predictable growth and generous capital allocation policies. At any given time, the market will react largely to just one side. Do you flip? In this article, I explain my thoughts on two top tobacco producers and explain why medical marijuana will help more »
A key concern for many casino investors is slowing growth in Macau. However, this has proven to be a lot less of an issue than what the market originally expected. The subsequent market correction has sent casino shares soaring by the double-digits. New issues, however, have arisen for MGM that can ultimately bring similar returns if resolved in an appropriate manner. Below, I present my take on LVS and MGM more »
Halliburton and Suncor are two companies that I have been generally bullish about for some time now. While the former has been irrationally beaten down by uncertainty in North American margins, the latter has been irrationally beaten down by supply pressures in Canada's oil sands. While they operate in two very different slices of the energy sector, their similarity lies in how they have both been subject to larger more »
Halliburton and Suncor both face a similar problem: While they are leaders in their field, they face unique headwinds that their competitors do not. However, recent momentum and decisions made by both position the two for incredible upside. Below, I review why I am optimistic on their stocks.
Halliburton (NYSE: HAL)
If you are looking to invest in tech, I recommend being willing to accept the fact that the market is more likely to go the opposite way you believe it should go. Few industries are as susceptible to emotion as is technology. Below, I provide a long-term vision on Google and Facebook (NASDAQ: FB) despite how volatile the short-term can be.
Google (NASDAQ: GOOG)
It's no secret that Google more »
While the PC business is undeniably in decline, it's not going away anytime soon, in my view. This perhaps can best br seen by the $24 going-private Dell transaction, which is being rejected by shareholders for being too low. This means that the top companies with exposure to the PC business can still count on strong cash flow as they attempt to enter new markets. Below, I review what more »
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