Monday, November 24, 2014

Investing Ideas November 2014

Yum Brands,parent of Kentucky Fried Chicken and Pizza Hut,has been upgraded from hold to buy at Janney Capital Markets,mainly on undervaluation.The firm got a new price target of 88.00 a share.*
Don't expect Apple Computer to go higher,according to Pacific Crest Securities.There is a potential lack of growth beyond the iPhone 6,and the iWatch and other products won't be able to make up for it.*
Lumber Liquidators was raised from equal weight to overweight at Morgan Stanley,with an 85.00 a share price target.The company has about 10% square footage growth and powerful store remodel/relocate benefits in its favour.Rising home prices and lower fuel costs should also help Lumber Liquidators.*
The low gas prices should also help big box retailers such as Target and Best Buy,says Stifel Nicolaus.Another plus is the strength of their online businesses alongside their brick and mortar stores.Wal-Mart has already seen share price appreciation from these factors.*
Yum Brands(YUM),Best Buy(BBY),Wal-Mart(WMT),Target(TGT),Apple Computer(AAPL)

Monday, November 17, 2014

Which Stocks To Invest In,November 2014

You should find companies that produce most of their earnings here in the US,says Barry James of James Advantage Funds.The Federal Reserve moved to the side when it ended its bond-buying program recently,so we could see some more volatility,but overall,we're still pretty positive on stocks.Companies that Mr.James likes include:
Alaska Airlines(ALK)
Dr.Pepper Snapple(DPS)
Hanes Brands(HBI)*
Paul Dietrich,CEO of Fairfax Global Markets LLC,prefers value stocks.These companies are undervalued and have huge free cash flow.Value investors are outperforming the benchmarks,and will continue to outperform.He likes companies such as:
Macy's(M)
Micron Tech(MU)
Alaska Airlines(ALK)*
Alaska Airlines is one of the most frequently recommended stocks,as are other airlines.Airlines are currently benefitting from lower oil prices and not increasing their capacity-which means more crowded planes,but helps their profit margins.

Monday, November 10, 2014

Business Briefing:Disney Optimistic About Holidays

Walt Disney's Q3 revenue came in at 12.39 billion dollars versus an estimate of 12.37,while earnings were in line with the estimate at 0.89 cents per share.The revenue strength was due to record theme park attendance and studio profits more than doubling.*
We're not concerned about oversaturation with Marvel films;we have a great brand,CEO Bob Iger told CNBC.We have a number of plans for Star Wars:The Force Awakens between now and December 2015 when the film comes out.We're very excited about it.It's going to take a little while to finish it.
We had a good year at the Hong Kong and Tokyo Disneylands and Disney World.We just have a product that continues to be in demand.We have a Frozen castle show that's going into Orlando this holiday season.Our bookings are up for the quarter about 10%.Our cruise business is also doing very well.We're in the direct to consumer business in many ways,and ESPN is an example of that.
You have to conclude that the multi-channel bundle is the dominant method that consumers use to get TV in their homes.What we do know,we're incredibly well-positioned as a company with the strength of our brand.We're taking a cautious approach.The prudent thing to do is to maintain the value.We think the holiday season is going to be very,very strong,Disney CEO Bob Iger predicted.*
Walt Disney Company(DIS)

Monday, November 3, 2014

Wallenda Shares Secrets of His Tightrope Success

Aware of the big Chicago crowd of 50,000 below him Sunday night as he broke the world record for highest incline of a tightrope walk,Nik Wallenda welcomed their presence.He is used to such throngs,he explained to a global audience.The crowd somehow builds confidence in me.*
Wallenda,35,heir to the family legacy in acrobatics that dates back over 200 years,admitted to concern about wind,however.Even hearing light winds is extremely intimidating.I trained immensely in Sarasota,Florida.Clearly,it paid off.I felt confident and was able to make it across here.*
The two feats involved walking up a cable from the Marina City West Tower to the Marina City East Tower at a steep incline,then taking a shorter walk over a thinner wire blindfolded.Doing that with seemingly minimal effort,he broke a second world record-for highest blindfolded tightrope walk.A pinger set up at the last minute at the other end of the cable definitely helped,Wallenda said.*
After the Grand Canyon walk,I knew I had to train five times harder,the high wire expert continued.I went to my knees that time and thought I might have to grab onto that wire.*
The Discovery Channel telecast had an audience in more than 220 countries and territories.There were tweets about it coming in from Columbia,Brazil and Spain,as well as posts on Facebook and Instagram.Appropriately enough,Allstate Insurance was one of the live broadcast's sponsors.*
For an encore,Wallenda is planning to recreate his great grandfather Karl Wallenda's crossing of a gorge in the state of Georgia on the 45th anniversary of the stunt,including performing two headstands in the process.*
Allstate(ALL),Discovery Communications(DISCA)