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Marc Courtenay

 
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  • Apple Teaming Up With IBM Creates A 'Landmark Deal'
    Tue, Jul. 15 AAPL, IBM 82 Comments

    Summary

    • Tim Cook and company worked out what was once an unthinkable alliance that will help Apple expand its customer base.
    • Although it will involve many cross-promotional opportunities, Apple has more to gain than IBM.
    • As for IBM, the deal adds to a mobile software/services push that has already resulted in a string of acquisitions and product launches.
  • Apple's 50% Upside Driven By Growth, Free Cash Flow And Dividend Increases
    Wed, Jun. 25 AAPL 49 Comments

    Summary

    • Investors and analysts underestimate Apple's earnings capacity and have forgotten the value of its customer loyalty, culture and outstanding customer service.
    • Not enough has been written about the likelihood of dividend increases during the next 3 quarters.
    • Investors haven't accepted that Apple is a growth story, not a value story, and by the time that's widely accepted the stock's price will soar by my estimated 50%.
  • Kraft Foods And Other Ideas To Find The Next Hillshire Brands
    Mon, Jun. 9 BOBE, GIS, HSH 7 Comments

    Summary

    • The Tyson Foods and Pilgrim's Pride battle for Hillshire Brands creates a new investment scenario.
    • Hunting for food companies with good dividends and upside potential is now more compelling.
    • Stick with only the best, don't chase these stocks and remember "there are no free lunches."
  • A Timely Warning: Johnson & Johnson May Correct With The Stock Market
    Thu, May. 1 JNJ 72 Comments

    Summary

    • The markets are ripe for a sizable summertime correction.
    • Although Johnson & Johnson is still one of the best stocks, its yield is below 3%.
    • There are headwinds facing the company, and a $92 share price is a real possibility.
  • 5 Stocks, 25%-100% Upside, Thanks To The Fed
    Wed, Apr. 23 C, CAG, HD 1 Comment

    Summary

    • The first year of a new Federal Reserve Chair has a history of nasty but opportunistic stock market corrections despite positive statements and promises.
    • Now's the time to begin buying stocks that are overlooked, hated or misunderstood, or, be ready to buy as the Fed's plans unfold.
    • Stocks like VOD, CAG, C, HD and PNNT fit the description of companies that will directly benefit from Fed policies and surprises.
  • Hewlett-Packard Joins Cliff Natural Resources As 'Market Bargains'
    Tue, Mar. 18 CLF, HPQ, HES 9 Comments

    Summary

    • Hewlett-Packard Closes in on 52-week high yet trades at a forward PE of only 8.
    • Like Cliff Natural Resources, Hewlett-Packard's stock has an upside driving force.
    • Both Hewlett-Packard and Cliff Natural Resources pay a decent dividend and have more cash left.
  • Intel And Mattel May Increase Dividends And Offer Upside Surprises
    Mon, Mar. 10 INTC, MAT 15 Comments

    Summary

    • Intel is finding two important ways to increase revenue and earnings to pay higher dividends.
    • Mattel, the world's largest toy manufacturer, can sustain current dividend and raise it later.
    • Both companies are market laggards, so investors may experience some upside surprises.
  • Marathon Petroleum And TransCanada: Better Total Return Potential Than Linn Energy
    Tue, Mar. 4 ESV, LINE, MPC 6 Comments
  • Stocks That The Smart Money Invested In
    Mon, Feb. 17 BRK.A, C, CMCSA 5 Comments
  • Best Stocks For 2014 From The 'Honor Roll' Advisors
    Fri, Feb. 7 BRK.A, BRK.B, DIS 9 Comments
  • 4 Growth And Income Stocks To Buy After A Correction
    Wed, Jan. 8 BLK, FL, HFC 12 Comments
  • Microsoft And Apple: Correction Soon Before New Highs?
    Dec. 2, 2013 AAPL, MSFT 10 Comments
  • Chevron And Exxon: Is Big Oil Declining?
    Nov. 4, 2013 CVX, XOM 16 Comments
  • Solar Power Stocks Light Up With Huge Gains - Now What?
    Oct. 14, 2013 FSLR, PSX, SCTY 8 Comments
  • Best Stock Bargains That Pay Well In A Battered Market
    Oct. 10, 2013 CAG, DD, EEQ 3 Comments
  • Forget Linn Energy And Try These Gushers
    Sep. 11, 2013 APC, CLR, CXO 24 Comments
  • 2 More Stocks With Good Yields And Great Businesses
    Sep. 4, 2013 UN, LPT 5 Comments
  • If You're Long Linn Energy, Consider Some Insurance
    Aug. 9, 2013 LINE 39 Comments
  • Income Producers Propelled By The Fed
    Jul. 17, 2013 CS, EARN, EFC 3 Comments
  • Buy Quality Companies At Lower Prices With Rising Dividends
    Jul. 2, 2013 AWR, CWT, JNJ 10 Comments
  • Find The Next Cooper Tire Or Berry Petroleum Takeover Targets
    Jun. 20, 2013 APC, APL, ATLS 8 Comments
  • 2 Stocks With Outstanding Yields And Great Businesses
    May. 25, 2013 CVRR, WMC 16 Comments
  • Linn Energy And Berry Petroleum: 2 Companies For The Price Of 1
    May. 6, 2013 LINE, BRY 68 Comments
  • Potential Acquisition Candidates For GE, Exxon And Others
    Apr. 12, 2013 ATO, ATW, CHK 4 Comments
  • ConAgra And Pinnacle Foods Aren't Priced-to-Buy Yet
    Apr. 4, 2013 CAG, PF 4 Comments
  • These Tech Titans Are Attractively Priced
    Mar. 21, 2013 CSCO, EMC, INTC 3 Comments
  • Why Cisco Systems And Oracle Still Look Promising
    Mar. 7, 2013 CSCO, ORCL Comment!
  • Stock Market Wizards Are Watching These Precious Metals Stocks
    Feb. 27, 2013 AG, AUY, EGO 6 Comments
  • 4 Stocks On My Shopping List
    Feb. 13, 2013 APA, ETN, OXY 6 Comments
  • Stocks For The New 'Wealth Effect'
    Feb. 8, 2013 ATUSF, OUTR, FNV Comment!
  • Finding Stocks Whose Time Has Come
    Jan. 27, 2013 NFLX, OUTR, AMZN 11 Comments
  • Identifying Stocks That May Double Within A Year
    Jan. 15, 2013 ATADF, AUY, AXU 3 Comments