Chris Marasco
Editor's Choice
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Apple Fiasco Proves That Fixed-Income Could Blow Up
By Chris Marasco - February 13, 2013 | Tickers: AMLP, AAPL, JNK |
If Wall Street Journal columnist Rolfe Winkler is right, then investors seeking “safety” could be on the verge of losing billions of dollars.
“Mr. Einhorn’s move might be the clearest signal yet that the bull market in fixed-income and high-yielding securities is well into bubble territory,” writes Winkler.
To me, the fixed-income marketplace appears to be overheating. There certainly could be more upside, but I see four distinct areas more »
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4 Trades to Make in 2013
By Chris Marasco - December 28, 2012 | Tickers: AAPL, BBRY, HPQ, NOK, VZ |
Does 2013 hold a major market rally, or a steep market selloff? Whether the markets shoot up or drop down, here are four trades I will be watching for in 2013.
Go long Apple
Apple (NASDAQ: AAPL) topped $700, then fell back to earth. Right now Apple sits at $512.04. At this price, Apple yields a 2.1% dividend, trades at 11.6 times earnings (ttm) and trades at more »
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Amazon’s 2 Compelling Weaknesses
By Chris Marasco - November 8, 2012 | Tickers: AMZN, BKS, GOOG, NFLX, WMT |
In my post “Amazon’s 2 Key Strengths,” I covered two aspects fundamental to Amazon’s (NASDAQ: AMZN) success – the company’s ability to obtain “sticky” relationships with its customers, and Amazon’s prowess when entering new markets.
In this post, I have identified two major weaknesses of Amazon’s business models: the company’s razor-thin margins, and its selection of competitive markets.
Razor-Thin Margins
Amazon operates on slim margins more »
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Volvo Feeds Another $11 Billion into its Bleeding Cash Box
By Chris Marasco - September 11, 2012 | Tickers: F, GM, TM, VLKAY |
A friend of mine is a Volvo connoisseur. He can tell you the problem behind a nasty sound, can tell you when your engine and transmission will likely fail depending on the year, and knows how much it costs to replace those annoying little lights in the dashboard that have a tendency to go out (it’s up to $600, mostly labor for pulling out the entire steering wheel).
He more »