Alex Bastardas

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  • An Undervalued Stock in the Credit-Services Industry

    By Alex Bastardas - May 21, 2013 | Tickers: AACC, DFS, ECPG

    In a market at historical highs, it is getting increasingly difficult to find high-quality undervalued stocks. However, Encore Capital Group (NASDAQ: ECPG) might be just what value investors are looking for. The company is engaged in consumer debt buying and recovery. It purchases portfolios of defaulted consumer receivables at deep discounts to face value and uses a variety of operational channels to maximize its collections from these portfolios. So, should more »

  • This British Bank Might Be a Bargain at Current Levels

    By Alex Bastardas - May 16, 2013 | Tickers: BCS, LYG, RBS

    As one of the big British banks that was partially nationalized in the midst of the financial crisis, Lloyds Banking Group (NYSE: LYG) has been working hard to recover profitability. Even though it has had a great run in the past few months, its stock price is still significantly below the price the British government paid for its shares. Slowly, however, both the bank's financials and its stock price more »

  • What Recent Earnings Mean for This Bank Stock

    By Alex Bastardas - May 13, 2013 | Tickers: BBVA, SAN, DB

    Finding a value stock in today's bullish market is not an easy task. Many analysts agree that, while there might be cheap individual stocks out there, there are very few sectors that are deeply undervalued as a whole. One exception would be European banks.

    One of the leading Euro banks, the Spanish banking giant Banco Santander (NYSE: SAN), recently reported its Q1 2013 earnings. What do they mean for more »

  • Will This Utility Stock Continue to Edge Up?

    By Alex Bastardas - April 29, 2013 | Tickers: AME, NRG, AES

    Utility stocks have had a great run this year, making it harder to find undervalued stocks in the group. However, investors looking for attractive stocks in this segment might want to consider NRG Energy (NYSE: NRG). The company is an integrated wholesale power generation and retail electricity company engaged in the supply of energy, services, and sustainable products to retail customers. It is also focused on potentially disruptive technologies, like more »

  • After Post-Earnings Plunge, Is This Stock an Opportunity?

    By Alex Bastardas - April 29, 2013 | Tickers: ACN, HPQ, IBM

    For the first time in years, International Business Machines (NYSE: IBM) missed analyst estimates, and reported weaker-than-expected earnings and revenue. As a result, the company's stock plunged over 8% last week. Has the market overreacted? Are current price levels an opportunity for value investors?

    Valuation

    After the recent earnings report and price drop, it is interesting to see how the valuation ratios for IBM are now. With regards to more »

  • Insiders Are Buying This Defense Stock, But Should You?

    By Alex Bastardas - April 23, 2013 | Tickers: AME, ESL, LMT

    Esterline (NYSE: ESL) is a leading world-wide supplier to the aerospace and defense industry, specializing in three core areas: Avionics & Controls, Sensors & Systems, and Advanced Materials. Recent significant insider buying has been reported at the company. Should investors follow the insiders and buy the stock?

    Valuation

    With regards to valuation, Esterline trades at a P/E of 19.51, close to the industry average. Its price-to-earnings ratio is lower than more »

  • Is This Stock the Tech Play of the Year?

    By Alex Bastardas - April 17, 2013 | Tickers: ALU, CSCO, HPQ, JNPR

    Tech stocks have been one of the worst performing groups this year. In fact, these stocks have underperformed other stock sectors by 11% over the past year, and, for the first time in 17 years, the sector's forward P/E ratio is lower than the market's average. Some analysts are suggesting that it will be the tech sector that will lead the rally in Q2 2013. Investors looking more »

  • Is This Stock the Tech Play of the Year?

    By Alex Bastardas - April 17, 2013 | Tickers: ALU, CSCO, HPQ, JNPR

    Tech stocks have been one of the worst performing groups this year. In fact, these stocks have underperformed other stock sectors by 11% over the past year, and, for the first time in 17 years, the sector's forward P/E ratio is lower than the market's average. Some analysts are suggesting that it will be the tech sector that will lead the rally in Q2 2013. Investors looking more »

  • Will This Private Equity Stock Continue to Rise?

    By Alex Bastardas - April 16, 2013 | Tickers: APO, KKR, BX

    Many investors want to be able to invest in private equity deals. However, if you do not have $1 million in cash lying around, your options are limited. Nonetheless, there is a small number of private equity firms that are publicly traded, hence allowing small investors to buy into some of the action. One of the most remarkable publicly-traded PE firms is Apollo Global Management (NYSE: APO), which is a more »

  • Is This Stock The Tech Play of the Year?

    By Alex Bastardas - April 14, 2013 | Tickers: ALU, CSCO, HPQ, JNPR

    Tech stocks have been one of the worst performing groups this year. In fact, these stocks have underperformed the other stock sectors by 11% over the past year, and, for the first time in 17 years, the sector's forward P/E ratio is lower than the market's average. Some analysts are suggesting that it will be precisely the tech sector that will lead the rally in Q2 2013 more »

  • Will This Stock Continue to Rise?

