John Bromels

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  • Which of These Telecoms will Win in Germany?

    By John Bromels - August 18, 2013 | Tickers: AMX, DT, KKPNY.PK, TEF, VOD

    DING! DING! DING!

    There's the bell! Round One is on in Germany, the strongest cellular market in the beleaguered Eurozone, and what a match it's gonna be!

    Rival telecom companies including British heavyweight Vodafone (NASDAQ: VOD) and Spanish powerhouse Telefonica (NYSE: TEF) surge onto the mat! They're after a bigger piece of the strudel, but homegrown favorite Deutsche Telekom (NYSE: DT) isn't going to let them more »

  • Dow vs. DAX: Where are the Best Dividends?

    By John Bromels - July 25, 2013 | Tickers: T, ^DJI, DVY, DIA, VZ

    In a recent post, I concluded that the blue-chip stocks on Germany's DAX index offered a slightly better value than those on the Dow (DJINDICES: ^DJI), strictly from a P/E standpoint. I did not, however, factor in one of the biggest appeals to a blue-chip investor: dividends.

    There are lots of opportunities to invest in Dow dividends, from the generic SPDR Dow Jones Industrial Average ETF (NYSEMKT: DIAmore »)

  • DOW vs. DAX: Where's the Value?

    By John Bromels - June 7, 2013 | Tickers: ^DAX, ^DJI, DIA

    Big news!  The Dow (DJINDICES: ^DJI) is over 15,000!  Bigger news!  The Dow is back under 15,000!  

    All of a sudden, there's a lot of interest in the Dow.  Could buying into it through an ETF like the SPDR Dow Jones Industrial Average ETF (NYSEMKT: DIA) actually be a good idea?  After all, The Moeller Group at Wells Fargo, among others, points out that large-cap stocks like more »

  • 3 Spare Parts Plays to Rev Up Your Portfolio

    By John Bromels - April 22, 2013 | Tickers: F, HEI, LKQ, LUV, BA, TDG

    The razor and the blade

    One of the most profitable models for a company is the "razor-and-blade" model.  A company sells an expensive item that is seldom replaced -- like a razor -- and then makes most of its money off that purchase by selling a cheaper component part that costs far less but is replaced much more frequently -- like replacement blades.  This model doesn't just work for razors but for more »

  • 3 Spare Parts Plays

    By John Bromels - April 3, 2013

    The Razor and the Blade


    One of the most profitable models for a company is the "Razor-and-blade" model.  A company sells an expensive item that is seldom replaced--like a razor--and then makes most of its money off that purchase by selling a cheaper component part that costs far less but is replaced much more frequently.  This model doesn't just work for razors but for items like bicycles (tires and more »

  • How Well Do You Know E-commerce?

    By John Bromels - March 22, 2013 | Tickers: AMZN, AAPL, BBY, SPLS, WMT

    E-commerce.  It launched Amazon (NASDAQ: AMZN) and killed Borders.  But are there limits to what it can do for a company?  For today's trivia quiz, put the following five companies (listed alphabetically) in order by annual online sales volume, from greatest to least:

    Amazon

    Apple (NASDAQ: AAPL)

    Best Buy (NYSE: BBY)

    Staples (NASDAQ: SPLS)

    Wal-Mart (NYSE: WMT)

    (Note: No squeakers here! Each company is separated from the others by more »

  • 3 Reasons BlackBerry's Super Bowl Ad Fumbled

    By John Bromels - February 10, 2013 | Tickers: AAPL, BBRY, GOOG, MSFT | Editor's Choice

    Putting an ad in the Super Bowl is a gamble. It costs millions, but reaches millions. It can reinvigorate (Audi's 2011 "Escape Old Luxury" commercial), it can bomb (Groupon's 2011 "Free Tibet" ad, which used a serious geopolitical issue to hock cheap soup), or, worst of all, it can be completely unmemorable (like that one about the car...with the thing?  Remember? Of course you don't). Which more »

  • Is Fast-Casual Dead?

    By John Bromels - August 20, 2012 | Tickers: CMG, BAGL, GMCR, PNRA, SBUX

    Dead?  Of course not: the line out the door at my local Chipotle (NYSE: CMG)--usually when I'm already running late--is "living" proof (sorry; couldn't resist).  But after a banner year in 2011, pretty much every fast-casual stock has taken a beating in the spring or summer of 2012.  Is fast-casual's rapid growth extinct?

    In 2011, fast-casual was all the rage.  In fact, according to Chicago-based market more »

  • Value Investing at...the Olympics?

    By John Bromels - August 6, 2012 | Tickers: AONEQ, AFL, AAPL, CMG, KO, DAR, XOM, NBG, SBUX

    Like David Gardner, I'm a fan of games of all kinds.  And so, every two years, I run a Fantasy Olympics pool at work.  Each player picks five countries, which are handicapped based on their performance at the previous (summer or winter) Games.  Best performance wins.  As I was contemplating my team for this year's Summer games, I was struck with how much it reminded me of stock-picking more »