Informed Investments
How Informed Are Your Investments?
Have you done your research?
When you select a security to invest in, you want to make sure you've done your research. There are hundreds of sources, from your financial advisor to your buddy with the hot stock tip. The question is, how reliable is each source and how informed are they? The bottom line is that everyone, from Warren Buffet down to the casual Journal reader, can be wrong. If this wasn't the case, and someone had the market penned down, we'd be following their advice and not worrying about doing research. But we also know that the average person with full-time job doesn't have time to do hours and hours of research. At Informed Investments, we do the research for you and provide you with the bottom line... read more »
Buying SIMO - Silicon Motion Technology Corp
Why Are We Buying Silicon Motion Technology?
We feel that SIMO carries a competitive advantage in the controller market, and has the potential to explode when old disk manufacturers switch to solid state drives. The company's fundamentals are excellent, profit margins are strong, as is cash flow, and Silicon Motion carries little to no debt. We feel this presents a unique buying opportunity... read more »
Economic Stimulus Check Schedule
When Will I Get My Economic Stimulus Check?
Economic stimulus checks are typically issued by the government during difficult economic times to help spur (or "stimulate") consumer spending. 2008 was no different, being the year that bore the brunt of one of the greatest recessions of all time. 124 million households were estimated to receive a stimulus payment. If each household receives an average payment of $600, that amounts to a whopping $74,400,000,000!... read more »
Will Tech Stocks Lead the Recovery?
Tech Will Lead the Recovery
While we have no idea when the market will begin to recover, one thing appears clear - the fact that technology companies are best positioned to lead the recovery. As far as we can tell, the recent rally was a major head fake. There's still $3 trillion (according to the IMF) of write-downs coming for the major banks (so far, they've only reported $1 trillion), much more job cutting on the way, more housing troubles, major shrinkage in retail and manufacturing, and a laundry list of woes that make the light at the end of the tunnel appear farther away than it might be.... read more »
Shorting GS - Goldman Sachs Group Inc.
Goldman - We Don't Want Your Money!
So Goldman recently decided to return all of its government TARP funds. Why, you ask? Maybe because they saw the taxpayer pressure on AIG to return its bonus money. No more thousand dollar shower curtains, corporate jets, and private island vacations. Goldman doesn't want to lose all that just yet. Their problem is, taxpayers are watching them not solely because of their money tied up in government funds, but because of their money tied up in commercial real estate and other assets. Things are going to get significantly worse before they get better... read more »
Shorting AZO - AutoZone, Inc.
Woah - Slow Down There AutoZone. Can You Say Overvalued?
Okay, so auto parts retailer AutoZone (AZO) is doing well since people are using what little cash they have left to work on their existing vehicles, as opposed to buying new ones. Reduced gas prices have also given car owners more incentive to work on their cars. And yes, AutoZone is actually doing well financially - that is, as far as revenue and income growth are concerned. But what about their debt? It's huge. So if they can't keep up their growth, look out below... read more »
Shorting KNOL - Knology, Inc.
Is Knology in trouble? Facing potential bankruptcy?
Knology is in trouble, and will potentially face bankruptcy faster than you can say bankrupt. KNOL's current ratio (1.2) and quick ratio (1.2) indicate it will have serious trouble paying its bills and meeting short-term operating needs. And it's Altman-Z score of negative 0.27 indicates it could face bankruptcy sooner than investors may anticipate... read more »
Financial Valuation Ratios Explained
Financial valuation ratios explained
These fundamental ratios are comparisons of a company's financial health relative to its industry. We explain growth, pricing, profit margin, and debt to equity ratios, and how you can use them to help determine a company's fair market value... read more »
Shorting BECN - Beacon Roofing Supply, Inc.
Why We're Shorting Beacon Roofing Supply
Beacon Roofing Supply (BECN) is a distributor of residential and non-residential roofing materials in the United States and Canada. The company also distributes other building materials, including siding, windows, lumber products and waterproofing systems, for building exteriors... read more »
Buying IIJI - Internet Initiative Japan
Description
The Internet Initiative Japan (IIJI) offers a comprehensive range of Internet connectivity services and network solutions to its customers in Japan. It also offers its services on one of the most advanced and reliable Internet networks available in Japan. The Japanese economy has been pummeled this past year. Here's why we consider IIJI a buy at these levels... read more »
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