Sunday, May 5, 2013

AAPL: Barron's is out with its list of the 500...

3:52 PM Barron's is out with its list of the 500 financially strongest companies as ranked after a rigorous cash and sales analysis. A quick filter on the list shows a good chunk of the names trade with a single-digit price to earnings ratio including Goodyear Tire & Rubber (GT). Despite all the buzz about booming auto sales in the U.S. and China, concerns about growth for Goodyear's products in other regions of the globe have lowered expectations. But with auto sale estimates for full-year being taken higher, Goodyear could see enough consistent revenue growth to justify a higher trading multiple. (Top 25: AAPL, WCC, WDC, DVA, CHRW, QCOM, JOY, V, STX, MRC, MA, CVI, COF, SYMC, MCK, WCG, ETN, BRCM, TMO, CI, CBI, NOV, WNR, HFC, DK) Read comments

AAPL price at time of publication: $449.98. Check AAPL price now »

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IBM: IBM: Checking The Corporate Temperature

IBM: Checking The Corporate Temperature
by Bill Robertson

After reviewing IBM's (IBM) recent quarterly earnings report, I wrote two articles for Seeking Alpha aimed at understanding what is ailing IBM.
IBM acknowledged poor execution, and I became concerned that something worse was at hand after reading Arne Alsin's IBM: A Disaster In The Making. read more »

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How Rometty Will Get IBM's Groove Back by Dana Blankenhorn

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EMC: A Rewarding Investment? by Catalyst Investments


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