dividends

Early 1Q15 Earnings Forecast: Decent Bottom Line, Disappointing Sales

By Friday, March 20, 2015

1Q15 Earnings ForecastFirst-quarter earnings season is on the horizon and early reporters, so far, are revealing the same results we got in 4Q14—a decent bottom line, but sales coming up short. So far, my early 1Q15 earnings forecast predicts a boring reporting season.
Oracle Among Companies Keeping Investor Interest with Dividend Boosts
Several important benchmark companies report just before the calendar quarter closes. One such company is Oracle Corporation (ORCL)… Read More

4Q14 Earnings Season Uneventful; Five Stocks to Consider for Steady Return

By Wednesday, February 25, 2015

4Q14 Stock Summary4Q14 Stock Summary: Fourth-Quarter Earnings Season a Bore
We’re now in the lull between earnings seasons, and stocks will trade off economic news and geopolitical events.
Fourth-quarter earnings season was fairly uneventful. It seemed that investors basically ignored the results, unsure of whether to buy a market that’s already gone up.
There’s been continued strength among technology stocks, and the NASDAQ Composite recently broke out convincingly over 4,750, where it… Read More

Airgas: One Company with Strong Potential for Stock Market Investors

By Monday, November 17, 2014

Airgas for Reasonable, Consistent GrowthIncome-seeking investors, who are typically more likely to be risk-averse, are now having difficulty finding value in a stock market that’s gone up tremendously.
The huge reduction in the spot price of oil has certainly offered up more value than when the price was steadily around $100.00 a barrel.
Although not cheap by any means, I like Kinder Morgan, Inc. (KMI), which is in the process of acquiring its limited… Read More

Railroad Stocks the Best Market Predictor for Investors?

By Friday, November 14, 2014

Railroad Stocks the Best Market Predictor for InvestorsIt really is a great time to be in the railroad business. Cash flow is abundant and these stocks are poised for more capital gains.
While coal shipments have been a weak spot for railroad companies, virtually all other major customer sectors are producing excellent comparable growth.
And that growth is directly reflected in share prices. Railroad stocks have been—and continue to be—on a tear.
When the broader market corrected… Read More

Six Mature Companies with Earnings Momentum into 2015

By Wednesday, November 12, 2014

Earnings Momentum into 2015Large-cap earnings were pretty good this quarter, just like they were in the second quarter of this year.
The Walt Disney Company (DIS) was one of them. Notable in the company’s solid fiscal fourth-quarter and year-end results was its huge jump in profitability.
While total fiscal 2014 sales grew eight percent to a record $48.8 billion, earnings grew a whopping 22% to a record $7.5 billion on the back of… Read More

How the Markets Will Close Out 2014

By Friday, October 31, 2014

Markets Will Close Out 2014Credit card companies are some of the best indicators in the global economy. Visa Inc. (V) just reported a pretty decent quarter. While earnings were down comparatively due to a one-time charge, adjusted earnings handily beat consensus.
The company’s fiscal fourth quarter came in solid, with growth of 10% on a constant dollar basis to $3.2 billion compared to the same quarter last year.
Recently, the company increased its quarterly… Read More

Crushed Oil Sector a Profitable Opportunity?

By Friday, October 24, 2014

Crushed Oil Sector
The big news so far this earnings season isn’t corporate financial results but the price of oil, which continues to be under pressure.
Domestic production has finally caught up to spot prices and combined with reduced expectations for the global economy, oil prices continue to be vulnerable.
Resource investing is inherently volatile; risk related to commodity-based investing is always higher. But as oil prices have given oil stocks a well-deserved… Read More

Why I Expect a Big Boost in This Company’s 2015 Dividend Payout

By Wednesday, October 22, 2014

Company 2015 Dividend PayoutEven with the recent price retrenchment, there’s not a lot of value circulating in this stock market. Everything’s already gone up and the capital gains have been great the last few years. But it’s still a slow-growth environment in the global economy, and despite a very accommodative monetary policy, stocks can’t go up forever without experiencing a meaningful retrenchment.
Company earnings are pouring in and there have been some disappointments…. Read More

Why Stock Buybacks Will End Up Being a Terrible Investment for Companies

By Friday, October 10, 2014

Great Stock Buyback MirageIn these pages, I have been very critical about stock buybacks by companies on the key stock indices. I see them as nothing more than a form of financial engineering used to manipulate per-share corporate earnings…and a bad investment for the companies buying their stocks back.
According to data compiled by Bloomberg and the S&P Dow Jones Indices, companies on the key stock indices are expected to spend $914 billion… Read More

These Market Leaders Soon to Be Pushed Aside?

By Wednesday, October 8, 2014

Company’s Numbers Forecasting a Change in the CycleMy favorite pharmaceutical company for long-term investors is still Johnson & Johnson (JNJ), for now.
This business has managed to produce very good financial growth in recent history and its share price has appreciated exceptionally well considering this is a DOW stock, especially over the last two years.
Large-cap companies can’t avoid the business cycle and they can’t avoid industry-specific trends. For pharmaceuticals in particular, the drug development cycle can… Read More

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