Chris Hodge

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  • Foreign Money Center Banks and Minting Your Fortune

    By Chris Hodge - August 7, 2013 | Tickers: BLX, CS, WBK

    Some investors think that currency fluctuations are the worst part of investing foreign stocks, but I think these fluctuations are great opportunities. Why limit yourself to just one currency when it can go down easily? Not to sound like I'm preaching American declinism, but US won't be on top forever and domestic companies aren't necessarily the best ones going. The following might be some good ways to more »

  • Strong Profits in Diversified Food Production

    By Chris Hodge - July 23, 2013 | Tickers: CALM, KRFT, UL

    Profit is the life of a business, and the following companies are carrying solid profit margins. But is that a good enough reason to make them a part of your portfolio? Let's take a good look at a few companies that have reasonably good margins to see if they have any other reasons to buy them... or if they're really value traps in disguise.

    Not a Lock

    Cal-Maine more »

  • Is There Grow Juice in These Small Food Producers?

    By Chris Hodge - July 22, 2013 | Tickers: LANC, PF, SAFM

    Food production is naturally a critical part of keeping society going, and companies with smaller market caps are more likely to experience heavy growth than companies that are already extremely large. But these two components aren't necessarily enough to guarantee that a stock will grow. Let's look at a few of the smaller diversified food companies and see if they have what it takes to produce bumper crop more »

  • Small-Cap Farm Products: Room to Grow or Fallow Fields?

    By Chris Hodge - July 22, 2013 | Tickers: CZZ, FDP, ANDE

    Farming is great because of the security it affords investors. After all, society needs these products desperately. But there is a great gulf between being moderately successful in farming and being large enough to really thrive. Are these small-cap farming companies up to the task of building your portfolio and make you money, or will they rot on the vine?

    No guarantor of growth

    Cosan (NYSE: CZZ) has a lot more »

  • Dangerous Valuations in Farm Products

    By Chris Hodge - July 20, 2013 | Tickers: ADM, BG, CZZ

    The world needs its farm goods, and the market is well aware of this. The problem with something that everyone knows they need is that the price can become insane. The following are some examples of companies that at first glance look like stocks in which you might want to wait for a dip before buying. 

    The burden of a good reputation

    Archer Daniels Midland (NYSE: ADM) has some good more »

  • Can Machinery Companies Grow Your Wealth?

    By Chris Hodge - July 8, 2013 | Tickers: CMCO, JOY, LNN

    The idea of farm and mining equipment is that there's a conservative and earthy charm to it all. You probably won't lose much considering that this kind of equipment is used to produce what our society needs at its most basic levels. However, that doesn't say anything about whether there is any kind of growth going on here. So do these machinery companies have what it takes more »

  • Do These Machinery Stocks Have Value to Dig Up?

    By Chris Hodge - June 26, 2013 | Tickers: AGCO, ALG, CNH

    Farming and construction machines are critical to keeping society functioning, and that's a powerful moat. While they're essential, unfortunately they can also be finicky stocks because they're vulnerable to commodity price changes. Let's see how the following companies stack up.

    Global goodness

    AGCO (NYSE: AGCO) operates as a manufacturer, distributing its hardware through independent distributors around the world. This is good because it takes away the more »

  • Watch Out for Possible "Wholesale" Value Traps

    By Chris Hodge - June 11, 2013 | Tickers: AXE, ROK, WSO

    The electronics-wholesale industry is in a strange place right now. Dealing with decreased consumer demand during the recession and a corresponding reduction in corporate spending, there have been some rough times in recent years. Are the following companies value traps, or just good companies going through a rough patch?

    Not shooting for the stars

    Anixter International (NYSE: AXE) operates in 50 countries, which helps to broaden its base beyond regional more »

  • Can These Heavy-Equipment Stocks Power Your Portfolio?

    By Chris Hodge - June 10, 2013 | Tickers: DE, JOY, LNN

    Heavy equipment has experienced a rough patch over the past few years. With construction down in the developing world due to the recession, the developed world's infrastructure being mature and not needing much work and mineral resources becoming increasingly difficult to tap, the demand for heavy machinery has waned somewhat. However, long-term contracts tend to make demand among major clients more stable than the fickleness of the ordinary consumer more »

  • How Much Juice Is in these Entertainment Companies?

    By Chris Hodge - June 10, 2013 | Tickers: TWX, DIS, WWE

    Entertainment companies are powerhouses of intellectual property. Sometimes they are able to draw upon decades of characters and make profits even during bad times by rehashing old stories or re-releasing old material. This is one of the strongest moats there is.

