Bob Ciura

Editor's Choice

  • Crushing Earnings Estimates Is Business-as-Usual For This Coal Stock

    By Bob Ciura - August 2, 2013 | Tickers: ARLP, ANR, BTU | Editor's Choice

    It’s no secret that the coal industry in the United States is under fire. A multitude of industry headwinds, including depressed natural gas prices and ongoing regulatory threats, have brought the entire sector to its knees.

    Shares of coal producers, including Peabody Energy (NYSE: BTU) and Alpha Natural Resources (NYSE: ANR), have taken an absolute beating over the past few years. With all this going on, you’d be more »

  • Slow and Steady Wins the Race in This Industry

    By Bob Ciura - July 25, 2013 | Tickers: MO, LO, RAI | Editor's Choice

    The tobacco industry is not a haven for growth investors, nor should it be. Consumers continue the trend toward healthier living, and the decline of smokers has put a lid on growth. That’s largely behind the sell-off in Altria Group (NYSE: MO) after releasing second quarter earnings.

    The market was clearly disappointed by the company’s 5% growth in adjusted diluted earnings per share, but this serves as yet more »

  • These Specialty Retailers Have Proven Their Worth

    By Bob Ciura - July 24, 2013 | Tickers: DKS, FL, FOSL | Editor's Choice

    The resilience of the American consumer is truly a thing to marvel. With the unemployment rate still stubbornly high, the ongoing sequester, and the payroll tax hike, you’d think the consumer in the United States would be down for the count.

    Quite the contrary: in fact, although this month’s retail sales unexpectedly declined, it’s been an overall solid year for retail sales. And, when you consider that more »

  • Why You Should Avoid These Buggy Whip Stocks

    By Bob Ciura - July 24, 2013 | Tickers: FTR, PBI, RRD | Editor's Choice

    Buggy-whip technology is an old investing adage that refers to companies whose products or services have become technologically obsolete. This is an unfortunate inevitability of economic growth: technological advancement in certain industries, while a huge boost to society as a whole, means a few individual businesses will be left behind.

    In that vein, here are three stocks that have been left behind by the unstoppable force of technological advancement.

    Don more »

  • These Stocks Are Sitting on Mountains of Cash

    By Bob Ciura - July 11, 2013 | Tickers: AAPL, FCX, MSFT | Editor's Choice

    Finding a company that is both profitable and in strong financial position is no easy task. At the same time, investing in stocks that have the margin of safety of a strong balance sheet should be a priority in a time of economic uncertainty.

    Over the last few years, profits have continued to roll in to corporate coffers.  At the same time, the employment market has remained frustratingly slow to more »

  • What's Wrong With Oracle?

    By Bob Ciura - June 24, 2013 | Tickers: CSCO, INTC, ORCL | Editor's Choice

    It’s been a terrifying market over the past few weeks. After teetering at all-time highs amid a nearly unshakable sense of optimism, the market has crashed hard in recent sessions on fear that the Federal Reserve may taper off its monthly asset purchases.

    As if the massive losses of June 19 and 20 weren’t bad enough, Oracle (NYSE: ORCL) investors received more bad news on June 21, when more »

  • Will These Theme Parks Take Investors on a Wild Ride?

    By Bob Ciura - May 20, 2013 | Tickers: FUN, SIX | Editor's Choice

    Income investors have a tough job, which is the increasingly difficult search for yield. Markets keep breaching new highs, and it seems that the Dow Jones Industrial Average and S&P 500 Index are up a percent or more every single day.

    When it comes to producing yield from your equity investments, it’s easy to default to the usual suspects: utilities, consumer staples, or telecom stocks. While those are more »

  • Should You Sell in May and Go Away?

    By Bob Ciura - May 4, 2013 | Tickers: CSCO, JNJ, MCD | Editor's Choice

    As the calendar turns toward the second quarter of the year, it’s again time to revisit the popular investing adage, "Sell in May and go away." As the theory stipulates, investors should get rid of their stocks and head for the safety of cash, so as to avoid the market’s seemingly inevitable spring swoon.

    Over the past few years, the theory held true. In May 2010, the S more »

  • Is This Your All-Clear Signal to Buy Retailer Stocks?

    By Bob Ciura - March 19, 2013 | Tickers: TGT, TJX, WMT | Editor's Choice

    Good news investors, the American consumer is back, or at least in a better condition than many had anticipated. If you go by last month’s retail sales report, you’d likely come to the conclusion that the consumer is in much better shape than many in the media had predicted coming into this year. On the heels of a widely positive report, should you "buy the news" and jump more »

  • As Spring Hits, Should You Buy These Outdoor Retailers?

    By Bob Ciura - March 12, 2013 | Tickers: CAB, DKS, HD | Editor's Choice

    Slowly but surely, the days get longer and the temperature gets warmer. Outdoor retailers have been on an absolute tear as of late, and now that spring is finally near, could be primed for further gains. These stocks aren’t lacking high growth rates and have some lofty valuations to prove it. If you’re an investor who enjoys both the outdoors and stocks that offer outsized gains, these stocks more »

  • Could These Two Companies Follow Dell's Lead?

    By Bob Ciura - February 20, 2013 | Tickers: BBY, DELL, PBI | Editor's Choice

    In early February, Dell (NASDAQ: DELL) announced it would be taken private in a $24 billion deal.  The company’s shares would be valued at an offer price of $13.65 per share.  Depending on how long an investor has owned the stock, this may be seen as good or bad.  The offer price is significantly higher than the multi-year low of $9 seen in November, but nowhere near levels more »

  • Why I'm Holding Lockheed Martin in Spite of Possible Defense Cuts

    By Bob Ciura - January 28, 2013 | Tickers: LMT, NOC, RTN | Editor's Choice

    The defense industry is in the middle of a swirl of headlines regarding impending budget cuts in the United States.  This threat is an overhanging risk for any of the major U.S. defense firms that rely on government contracts, primarily Lockheed Martin (NYSE: LMT), Raytheon (NYSE: RTN), and Northrop Grumman (NYSE: NOC).  The question to investors now is, should shares in these firms be dumped?

    Sequestration, the $1.2 more »

  • Are These Internet Stocks Too Risky?

    By Bob Ciura - January 23, 2013 | Tickers: AMZN, PCLN, CRM | Editor's Choice

    Prudent investing often invokes derision from the investing community.  Value investing doesn’t get much air time from the financial media.  Instead, it’s easy to get carried away with the hot stocks of the day.  Disciplined investing means following the ideas proposed by Benjamin Graham, whereby the investor diligently avoids paying too much for a stock’s earnings and dividends.  Legendary investors Warren Buffett and Charlie Munger have invested more »

  • Waste Management's Economic Moat Makes it a Buy

    By Bob Ciura - January 14, 2013 | Tickers: CWST, RSG, WM | Editor's Choice

    One of my favorite thoughts from legendary investor Warren Buffett is to look for companies with large ‘moats.’  Simply put, Buffett intends to hold stocks for long periods of time—usually forever.  To do this, a company needs to have a strong competitive edge in order to survive over time.  Businesses that operate in industries that are hard for competitors to penetrate stand a much better chance of surviving for more »

  • Look to This Stock for Steady Returns

    By Bob Ciura - January 8, 2013 | Tickers: CL, PG, CLX | Editor's Choice

    A company that sells its products every day to millions of consumers, regardless of the prevailing economic conditions, deserves a place in every investor’s portfolio.  Procter & Gamble (NYSE: PG) is just that type of company, and can provide a much needed dose of stability to all equity investors.  Last year the company celebrated its 175th anniversary.  With a portfolio of market-leading brands and a great dividend, P&G more »