Industrial Conglomerates

  • General Electric: Great Company but too Expensive

    By Matthew Frankel - January 13, 2013 | Tickers: MMM, CMCSA, GE

    General Electric (NYSE: GE) has recovered nicely since its financial business caused the share price to plummet from above $40 to a low of $5.72 in 2009 (would’ve been nice to buy there, but who doesn’t wish they bought more stocks in March 2009?).  In the almost four years since the low, GE has recovered nicely.  The shares are trading around $21, and they increased their dividend more »

  • Digging for Deep Value in Caterpillar

    By Frank Constantino - December 15, 2012 | Tickers: CAT, DE

    Located in Peoria, Illinois, Caterpillar (NYSE: CAT) is the worldwide market leader in construction and mining equipment.  The company also manufactures and markets diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives.  Through its financial products arm, Caterpillar offers retail financing of its equipment, engines, and vehicles.  Its large, yellow earth-moving machines are identifiable in almost any part of the world.  Though capital intensive, Caterpillar's business is more »

  • Leucadia, Isle of Paradise, Place of Shelter?

    By Jonathan Lim - December 3, 2012 | Tickers: BRK-B, ITT, JEF, LUK

    In Greek, leucadia means "isle of paradise" or "place of shelter." It's also the name of a seaside community outside San Diego. A fitting name, I'd wager. I haven't been there. But we're here to discuss the stock market, so our focus must shift to yet another Leucadia.

    This Leucadia, Leucadia National (NYSE: LUK), is named after Leucadia, Calif. It's a conglomerate in the most more »

  • Sony and Olympus Heal Each Other

    By Shaunak Kar - October 8, 2012 | Tickers: OCPNY.PK, SNE

    The marvels of technology and the true extent of its capabilities are often most appreciated when technology shakes hands with the field of medicine. Technology is why we stand a chance against cancer and Parkinson’s, amongst other deadly diseases. So what do we expect when a multi-national, billion dollar conglomerate joins hands with the world's leader in gastro-intestinal endoscopes?

    A promise of a healthier and safer future, one more »

  • United Technologies Making All the Right Moves

    By Tim Brugger - January 27, 2012 | Tickers: HEI, HON, UTX

    After yesterday’s earnings announcement that United Technologies (NYSE: UTX) grew net income about 10% over Q4 2010, it wouldn’t have been surprising for investors to reward the conglomerate with a nice gain. Alas, it was not to be. After an ever-so-slight pop UTX has settled back to the same spot as before the announcement – the best value in what many consider to be a great sector for the more »

  • 12 Stocks to Buy and Forget for 2012

    By Kirk Spano - December 27, 2011 | Tickers: APA, AMAT, BRK-B, DISH, EXAS, GE, GMO, KSS, MRK, MON, BTU, SPWR

    If you hold one stock in your portfolio, you carry 100% of the risk of losing all of your money.  As you diversify your holdings from one company to two to three, you are gradually reducing your risk of losing everything. We all know this. What most investors don’t know is that a 12 stock portfolio of domestic companies cuts your company specific risk about 90%.  There are some pretty strong arguments for owning these dozen stocks in your portfolio in 2012.

  • Themes From the New High List

    By David Talley - December 27, 2011 | Tickers: VALE, DECK, SI, SVU, KR

    The new high and new low lists serve as important places to gather information about which trends and spaces are working and which are not. Looking over today's new high list, two themes become abundantly clear: dividends and domestic.

    The list is dominated by high-yielding companies (nearly half of the companies yield more than 2.5%) and dividend payers in general (only a quarter of the companies on the more »

  • Bank of Deere

    By David Talley - December 27, 2011 | Tickers: DE, GE

    It should be no surprise that John Deere (NYSE: DE) has a financial services division. After all, the machines it produces are quite expensive and many customers require financing. It is an obvious business decision that Deere cut out the bank and offer financing services to their customers. However, it is extremely important to pay attention to the details of financial arms, lest they unknowingly (or knowingly) blow up the more »

  • Invest Like a Woman

    By Erin McBride - December 23, 2011 | Tickers: MMM, AMZN, DPS, GOOG, PHG

    I've read in many sources that the Oracle himself, Warren Buffett, "invests like a woman." I've found more than a few books suggesting that the smartest investing techniques include investing with your heart or gut, just like a woman would. So I stopped and asked myself, as a woman, what does my gut tell me to do?

