Nike – What did they Expect?

Nike reported results for its fiscal first quarter that were better than Wall Street expected. The stock was up over 7% at the open. Today’s video will look at Nike’s valuation based on fundamentals. Best when viewed in full youtube screen. Disclosure: Author Manages Portfolios Long NKE Nike is another example of a strong global franchise[…]

This is No Band Aid!

Johnson & Johnson (JNJ) is a leading blue chip company that has typically commanded a premium valuation. It weathered the recession extremely well. In fact better than most. However, its current valuation is significantly below normal. Today’s video looks at Johnson & Johnson from the perspective of valuation based on earnings. Best when viewed in full[…]

Maybe They Should Copy It?

Xerox (XRX) is buying Affiliated Computer Services (ACS) for $6.4 billion. That is a $2.1 billion dollar premium over Friday’s closing price for Affiliated Computer Services. I found the deal interesting as both companies could be considered classic examples of earnings determine market price. Today’s video looks at both companies based on earnings, a real eye[…]

RIMM Reamed!

Yesterday Research In Motion, Ltd. (RIMM) reported earnings. Apparently they disappointed The Street with a 35% increase in revenues and 45% increase in units sold. However, they were a little light in their forecast and the market reacted severely. As of the time of this writing, the company is down almost 15% today. And it[…]

Dividend Dilemmas?

Did you know that the higher dividend yielding stock might generate less income? This is because, quite often, or even most of the time, a higher yielding stock is also the slower growing one. Companies that pay a dividend pay a percentage of earnings out to shareholders called a payout ratio. Slower growers tend to[…]

Fear of Success!

Fear interferes with rational thoughts. Consequently, it has no place in the investing process. A year ago people were panicked and selling stocks, indiscriminately. Now the news is reporting a strong rally and some investors are fearful it will end and collapse again. Consider a couple of points. Many good businesses, whose earnings held up,[…]