John Macris

Editor's Choice

  • Apple, Amazon, and Google: The Competition Is Heating Up

    By John Macris - April 30, 2013 | Tickers: AMZN, AAPL, GOOG | Editor's Choice

    Author’s Note: This article is a follow-up to my previous editorial The Contrarian View: Four Reasons to Sell Google and Buy Apple.

    Anticipation always builds in the marketplace ahead of earnings season, especially with popular tech stocks such as Apple (NASDAQ: AAPL), Google (NASDAQ: GOOG), and Amazon (NASDAQ: AMZN) all providing quarterly reports within close distance of one another.

    These market giants have revolutionized our daily lives, and it more »

  • The Contrarian View: Four Reasons to Sell Google and Buy Apple

    By John Macris - April 23, 2013 | Tickers: AAPL, FB, GOOG | Editor's Choice

    Whether you view it as a benefit or detriment, momentum plays an integral role in the daily movement of stock prices. As of this writing in April, market participants are discussing the recent sell-off in gold, as demonstrated by the 13% decline in the SPDR Gold Trust that occurred on Friday, April 13 and Monday, April 15. Gold has fallen more than 25% from its all-time closing high of $1 more »

  • Should You Follow Carl Icahn into Transocean's Deep Waters?

    By John Macris - January 28, 2013 | Tickers: DO, HERO, RIG | Editor's Choice

    Hello and welcome, Motley Fool readers. If you weren’t familiar with Carl Icahn before last week, you probably are aware of him now given the high-profile spat on CNBC between Icahn and fellow billionaire Bill Ackman. CNBC’s approval rating among viewers is at the lowest level since 2005, so maybe the Icahn/Ackman lunch hour soapbox is just what the network needed.

    In any event, Icahn reported on more »

  • This Toy Maker Should Leap Higher in 2013

    By John Macris - January 22, 2013 | Tickers: HAS, LF, MAT | Editor's Choice

    Two of the main criteria for growth-oriented investors are revenue growth and earnings quality. According to data from FactSet Research, overall revenue for S&P 500 companies is expected to have grown 2.4% during fourth quarter 2012, compared to more than a 1% decline during the calendar third quarter. The current price-to-earnings ratio for the S&P 500 is 16.5x, which is right in the middle of its more »

  • Back from the Dead: This Bank Could Rise 100% in 2013

    By John Macris - January 19, 2013 | Tickers: BBT, STI, SNV | Editor's Choice


    How many readers wish they could go back in time and pick up shares of Bank of America during the worst days of the financial crisis? Or Goldman Sachs, the best-run investment bank on Wall Street, which could seemingly do no wrong until the fall of 2008? Both of these firms received lifelines from billionaire Warren Buffett during the nadir of the market plunge.

    As we all know, these specific more »

  • Dropout Investor: Reasons to Avoid the For-Profit Education Sector

    By John Macris - January 14, 2013 | Tickers: APOL, DV, LOPE, ESI, STRA | Editor's Choice

    Editor's Note: The initial version provided an incorrect P/E ratio for ITT Education Services and referenced Grand Canyon's opening of a campus in Massachusetts. This version has been corrected.

    During March 2009, I had the opportunity to meet professional investor Mark B. Fisher at a conference in New York City. Mr. Fisher is Founder/CEO of a major futures clearing firm and a graduate of University of more »

  • Why Barron's is Wrong on PNC Financial

    By John Macris - January 4, 2013 | Tickers: KEY, PNC, KRE, USB | Editor's Choice

    I’d like to open this piece by wishing readers a healthy and prosperous New Year. During a holiday flight home from Fort Lauderdale, FL to Cleveland, OH, I had the opportunity to read the December 24 issue of Barron’s Magazine. One of the cover stories titled PNC’s Promising Outlook caught my eye, as PNC served as my hometown bank in the Midwest and has an expanding presence more »

  • Watch These Stocks at Goldman's Steel Conference

    By John Macris - November 27, 2012 | Tickers: CLF, NUE, RS, STLD, X | Editor's Choice

    Goldman Sachs is hosting its annual Steel Conference this Tuesday Nov. 27 and Wednesday Nov. 28 in New York. Since inception in 2005, the conference has solely focused on investment opinions, market trends, and perspectives for the steel industry, however Goldman decided to broaden the conference for 2012 to include metals and mining.

    Here is my synopsis on a select few of the Companies presenting, and which details investors should more »

  • Fiscal-Cliff Proof Your Portfolio With Frugality

    By John Macris - November 27, 2012 | Tickers: LMT, PPA, BA | Editor's Choice

    David Rosenberg, Chief Economist & Strategist at Gluskin Sheff, recently appeared on the 5 p.m. post-market trading segment of CNBC to express his views on the fiscal cliff and how one can position their portfolio based on monetary policy for the next several years. readers may take note that Gluskin Sheff is located north of the border—keep in mind Rosenberg held the top job at Merrill Lynch more »