Six Reasons to Avoid iShares Barclay's 20 Year Treasury Bond Fund ETF [View article]
Yes, I remember that post. I think I said that you have to hold your nose in order to invest in those stocks but at the time they did show a bump in momentum according to my stock screening program. Sure enough, after that bump, they went back to being stinkers.
I must say, though, I didn't think TLT would bounce back as strongly as it did.
This post is not an endorsement of the financial sector. In my personal opinion, this is one of those "hold your nose while investing" scenarios.
In any case, this post is merely pointing out that the trend has been positive for the sector. For those who are trend followers, that may be useful information.
Computer Science Corp: On the Verge of Better Things? [View article]
Some have suggested that CSC could be a good fit for Oracle. CSC remains profitable (after all, struggling companies don't typically raise their dividend) but perhaps it will take a Larry Ellison to get the company on a stronger growth path.
Keep in mind, breakouts are always followed by pullbacks. The jury is still out, waiting on the next earnings report. The recent pullback was exaggerated by an analyst downgrade whose thesis, increased competition from TXN, doesn't seem all that compelling to me.
I've had no better luck trying to find out when EMC might begin paying dividends.
With respect to Rackspace, I think they're in a good place in terms of the movement to outsource data centers and server support; however, I'm not so sure they are cloud leaders and I have to think their margins and return on assets will continue to be thin. IMO, they are currently over-valued.
The article did not focus on Q2 earnings at all, only on forward guidance. Unfortunately, the Seeking Alpha editor used the word Earnings in the title.
Correction in the Offing for Semis? [View article]
Totally agree. Traditional chips continue to edge toward being commodity products. The value-add is in the higher integration chips which should provide fatter margins.
Agree with respect to MOT, no opinion on HTC but Samsung has been in serious growth mode for the last few years including in the cell phone market. I wouldn't bet against them. Google could do a lot worse than partner with Samsung.
With respect to Apple, I don't get the impression Jobs would ever partner with anyone big to any significant degree. Walled garden, etc.
15 Value Stocks Breaking Out [View article]
7 Dividend Stocks Bucking the Down-Trend [View article]
Six Reasons to Avoid iShares Barclay's 20 Year Treasury Bond Fund ETF [View article]
I must say, though, I didn't think TLT would bounce back as strongly as it did.
Time for a Recovery in Tech? [View article]
Financials Among Top Trending ETFs [View article]
This post is not an endorsement of the financial sector. In my personal opinion, this is one of those "hold your nose while investing" scenarios.
In any case, this post is merely pointing out that the trend has been positive for the sector. For those who are trend followers, that may be useful information.
Computer Science Corp: On the Verge of Better Things? [View article]
Has the Bond Bubble Burst? ETF Trending Provides a Clue [View article]
This post just points out that some technical indicators suggest it could happen this time. Time will tell...
ON Semiconductor Breaking Out [View article]
Comtech: A Bullish Reversal, New Dividend and Still a Value Stock [View article]
Challenges Grow for Server Vendors [View article]
With respect to Rackspace, I think they're in a good place in terms of the movement to outsource data centers and server support; however, I'm not so sure they are cloud leaders and I have to think their margins and return on assets will continue to be thin. IMO, they are currently over-valued.
Q2 Earnings Don't Confirm Double-Dip Projections [View article]
Q2 Earnings Don't Confirm Double-Dip Projections [View article]
Agriculture's on Fire: The Sector's Best Stocks and ETFs [View article]
Correction in the Offing for Semis? [View article]
Is Android Good for Google? [View article]
With respect to Apple, I don't get the impression Jobs would ever partner with anyone big to any significant degree. Walled garden, etc.