Archive for March, 2010
The Unnoticed Opportunity of Healthcare Reform
Though the jury is still out on how – or even if – insurance companies like Humana (NYSE:HUM) will be able to thrive in the post-healthcare reform era, experts mostly agree that President Obama’s final healthcare package is good for pharmaceutical companies, and great for hospitals.
Why’s that? Despite $80 billion [...]
Healthcare Reform Reality Check – Does It Even Matter?
The debate over healthcare reform has left Capital Hill and made its way to Wall Street. It’s also changed slightly, from a “should it and can it pass?” argument to a “who wins and loses?” discussion, in reference to which stocks and industries will be most affected, and how. Incredibly [...]
When a Fad Becomes Permanent – Pet Spending Investments for 2010
When pet-mania became an epidemic coming out of the 2001/2002 recession, it didn’t take long for investors to recognize the opportunity. Since 2001, annual pet spending has nearly doubled, reaching $45.5 billion in 2009. But how long can the fad last? Longer than it has, if 2010’s conservative forecasts [...]
Consumer Spending Is – and Isn’t - Back in Full Swing Yet
Just because a stock is rallying doesn’t mean it deserves to. Case in point? The consumer cyclical stocks.
The S&P 1500 Consumer Discretionary Sector Index is leading the charge year-to-date with its 10.8% gain… tops among all sectors. A closer look within the group, however, reveals too many of these [...]
The Unsung Victors in the Auto Industry’s Revival
The strength of their stocks would lead you to believe things couldn’t be better for the major auto manufacturers. After all, the S&P 1500 Automobile Manufacturing Index wouldn’t be up 318% for the last twelve months by mere chance, would it?
The short answer is ‘no’. Ford (NYSE:F) and Toyota Motor [...]
Is It Good, or Bad, to be Boeing Right Now?
On the surface, the phrase ‘sitting pretty’ doesn’t even seem to be adequate as a way of categorizing The Boeing Company (NYS:BA) right now. There’s always more to the story though. Is BA really the no-brainer ‘buy’ the market wants to believe it is?
The wind is at its back: It’s not [...]
Who Wins and Loses if Google Punts China?
Is Google really going to shut down its search engine in China? The word is, it’s a 99% certainty that the American-based company will be bidding farewell to the sizeable and growing market. What’s not as certain, however, is the fiscal impact it will have on the company, and others.
Significant market [...]
3D TV Isn’t a Game-Changer Just Yet
After years of speculation and dreaming, the era of 3D television is upon us…. mostly. That ‘mostly’ is the part of the technological leap that has investors on the fence with the latest upgrade to the TV-viewing experience. Concepts and know-how are the seeds of future fruit, but both are irrelevant [...]
The Tech Sector Comes Full Circle, to Totally Undervalued
There’s a not-so-fine line between a stock merely being cheap, and a stock being undervalued. The tech sector currently falls well on the ‘undervalued’ side of the scale.
And that’s a far stretch from the way things were about this time ten years ago. In late 1999, it wasn’t unusual for [...]
Lesson Learned: Cisco’s (CSCO) Fiasco
It was hyped as something that would “forever change the Internet and its impact on consumers, businesses and government.” Now that it’s here though, the non-response from Cisco’s shares reflects an unimpressed - perhaps disappointed - investor base.
On Tuesday, Cisco Systems Inc. (NASDAQ:CSCO) finally unveiled its much-ballyhooed piece of internet [...]
