Sunday, March 31, 2013

Today’s articles on Global Investing

Canada

BBRY Has A Couple More Aces In The Hole by Zhen Lu

BlackBerry: Z10 Is Not Enough by Futuristics

BlackBerry: The Next Catalyst by Ashraf Eassa

An Explanation For BlackBerry's Short Interest Spike by George Kesarios

Why Blackberry's 3 Million Subscriber Loss May Actually Be Good News by Andy Ung


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AAPL: Apple's Nearly Single Digit P/E Seems Underserved

Apple's Nearly Single Digit P/E Seems Underserved
by Eric Bader

I present you with this question: Does Apple (AAPL) deserve to carry a single digit P/E? At its current price, Apple is trading at 10.09x TTM earnings and about 9x forward earnings. At its TTM multiple, Apple is trading at a 79.1% discount to the market ... yes, a 79.1% discount. So, I repeat does Apple deserve a single digit P/E? In its current state, it certainly looks like the market thinks so (a 1.0% drop in price will amount to a P/E of 9.99x assuming a share price of $445). Do we truly believe that Apple has no growth prospects (see Apple: Zero Growth … Really!)? read more »

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More on AAPL

BlackBerry Vs. Apple: Which Is A Winning Bet For 2013? by Timing Best Buy

Where's The Hot Money Drained From Apple Stock? Can Behavioral Analysis Find It? by Peter F. Way

Apple Won't Just Roll Over And Die by Kyle Spencer

Other articles that mention AAPL

Quasi-DGI Portfolio Vs. S&P 500: Part 2 by DG Ruralist

Time To Buy Nokia? I Recommend Sticking To BlackBerry by Matthew Dow

Apple And Nokia's China Challenges by Maxsoar


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Today’s articles on ETFs & Portfolio Strategy

Editors' Picks

SMID-Caps: Where The Real Chance For Alpha Lies by AllianceBernstein

Portfolio Strategy & Asset Allocation

SMID-Caps: Where The Real Chance For Alpha Lies by AllianceBernstein

Building A Better Mousetrap Out Of Gold Is More Difficult Than It Sounds by Robert Wagner

ETF Quick Picks And Lists

'Delta Factor' Projections For 20 ETFs by Lowell Herr


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Today’s articles on Energy Investing

Independent Oil & Gas

Chesapeake Granite Wash Trust Is A Strong Buy by Retired Aviator

Oil & Gas Drilling & Exploration

This Blue Chip High Dividend Stock Has Better Times Ahead by Double Dividend Stocks

Oil & Gas Equipment & Services

Oilfield Water Management: The Oil And Gas Industry's Holy Grail by Morningstar


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Today’s articles on Macro View

Editors' Picks

The 'Real' S&P 500 Index High by Ploutos

Up 10%, Are Stocks Now Too Dangerous To Hold? by Alan Brochstein

Market Outlook

12 Market Drivers To Watch This Week by Cliff Wachtel

7 Cyprus Ramifications And Other Lessons For This Week And Beyond- Part II by Cliff Wachtel

7 Cyprus Ramifications And Other Lessons For This Week And Beyond- Part I by Cliff Wachtel

The 'Real' S&P 500 Index High by Ploutos

Up 10%, Are Stocks Now Too Dangerous To Hold? by Alan Brochstein

Gold & Precious Metals

Are Bitcoins Killing Gold's Price? by Mike the PhD

Silver: Will The $28 Hold? by Patrick MontesDeOca

Commodities

Daniel Lacalle On Energy, Markets And Money by CFA Institute Contributors

Oilfield Water Management: The Oil And Gas Industry's Holy Grail by Morningstar

Economy

Real Disposable Income Per Capita: Up Only 0.2% Since February 2012 by Doug Short

Real Price Of Gold: Things Are 'This' Far From Changing by Gary Tanashian

The Economy May Be Improving by Steven Hansen

Pace Of Rail Traffic Expansion Continues To Slow by Cullen Roche

Latest U.S. GDP Data Show Economy Weak At Year's End But Corporate Profits Near Record High by Ed Dolan

