Category Archives: Warren Buffett Stocks

[ April 21, 2014 | Author: admin | Views: 97503 | Weather: | Mood: normal]

There appears to be a large disconnect developing within the markets – Gold has plunged nearly 8% this week and is now trading towards a critical support level around the 1180 range. The selloff in the composite of precious metals has breached the 15% mark for this month alone despite stabilizing yields and equities retracing almost 60% of the move lower from recent highs. The FX market continued to trade in favor of further USD strength this week after finding support from a string of better than expected economic data. The momentum in USD strength shifted gears after the Fed maintained their stance of QE tapering towards the end of 2013. A statement released this morning even suggested September as a possible date for the start of this process. One major outlier that I am monitoring closely is current AUD/USD levels which seem to have disregarded the multi-handle selloff in … Continue reading

[ April 21, 2014 | Author: admin | Views: 22739 | Weather: | Mood: normal]

Asian stocks rose, with the regional benchmark equities gauge on course to halt a two-day drop, as Japans Topix index closed at its highest level in nearly two months after the yen weakened and Citigroup Inc. earnings beat estimates. Indian stocks tumbled after the central bank raised interest rates. Canon Inc. (7751), a Japanese camera maker that gets 27 percent of its sales in the Americas, gained 2.7 percent. GCL-Poly Energy Holdings Ltd. (3800), which produces solar-grade polysilicon, jumped 6.7 percent in Hong Kong after Chinas State Council issued a plan to boost the solar industry. Paladin Energy Ltd. (PDN) soared 7.3 percent in Sydney after reporting record uranium output. The MSCI Asia Pacific Index rose 0.6 percent to 135.69 as of 7:05 p.m. in Tokyo, with all 10 industry groups on the gauge increasing. Asian and emerging equity markets are positioned for a very good tactical rebound, said Nader … Continue reading

[ April 20, 2014 | Author: admin | Views: 13015 | Weather: | Mood: normal]

With theSPDR S&P Biotech Indexup 29% over the trailing-12-month period, it’s evident that investment dollars are willingly flowing into the biotech sector. Keeping that in mind, let’s have a look at some of the rulings, studies, and companies that made waves in the sector last week. Clinically impressive As we do at the conclusion of every week, let’s lead off with some of the most positive stories within the sector. Perhaps none stands out as more intriguing than Gilead Sciences (NASDAQ: GILD  ) late-stage study of idelalisib in previously treated chronic lymphocytic leukemia patients who aren’t fit for chemotherapy. According to Gilead’s press release on Wednesday, an independent data monitoring committee stopped the trial early because of, “highly statistically significant efficacy for the primary endpoint of progression-free survival in patients receiving idelalisib plus rituximab compared to those receiving rituximab alone.” It’s looking as if we can chalk up another successful late-stage … Continue reading

[ April 20, 2014 | Author: admin | Views: 74675 | Weather: | Mood: normal]

In this article, we will look at the first part of the Buffett partnership letter covering 1957. My examination of the 1957 partnership letter will be broken up into two different articles (or parts). This first article (Part 1) deals with The General Stock Market Picture in 1957. The second article (Part 2) will deal with the partnerships activities and results for 1957. For your reference, all indented/italicized text below is a direct quote from the 1957 partnership letter. With that out of the way, lets get started. The General Stock Market Picture in 1957 In last year’s letter to partners, I said the following: My view of the general market level is that it is priced above intrinsic value. This view relates to blue-chip securities. This view, if accurate, carries with it the possibility of a substantial decline in all stock prices, both undervalued and otherwise. In any event … Continue reading

[ April 20, 2014 | Author: admin | Views: 27855 | Weather: | Mood: normal]

lululemon athletica (NASDAQ: LULU  ) , which started out as a Canadian yoga-wear seller and has expanded to fitness gear around the world, has had an impressive run since March 2009. The company has expanded to more than 280 stores worldwide, and its stock has appreciated more than 2,900% since then. But even though the company’s recent earnings report beat expectations, the stock is down significantly since CEO Christine Day — who has been at the helm for all of this wild ride — announced she’ll be leaving the company once a replacement is found. In the following video, Fool contributor Brian Stoffel discusses why he thinks shares of Lululemon stock are worth looking into, given today’s prices. The future for Lululemon and retailThe retail space is in the midst of the biggest paradigm shift since mail order took off at the turn of last century. Only the most forward-looking and … Continue reading