Pamela Peerce-Landers

All Posts

  • 7 Things to Know about Battery Electric Vehicles

    By Pamela Peerce-Landers - August 14, 2013 | Tickers: F, GM, HMC, NSANY.PK, TSLA

    Tired of spending $2,000 a year on gasoline? You may be interested in one of the Battery Electric Vehicles (BEV's) available in the US today. There are considerable differences in how various manufacturers are approaching this market which impact you, the buyer.

    I will compare the lowest trim offerings of 6 companies: Ford Motor Co. (NYSE: F), General Motors Company (NYSE: GM), Honda Motor Co., Ltd. (NYSE: HMCmore »)

  • A Hidden Gem Among the 3D Printers

    By Pamela Peerce-Landers - July 29, 2013 | Tickers: DDD, AMAVF, XONE, SSYS

    The stock of Swedish 3D printer Arcam AB  (NASDAQOTH: AMAVF) is up over 400% since the end of last November. Like ExOne (NASDAQ: XONE), it is one of the few additive manufacturers that prints in metals. (Last week, 3D Systems (NYSE: DDD) gained metal printing capability when it closed its purchase of French printer Phenix Systems).

    Accelerating sales growth, high gross margin, clean balance sheet, positive free cash flow and more »

  • 8 Reasons Not to Buy Netflix Today

    By Pamela Peerce-Landers - November 9, 2012 | Tickers: AMZN, CMCSA, MSFT, NFLX, TWC

    On Oct. 23, Netflix Inc (NASDAQ: NFLX) disappointed the market with its earnings and outlook, causing its stock to tumble as much as 16% the following day.

    On Friday, Oct. 26, rumors circulated that Microsoft (NASDAQ: MSFT) was interested in acquiring Netflix, apparently based on Mr. Hastings' comment during the conference call that he was resigning from Microsoft's board. This caused the stock to rise as much as 14 more »

  • Will Google Gobble Cable?

    By Pamela Peerce-Landers - November 1, 2012 | Tickers: CVC, CHTR, CMCSA, GOOG, TWC | Editor's Choice

    On February 10, 2010, Google (NASDAQ: GOOG) announced its experimental ultrafast broadband service, soliciting requests for information (RFI's) from interested municipalities and individuals. Over 1,100 communities and 194,000 individuals entered the contest to win Google Fiber. Topeka, Kansas even “renamed” itself, Google, Kansas in their attempt to woo Google. In the end, Google chose Kansas City, Kansas and Missouri. Why did Google do this? In its words more »

  • 5 Oil Services Companies--Who Serves Shareholders Best?

    By Pamela Peerce-Landers - September 26, 2012 | Tickers: BHI, HAL, NOV, SLB, WFT | Editor's Choice

    Management matters. I will look at 5 oil service companies: Baker Hughes, Inc. (NYSE: BHI), Halliburton Co. (NYSE: HAL), National Oilwell Varco, Inc. (NYSE: NOV), Schlumberger NV (NYSE: SLB) and Weatherford International Ltd. (NYSE: WFT) and show that those with CEO compensation practices more attuned with investors delivered higher returns over the previous 3-year period and also YTD.

     

    Total Shareholder Return during 2009-2011 and Year-To-Date (YTD)

    Total Shareholder Return (TSR more »

  • Netflix: Strike 2 Or is Hastings Being too Hasty?

    By Pamela Peerce-Landers - September 6, 2012 | Tickers: AMZN, DISH, NFLX, OUTR, VZ

    Netflix, Inc. (NASDAQ: NFLX) has been investing heavily in content for its streaming operations. CEO Reed Hastings during their October 24, 2011 conference call stated that: “The future is brightest by focusing on streaming,” comparing DVD-by-mail rentals to AOL's dial-up service a few years ago.

    Despite Hastings' disdain for their DVD business, it is still, by far, the most profitable segment, keeping their streaming dreams afloat. In this article more »

  • Rumors of Baidu's Death are Greatly Exaggerated

    By Pamela Peerce-Landers - August 24, 2012 | Tickers: BIDU, QIHU, SINA, SOHU, YHOO

    This week, shares of Baidu Inc. (NASDAQ: BIDU) dipped twice, 5% on Tuesday, August 21, 2012 and another 5.7% yesterday, August 23rd. The stock reached an intra-day low yesterday of $110.13, nearly 18% below last Friday's close. What caused these two down days? A writer for Forbes wrote an article on Tuesday saying that web browser provider Qihoo 360 Technology Co. Ltd. (NYSE: QIHU) was “getting more »

  • 5 Recession Resistant Stocks

    By Pamela Peerce-Landers - August 21, 2012 | Tickers: AMZN, BIDU, CMG, PCLN, RAX

    Are we headed for another recession? The data suggest it. Although US GDP is still growing, the growth rate is less than 1% and unemployment in the US remains stubbornly above 8%, leading some to argue that the recession never really ended here. Europe just reported a 0.2% contraction, with only Germany showing a gain in GDP. Brazil unveiled a $66 billion stimulus plan last week. The Chinese economy more »

  • Is Chipotle a Buy Now?