    By Alex Bastardas - April 14, 2013 | Tickers: APO, KKR, BX

    Many investors want to be able to invest in private equity deals. However, if you do not have $1M in cash lying around, the options are limited. Nonetheless, there are a small number of private equity firms that are publicly traded, hence allowing small investors to buy into some of the action. One of the most remarkable publicly-traded PE firms is Apollo Global Management (NYSE: APO), which is a global more »

  • This Stock Might Start Flying Soon

    By Alex Bastardas - April 8, 2013 | Tickers: DAL, UAL, LCC

    Inconsistent profits, bankruptcies, and bumpy stock performances have spooked many investors from investing in airline stocks. However, recent performance, increased market stability, and bullish earning projections are making some investors revisit these stocks once again. Delta Air Lines (NYSE: DAL) is no exception. In fact, the stock seems poised to outperform this year, and could be a relative bargain at current prices.

    Valuation ratios

    Delta's current P/E is more »

  • This Financial Stock Could Be Severely Undervalued

    By Alex Bastardas - April 6, 2013 | Tickers: AEG, ING, PUK

    With American stocks edging higher, investors might have more trouble finding good opportunities in domestic equities. Bargains, however, abound in European markets. Those Eurozone stocks that trade in the US through an ADR can be particularly attractive. One such stock is ING Groep N.V. (NYSE: ING) ING is a Dutch-based multinational financial company, specializing in banking and insurance. Its retail banking segment is strong in the Netherlands, Belgium, and more »

  • Will This Copper Stock Shine Again?

    By Alex Bastardas - April 3, 2013 | Tickers: FCX, RIO, SCCO

    Copper mining stocks have been experiencing a sell-off of late as macroeconomic worries have spooked some investors. However, fundamentals seem strong and prospects might not be as bleak as the market seems to believe they are.

    Those looking for stock bargains amidst a bull market should perhaps consider copper mining stocks like Freeport-McMoRan Copper & Gold (NYSE: FCX). The company is one of the world's biggest mining players, focused on more »

  • This Bank Stock Might Be a Bargain at Current Prices

    By Alex Bastardas - March 31, 2013 | Tickers: BBVA, SAN

    Banco Santander (NYSE: SAN) has been used -wrongly- as a proxy for the Eurozone economy since the beginning of the European debt crisis. Once hailed as one of the best banks in the world (and with a stock price in the low-20s), it has now been severely beaten down (its stock price is lower than $7). However, the market seems to ignore that SAN gets less than 20% of its more »

  • After Record Earnings and a Price Surge, Is this Stock still a Buy?

    By Alex Bastardas - March 26, 2013 | Tickers: ITW, R

    Park-Ohio Holdings (NASDAQ: PKOH) engages in industrial supply chain logistics and diversified manufacturing, with a focus on supply management, aluminum component manufacturing and engineered industrial products. Its main competitors include Ryder System (NYSE: R)and Illinois Tool Works (NYSE: ITW)

    On March 4th, Park-Ohio reported record revenue and net income for 2012, and issued guidance stating that revenue for 2013 would be around 8% higher. Company officials also indicated more »

  • Is AGCO a Buy?

    By Alex Bastardas - March 26, 2013 | Tickers: AGCO, CNH, DE

    AGCO Corp (NYSE: AGCO) is a worldwide manufacturer and distributor of agricultural equipment and related replacement parts. It has recently experienced heavy insider buying, and fundamentals suggest that the stock could be in bargain territory. Should investors follow the insiders on this one?

    Insider Buying

    On March 22, Director Mallika Srinivasan bought 172,833 shares of AGCO, at an average price of $50.91 each, which works out to a more »

  • This Stock Could be a Bargain after Sell-Off

    By Alex Bastardas - March 25, 2013 | Tickers: ABB, GTI, UTX

    In a bullish market that trades near historical highs, investors are constantly in the look-out for bargains: Graf-Tech International Ltd. (NYSE: GTI) might just be what they are looking for. The company is a manufacturer and provider of synthetic and natural graphite and carbon-based products. It operates in two segments: On one hand, the Industrial Materials segment, the main clients of which being steel companies, and, on the other, the more »

  • After the Plunge, Is it Time to Buy This Stock?

    By Alex Bastardas - March 22, 2013 | Tickers: MHFI, MCO

    On Feb. 5, the US Department of Justice announced that it would be seeking $5 billion in its civil lawsuit against the S&P credit rating agency, a division of The McGraw-Hill Companies (NYSE: MHFI), for "defrauding investors" during the financial crisis. The government essentially argued that the company had inflated the ratings and ignored the risks in an effort to get more business. The company denied any wrongdoing, and more »

  • 3 Health Stocks that Look Pretty

    By Alex Bastardas - March 18, 2013 | Tickers: ALGN, AGN, CYNO

    Sales growth in the beauty, personal care, and aesthetic treatment market in the United States doubled the average consumer spending rate growth in 2011 and in 2012. This year will probably not be an exception. In today's image-driven society, people are willing to spend significant amounts of money to look their best. And it's not just women - men are also jumping on the bandwagon, and so are foreign more »

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