Brendan O'Boyle

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  • Plummeting Gold & Silver Costs Make Jewelers Compelling Buys

    By Brendan O'Boyle - July 22, 2013 | Tickers: SIG, TIF, ZLC

    Much ink has been spilled on the precipitous decline of precious metal prices. While investors have focused intently on companies that are exposed to these declines, they may have overlooked the beneficiaries of lower precious metal prices. One candidate: jewelers, who craft luxury items from precious metals and then sell them to consumers at a heathy mark up. It is likely that the declining cost of gold and silver may more »

  • O Canada – Your Market Is A Buy!

    By Brendan O'Boyle - July 10, 2013 | Tickers: CNI, POT, TD, TRP

    Note: This article has been amended to better reflect Canadian National Railway's geographical reach

    After a strong first half in 2013, the S&P 500 has outperformed nearly every stock market index this year. Expanding valuations have driven the rally, and the S&P 500 is presently valued ~10% more dearly than in January 2012. Many international markets have lagged the U.S. and are now tempting investment candidates more »

  • All Aboard the Oil Train: Which Company is Best Positioned to Capitalize on Surging U.S. Oil Production?

    By Brendan O'Boyle - July 2, 2013 | Tickers: CP, NSC, TRN, UNP

    Oil production in the United States has moved sharply higher in recent years due to high crude oil prices and technological advances in the extraction of petroleum. Much of this new capacity resides in states such as: North Dakota, Montana, Pennsylvania and Ohio; requiring land transportation to deliver the crude oil to refining facilities located elsewhere. While pipelines are one method to transport oil, another method is rail with the more »

  • Is This Sympathy Sell-Off a Buying Opportunity?

    By Brendan O'Boyle - July 2, 2013 | Tickers: ACN, CTSH, IBM, SAP

    So What Is a Sympathy Sell-Off?

    A sympathy sell-off occurs when investors in one company react to another company’s bad news. If two companies manufacture widgets and company A reports a weak quarter investors may sell company B anticipating earnings will be weaker than expected. The sell-off may be a buying opportunity when fears are unfounded or already discounted.  Perhaps, company B makes better widgets and the poor results more »

  • Will This Spinoff Put You on the Road to Riches?

    By Brendan O'Boyle - June 24, 2013 | Tickers: CASY, CST, SUSS, PTRY, VLO

    There is an old saying by Aristotle that “The whole is greater than the sum of its parts.” Unfortunately, if an investor followed Aristotle’s advice he or she would have missed many opportunities where value is unlocked for shareholders by splitting smaller companies from a larger whole. Consider the outperformance of the Guggenheim Spin-Off ETF, which has greatly outpaced the S&P 500 over the course of this bull more »

  • Conversion to REIT Status Could Mean Big Gains for This Little Known Stock

    By Brendan O'Boyle - June 19, 2013 | Tickers: AMT 131116P00072500, CXW, IRM, GEO

    Real estate investment trusts (REITs) have delivered strong gains recently as investors have been attracted to income producing assets while interest rates remain pegged near zero. Furthermore, many companies have joined the rush by applying for REIT status, although the IRS has become more scrupulous of this practice. Here, we’ll review four companies that have successfully or unsuccessfully made the switch and highlight the one which appears to be more »

  • Which Generic Drugmaker Is Your Best Buy Today?

    By Brendan O'Boyle - June 6, 2013 | Tickers: ACT, MYL, PFE, TARO

    Generic-drug makers have considerable tailwinds, making their outperformance in the past year unsurprising.  However, most companies within this sub-industry are both cheap and relatively unknown -- a combination which bodes well for investors. Here, we'll review three generic-drug makers that still trade at appealing valuations.

    How the generics game works

    Prescription drugs are split into two categories: generic and brand-name. Pharmaceutical companies develop their products through a laborious and risky more »

  • Does This Outperforming Niche Company Deserve a Place in Your Portfolio?

    By Brendan O'Boyle - May 29, 2013 | Tickers: CACC, F, GM

    Companies that operate in a niche markets often prove to be very lucrative investments. Because small, focused companies can outmaneuver larger competition, they are able to maintain their competitive advantage and reward shareholders accordingly. I think of large companies as sharks, which in the open ocean have insurmountable competitive advantage due their size leading to economies of scale. However, try dumping a shark into a small river that is infested more »

  • The Future of Cable TV Probably Looks Like the Past: Five Cable TV Stocks to Consider

    By Brendan O'Boyle - May 8, 2013 | Tickers: CVC, CMCSA, DTV, DISH, NFLX, TWC

    It is always good news for investors when they own a company that sells a highly addictive product, and many parents can attest to the addictive nature of cable television. Investors have wondered if there is a lack of innovation in the industry, and perhaps fledgling companies like Netflix will be able innovate toward a new paradigm of receiving entertainment by undercutting the old guard with lower prices and on-demand more »

  • The Coming Boom in Aerospace: Which Companies Are Poised to Profit?

