“Well I don’t know why I came here tonight
I got a feeling that something ain’t right
Tim Price submits:
“Well I don’t know why I came here tonight
I got a feeling that something ain’t right
Complete Story »
Continucare Undervalued As It Continues to Grow
read moreContinucare Corp (CNU) operates outpatient primary care and specialty services through a network of 18 medical centers throughout Miami-Dade, Broward and Hillsborough Counties in Florida. Four of CNU’s Medical Centers were recently recognized by Humana (HUM) as winners of its prestigious “Humana Five Star Award.”
The company feels its shares are undervalued, and we agree. Continucare’s Board of Directors recently approved an additional 1,000,000 share buyback, bringing the authorized total to 6.5 million. So far, the healthcare provider has invested nearly 9 million dollars buying 3.5 million shares.
The Correct Call submits:
Continucare Corp (CNU) operates outpatient primary care and specialty services through a network of 18 medical centers throughout Miami-Dade, Broward and Hillsborough Counties in Florida. Four of CNU’s Medical Centers were recently recognized by Humana (HUM) as winners of its prestigious “Humana Five Star Award.”
The company feels its shares are undervalued, and we agree. Continucare’s Board of Directors recently approved an additional 1,000,000 share buyback, bringing the authorized total to 6.5 million. So far, the healthcare provider has invested nearly 9 million dollars buying 3.5 million shares.
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EOG Resources: Continue to Buy on Pullbacks
read moreThis past week seemed to be a bit of a snag for oil prices. Oil had been almost invulnerable from rhetoric used to slow increasing prices. We have OPEC saying speculators are the problem. We have our government stating we need more oil because we do not have enough supply. We even have some on Wall Street saying that it is the ETFs and investors buying up supplies to sell at a later date.
From what I am seeing, it seems quite simple. People will pay more to get into oil not because we cannot meet demand today, but what about next year or the year after? It is a simple premise, but one thing can crush the movement upward, and that is an announced move by OPEC to pump more, or anything that will lead investors to believe that they are in early.
Michael Filloon submits:
This past week seemed to be a bit of a snag for oil prices. Oil had been almost invulnerable from rhetoric used to slow increasing prices. We have OPEC saying speculators are the problem. We have our government stating we need more oil because we do not have enough supply. We even have some on Wall Street saying that it is the ETFs and investors buying up supplies to sell at a later date.
From what I am seeing, it seems quite simple. People will pay more to get into oil not because we cannot meet demand today, but what about next year or the year after? It is a simple premise, but one thing can crush the movement upward, and that is an announced move by OPEC to pump more, or anything that will lead investors to believe that they are in early.
Complete Story »
How Video Is Going to Take Over The World
read moreForrester Research lays out a future landscape dominated by video in a new report How Video Will Take Over The World.
Analyst James L. McQuivey, Ph.D, envisages consumers being confronted with “a dozen video platforms per day.”
Research Recap submits:
Forrester Research lays out a future landscape dominated by video in a new report How Video Will Take Over The World.
Analyst James L. McQuivey, Ph.D, envisages consumers being confronted with “a dozen video platforms per day.”
Complete Story »
The Gold-Oil Ratio Approaches All-time Lows
read moreCrude Oil Price in Gold: This chart shows the price of oil ($WTIC), the price of gold ($GOLD) and the number of barrels of oil one ounce of gold would buy for dates between January 1990 through today.
click to enlarge
Crude Oil Price in Gold: This chart shows the price of oil ($WTIC), the price of gold ($GOLD) and the number of barrels of oil one ounce of gold would buy for dates between January 1990 through today.
click to enlarge
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ATS Automation: Strong Q4 Results Reflect Upside in Systems and Solar Groups
read moreEarlier this week, troubled ATS Automation Tooling Systems Inc. (ATSAF) reported stronger-than-expected EBITDA for its automation systems group in its fourth quarter results, along with stronger-than-expected sales in its solar operations. While Scotia Capital analyst David Tyerman says in a note to clients that he is restricted on commenting too much on the stock – Scotia has been retained to provide advice with respect to its precision components group, as the firm is in negotiations to sell the key its operating assets and liabilities – what he will say that the turnarounds at the ATS and solar operations are “progressing more rapidly than we expected.”
At the ASG group, Mr. Tyerman says margins were boosted by headcount reductions and other improvements, along with a C$27 million order from a large solar company. Sales in the solar division were boosted by C$9.1 million in system sales, and EBITDA has much improved due to efficiency improvements.
