Author: Bristlecone Value Partners Model: Large Cap Value Disclosure: Long T, MSI, CTAS, NRG, PFE, S, DELL, APOL, MMI, CSCO, WAG In March, the portfolio’s value was effectively unchanged, matching the S&P 500 index return including dividends. For the first quarter, the portfolio was up about 6.2% versus 5.9% for […]
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Verizon Wireless (VZ) has recently been in the news following ATT's (T) acquisition of T-Mobile. According to David Green of the Hotchkis and Wiley Value
Author: James Hofmann Model: Dividend Growth Disclosure: Long T Over the weekend AT&T (NYSE: T) the second largest wireless carrier in the US announced plans to buy T-Mobile the fourth largest carrier in the US for $39 billion. The combined company will be the largest provider in the US surpassing […]
Author: Robert Freedland Covestor model: Buy and Hold Value Disclosure: Long AMZN, COP, JCI, PRGO) *See important disclosures After waiting patiently with several positions that were lagging the market, I chose to ‘swap out’ several holdings that had short-term issues and moved into new positions in what appeared to be more […]
Motorola Mobility Holdings (NYSE: MMI) shares plummeted Thursday after an earnings announcement that slightly exceeded analysts’ expectations, but also acknowledged some weakness in its smartphone business. MMI also forecasted a loss for quarter one 2010, which was not what analysts had anticipated. Investors took heed and the stock fell from […]
This week’s initial jobless claims report from the Department of Labor (see the full report here) showed a total of 23,000 fewer claims for the week ending October 16th. This drop helped reduce the 4-week moving average by 4,250 claims. The Conference Board’s Leading Economic Index had a .3 percent […]
Investors got some negative news today on the never-ending seesaw of economic data. The Department of Labor’s weekly Unemployment Claims Report released today (which you can read here) showed an increase of 13,000 claims last week. Also released today were the September Producer Price Indexes (see them here). The index […]
September was a good month for the market as well as a good month for my own account. Seemingly climbing a wall of worry about renewed real estate foreclosures and concerns about the implementation of healthcare reform, and seemingly endless government red ink, the market found the S&P opening up at 1049 on September 1st and closing at 1,141 by the end of trading on September 30th. This marked the best September in over 50 years for stocks.
In an effort to strengthen the progress of the country’s economic recovery, the Bank of Japan discussed plans for quantitative easing, which included a $59.7 billion program to increase liquidity in the financial sector by buying assets. In addition, they lowered their overnight rate to between 0 and 0.1 percent […]
The month of August has been a challenge for the economy, the financial markets and for my own portfolio. While not yet committed to calling a 'double dip' in the economy, clearly the pace of the rebound has diminished threatening an economic drop back into full-blown recession.
Author: Robert Freedland Disclaimer: Robert owns ECL, CHD, MCD, MMM, SYY, T and TJX in his Covestor Buy and Hold Value Model. July continued the recent pattern of volatility, but the bias has been to the upside as the S&P which opened near 1,000 at the beginning of the month […]
Despite a global economic crisis, a less than stellar success rate for stopping the oil leak in the Gulf, and the introduction of hurricane season, investors on Wednesday pushed the Dow Jones Industrial Average up to a 225.52 point increase closing at 10,249.54. Even news that AT&T (NYSE: T) was […]