The Big 4 Economic Indicators: Personal Income Less Transfer Payments by Doug Short

Personal Income, Spending Increased In February: Upbeat Trends Still Prevail by James Picerno

Eurozone Crisis: Could Informal Problem-Solving Mechanisms Prove Conventional Wisdom Wrong? by CFA Institute Contributors

Cyprus: A Milestone On The Road To Economic Disaster by TrimTabs

Will The 'Real' GDP Please Stand Up? (The Deflator Makes A Big Difference) by Doug Short

Weighing The Week Ahead: A Seasonal Soft Patch Coming? by Jeff Miller

Forex

Currency Positioning And Technical Outlook: Clouded By Fundamentals by Marc Chandler

Real Estate

Another Real Estate 'Recovery' Idea by Pater Tenebrarum


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Saturday, March 30, 2013

AAPL: BlackBerry Vs. Apple: Which Is A Winning Bet For 2013?

BlackBerry Vs. Apple: Which Is A Winning Bet For 2013?
by Timing Best Buy

Introduction
In an earlier article we discussed Apple (AAPL), Hewlett-Packard Company (HPQ), BlackBerry (BBRY), and Google (GOOG). Looking at the market fundamentals and base expectations on future investments of these companies, we concluded that Apple was the best bet. However, some investors commented the article strongly believed that BlackBerry would be an absolute winner in the Apple vs. BlackBerry war. In this article, I would like to make a fair suggestion on this point and compare Apple and BlackBerry to pick a winner in the Apple vs. BlackBerry war. Will Apple regain its lost glory? read more »

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More on AAPL

Where's The Hot Money Drained From Apple Stock? Can Behavioral Analysis Find It? by Peter F. Way

Apple Won't Just Roll Over And Die by Kyle Spencer

Apple - It's All About Earnings by Bespoke Investment Group

Other articles that mention AAPL

Did BlackBerry Sell 9 Million Too Few Z10 Smart Phones? by David Pinsen

Android Is Dead - Part 8: The S4 Fights Back - BUT... by J. M. Manness

Dodging The International Tax Liability Bullet by George Kesarios


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AMZN: Amazon AWS And The Public Cloud Paradox

Amazon AWS And The Public Cloud Paradox
by Gregory Ness

When VMware (VMW) announced its hybrid cloud initiative, it made perfect sense. The hybrid cloud market could provide substantial growth opportunities for VMware, as discussed in VMware Crosses the Rubicon and Hybrid is a Whole New Cloud. Yet one respected tech analyst has recently suggested that VMware's hybrid cloud may be too late. read more »

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More on AMZN

Is Amazon's E-Commerce Edge Evaporating? by Galileo Russell

Amazon's Current Fair Value? Around $75 A Share by Dave Dierking

eBay Takes Price Wars To Amazon: Who Wins? by Nicholas Kitonyi

Other articles that mention AMZN

Dividend Growth Investing: A Strategy For Young Investors, Too by Dividend Growth Machine

Dodging The International Tax Liability Bullet by George Kesarios

Best Buy: Look Out Below ... Accelerated Free Fall Looming by David Alton Clark


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25 Important Things to Remember as an Investor

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Today’s articles on Dividends & Income

Income Investing Strategy

Dividend Growth Investing: A Strategy For Young Investors, Too by Dividend Growth Machine

Dividend Growth Models Update: Low Beta, High DGR Portfolio Off To A Great Start! by Jeff Paul

Dividend Ideas

Making The Case For Which BHP Billiton To Own by Dividends Boom

Is Cisco Systems' Recent Dividend Hike A Sign Of Things To Come? by Alexander J. Poulos

SAIC: A 7.5% Special Dividend, A 3.5% Yield, And Limited Sequestration Cuts by Kraken

CenturyLink To Fill The February Gap Caused By The Dividend Cut by Stone Fox Capital