    My gut says to go invest in the companies whose products more »

  • Embraer Faces Continued Turbulence

    By Tony Daltorio - December 23, 2011 | Tickers: ERJ, GD, TXT

    The world's third largest commercial aircraft producer and one of Brazil's top companies, Embraer SA ADR (NYSE: ERJ) is one of the few Latin American companies that has been able to compete successfully on a global scale. 

    Embraer has sold more than 5,000 aircraft operating in 92 countries. Annual revenues from its commercial and private jet sales alone total roughly $4 billion. 

    The company's stock hit more »

  • Christmas Comes Early For The NFL

    By Steve Viuker - December 22, 2011 | Tickers: CBS, GE, NWSA

    Christmas came early for the sports juggernaut that is the National Football League. While much of the sports world is looking toward the hardwood for the start of the NBA season, CBS (NYSE: CBS), Fox (NASDAQ: NWS) and NBC (NYSE: GE) renewed their contracts for nine years. 

    According to published reports, the average fees from the three networks will increase by an average of 7 percent annually. Total revenue will more »

  • You Don't Have to Pick Winners

    By Patrick King - December 16, 2011 | Tickers: MMM, TSM

    If you were to look up my Foolish stock picks in CAPS, you'd find that I only have an accuracy rate of about 50%, and yet I am consistently rated at about the 85th percentile. More importantly, my real money portfolio has managed a 15% gain over the past year while the market as a whole has moved sideways.

    Part of the reason for this is that I have more »

  • Stock Upgrades And Downgrades From 2011/12/14

    By DividendYields - December 13, 2011 | Tickers: APKT, MO, AMWD, AVP, DHI, DMAN, SI, TOL, VLTR

    Upgrades and downgrades are positive (negative) changes in the rating of a security. An upgrade is usually triggered by a steady improvement in the fundamentals and financials of the entity that has issued the security. Downgrade ratings are vice versa. Changes in the analyst rating could hit the company’s stock price significantly. Watch out the current rating decisions. Here is a current list of recent company upgrades and downgrades more »

  • GALP Gets Wet

    By Kirk Spano - December 12, 2011 | Tickers: VE

    In need of a tall cool drink, GALP - Growth At Low Prices for the formal types - has set out to find a great water play for you.  Why?  Because you need a drink too.  I really don't want to see you shrivel up and blow away in the dusty market winds.  Water is the next gold.  It's the next water even.

    Water, water everywhere nor any drop to more »

  • DJIA Analysis - 3M Company

    By Nikhil Shamapant - December 9, 2011 | Tickers: MMM

    In finance and investing, the intrinsic value of the market is always an unanswerable but eternally sought number that is the basis upon contention every day throughout the world. Every day, the finance experts continue to make bull or bear arguments about the valuation of the stock market. In many cases, this value is argued based upon historical understanding. Some investors buy and sell the market based on a technical more »

  • This Stock is at the Top of My Christmas Wish List

    By Justin Carley - December 8, 2011 | Tickers: GD, TXT

    I just read a quote today, “Buy at the sound of cannons, sell at the sound of violins”, and I immediately thought of the number one stock on my wish list - Textron (NYSE: TXT).  As of this writing, the stock was exchanging hands at $18.22, a long ways from its all-time high of $73.38 just prior to the global financial crisis.  Now the cannon balls have been sounding for quite a while on Textron, but the violins are nowhere in sight.

  • Who's minding the seniors?

    By Buzz McClain - December 5, 2011 | Tickers: CVS, PHG

    Who is bold enough to invest in a tech product for seniors? Well, maybe YOU.