    When an entertainment company has long-term connections to distributors and popular properties, it can virtually mint money. However, there is always the need to produce new content. Let's more »

  • You Might Not Have Heard of These Electronic-Equipment Companies

    By Chris Hodge - June 8, 2013 | Tickers: HRG, HAR, SNE

    We all know about a certain fruit-named electronic-equipment company that spent 10 years redefining modern coolness. But I rarely deal with huge, well-known companies -- I do not believe in "hot stocks" outside of auto racing. This is an article where we're going to talk about three less well-known companies and see if they might make better contrarian investments. So let's pop in and see what they're all more »

  • Wholesale Electronics at Wholesale Prices?

    By Chris Hodge - June 7, 2013 | Tickers: ARW, AVT, ROK

    The wholesale electronics industry is a bit hidden from the public because it caters more towards professionals. This is a good thing, since it presents some opportunities to get into a good deal on a company that isn't as closely followed as more mainstream businesses. Let's see some potentially great deals and suss out their real values.

    Good value in a lesser-known business

    Arrow Electronics (NYSE: ARW) has more »

  • The Importance of Deep Research

    By Chris Hodge - June 4, 2013 | Tickers: CAH, F, NFLX

    As a writer, I don't always realize how much of an impact I can accidentally have. I tend to consider myself just "a dude with an opinion," but there is the possibility that someone may take my research and results as the only reason they need to buy, sell or take out a second mortgage to short a company on margin -- which I would never suggest doing for many more »

  • Want Shares of a Legal Drug Dealer?

    By Chris Hodge - June 3, 2013 | Tickers: CVS, GNC, WAG

    I've been on a drug manufacturer kick lately, but I've gotten to thinking about how many disadvantages they have. While the manufacturer gets the most profit out of a successful drug, they also feel the pain when a lot of their potential drugs never get through clinical trials and have to be dropped. But what about the companies that can sell successful prescriptions or supplements, as well as more »

  • Are These Really the Best Utility Stock Deals?

    By Chris Hodge - June 3, 2013 | Tickers: ELP, DYN, ETR

    There are two two major things I like about any investment: the prospect of cash dividends that are here to stay and getting a great deal that can appreciate in value over time. Utilities are well known for paying dividends and for being run conservatively enough to stand the test of time. In this case, I've run some numbers and found companies with low book value and earnings multiples more »

  • High-Powered Dividends, or Hanging By a Wire?

    By Chris Hodge - May 30, 2013 | Tickers: ETR, FE, PPL

    The power of a company is the money it puts in your pocket. Unfortunately, it's not always easy to tell by looking whether a given company is likely to keep doing that in the future. Great dividends are worth some research, but companies that pay sporadically or don't have the guts to keep paying should never enter a serious portfolio. Let's check out a few ideas in more »

  • Decent Prospects in the E-vy League?

    By Chris Hodge - May 29, 2013 | Tickers: EDU, STRA, XRS

    Forget the Ivy League -- today's budget-conscious and time-conscious students are turning to the E-vy League, schools that operate primarily online or with a strong online element. However, education is a tricky endeavor to quantify, as any teacher could tell you. Let's take a look at three companies with potential and vet their prospects for your portfolio.

    A decent inroad to the Chinese economy

    New Oriental Education & Technology Group more »

  • Will These Power Companies Charge Your Portfolio?

    By Chris Hodge - May 29, 2013 | Tickers: CNL, IDA, NEE

    A utility stock is often a good investment because of the moat and the potential for dividends, but these stocks also respond inversely to the economy. Utilities may do good business, but as the market rises they tend to get left behind when investors get confident and seek more adventurous waters. Now is a good time to check under the hood and get ready for when a great deal presents more »

  • Will These Stocks Energize Your Portfolio or Fry It?

    By Chris Hodge - May 28, 2013 | Tickers: ITC, PCG, UNS

    Power companies are like most utilities in that they have two solid moats: they provide a service people expect, and they operate under legal monopolies. While there's no law saying that utilities of any kind have to pay a dividend, they often do. With the moat plus the potential for income, this makes a power company a potentially powerful investment idea. Let's see if the following candidates measure more »

  • Should These Drug Companies Continue to Pay a Dividend?

    By Chris Hodge - May 24, 2013 | Tickers: AGN, RDY, NVO

    Editor's Note: The article has been modified to better describe the current companies' dividend arrangements.

    Even a hardcore dividend addict such as I will admit that there are times when a company should hold off on paying a dividend. The following is an examination of a few companies in the drug manufacturing sector and my conclusions about their dividend arrangements. In short, should these companies continue to pay dividends more »

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