Choosing Which Royal Dutch Shell Share Class Is Right For You by Dividends Boom

HomeStreet: 2% Dividend Yield Is Just The Start by Abba's Aces

Fifth Street Finance: This 11% Dividend Payer Upgraded By Analysts by Hawkinvest

Dow Chemical: 4% Yield And Improving Earnings Prospects by Bret Jensen

Dividend Quick Picks & Lists

Invest Like Your Grandparents With These Dividend Payers by Marshall Hargrave

5 Billionaire Managed REITs To Own by Marshall Hargrave

Retirement

Team Alpha Portfolio Update: Doing Nothing Also Works by Regarded Solutions


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Today’s articles on technology stocks

Application Software

Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash by Buffett Junior

Diversified Communication Services

Did BlackBerry Sell 9 Million Too Few Z10 Smart Phones? by David Pinsen

Why BlackBerry's Gain Was A Mirage by Markos Kaminis

Internet Information Providers

Android Is Dead - Part 8: The S4 Fights Back - BUT... by J. M. Manness

Multimedia & Graphics Software

Vringo Settlement Talks With Microsoft; Buyout Or License? by Patent Plays

Is Rovi Going To Pop Again? by Mike Arnold

Networking & Communication Devices

Is Cisco Systems' Recent Dividend Hike A Sign Of Things To Come? by Alexander J. Poulos

Telecom Services - Domestic

CenturyLink To Fill The February Gap Caused By The Dividend Cut by Stone Fox Capital

AT&T'S Board Wants To Up Your Stake! by Profit Fan

Others

AMD Takes The Fight To Nvidia by Ashraf Eassa


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Today’s articles on Global Investing

United Kingdom

Choosing Which Royal Dutch Shell Share Class Is Right For You by Dividends Boom

Canada

Did BlackBerry Sell 9 Million Too Few Z10 Smart Phones? by David Pinsen

Kinross Gold: Low Debt And An $11 Price Target by Jeff Williams

Pan Orient Serves Up A Mixed Bag by Malcolm Shaw

Why BlackBerry's Gain Was A Mirage by Markos Kaminis


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Today’s articles on Macro View

Market Outlook

Time To Prepare For The Next Euro Crisis And A Market Correction by Trade In Mexico

Dodging The International Tax Liability Bullet by George Kesarios

Why Slovenia Could Be The Next Cyprus by Jason Tillberg

Sell The SPY On High? by Markos Kaminis

Still A Sideways Stock Market? Or, A Bubble? by John M. Mason

Gold & Precious Metals

Euro Tremors Send Message: Diversify Currencies And Add Precious Metals by Emmet Kodesh

Gold As Collateral Is The Answer To Austerity by Patrick MontesDeOca

Silver Will Rebound: 7 Ways To Profit by Christopher F. Davis

Gold's Dull Future by Morningstar

A Golden Cross To Bear by Morningstar

Commodities

Global Threats That Keep This Stonecap Securities Analyst Up At Night by The Energy Report

Economy

Book Review: 'The Battle Of Bretton Woods' by John M. Mason

Forex

Lesson From Cyprus: Cashless Society Equals No More Bank Runs? by Larry Trefz

March Began Like A Lion, Ends Like A Lamb by Marc Chandler


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Today’s articles on ETFs & Portfolio Strategy

Portfolio Strategy & Asset Allocation

Research Review: Equity Risk Premium by James Picerno

ETF Quick Picks And Lists

Danger Zone For This Week: PowerShares S&P Small-Cap Consumer Staples Portfolio by David Trainer

Asset Allocation And Rebalancing Review by James Picerno

Closed-End Funds

CEF Weekly Review: Source Capital by Joe Eqcome


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Today’s articles on Energy Investing

Major Integrated Oil & Gas

Choosing Which Royal Dutch Shell Share Class Is Right For You by Dividends Boom

Oil & Gas Drilling & Exploration

Pan Orient Serves Up A Mixed Bag by Malcolm Shaw

Oil & Gas Equipment & Services

Rig Makeovers And Energy Demand Will Benefit National Oilwell by Codespeed

Electric Utilities

Gazprom Net Income Drops 37%: Should You Be Worried? by Dan Naumov


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