Category: Sector AnalysisThe analysis published under this category are as follows.
Saturday, May 18, 2013
George Leong writes:
The improved global economy has helped to drive up the spending habits of consumers, and an area that has really benefited from the income creation is the travel sector.
Airlines around the world have reaped the benefits from the improved travel sector.
The airline sector is estimated to earn $10.4 billion in profits this year, up from the previous estimate of $8.4 billion, according to the International Air Transport Association (IATA). (Source: “Small Boost to Airline Profitability – Industry Profit Margin Improves to 1.6%,” International Air Transit Association web site, March 20, 2013.)
Friday, May 17, 2013
George Leong writes: Gambling is akin to trading, but with much more risk of failure. Everyone knows Las Vegas as the gambling capital of the United States, but Macau is hot and growing.
Macau is designated a special administrative region of China, which means the area has the backing of the Chinese government for the purpose of casino development.
Wednesday, May 08, 2013
David Fessler writes: I want to introduce you to a company the mainstream media has completely ignored. But don’t let the lack of attention fool you. It’s the largest and best company in its sector.
It’s the perfect Rust Belt Revival pick-and-shovel play.
We’ll get to the company in a moment. First, let’s take a close look at its industry. It’s called logistics.Read full article... Read full article...
Tuesday, March 12, 2013
Andrew Snyder writes: There are three reasons investors absolutely must have their eye on the world’s booming unmanned aircraft market. Not one of them involves a 13-hour rant by Rand Paul or Obama’s ability to kill American citizens on American soil.
But the recent political brouhaha is proof that you need to move.Read full article... Read full article...
Sunday, February 17, 2013
Matthew Carr writes: There is an industry that’s outperformed nearly any you could imagine.
Gold… Left in the dust.
Oil… Not even close.
Natural gas… Nope.
Silver… Yup, beat that too.Read full article... Read full article...
Saturday, February 16, 2013
Sasha Cekerevac writes: March 1 is a very big day for many people. Unless Obama and the Republicans make a deal prior to that date, billions of dollars in spending cuts will be enacted.
Of all the areas that will be hit, I think the defense market sector will bear the brunt of the cutbacks and the future viability of corporate earnings in this sector is certainly in doubt.Read full article... Read full article...
Wednesday, February 13, 2013
David Fessler writes: In China, 2013 is the Year of the Snake. According to the website HanBan.com, this means that 2013 should be a year of steady progress and attention to detail. Focus and discipline will be necessary in order to achieve goals.
In the U.S., 2013 might well be called the Year of the Tanker Car, particularly if you are an oil producer in the Bakken or the Eagle Ford shale formations.Read full article... Read full article...
Saturday, January 26, 2013
George Leong writes: The shares of luxury stock Coach, Inc. (NYSE/COH) plummeted by more than 14.0% last Wednesday. The stock is down 35.0% from its 52-week high, as the retailer of high-end designer handbags and accessories is struggling to achieve the sales growth that helped to drive the stock from the $2.00 level in 2000. Revenue growth in the second quarter was a muted 3.8%.Read full article... Read full article...
Saturday, January 19, 2013
George Leong writes: The retail sector continues to show decent growth, which is encouraging given the lack of strong jobs growth. The improvement in the housing market is helping to add some confidence to consumer spending and the retail sector. Retail sales in December grew 0.5%, above the 0.4% estimate made by Briefing.com. On an ex-auto basis, sales grew at 0.3%, which was the same as November, but below the Briefining.com estimate of 0.5%.Read full article... Read full article...
Friday, December 28, 2012
Weakest Holiday Retail Sales Growth Since 2008 Means Time to Short Retailers / Companies / Sector Analysis
Keith Fitz-Gerald writes: Initial U.S. retail sales figures released on Wednesday showed sales growth for the holiday season was the worst since 2008.
According to MasterCard SpendingPulse, holiday sales posted a paltry 0.7% increase against expectations of a 3-4% gain. That's below the same period last year when sales grew at a 2 % pace.Read full article... Read full article...
Tuesday, October 30, 2012
Alex Daley, Chief Technology Investment Strategist: "Your credit card may soon be worthless."
That's the notion being promoted by many in the investment industry these days. They are referring to a new technology that is supposedly Visa's worst nightmare and a threat to the status quo of the credit-card industry worth billions. And they are positioning one small company as the holder of the secret keys to cash in on what is promised to be a multibillion-dollar shift in the way we pay for everything from a candy bar to an oil change. But is it really true? Will this technology really turn the credit-card industry on its head?Read full article... Read full article...
Tuesday, October 30, 2012
Paul Mampilly: John Fredriksen just made the biggest bet of his career...
Just weeks ago, John called the bottom in the shipping industry. He's backing his call by spending $11 billion to add more ships to his fleet. It's the biggest bet he's ever made in an extraordinary career.
Saturday, October 20, 2012
Doug Hornig, Casey Research Writes: In Mike Judge's wicked 1999 satire of corporate culture, Office Space, there's a delightful character named Milton. Poor Milton. He's all but invisible. No one likes him, no one talks to him, and coworkers are forever stealing his stapler. Management doesn't notice him enough to fire him. Instead, Milton is shunted from desk to desk, each time losing more of that precious commodity denoted by the film's title, until he finally winds up alone in the basement, where he plots the delicious revenge he'll take on the company.Read full article... Read full article...
Wednesday, October 10, 2012
KEEP ON TRUCKIN'
More precisely, keep on charging. Among the biggest no-no items on potential buyers, drivers and owners minds, when it concerns electric cars and vehicles, or "EVs", is the time needed to charge the things. Just slightly behind that no-no is the already well known horror of potential or possible EV owners: running out of 'juice', that is a flat battery and no way to charge it, on a Sunday night, in winter, far from anywhere. All they needed to do was buy a hybrid!
Thursday, October 04, 2012
The Reason Fast-food Stocks Should Be Amongst Your Top PicksChipotle Mexican Grill, Inc. (NYSE/CMG) is one of my favorite places to grab a quick bite to eat. Yet, despite some stellar growth, the stock broke below $300.00 on Wednesday and has been steadily losing ground since trading at a 52-week high of $442.40 in April. Mounting concerns regarding future growth and multiple downgrades from analysts have hurt the stock. Hedge fund manager David Einhorn hammered another nail into the coffin when he said that Chipotle’s valuation “doesn’t make sense.”Read full article... Read full article...