Jamie Dlugosch

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  • Growing Disconnect Between Market Fantasy and Reality

    By Jamie Dlugosch - December 17, 2012 | Tickers: DG, SWHC, PBY

    I don’t fare very well in a market like we are seeing of late.

    While the stock market is roaring higher on the theme de jour the underlying fundamentals are showing cracks in a major way.

    Buyers should take heed. I'm seeing some bizarre behavior in stocks including the 20% decline in the stock that shall remain nameless, but I think you know of whom I speak.

    The more »

  • Wall Street Ratings - Don't Leave Home Without One

    By Jamie Dlugosch - December 6, 2012 | Tickers: BBRY, DELL, FB

    A funny thing happened on the way to the Forum…Wall Street analysts are actually beginning to make sense.

    Oh, it pains me to say that.

    For those in the know – Wall Street ratings have been historically horrendous advice to follow if you are an individual investor. They seem to be late to the game and a dollar short.

    The most notable example of the lameness of Wall Street ratings more »

  • The Special Dividend Train Runs Amok

    By Jamie Dlugosch - December 3, 2012 | Tickers: AAPL, COST, LVS | Editor's Choice

    It has long been said that Wall Street is absent of original unique thinking. It is a place where actions taken by one are usually imitated by the rest.

    Something about imitation being the sincerest form of flattery.

    Or in the case of the latest special dividend declaration craze the best way to distribute a corporate horde of cash that has been building on the strength of easy money policy more »

  • Santa may lift investor spirits

    By Jamie Dlugosch - November 26, 2012 | Tickers: FB, GS, MCD, YHOO

    There is much to enjoy about this time of year. The festive nature of the holidays for one tends to bring out the best in optimism for stocks and the market.

    It is also the end of a year, a time to put the past behind us and focus on the future. By our nature humans for the most part are optimists. Even if psychological the calendar year change is more »

  • The 2012 Turkey of the Year

    By Jamie Dlugosch - November 21, 2012 | Tickers: BBY, GMCR, GRPN, HPQ, NFLX, SBUX

    It’s hard to believe that Thanksgiving has arrived. 2012 has flown by, and what an ignominious year it has been for the stock market. With the major indices looking to finish the year in a tailspin triggered by Fiscal Cliff fears, 2012 is shaping up to be another lost year for investors.

    No wonder stock volumes are declining with individual investors choosing not to participate. It is a frustrating more »

  • How to Play the "Fiscal Cliff"

    By Jamie Dlugosch - November 19, 2012 | Tickers: ANF, BZH, DHI, HD, JCP

    The market continues to be obsessed with the fiscal cliff. Stocks are drifting lower as the ramifications of the recent election set in.

    I’ve got news for you. There is more going on here than just the fiscal cliff. The market is adjusting to a new world of austerity and higher taxes.

    We are entering uncharted territory. History will tell you that nothing good can come from higher taxes more »

  • The Market Inefficiency Report

    By Jamie Dlugosch - November 13, 2012 | Tickers: ACI, DDS, JRCC, KSS, M, BTU, SODA

    The election is over and the market is not happy. Stocks are plummeting after a narrow win for President Obama. By mid-day following the election the Dow Jones Industrial Index was on pace to have its worst day of the year.

    It hardly seems rational to think that with one event, the election, investors would suddenly decide that stocks in general would be some 3% less valuable today than they more »

  • Daily Market Inefficiency Report

    By Jamie Dlugosch - November 8, 2012 | Tickers: AOL, CSC, Z

    When I was the editor for my newsletter, The Rational Investor I urged my subscribers to exploit market pricing inefficiencies for maximum profits.

    Every single day there are events that transpire and result in momentary irrational moves in share price for individual stocks in the market.

    With my blog here on the Motley Fool, I will publish my thoughts on some of the biggest movers in the market and what more »

  • Earnings Preview: Citigroup

    By Jamie Dlugosch - October 10, 2012 | Tickers: C, JPM, WFC

    Citigroup (NYSE: C) reports results for the quarter ending September 30, 2012 on Monday. Wall Street expects the company to make 96 cents per share in the period. That estimate is a penny per share higher than where the number stood 90 days ago. The company has bested expectations in 3 of the last 4 quarters including an 11 cent per share beat in the last quarter. Shares of Citigroup more »

  • Earnings Preview: Family Dollar

    By Jamie Dlugosch - September 28, 2012 | Tickers: DG, DLTR, FDO, TGT, WMT

    Event: Discount retailer, Family Dollar Stores (NYSE: FDO) reports earnings for the quarter ending August 31, 2012 on Wednesday before the market opens. Wall Street expects the company to make 75 cents per share in the period. That estimate is a penny per share lower than where the number stood 90 days ago. The company missed estimates by a penny per share in the last quarter, but beat expectations in more »

  • Earnings Preview: Mosaic

    By Jamie Dlugosch - September 27, 2012 | Tickers: ADM, MON, POT, MOS

    Event: Fertilizer company, Mosaic (NYSE: MOS) reports results for the quarter ending August 31, 2012 on Tuesday before the market opens. Wall Street expects the company to report a profit of $1.15 per share in the period. That number is 5 cents per share lower than where the estimates stood 90 days ago. Performance against estimates in the last 4 quarters has been mixed with the company missing the more »

  • Earnings Preview: Jabil Circuits

    By Jamie Dlugosch - September 25, 2012

    Event: Electronics company, Jabil Circuits (NYSE: JBL) reports earnings results for the quarter ending August 31, 2012 on Tuesday after the market closes. Wall Street expects the company to report a profit of 58 cents per share in the period. That estimate is 2 cents per share lower than where the number stood 90 days ago. The company has matched the number in each of the last 3 quarters. Shares more »

  • Earnings Preview: Red Hat

    By Jamie Dlugosch - September 24, 2012 | Tickers: RHT

    Event: On Monday after the market close Red Hat (NYSE: RHT) will release its earnings report for the quarter ending August 31, 2012. Wall Street is looking for the company to make a profit of 29 cents per share in the quarter. That estimate has stayed constant over the last 90 days. The company beat expectations by 3 cents per share in the last reported period and it has exceeded more »