    By Pamela Peerce-Landers - August 15, 2012 | Tickers: CMG, JACK, PNRA, YUM | Editor's Choice

    A couple weeks before Chipotle Mexican Grill, Inc. (NYSE: CMG) announced their Q2 earnings, I wrote an article questioning their valuation. I concluded then that they were fairly valued given a 12.7% growth in same store sales (SSS) relative to their peers, Panera Bread (NASDAQ: PNRA) and Qdoba Mexican Grill, a unit of Jack in the Box (NASDAQ: JACK). On July 19th after the markets closed, Chipotle reported more »

  • It's Time for Infinera

    By Pamela Peerce-Landers - August 6, 2012 | Tickers: CIEN, CSCO, EQIX, INFN, LVLT | Editor's Choice

    Founded in 2000, Infinera Corp. (NASDAQ: INFN) went public in June 2007 with the conviction that their unique, large scale, photonic integrated circuits (PICs) would greatly improve the economics, simplicity, flexibility, reliability and scalability of optical communications. For their shareholders, it has been a rocky road, as it has for anyone invested in the optical networkers. However, the pieces are falling into place for Infinera and I believe that investors more »

  • How to Get Internet Access for Your Tablet

    By Pamela Peerce-Landers - July 27, 2012 | Tickers: T, CMCSA, NTGR, SPLS, VZ

    In a previous article I talked about choosing a tablet.  Now, we'll address how to best get internet access.  What is best for you depends on several things.  First and foremost, do you really need internet access everywhere you go?  Do you already have a home computer?  If not, can you borrow one?  Do you have a broadband internet connection already at home?  I will explore your options for more »

  • Obamacare and You

    By Pamela Peerce-Landers - July 26, 2012 | Tickers: HRB, ISRG, JNJ, PFE, UNH

    In June, 2012, the Supreme Court upheld all provisions of the Patient Protection Affordable Care Act (PPACA or ACA for short), also known as Obamacare, except the requirement that everyone purchase health insurance. For perspective, when Obamacare was enacted in 2010, 15% of the US population was on Medicare and 16% of the population was uninsured. To make health insurance more affordable for the uninsured, advanceable premium credits and cost-sharing more »

  • What to Consider in Choosing Your First Tablet

    By Pamela Peerce-Landers - July 25, 2012 | Tickers: AAPL, GOOG, MSFT

    Before you buy a tablet, think about how you are going to use it. If you think you just want internet access and email, anything will do. But, don't stop there. Owning a tablet is a potentially life-changing experience. It is difficult to imagine how much you can do with it. There are lots of reviews available, but they are only starting points. Based on my personal experience with more »

  • Are Chipotle's Shares Overpriced?

    By Pamela Peerce-Landers - July 10, 2012 | Tickers: CMG, JACK, PNRA | Editor's Choice

    Are Chipotle Mexican Grill, Inc.'s (NYSE: CMG) shares overpriced or fairly valued?  To answer this question, I compared CMG's performance with those of two other chain restaurants whose average check sizes are similar (around $10) and also feature upscale fast food: Panera Bread (NASDAQ: PNRA) and Qdoba Mexican Grill, a wholly owned subsidiary of Jack in the Box, Inc. (NASDAQ: JACK).  Performance measures included Average Weekly Sales (AWS more »

  • Seadrill: Reckless or Shrewd?

    By Pamela Peerce-Landers - July 3, 2012 | Tickers: DO, SDRL, RIG

    Seadrill Ltd. (NYSE: SDRL) has been criticized for their aggressive Capital Expenditure (capex) program which is largely funded with debt. While it is true that their interest-bearing long-term debt to equity ratio (LTD/E) at 1.33, is 2 to 4 times higher than their peers, this does not mean that their debt load is excessive. As will be shown, Seadrill can afford its capex program and has shrewdly used more »

  • Offshore Drillers: Sales are Nice but Profits are Sweeter

    By Pamela Peerce-Landers - June 25, 2012 | Tickers: ATW, DO, ESV, NE, RIG

    In a previous article, I discussed the effect of offshore drillers' fleets' age and composition on their sales and backlogs. In this article, I will look at profitability.  In a subsequent article, I will address financial condition and debt levels.  In response to comments on the last article, I added Noble Corp (NYSE: NE) to my original list of companies: Atwood Oceanics, Inc. (NYSE: ATW), Diamond Offshore Drilling Inc. (NYSE: DOmore »)

  • Why Investors Should Care about Offshore Drillers' Fleets

    By Pamela Peerce-Landers - June 21, 2012 | Tickers: ATW, DO, ESV, SDRL, RIG | Editor's Choice

     The world's offshore drilling fleet can be divided into 4 groups by maximum operating water depth: shallow (up to 450 feet), mid-water (over 450 but less than 4500 feet), deepwater (4500 to 7500 feet) and ultra-deepwater (over 7500 feet).  According to Seadrill Ltd.'s (NYSE: SDRL) latest 20-F SEC filing dated April 27, 2012, the world's existing drilling fleet consists of 797 rigs: 497 (62%) shallow water (jack-ups more »

  • Things to Consider in a Natural Gas Pickup Truck

    By Pamela Peerce-Landers - May 29, 2012 | Tickers: F, FSYS, GM, WPRT | Editor's Choice

    If you drive a heavy-duty pickup truck and are tired of paying over $100 to gas up, you might consider one of the new natural gas (CNG) models being offered this year.

    Before we go any further, you should know that using CNG instead of gasoline will not improve your gas/fuel mileage. If you are getting 10 mpg on gasoline now, you will get 10 miles per Gasoline Gallon more »