stocks

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

Two Micro-Caps Suggesting Fourth-Quarter Earnings Boost

By Monday, November 10, 2014

Micro-Cap Stocks Suggesting Fourth-Quarter Earnings BoostLots of corporate earnings are still streaming in for the third quarter, though mostly among smaller-cap companies. Top-line growth certainly isn’t robust, but it’s not bad either. The surprise I’ve noticed in third-quarter reporting has been the profitability. There has been plenty of double-digit comparable earnings growth on single-digit sales reported.

One micro-cap company that just reported a solid quarterly performance is Blount International, Inc. (BLT).

This Portland, Oregon-based company … Read More

Money Supply Strongly Suggests Higher Inflation Ahead

By Friday, November 7, 2014

Money Supply Strongly Suggests Higher Inflation AheadAsk even an amateur economist, and they will tell you this: an increasing money supply eventually leads to inflation. It’s a simple concept; the more paper money there is in the system, the less it’s worth and the less it buys.

And this is exactly what is happening in the U.S. economy. The money supply is growing at a fast rate when compared to historical averages.

Consider the chart below … Read More

Dow Jones Transportation Stocks Suggesting Bullish Fourth Quarter?

By Friday, November 7, 2014

Where Are Stocks HeadedIn terms of stock market direction, the Dow Jones Transportation Average recently pushed through to another new record-high. The index retrenched along with the broader market in early October, but it fought back hard to just over 8,800.

Within the index, countless stocks have been doing well. Alaska Air Group, Inc. (ALK) slumped to $42.00 in the lead-up to its earnings report. Now, it’s almost $55.00 a share after reporting … Read More

Two Off-the-Radar Stocks with Record Results

By Wednesday, November 5, 2014

Two Good Stocks Reporting Strong Third-Quarter ResultsWith the winter months just around the corner, Douglas Dynamics, Inc. (PLOW) is looking forward to as much snow falling as possible.

Based in Milwaukee, Douglas Dynamics is one of the many small- and micro-cap companies reporting very good earnings based on solid domestic demand.

This company manufactures commercial snow plowing equipment and parts that attach to vehicles.

Not only did Douglas Dynamics report a record third quarter for 2014, … Read More

While Markets Stall, This Stock Is Flourishing

By Monday, November 3, 2014

Stock Is FlourishingIt looks like large-cap technology stocks, especially those related to online businesses, are experiencing a slowing down of what’s traditionally been some very solid growth.

Amazon.com, Inc. (AMZN), Netflix, Inc. (NFLX), LinkedIn Corporation (LNKD), and Groupon, Inc. (GRPN) have all been under pressure.

Many pure-play online businesses are still struggling to turn a profit, and investor sentiment towards these stocks has changed.

Yet in this marketplace, dividend-paying blue chips continue … Read More

3Q14 Earnings Results Suggest Strength into 2015?

By Monday, October 27, 2014

3Q14 Earnings Results Suggest Strength into 2015Corporate earnings are flooding in, and while there are always disappointments—typically in not meeting Wall Street expectations—the numbers are pretty good.

The stock market was relieved when conglomerates started reporting. 3M Company (MMM) saw its share price pop almost five percent higher after beating estimates and reporting a solid improvement in U.S. market demand.

I continue to like this position for long-term, income-seeking investors. (See “Off-the-Radar Company Delivering Attractive Earnings.”)… 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 This Company Is a Consistent Winner for Investors

By Monday, October 20, 2014

One Company That’s Proven It Can Adapt to the MarketplaceAmid all the turmoil in capital markets, I’m reminded of all the good corporate earnings being released.

Of course, the stock market is a system of discounting future business conditions and the recent sell-off has been pronounced, but stocks have come so far over the last several years. If the catalysts were deflationary pressures among oil prices and global economic activity, a little haircut in share prices is well deserved…. Read More