By Bill Maurer: Recently, shares of First Solar (FSLR) took a hit after the company announced a stock offering, which it closed on Tuesday. In the end, First Solar raised nearly $ 428 million, which will provide the company with a nice chunk of change. Today, I’ll break down the deal, and discuss why the [...]
By Tim Travis: In a fully-valued market, individual stock selection takes on even more importance due to the dearth of attractive opportunities and the risk of paying too rich of a price for a business at the later stages of a strong market cycle. In my experience, market participants tend to underappreciate the importance of [...]
By Stephen Simpson: American Vanguard (AVD) has long been a volatile small-cap stock. Some of that can be chalked up to the vagaries of the agricultural chemicals market, a business where the likes of FMC Corp. (FMC) have also had ample ups and downs. Some of it, too, can be attributed to the fact that [...]
By Mike Winston: The special committee should reject Murdock’s offer of $ 12.00/share. Dole has previously highlighted $ 500mm ($ 5.56/share) of non-core assets, and there have been three consecutive weak years in the core banana business. 46% of Murdock’s takeout price consists of things that can be sold without affecting the earnings prospects of [...]
By Donald van Deventer: Today’s forecast for U.S. Treasury yields is based on the June 13, 2013 constant maturity Treasury yields that were reported by the Board of Governors of the Federal Reserve System in its H15 Statistical Release at 4:15 p.m. Eastern Daylight Time June 14, 2013. The forecast for primary mortgage market yields [...]
By Harvard Winters: This is the first in a series of charts that I plan to post weekly, charts that should be of interest to bank stock investors. I’ll keep the commentary brief; the charts will largely speak for themselves. The chart below shows quarterly pre-tax earnings and assets for JPMorgan Chase (JPM) since Q1 [...]
By Vince Martin: At first glance, Benchmark Electronics (BHE) appears to be a value stock investor’s dream. The provider of electronics manufacturing services closed Monday at $ 19.53; based on trailing twelve-month non-GAAP earnings of $ 1.18 per share, its P/E ratio sits at a reasonable 16.6. But that multiple alone doesn’t do justice to [...]
ByAlexander Maxwell: Venaxis (APPY) is a very interesting diagnostic substances company. The diagnostics are not necessarily the most glamorous part of the industry, and yet Venaxis has put itself in a position where it could provide significant return on investment for long term oriented shareholders. Currently, the company has only one product in development, APPY [...]
By Geordy Wang: 2013 has been a great year so far for investors, with the S&P up 12% in the past six months. This rally is nothing compared to what the stock of a small lumber company in Oregon has experienced during the same time frame. Jewett-Cameron, a little known micro cap trading under the [...]
By Redrut: The slowing sales of Apple (AAPL) have been a nightmare not just for Apple stakeholders, but for every other company linked with the fruity technology firm. Increasing competition, lack of new products and lack of any blockbuster products has meant that not only have Apple faced slowing sales, but shrinking margins as well. [...]