    By Brendan O'Boyle - May 7, 2013 | Tickers: ATRO, LMT, PCP, BA, TGI

    It has been predicted that over the next several years a boom will take place in commercial aerospace orders (Figure 1). These orders are cyclical, but lag the economy to some extent as seen in the graph below. For example, after the September 11th terrorist attacks and due to the 2000 recession, orders were curtailed for some time before beginning a rebound in 2005. Likewise, the 2008 financial crisis more »

  • Beer Sales are Increasing in the United States – A Toast to Five Brewers

    By Brendan O'Boyle - April 24, 2013 | Tickers: BUD, SAM, ABV, HEINY, TAP

    For the first time since the recession, shipments of American’s go-to alcoholic drink rose last year particularly for smaller craft beers, which according to the Brewers Association rose from 11.5 million barrels in 2011 to 13.2 million barrels in 2012. Beer sales have struggled in recent years particularly because the key consumers of beer are blue-collar males in their 20s, a segment that was hit particularly hard more »

  • Is Natural Gas a Flaming Buy? Five Cheap Natural Gas Producers to Watch

    By Brendan O'Boyle - April 22, 2013 | Tickers: APA, CHK, CEO, COP, ECA, EOG

    It is probably fair to say that the boom in natural gas has been one of the most unprofitable revolutions in recent memory for investors in natural gas producing companies. Even the legendary Warren Buffett admitted that he overpaid for ConocoPhillips during the heady days leading up to the credit crisis in 2008. This lesson should not be lost on other investors: when energy prices are high, companies that derive more »

  • Is This Ticking Time Bomb A Cornerstone of Your Portfolio?

    By Brendan O'Boyle - April 18, 2013 | Tickers: LH, LPNT, MYGN

    The Supreme Court is scheduled to hear a greatly anticipated case that will provide clarity on the patentability of human genes. Over the past thirty years, biotechnology innovators have secured patents on genes for purposes that range from medical to agricultural products. This Monday, a challenge to Myriad Genetics (NASDAQ: MYGN) was heard contesting whether or not their patent is valid. The Association for Molecular Pathology is challenging the patentability more »

  • Gold Miners Are Hitting Deep Value Territory: Here Are Five Cheap Miners for Your Watch List

    By Brendan O'Boyle - April 15, 2013 | Tickers: ABX, GG, NEM, GOLD, AUY

    Gold mining is a tough business. It is capital intensive to get that precious yellow metal out of the ground, and then the price that can be fetched on the open market can vary greatly. In the past several weeks the price of gold has dropped dramatically, while the price of many gold miners has dropped even more. Because of the uncertain and capital-intensive business model, gold miners are not more »

  • Gold Miners Are Hitting Deep Value Territory: Here Are Five Cheap Miners for Your Watch List

    By Brendan O'Boyle - April 15, 2013 | Tickers: ABX, GG, NEM, GOLD, AUY

    Gold mining is a tough business. It is capital intensive to get that precious yellow metal out of the ground, and then the price that can be fetched on the open market can vary greatly. In the past several weeks the price of gold has dropped dramatically, while the price of many gold miners has dropped even more. Because of the uncertain and capital-intensive business model, gold miners are not more »

  • Gold Miners Are Hitting Deep Value Territory: Here Are Five Cheap Miners for Your Watch List

    By Brendan O'Boyle - April 14, 2013 | Tickers: ABX, GG, NEM, GOLD, AUY

    Gold mining is a tough business. It is capital intensive to get that precious yellow metal out of the ground and then the price that can be fetched on the open market can vary greatly. In the past several weeks the price of gold has dropped dramatically, while the price of many gold miners has dropped even more. Because of the uncertain and capital-intensive business model, gold miners are not more »

  • Is This Ticking Time Bomb A Cornerstone of Your Portfolio?

    By Brendan O'Boyle - April 14, 2013 | Tickers: MYGN

    The Supreme Court is scheduled to hear a greatly anticipated case that will provide clarity on the patentability of human genes. Over the past thirty years, biotechnology innovators have secured patents on genes for purposes that are diverse ranging from medical to agricultural products. On Monday, a challenge to Myriad Genetics (NYSE: MYGN) will be heard contesting whether their patent is valid. The Association for Molecular Pathology is challenging the more »

  • Buy AutoNation on Continued Strength in Consumer Spending and Pent-Up Demand

    By Brendan O'Boyle - April 2, 2013 | Tickers: AAP, AN, AZO, KMX, PAG

    As the economic recovery continues to chug along it seems likely that pent-up demand will benefit certain sectors of the economy. Specifically, consumers may be ready to consider buying larger items that they postponed purchasing due to economic concerns. With the current rebound in the stock and housing markets, many consumers are feeling wealthier and more secure, which may translate into increased consumer spending.

    While the U.S. auto market more »

  • 5 Undervalued Major Oil Companies: But Which Will Be a Gusher for Your Portfolio?

    By Brendan O'Boyle - February 19, 2013 | Tickers: BP, CVX, COP, XOM, TOT

    While the overall market has been trading higher recently, there have been pullbacks among several major oil companies that may be interesting entry points for a longer-term investment.  While the fundamentals of the oil business have improved over the past calendar year, the prices of the largest oil companies have not followed suit.  Oil giants, such as British Petroleum (NYSE: BP), ConocoPhillips (NYSE: COP), Chevron (NYSE: CVX), Total (NYSE: TOTmore »)

  • Major U.S. Banks Have Major Problems; Which Smaller Firms Are Poised to Outperform?

    By Brendan O'Boyle - January 28, 2013 | Tickers: BAC, C, MAIN, KRE, WFC, WFC-

    Bank of America (NYSE: BAC) and Citigroup (NYSE: C) each reported dismal earnings last week reporting net income of $0.03 and $0.38 while missing analyst expectations that were set several times higher.  I don’t know whether these poor results made you laugh or cry, but they got me thinking.  Specifically, they made me think about how by its very nature capitalism abhors dead wood.  Think of the more »

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