Summary Tracking management guidance and conference calls can give you hints of what is to come. Sanmina's quarterly performance was improving and management was optimistic about 2014. Management's credible historical guidance convinced me that the market would like 2Q14 results. This is a simple yet powerful example of a plain analysis that can be applied to … [Read more...]
Yahoo: Alibaba More Than Priced In
Summary The Alibaba IPO is already priced into the stock and only a large run up post-IPO can result in profits for Yahoo shareholders. Summing core operations with Yahoo Japan and Alibaba at $150 billion results in today's market cap. Very little is known about what exact parts Alibaba will be listing and what those fundamentals are that will be supporting the … [Read more...]
History Predicts The S&P 500 In 2014 Will Be …
What can the first two months of the year tell us about what to expect in 2014 for the S&P 500 (NYSEARCA:SPY)? This article answers that question by looking at the historical monthly returns of January and February both separately and combined. In addition to these, a two-month return is calculated and the forecasting ability for the full-year is put under the microscope. … [Read more...]
Zagg Inc.: A Growth Stock For Value Investors?
It isn't often that you find a growth stock trading at value multiples. The day comes where the past high flier misses a step. If the high flier can find its way and resume were it left off then it can result in high profits for shareholders. Zagg Inc. (NASDAQ:ZAGG) may be such a case. ZAGG designs, manufactures and distributes accessories for mobile devices. This includes … [Read more...]
Does Angie’s List Pass The Financial Fitness Test?
Angie's List (NASDAQ:ANGI) has been discussed in detailed by many contributors passionately over the past year. Instead of repeating these arguments, I have decided to contribute to the discussion through a calculation of risk as defined by Harry Domash in his book "Fire Your Stock Analyst!". In Chapter 10 Domash describes his "Financial Fitness" methods which we can apply to … [Read more...]
