Edgar Ambart

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  • Apple Is Done...For Now

    By Edgar Ambart - January 31, 2013 | Tickers: AAPL

    Just my title alone might make a lot of shareholders very angry, but there is a reason why I am saying this.  To me Apple (NASDAQ: AAPL) was done back in March of 2012 when it announced that the largest company in the world would start paying dividends of $2.65 a share, nearly a yield of 1.8% at the time.  By "done" I mean the company has reached more »

  • Switch To Blue Chips For A While

    By Edgar Ambart - December 4, 2012 | Tickers: AAPL, CAT, KO, CCE | Editor's Choice

     The market has been trading sideways lately with DOW and S&P hovering near 13,000 and 1,400 respectively.  While some are worried about the "fiscal cliff" and not putting any more funds at risk, others are not selling in possible optimism from modest home price increases or improved corporate earnings.  In a recessionary environment where the major indices are weak, it is time to temporary find safe haven more »

  • Against The Grain: Perfect Time To Buy Steel

    By Edgar Ambart - November 1, 2012 | Tickers: MT, VALE, GGB, NUE, STLD | Editor's Choice

    Two years ago ArcelorMittal (NYSE: MT) gave a lasting legacy to the London Olympics when it constructed the Orbit in the east borough of Stratford.  This 114 meter tubular steel structure shown below, which is 22 meters taller than the Statue of Liberty, is located near the Olympic Stadium, offering a panoramic view of London and surrounding areas.

    <img height="257" src="/media/images/user_5086/orbittower_large.jpg" width="192" />

    "It is a fantastic way to give a lasting gift to London more »

  • The Right Stocks For Hurricane Sandy

    By Edgar Ambart - October 30, 2012 | Tickers: FLR, HD, LOW, PG, XYL | Editor's Choice

    With Hurricane Sandy bearing down on east coast, numerous blogs have resurfaced telling you which stocks to benefit from and which stocks to dump at the market open.  Particularly a recent article on Forbes by Christopher Versace, titled "10 Stocks To Benefit From Hurricane Sandy" highlights companies that might not really benefit from the deadly storm.  For instance, despite more people snapping pictures on Instagram, Facebook will not benefit from more »

  • Sue The Bank, The Depositors Will Pay

    By Edgar Ambart - October 29, 2012 | Tickers: BAC, JPM, WFC

    It's bad enough Americans are getting squeezed from inflation and meager wages, now they have to worry about government civil lawsuits.  Every lawsuit eventually trickles down to us, depositors!  Banks unable to generate cash elsewhere, are forced to nickel and dime their customers.  Why do you think free checking is going away? Lawsuits!

    U.S. Attorney from Southern District of New York brought a fresh $1 billion lawsuit against more »

  • Are These Companies a Threat to Cable TV?

    By Edgar Ambart - October 22, 2012 | Tickers: AAPL, GOOG, TWX

    AppleTV was introduced in September of 2006 as a digital media receiver that was designed to play content from its iTunes store, iCloud, Netflix, Hulu Plus, YouTube, Flickr, NBA League Pass, MLB.tv and others.  It was initially introduced with a 40GB hard disk, but a 160 GB version was born shortly after.

    During a 2008 Macworld conference Steve Jobs announced a major software upgrade to Apple TV's first more »

  • International Appetite for US Defense Stocks is Still Strong

    By Edgar Ambart - October 12, 2012 | Tickers: AVAV, RTN, TXN, BA

    United States military expenditures account for 19% of our total federal spending and 28% of our revenues.  For 2012 our estimated defense budget is expected to be in the range of $1.0 - $1.4 trillion.  There is no question that when it comes to military spending, America still remains to be in the lead from China and Russia.  But our military strength sometimes forces investors to forget about the more »

  • Housing Recovery In 2013?

    By Edgar Ambart - October 9, 2012 | Tickers: DHI, KBH, MTH, TOL

    U.S. markets are beginning to gain some traction at the beginning of October as strategists and fund managers are becoming less bearish.  As we are attempting to decouple from the European financial misery, one imperative sector that will catapult S&P to new highs is the housing sector.

    In recent data, Census Bureau showed housing starts and permits rising significantly in August.  Per the National Association of Realtors, sales more »

  • Buyers Love eBay Where Sellers Prefer Amazon

    By Edgar Ambart - October 5, 2012 | Tickers: AMZN, AAPL, BBRY, EBAY, GOOG

    Fierce Tablet Market Competition

    Amazon (NASDAQ: AMZN) boggles analysts whether to be treated as a retailer or a tech company.  After all it decided to aggressively enter the tablet market by introducing the latest 4G LTE Kindle Fire, competing head to head with Apple's (NASDAQ: AAPL) iPad 3 and Google's (NASDAQ: GOOG) Nexus 7.  But the competition is expected to grow fiercer as Research In Motion (NASDAQ: BBRYmore »)

  • More Oil Jobs in Texas

    By Edgar Ambart - September 23, 2012 | Tickers: BHI, HAL, SLB, WFT

    At first I thought it was too good to be true, but visiting San Antonio on my last trip opened my eyes to the boom South Texas is experiencing.  Back in 2006 when I was about to purchase my rental property in the north side of San Antonio to escape the west coast sub-prime crisis, I had one main goal in my mind - asset preservation and secondary, to bring in more »

  • Is Consumer Credit Recovering?

