Apple (AAPL) Will propably end up at 400$ if its deal with verizon goes through
NetFlix (NTFX) The stock of this company defies gravity, just a couple of years ago it was trading at 11
Intel (INTC) The dividend yiel is very nice, beside, what could become of the world without Intel
Philip Morris (PM) Dividend is interesting and its a defensive stock
General Growth Properties (GGP) I'm buying this one for it's dividend yield 4.8% beats treasury bonds.
mardi 28 décembre 2010
ISE To Unveil New Trading System
December 28, 2010 - International Securities Exchange (ISE) will launch a new trading system, making it the fastest venue for handling U.S. stock option trades, The Wall Street Journal reports. The planned Optimize system, which is due to launch in April, will allow the company to bring new sorts of contracts to market faster and build out capabilities for handling complex and multipart options trades.
The system will help ISE reclaim market share lost to rivals over the past 18 months. ISE will use its investment in stock-exchange operator, Direct Edge, to help customers transact options orders that incorporate trades in related stocks, with new functions slated to come online in 2011.
The system will help ISE reclaim market share lost to rivals over the past 18 months. ISE will use its investment in stock-exchange operator, Direct Edge, to help customers transact options orders that incorporate trades in related stocks, with new functions slated to come online in 2011.
mardi 21 décembre 2010
Best dividend stocks for 2011
What will be the best dividend stocks in 2011? Where will you put your money? Before the Holidays, I wanted to leave you with my thoughts on a number of different sectors.
Basic Materials
The basic materials sector is not known for high paying dividend stocks (exception would be Southern Copper (SCCO) at roughly 6%). However, I think this sector could show some growth in a regular investment portfolio. I’m specifically thinking of mining companies operating either in Peru (known for its copper) or Australia (because their economy is booming). They won’t give you much more than 2 – 2.5% in dividends but those stocks can produce some growth.
Communications
As we previously discussed in other articles, there are some high paying dividend stocks in this sector. No wonder the dividend average is over 3.50%. However, with a slow economy, we see several big companies having a hard time keeping their dividend payout ratio under 50%. Companies such as AT&T (T) and Verizon (VZ), have high dividend payouts (over 5%) but important dividend payout ratios too.
When you are running short on your budget, one of the first things you will do is to look at your recurrent expenses. Chances are that consumers will try to reduce their phone bills and could avoid extra services. The same extra services that allow communication companies to make big profits.
Consumer, Cyclical
With an undecided economy, consumer, cyclical could be a very good pick. Some companies are undervalued because investors think we are not coming out of the recession that easily. During 2010, several companies increased their dividends and I think this will occur again in 2011. There are some interesting companies providing dividends over 3% in this sector such as American Eagle Outfitters (AEO) and Brinker International (EAT).
Consumer, Non-Cyclical
Definitely my favorite dividend paying sector. I like it because several companies included in the non-cyclical are as diversified as an ETF or a mutual fund by themselves. Companies such as J&J 5JNJ), PG, Pepsi (PEP) and more offer tons of products, are vertically integrated and operate in several countries. This allows them to benefit from economic booms, currency changes while receiving a steady income flow. The second thing I like about this sector is that several companies are still cash rich. So even if dividends were upped last year, you can count on them to do it again in 2011.
Energy
If you think of dividend investing and you are considering energy, you have to go with pipelines. If not, the US energy sector won’t pay much in the way of dividends (you need to cross the border and look at Canadian energy companies for that!). I recently took time to analyze Chevron (CVX), and I think one of its competitors, Exxon Mobil (XOM) is another interesting pick for the future. On the other hand, I would not be tempted to increase my exposure too much in this sector as the price of oil and natural gas and all the risks related to them (remember BP anyone?) can seriously impact the whole sector. New regulation is definitely coming due to the recent disaster.
Financial
This sector is still shaky. We thought we were over 2008 earlier this year but Goldman Sachs’ (GS) legal fight with the SEC reminded us that surprises can arise at any time. You know by now that I am a big fan of Canadian banks, and this is why I will restructure my portfolio with some of them while leaving US financials on the sidelines for now. I don’t like investing in a ticking time bomb.
Basic Materials
The basic materials sector is not known for high paying dividend stocks (exception would be Southern Copper (SCCO) at roughly 6%). However, I think this sector could show some growth in a regular investment portfolio. I’m specifically thinking of mining companies operating either in Peru (known for its copper) or Australia (because their economy is booming). They won’t give you much more than 2 – 2.5% in dividends but those stocks can produce some growth.
