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ameka

ameka
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AAPL, CSCO, FB, GS, LEG, NOK, PM, UTX
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  • Apple Is Almost Certainly Undervalued At Current Levels [View article]
    Three approaches to estimate Apple's intrinsic value: http://bit.ly/15hFXjk
    and on all three Apple looks way too cheap. But this is true for several large cap tech stocks e.g. Cisco, Intel or Oracle and they all sit on huge piles of cash too.
    Feb 15 08:57 AM | Likes Like |Link to Comment
  • European Telecom Companies Face Crisis But Offer Long-Term Opportunities [View article]
    Interesting article from 9th of January including income based fair stock value estimates for all major stocks in the sector: "Intrinsic Value Check For European Telecom Stocks": http://bit.ly/XaqqdP

    As stock price trigger a discussion between the EU's competition chief, and bosses of the biggest telecoms about sharing infrastructure was mentioned.
    Jan 15 06:03 AM | Likes Like |Link to Comment
  • United Technologies: A Valuable Stock For 1H13 [View article]
    Think this fundamental value analysis of United Technologies could be helpful: http://bit.ly/Ypq8p4
    Dec 20 10:47 AM | Likes Like |Link to Comment
  • Will Nokia's New Lumia Phones Live Up To Investor Hopes And Hype? [View article]
    Short interest ratio has declined from stunning 30 days to cover down to 17 days to cover (still a high number)... a good reason for the recent stock price performance.
    Dec 19 08:18 AM | Likes Like |Link to Comment
  • Proven Stock Screens Earn 20%+ Annual Returns [View article]
    Two things determine investment success. One is intrinsic value: an investor must be able to discount cash flows with some certainty, and compare this to prices. The other is cycles: an investor must know where in the business cycle we currently are because intrinsic values depend on earnings, which are a product of the economic environment.
    Here is my Subscription Free source for fair value analysis, screens and market timing: http://bit.ly/P2bccl
    Nov 29 08:22 AM | 2 Likes Like |Link to Comment
  • Proven Stock Screens Earn 20%+ Annual Returns [View article]
    We need to be careful on most subscription systems. Even some very good ones perform worse in certain market conditions. If it is too easy, there will be no poor folks. However, for myself, it will not be smart to ignore a major service like Zacks. Before you use real money, you should paper test with the system and take responsibility when you use real money.

    My 3 steps in trading stocks.
    1. Market timing. Buy when market trends up and vice versa.
    2. Screen stocks.
    3. Evaluate screened stocks.

    Here is my take in investment subscription services.
    http://bit.ly/Mfy47F
    Nov 29 07:57 AM | Likes Like |Link to Comment
  • 7 Highly Undervalued Stocks Positively Correlated With Volatility [View article]
    Thanks for your article, I always like to read about new investment ideas. For double-checking the valuation argument I use valueexplorer.com's analyzer, as I like the 10 year P&L charts and intrinsic value calculation.
    Cigna http://bit.ly/WjU3cG
    StanCorp Financial http://bit.ly/XBiuZg
    look most undervalued, while InterDigital looks too expensive after its recent run.
    Nov 21 09:29 AM | Likes Like |Link to Comment
  • Zagg: 10 Times Earnings And The Shorts Are Sill Not Covering [View article]
    ... not only short sellers are active in ZAGG's stocks but also it's own management is selling in size around USD7 in August.
    Sep 4 08:36 AM | Likes Like |Link to Comment
  • Market Timing: Fundamentals And The 'Secret' About Technical Analysis [View article]
    Listening to the market.. okay, but what then? I am missing a clear procedure and advice in the article.
    I prefer to combine fundamental and technical market analysis. Supportive fundamentals are a pre-conditions for a sustainable bull market, I think. A leading and performing measure of economic activity I often look at is the IRM Economic Activity Index, which can be used for fundamental market timing.

    Have a look, it might help you to save yourself hours of listening: http://bit.ly/P2bccl
    Aug 23 02:54 AM | Likes Like |Link to Comment
  • Cisco To Return Half Of Its Cash Flow To Investors [View article]
    Think you could be interested in this long-term intrinsic value analysis of Cisco:

    http://bit.ly/RVF4Gv
    Aug 21 09:18 AM | Likes Like |Link to Comment
  • Cisco Looks Even Better After Earnings Announcement - Ups Dividend Yield To 3.2% [View article]
    I agree with your price target. The stock price should easily reach $24. The target is also supported by conservative fundamental stock value analysis:
    http://bit.ly/RVF4Gv
    Aug 16 10:05 AM | Likes Like |Link to Comment
  • Leggett & Platt, Inc.: Dividend Stock Analysis [View article]
    Think you could be interested in this fundamental analysis of Leggett & Platt, Inc.:

    http://bit.ly/NF2NaZ
    Aug 16 09:56 AM | Likes Like |Link to Comment
  • 8 Highly Shorted Small-Caps With Strong Insider Buying [View article]
    TEXAS INDUSTRIES INC
    I found is one big difference between Texas Industries Inc. and the rest of your list: Texas Industrie's business, i.e. sales and operating margins, is in decline since several years. Their net debt position is 700 mio. and at a NetDebt/EBITDA multiple of 10 times the likelihood of a default seems high to me.
    If you want to check my fundamental analysis:
    http://bit.ly/LnH1Vc
    May 22 04:46 AM | Likes Like |Link to Comment
  • It May Be Time To Buy Goldman Sachs [View article]
    Goldman is the best stock investment among US banks. Based on fundamental value analysis my target is at least $130 with good chances to climb to the $200 level: http://bit.ly/wNp3PD
    Mar 14 07:39 AM | Likes Like |Link to Comment
  • Finding Quality Value Stocks That Missed The Rally [View article]
    Partly a great list of fundamentally undervalued stocks! I was checking this list for margin of safety at valueexplorer.com and found some important additional points I want to make:

    Undervalued & sound businesses:
    American Eagle Outfitters: http://bit.ly/zrqHgk
    Gamestop: http://bit.ly/x3LdMr
    Cash America International: http://bit.ly/Ayqopz

    Possible Value Traps:
    Big 5 Sporting: profitability is on a long-term downtrend
    Commercial Metals: deteriorating topline and margins
    Nash Finch: little topline growth and declining, volatile profitability
    Feb 29 08:43 AM | Likes Like |Link to Comment
COMMENTS STATS
19 Comments
4 Likes