Over the past 15 years, the average difference between the bottom-up EPS estimate…and the final EPS number for that year has been +10.3%. In other words, analysts on average have overestimated the final EPS number by about 10% one year in advance. Analysts overestimated the final value…in ten of the fifteen years and underestimated the final value…in the other five years. [When....More>>>
Activision-Blizzard is Far From Overvalued
Activision-Blizzard (ATVI) is up 54% since we initiated our bullish coverage on the video game giant back in March 17th 2017. ATVI is currently trading at a P/E of 42 by GAAP standards while the S&P 500 index is trading at an P/E of 26. This leads many investors to believe that ATVI is overvalued. However, GAAP P/E is a deceitful measurement....More>>>
The stock market’s relentless march upward has pushed the prices of many companies higher. As investors bid up good and bad businesses alike, that can make it hard to discern which companies are the best dividend growth stocks for long-term investors.
That’s especially true in the world of dividend stocks, where income-starved investors face great temptation to reach for high-dividend....More>>>
It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.
– Warren Buffett
What is a wonderful company, and what is ‘quality’ from an investing standpoint? The most constructive definition to address these questions....More>>>
Our latest recommendation has been putting the road beneath your feet for over a century; the nation’s largest producer of crushed stone, sand and gravel has been in business since its inception as Birmingham Slag in 1909, notes Linda McDonough, editor of Profit Catalyst Alert.
Vulcan Materials (VMC) got its early success from a burst of government funding in 1933 for the Tennessee....More>>>
Energy storage is coming to closer to a reality for hundreds of thousands of residential energy customers, and we still don’t know how companies are going to sell it to them. A battery system could be purchased or leased, and a customer could make money off it through a revenue-sharing program, or some kind of service model that maximized its value to customers. If you look back to 2010, when....More>>>
Pick a small-cap biotech company, any small-cap biotech company, and you could be picking the winning lottery ticket if its cutting-edge research pans out. And if it doesn’t? Well, then you could end up like StemCells (STEM), which reported lackluster trial data and announced that it would be winding down. Maxim’s Jason Kolbert and Jason McCarthy explain:
Surprising news came....More>>>
Costco (NASDAQ:COST) continues to squander an opportunity by operating as if the internet has not become a major factor in retail.
The company has proven resilient in the face of digital competitors led by Amazon (NASDAQ:AMZN). While other retailers are shuttering stores, losing sales, and generally fighting for survival, the warehouse chain has not had that problem.
Costco had a decent....More>>>
Comerica Securities Inc. acquired a new stake in Cabot Oil & Gas Co. (NYSE:COG) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 103,688 shares of the oil and gas exploration company’s stock, valued at approximately $2,486,000.
Several other institutional investors and hedge funds have also recently....More>>>
The yield on 10-year Treasurys jumped back above 3% early Wednesday in New York as traders sold the benchmark note ahead of an auction of $25 billion in long-dated government paper. Government debt also came under selling pressure as assets perceived as risky, like stocks, saw a pickup in demand, which can undercut appetite for assets perceived as havens like bonds.
The trading action came....More>>>