FP Trading Desk submits:
Earlier this week, troubled ATS Automation Tooling Systems Inc. (ATSAF) reported stronger-than-expected EBITDA for its automation systems group in its fourth quarter results, along with stronger-than-expected sales in its solar operations. While Scotia Capital analyst David Tyerman says in a note to clients that he is restricted on commenting too much on the stock – Scotia has been retained to provide advice with respect to its precision components group, as the firm is in negotiations to sell the key its operating assets and liabilities – what he will say that the turnarounds at the ATS and solar operations are “progressing more rapidly than we expected.”
At the ASG group, Mr. Tyerman says margins were boosted by headcount reductions and other improvements, along with a C$27 million order from a large solar company. Sales in the solar division were boosted by C$9.1 million in system sales, and EBITDA has much improved due to efficiency improvements.
Complete Story »
My Investment Philosophy and Visa
read more
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.
With those words, I have been starting virtually every one of my entries on this blog. I do this because they are accurate words. These words describe my own professional expertise - which is not in investment management or analysis, and yet do not reflect my own personal experience with investing or writing about stocks on this blog.
Robert Freedland submits:
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.
With those words, I have been starting virtually every one of my entries on this blog. I do this because they are accurate words. These words describe my own professional expertise - which is not in investment management or analysis, and yet do not reflect my own personal experience with investing or writing about stocks on this blog.
Complete Story »
The End of the Monoline Bond Insurance Business
read moreThe death rattle of the monoline bond insurance business as we have known it could be heard loud and clear this week, with Moody’s whacking in what looks like the final nail in the business model with its downgrades of Ambac (ABK) and MBIA (MBI). The companies may yet end up surviving, but not in anything like the same form. FT Alphaville offers a good roundup of their unraveling. The monolines’ travails puts credit default swaps in the spotlight, notably in how they might be treated in a bankruptcy scenario.
The Good (Goldman Sachs (GS)), the Bad (Morgan Stanley (MS)) and the Ugly (Lehman Bros (LEH)) survived their first quarter earnings announcements in decidedly varied shape, but the debate rages on as to how much more subprime and related writedowns and losses lie in store for them and other financial institutions. Subprime-shorting hedge fund darling John Paulson thinks banks are only about a third of the way through $1.3 trillion in writedowns and losses. Yet the OECD this week reiterated its estimate of eventual losses at $300-$400 billion in its latest Financial Market Highlights. The OECD argues that “mark-to-market” estimates are not always a reliable indicator and says that while such losses are quite substantial, “relating them to the size of the banking sector more generally they seem less burdensome.”
Research Recap submits:
The death rattle of the monoline bond insurance business as we have known it could be heard loud and clear this week, with Moody’s whacking in what looks like the final nail in the business model with its downgrades of Ambac (ABK) and MBIA (MBI). The companies may yet end up surviving, but not in anything like the same form. FT Alphaville offers a good roundup of their unraveling. The monolines’ travails puts credit default swaps in the spotlight, notably in how they might be treated in a bankruptcy scenario.
The Good (Goldman Sachs (GS)), the Bad (Morgan Stanley (MS)) and the Ugly (Lehman Bros (LEH)) survived their first quarter earnings announcements in decidedly varied shape, but the debate rages on as to how much more subprime and related writedowns and losses lie in store for them and other financial institutions. Subprime-shorting hedge fund darling John Paulson thinks banks are only about a third of the way through $1.3 trillion in writedowns and losses. Yet the OECD this week reiterated its estimate of eventual losses at $300-$400 billion in its latest Financial Market Highlights. The OECD argues that “mark-to-market” estimates are not always a reliable indicator and says that while such losses are quite substantial, “relating them to the size of the banking sector more generally they seem less burdensome.”
Complete Story »
Valuing GE (It's Cheap)
read moreWith GE’s share price hitting a five-year low and analyst coverage turning negative, we thought it was time to have an objective look at the GE numbers using the interactive Valuecruncher valuation tool.
GE Valuation
With GE’s share price hitting a five-year low and analyst coverage turning negative, we thought it was time to have an objective look at the GE numbers using the interactive Valuecruncher valuation tool.
GE Valuation
Complete Story »
Deere Is No Bambi - Cramer's Lightning Round (6/20/08)
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