    By Edgar Ambart - September 18, 2012 | Tickers: AXP, DFS

    The same "smoke and mirrors" that I see in our unemployment rate decrease from our labor force dropping out rather than true job growth, can be pegged to the de-leveraging analogy.  First let us hone in on the true definition of "smoke and mirrors" - it is a metaphor for a deceptive, fraudulent or insubstantial explanation.   The source of the name is mainly based on a magician's illusions, where one more »

  • One Stock Shorts are Beginning to Fear

    By Edgar Ambart - September 8, 2012 | Tickers: FSLR, TAN, JKS, LDK, YGE

    Wise investors know exactly when to turn bearish, right around the time when everyone else is overwhelmingly bullish.  Per John Templeton, bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.  The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell. 

    As the S&P500 fired off after Mr. Obama's more »

  • Is the Barcelona Expansion a Strategic Move for Las Vegas Sands?

    By Edgar Ambart - September 8, 2012 | Tickers: BAC, LVS, MGM, WYNN

    Casino stocks have been on spotlight lately with Bank of America (NYSE: BAC) entirely kicking Las Vegas Sands (NYSE: LVS) out of its portfolio.  The mega bank acted shortly before Singapore's regulators fined Marina Bay Sands, an $8 billion casino resort of Las Vegas Sands.  The $287,000 fine imposed by the Singapore regulators were due to the casino allowing adults under 21 years of age to gamble or more »

  • How Does Target Differ from its Peers

    By Edgar Ambart - August 23, 2012 | Tickers: COST, DG, DLTR, TGT, WMT

    Target (NYSE: TGT) recently reported its second quarter EPS of $1.06, which beat the Street's consensus of $1.04.  Its $704 million net income stems from its new store openings and robust same store sales growth that the company has been able to sustain. But what does Target do that appeals to the average consumer? How does it differ from the rest?

    It seems to me that the more »

  • Punished Stocks of August

    By Edgar Ambart - August 19, 2012 | Tickers: AAPL, GOOG, IBM, KCG, PCLN

    The month of August has been generous for most stocks. The S&P finally broke its 1,400 resistance and confidence is slowly creeping back into stocks prior to elections.   From the ETFs mentioned in the chart below, XLK - Technology SPDR has clearly taken the lead rising nearly 7% since the end of July.  This is mostly due to the upbeat performance and heavily weighted allocation of Apple (NASDAQ: AAPLmore »)

  • 3 Stocks With Aggressive Expansion into China

    By Edgar Ambart - August 3, 2012 | Tickers: AAPL, MCD, SBUX, YUM

    There is no question about the fact that companies look for top line growth in countries with an emerging middle class that has a voracious appetite for quality and improvement.  One of those countries remains to be the powerhouse China.  With its 1.33 billion population and $7.29 trillion nominal GDP, it attracts companies of all sectors to invest and do business respecting its country's laws and regulations more »

  • Pick Your Favorite Fast Food to Hedge Against the Dollar

    By Edgar Ambart - August 3, 2012 | Tickers: MCD, YUM

    McDonald's (NYSE: MCD) is one of the best multi-nationals one can own for their portfolio as a hedge against the dollar.  Despite the inclusion of Yum Brands into the mix, the one year chart below highlights the inverse relationship of McDonalds and EUR/USD.  Although the majority of the time the chart holds true to its purpose, there are areas where instead of the pair diverging from one another more »

  • Solid Fundamentals Mixed With Lowered Expectations

    By Edgar Ambart - July 31, 2012 | Tickers: ACI, FB, BTU, SIRI, ZNGA

    This article encapsulates decent companies with solid fundamentals and great prospects that have been plagued with lowered expectations.   You can be the judge whether management has over-promised and failed to deliver on the mentioned stocks, but what depicts the true reality is the stock price performance in the recent months.  Often times a lack of price appreciation mixed with investors’ declining sentiment results in a losing stock that becomes prey more »

  • Revenue Increases Masking Growth Rate in Earnings

    By Edgar Ambart - July 24, 2012 | Tickers: AAPL, FB, GOOG, MSFT, QCOM, SNDK, XLK

    The technology sector continues to lift stocks with technology. The SPDR ETF XLK is showing bullish momentum since last week.  Sandisk (NASDAQ: SNDK) missed earnings results but shot up 3% with the aid of UBS's "buy confirmation" anyway, Qualcomm (NASDAQ: QCOM) is not able to keep up with increased demand in its smart phone products,  and Microsoft (NASDAQ: MSFT) posted its first recorded $6 billion loss due to a more »

  • A Great Balance Between Price and Quality

    By Edgar Ambart - July 24, 2012 | Tickers: CMG, JACK, MCD, WEN, YUM

    Chipotle's (NYSE: CMG) 20% tumble sent shock waves among other fast food stocks.  Investors were also disappointed to see McDonald's (NYSE: MCD) follow the trend as it missed earnings by 4.5% from a year earlier, bringing in $1.32 per share in net income.  With beef prices sliding the third consecutive month, average price hovered around $4.932 per pound, which is higher by $0.12 from more »

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