Why Rio Tinto Could Leap $10 By 2013 [View article]
I am not a commodities trader, but I'll take a whack at it.
From what I have read, there seems to be a glut of the core industrial metals. China, who is the primary consumer of these metals seems to have substantial stock-piles of the stuff, and is even looking to back out of certain contracts. This eliminates any near-term speculation.
Right now, consumption is key. China is the consumer. China is what moves the stock price of companies like RIO or BHP.
Why Rio Tinto Could Leap $10 By 2013 [View article]
As I said on the last RIO "buy" article... first and foremost, RIO is an iron company that is tied directly to the growth in China. Diamonds, uranium, unobtanium don't matter one bit. If you think China is going to pick up, go long. If you think China is in the process of rolling over, run like hell.
SA author Kevin Quon highlights 5 firms that are prospering from low natural gas prices, including those that benefit from the use of gas as a fuel source and those that make it readily available. The five are Clean Energy Fuels (CLNE +7.55%), Fuel Systems (FSYS +2.9%), Golar LNG (GLNG +3.6%), Chart Industries (GTLS +5.3%) and Westport (WPRT +11.3%). [View news story]
Short-covering throughout the sector yesterday, make sure you take some profits if you are long.
Kraft (KFT +0.1%) shareholders get to vote on Wednesday on whether they wish to approve "Mondelez" as the new name for the firm's global snack business after it has been at the receiving end of a number of jokes ever since the proposed name change was announced in March. The company wants to use the name to better represent its global market as it brings Oreos, Fig Newtons, and Cadbury products to new locales. [View news story]
How many people have to tell them the name sucks? I don't think my 490 share stake will reel them in though.
BHP Billiton (BHP) is raised to Outperform by RBC Capital based on recent share price weakness and support the firm believes will come from a 4%-5% dividend yield and a progressive dividend policy. But CEO Marius Kloppers must walk a tightrope, as announced capex cuts could eventually put cash inflows at risk and threaten projected returns. [View news story]
SA author Kevin Quon highlights 5 firms that are prospering from low natural gas prices, including those that benefit from the use of gas as a fuel source and those that make it readily available. The five are Clean Energy Fuels (CLNE +7.55%), Fuel Systems (FSYS +2.9%), Golar LNG (GLNG +3.6%), Chart Industries (GTLS +5.3%) and Westport (WPRT +11.3%). [View news story]
Damn, you beat me to the punch on that one. Prospering generally means profit, does it not?
Blue-Chip Dividend Growth Stocks Today's Strong Option For Retirement Portfolios: Part 1 [View article]
Chuck,
another excellent presentation. I think what's toughest to swallow for the individual investor is that a stock like MCD is almost never on sale when compared to the overall market. You get a really low-beta stock with 16% return. It's hard to beat, so you'll usually need to pay full-value for it.
Your topic is timely, because I added to my MCD position at the close today. 12% of the high is more that you usually get. If it continues to fall, I'll add more.
Shares of Roundy's (RNDY -14.4%) after the grocery store chain reports slumping Q1 earnings which it (rather creatively) partially pins on the Green Bay Packers' early playoff exit. Moving forward, the company sees sales increasing 3%-5% - but forecasts same-store sales will decline by 0.5% to 1.5%. [View news story]
Chesapeake (CHK +0.5%) is raised to Hold from Sell by Deutsche Bank, citing the new $4B loan which increased liquidity to $4.7B. "With this financing, the company has alleviated one of our major risks giving them the runway to sell assets and finance FCF burn. While natural gas pricing risk is still an issue, we have seen pricing firm in the last couple of weeks." [View news story]
Why Rio Tinto Could Leap $10 By 2013 [View article]
From what I have read, there seems to be a glut of the core industrial metals. China, who is the primary consumer of these metals seems to have substantial stock-piles of the stuff, and is even looking to back out of certain contracts. This eliminates any near-term speculation.
Right now, consumption is key. China is the consumer. China is what moves the stock price of companies like RIO or BHP.
Why Rio Tinto Could Leap $10 By 2013 [View article]
SA author Kevin Quon highlights 5 firms that are prospering from low natural gas prices, including those that benefit from the use of gas as a fuel source and those that make it readily available. The five are Clean Energy Fuels (CLNE +7.55%), Fuel Systems (FSYS +2.9%), Golar LNG (GLNG +3.6%), Chart Industries (GTLS +5.3%) and Westport (WPRT +11.3%). [View news story]
Rio Tinto Could Jump $10 Higher By 2013 [View article]
Kraft (KFT +0.1%) shareholders get to vote on Wednesday on whether they wish to approve "Mondelez" as the new name for the firm's global snack business after it has been at the receiving end of a number of jokes ever since the proposed name change was announced in March. The company wants to use the name to better represent its global market as it brings Oreos, Fig Newtons, and Cadbury products to new locales. [View news story]
BHP Billiton (BHP) is raised to Outperform by RBC Capital based on recent share price weakness and support the firm believes will come from a 4%-5% dividend yield and a progressive dividend policy. But CEO Marius Kloppers must walk a tightrope, as announced capex cuts could eventually put cash inflows at risk and threaten projected returns. [View news story]
Eaton's Bold Acquisition Makes It An Even Stronger Buy [View article]
SA author Kevin Quon highlights 5 firms that are prospering from low natural gas prices, including those that benefit from the use of gas as a fuel source and those that make it readily available. The five are Clean Energy Fuels (CLNE +7.55%), Fuel Systems (FSYS +2.9%), Golar LNG (GLNG +3.6%), Chart Industries (GTLS +5.3%) and Westport (WPRT +11.3%). [View news story]
Hormel Foods: Dividend Stock Analysis [View article]
Blue-Chip Dividend Growth Stocks Today's Strong Option For Retirement Portfolios: Part 1 [View article]
another excellent presentation. I think what's toughest to swallow for the individual investor is that a stock like MCD is almost never on sale when compared to the overall market. You get a really low-beta stock with 16% return. It's hard to beat, so you'll usually need to pay full-value for it.
Your topic is timely, because I added to my MCD position at the close today. 12% of the high is more that you usually get. If it continues to fall, I'll add more.
Shares of Roundy's (RNDY -14.4%) after the grocery store chain reports slumping Q1 earnings which it (rather creatively) partially pins on the Green Bay Packers' early playoff exit. Moving forward, the company sees sales increasing 3%-5% - but forecasts same-store sales will decline by 0.5% to 1.5%. [View news story]
Apache Is Greatly Underpriced At $87 [View article]
Twin Disc: Both A Value And A Growth Stock [View article]
http://1.usa.gov/KQ4YHU
Makes you wonder if someone has been sniffing around.
Twin Disc: Both A Value And A Growth Stock [View article]
May 2 (Reuters) - Twin Disc Inc :
* Gamco sent letter to Twin Disc Inc dated may 1, regarding
enlargement of threshold of co's poison pill from 15% to 20%
* Gamco confirmed it will not be submitting shareholder proposal in Twin disc's upcoming proxy statement - SEC filing
* Gamco reported 4.73% stake in Twin Disc Inc as of may 1
Chesapeake (CHK +0.5%) is raised to Hold from Sell by Deutsche Bank, citing the new $4B loan which increased liquidity to $4.7B. "With this financing, the company has alleviated one of our major risks giving them the runway to sell assets and finance FCF burn. While natural gas pricing risk is still an issue, we have seen pricing firm in the last couple of weeks." [View news story]