Communications
As we previously discussed in other articles, there are some high paying dividend stocks in this sector. No wonder the dividend average is over 3.50%. However, with a slow economy, we see several big companies having a hard time keeping their dividend payout ratio under 50%. Companies such as AT&T (T) and Verizon (VZ), have high dividend payouts (over 5%) but important dividend payout ratios too.
When you are running short on your budget, one of the first things you will do is to look at your recurrent expenses. Chances are that consumers will try to reduce their phone bills and could avoid extra services. The same extra services that allow communication companies to make big profits.
Consumer, Cyclical
With an undecided economy, consumer, cyclical could be a very good pick. Some companies are undervalued because investors think we are not coming out of the recession that easily. During 2010, several companies increased their dividends and I think this will occur again in 2011. There are some interesting companies providing dividends over 3% in this sector such as American Eagle Outfitters (AEO) and Brinker International (EAT).
Consumer, Non-Cyclical
Definitely my favorite dividend paying sector. I like it because several companies included in the non-cyclical are as diversified as an ETF or a mutual fund by themselves. Companies such as J&J 5JNJ), PG, Pepsi (PEP) and more offer tons of products, are vertically integrated and operate in several countries. This allows them to benefit from economic booms, currency changes while receiving a steady income flow. The second thing I like about this sector is that several companies are still cash rich. So even if dividends were upped last year, you can count on them to do it again in 2011.
Energy
If you think of dividend investing and you are considering energy, you have to go with pipelines. If not, the US energy sector won’t pay much in the way of dividends (you need to cross the border and look at Canadian energy companies for that!). I recently took time to analyze Chevron (CVX), and I think one of its competitors, Exxon Mobil (XOM) is another interesting pick for the future. On the other hand, I would not be tempted to increase my exposure too much in this sector as the price of oil and natural gas and all the risks related to them (remember BP anyone?) can seriously impact the whole sector. New regulation is definitely coming due to the recent disaster.
Financial
This sector is still shaky. We thought we were over 2008 earlier this year but Goldman Sachs’ (GS) legal fight with the SEC reminded us that surprises can arise at any time. You know by now that I am a big fan of Canadian banks, and this is why I will restructure my portfolio with some of them while leaving US financials on the sidelines for now. I don’t like investing in a ticking time bomb.
lundi 20 décembre 2010
Introduction to technical analysis
This series of instruction videos covers most of technical analysis tools.
I recommend watching them all.
I recommend watching them all.
mercredi 15 décembre 2010
Goldman, Morgan Stanley Estimates Cut
Goldman Sachs(GS) and Morgan Stanley(MS) earnings are likely to be hit by compensation issues and weak revenues in interest rate and credit products trading, according to a report published Wednesday by Nomura Securities analyst Glenn Schorr. "While there has been a pickup in rate volatility, we think the sharp rate moves in the U.S. have likely caused investors to pull back on activity," Schorr writes, noting increased competition may also be a negative.
Schorr also cited "limited comp flexibility," as a negative factor, presumably because it means executives unhappy with diminished pay packages might leave their investment bank employers to work at a hedge fund or private equity firm that has more flexibility.
However, Schorr did not spell this out in the report, and he had no immediate response to an emailed question on this topic.
Schorr retained his official sector view as "bullish," according to the report, but cut his fourth quarter estimate on Goldman to $3.75 from $4.25 and dropped his Morgan Stanley estimate to $0.30 from $0.40.
He left his estimates unchanged on more broadly diversified banks Citigroup(C) Bank of America(BAC)and JPMorgan Chase(JPM).
Schorr also cited "limited comp flexibility," as a negative factor, presumably because it means executives unhappy with diminished pay packages might leave their investment bank employers to work at a hedge fund or private equity firm that has more flexibility.
However, Schorr did not spell this out in the report, and he had no immediate response to an emailed question on this topic.
Schorr retained his official sector view as "bullish," according to the report, but cut his fourth quarter estimate on Goldman to $3.75 from $4.25 and dropped his Morgan Stanley estimate to $0.30 from $0.40.
He left his estimates unchanged on more broadly diversified banks Citigroup(C) Bank of America(BAC)and JPMorgan Chase(JPM).
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