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Forbes - Markets
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Forbes - Markets
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SAP To Buy Ariba For $4.3B
In a deal that marks the latest sign of consolidation in the enterprise software segment, SAP has announced a deal to buy supply chain network operator Ariba for $45 a share in cash, or about $4.3 billion.
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Report: Morgan Stanley Cut Facebook Outlook Just Before IPO
Right around the time that Facebook was increasing the number of shares to be sold in its initial public offering, and the price of those shares, several of the deal's underwriters were trimming their forecasts for the company's growth.
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Buffett Buys with the Best Charts
Some of the stocks in Warren Buffett’s Berkshire Hathaway portfolio are now correcting near favorable entry levels where value- and income-minded investors can smartly buy in.
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Who Is Fairest Of Them All? Facebook, Amazon, Google or Apple?
My 11-year-old granddaughter, Didi, got herself on Facebook by lying about her age. Her parents had forbidden this gambit, but to no avail. Didi was ratted on by her aunt, Patti, so Didi declared Aunt Patti was no longer her best friend.
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Nvidia's Mobile Business Gets Patent Support From IPWireless
After seeing a 21% sequential increase in its consumer products portfolio last quarter driven by growth in its Tegra business, Nvidia has made yet another dent in its mobile processing business with the acquisition of a set of patents developed and owned by IPWireless.
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Toyota's Charged Up For $93 As Outlook Improves
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With Wal-Mart At 10-Year Highs, Some Shareholders Want Directors Shown The Door
Retail giant's stock is flirting with record levels, but directors face shareholder pressure after bribery scandal.
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No Longer The Envy Of Wall Street: Morgan Stanley's Facebook Problem
An IPO that should have made Morgan Stanley the envy of all its Wall Street competitors is turning into a bit of a mess.
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Analyst Moves: EOG, ICE
EOG Resources (EOG) was upgraded today by Wells Fargo (WFC) to outperform from market perform, as
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Through the Economic Lens: 2012 Looks More Like 2010
The recent selloff in the market, with nervous investors made all the more so because of the media’s obsession with financial issues in Europe, is renewing talk about bear markets and recessions as people head for cover. In the midst of their misguided fears of a contagion effect, there is also concern about the "fiscal cliff," spending cuts and higher tax rates that, at this point, will take effect on January 1. (Funny how that sounds like it would be a good idea for our debt problem.)
Looking at recent events through an economic lens makes things much clearer to see and understand. The recent deviation between economic data and market performance— whereby the economy slowed and even contracted, but the market appreciated—was highly unusual. The explanation (read: excuse) is most likely the mildness of the contraction compared to the severity of the 2008 economic disaster combined with highly unusual central bank actions. This rare outlier, however, does not make a trend. As the current economic data and sentiment continue to show improvement, we need to see market fluctuations and overreactions to events that do not materially impact our economy as just that: fluctuations and overreactions.
The short-term economy reminds me of Q2 2010 when concern over Europe and a flash crash had investors heading for the sidelines with the events of 2008 fresh in their minds. Unlike 2008, however, the economy in 2010 was growing, not slowing. The market, which ultimately took its cue from the underlying economic trend, also improved over the next few quarters. In fact, by the time we got to Q2 2011, the market was up 18% from Q2 2010.
The opposite occurred in 2011, as the market responded to the Japanese tsunami, debt problems here and abroad, and a faltering economic expansion. The economy, based on our analysis, was slowing and even contracting in 2011. With all that turmoil over the last 12 months, there is about a 30% differential between the high and the low. But if you compare where we are at Q2 2012 (for example, as of May 14, 2012), versus Q2 2011, the market is only slightly lower. That kind of volatility made the timing of portfolio shifts over the past 12 months more statistically significant than before. However, that is unlikely to continue.
In other words, the impact of timing will be less relevant to longer term performance. Of far greater importance, especially to Astor’s economics-based investing approach, is that the data suggest improvements in the economy are sustainable. Equity prices will most likely be higher this time next year—not because of arbitrary price levels today, but because the economy’s sustainability will likely produce steadily higher values.
Astor portfolios have experienced lower volatility from our high to our low, but unfortunately we are not basis points from levels one year ago. However, we are confident that our portfolios are positioned to perform over the next few quarters to be above current levels and with less volatility.
The Euro turmoil and the financial cliff will likely cause the market to be volatile, but when looking at economic factors, we believe that 2012 looks more like 2010 (when the economy was growing) than 2011 (when it was slowing/ contracting). As a result, we would also hope this year will produce returns in line with 2010, as well.
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The Number 1 Reason for College Debt That No One Talks About
This year there are more articles on the crushing impact of student debt on college graduates. In hind sight, who would agree to a 6 figure debt balance with potentially no job in sight? So why do students and their parents continue to rack up more debt? I hear it when I
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Facebook Flop Continues, What Comes Next? (VIDEO)
In Tuesday’s Forbes Markets Desk video, Investing Editor Matt Schifrin and I talked about the fallout from Facebook’s post-IPO flop and where the stock may go from here:
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Daily Wrap: 5/22/2012
A positive housing report sent stocks higher today, but investors remained cautious as Japan's credit rating was downgraded by Fitch on fears over government debt.
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Private Equity Investments: A Question Of Supply And Demand
The PE investment picture as 2012 began looked very much like the one that prevailed two years ago as the industry was clawing its way back from the depths of the downturn. But as we discuss in Bain & Company’s Global Private Equity Report 2012, conditions today are more favorable for PE deal making. Debt is available to finance a wider spectrum of deals, and there are also more companies suitable for PE acquisition. Two years ago, many potential PE targets were struggling to absorb the shocks of the credit crisis and the subsequent recession. Today, with their finances righted and costs under control, more companies are ripe for sale.
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George Weston Limited Enters Oversold Territory
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
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Garda World Security Corp. Getting Very Oversold
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
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Get An Even Better Deal On AMP Than Director Sarles Did
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on May 17, Ameriprise Financial Inc's Director, H. Jay Sarles, invested $95,020.00 into 2,000 shares of AMP, for a cost per share of $47.51. Bargain hunters tend to pay particular attention to insider buys like this one, because presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money.
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Former Greek PM Rattles Market, Facebook Falls Again And Moody's Raises Ford Rating
There was not a lot to be thrilled about Tuesday. Market gains evaporated in afternoon trading, after Greece's former prime minister told Dow Jones that the country's exit from the eurozone is not off the table and that it would have more severe affects than expected.
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AXL Selling 5.0% Below CFO's Recent Buy Price
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on May 9, American Axle & Manufacturing Holdings Inc's CFO, Michael K. Simonte, invested $23,500.00 into 2,500 shares of AXL, for a cost per share of $9.40. Bargain hunters tend to pay particular attention to insider buys like this one, because presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money.
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Grab This Bargain Even Cheaper Than Director Ganske Did
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on May 14, Altra Holdings Inc's Director, Lyle G. Ganske, invested $17,000.00 into 1,000 shares of AIMC, for a cost per share of $17.00. Bargain hunters tend to pay particular attention to insider buys like this one, because presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money.
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Snatch Shares of OMG 26.9% Cheaper Than the CEO Did
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on March 5, OM Group, Inc.'s CEO, Joseph Scaminace, invested $370,338.00 into 15,000 shares of OMG, for a cost per share of $24.69. Bargain hunters tend to pay particular attention to insider buys like this one, because presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money.
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Daily Market Wrap: May 22, 2012
A positive housing report sent stocks higher today, but investors remained cautious as Japan's credit
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Tuesday 5/22 Insider Buying Report: CAB, DO
Bargain hunters are wise to pay careful attention to insider buying, because although there are
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A.M. Castle & Co. Stock Getting Very Oversold
In trading on Tuesday, shares of A.M. Castle & Co. (NYSE: CAS) entered into oversold territory, changing hands as low as $10.92 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
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Dividend Channel Identifies Oversold Conditions For Top Ranked Dividend Stock EXBD
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Corporate Executive Board Co. (NYSE: EXBD) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
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Top Ranked Dividend Stock ADC Enters Oversold Territory
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Agree Realty Corp. (NYSE: ADC) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
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Top Ranked Dividend Stock Bunge Becomes Oversold
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Bunge Ltd. (NYSE: BG) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
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Too Much Selling of Top Ranked Dividend Stock LDR
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Landauer, Inc. (NYSE: LDR) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
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Analyst Moves: EOG, ICE
EOG Resources (EOG) was upgraded today by Wells Fargo (WFC) to outperform from market perform, as the company continues to execute its business model well and deliver value to shareholders.
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