FeedPosted May 17th 2010 3:30PM by Joseph Lazzaro (RSS feed)
Filed under: AFLAC Inc (AFL), Stocks to Buy
The shares of insurer Aflac Inc. (
AFL), which I first wrote about
on May 28, 2009 at a price of $36.07, over-corrected during the May 6 'flash crash,' and as a result, an opportunity exists for those investors who missed the earlier entry point.
Look for Aflac's revenue to increase an impressive 8-11% in 2010, driven higher by a strong performance in Japan (a major market for AFL, with more than 14 million policies), and recovering consumer demand in the United States. Meanwhile, look for Aflac to increase its $1.12 dividend this year, as well.
Continue reading Aflac: Pull-Back Creates an Opportunity
Posted May 1st 2010 12:40PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Ford Motor (F), Caterpillar (CAT), AFLAC Inc (AFL), Automatic Data Proc (ADP), Colgate-Palmolive (CL), Comcast Cl'A' (CMCSA), Procter and Gamble (PG), duPont(E.I.)deNemours (DD), Eastman Kodak (EK), Burger King Hldgs (BKC), Broadcom Corp'A' (BRCM), Goodyear Tire and Rubber (GT), DreamWorks Animation (DWA)
Here are some highlights from this past week's earnings coverage on BloggingStocks:
- Aflac Inc. (AFL) higher Q1 earnings were better than analysts expected, due in part to a stronger yen.
- Automatic Data Processing Inc. (ADP) Q3 EPS were the same as a year ago and revenue inched higher.
- BlackRock Inc. (BLK) higher Q1 earnings fell short of analysts' expectations due to acquisition-related charges.
- Broadcom Corp. (BRCM) posted record revenue in Q1 and swung to a profit from a year-ago loss.
- Burger King Holdings Inc. (BKC) topped Wall Street's Q3 earnings estimate, but same-store sales fell.
Continue reading Earnings Highlights: Caterpillar, Comcast, DreamWorks, Ford, Kodak, P&G and More
Posted Apr 28th 2010 10:30AM by Laurie Pasternack (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Dell (DELL), Time Warner (TWX), Ford Motor (F), Motorola (MOT), AFLAC Inc (AFL), Oracle Corp (ORCL), Analyst Initiations, Norfolk Southern Corp. (NSC)
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Analyst Upgrades
- Wells Fargo upgraded Norfolk Southern (NSC) to outperform from market perform following the company's Q1 results.
- RBC Capital transferred coverage on Gildan Activewear (GIL) with an outperform from sector perform. The firm is positive on Gildan's low-cost producer strategy and free cash flow generation. The firm raised its target to $35 from $26.
- Wunderlich upgraded Delphi Financial (DFG) to buy from hold following the company's Q1 results and raised its target for shares to $31 from $29.
- Aflac (AFL) was upgraded to buy from neutral at Sterne Agee.
- Time Warner (TWX) was upgraded to outperform from neutral at Cowen.
- Pride International (PDE) was upgraded to outperform from neutral at Credit Suisse.
Continue reading Analyst Calls: NSC, GIL, DFG, F, DVA, PFWD, PGN, TDS, PSSI ...
Posted Apr 27th 2010 9:30AM by Nikhil Hutheesing (RSS feed)
Filed under: Newsletters, AFLAC Inc (AFL), CVS Corp (CVS), Oracle Corp (ORCL), Bargain Stocks, Stock Picks
At the beginning of a bull market, it's often the most speculative stocks that perform the best. As the market has rebounded over the past year, the Dow Jones Industrial Average (
$INDU) is up about 40% while the S&P SmallCap 600 Index is up about 58%. And that is exactly why Richard Moroney, editor of
Dow Theory Forecasts, is now sounding warning bells.
"The risk trade has defied conventional wisdom by continuing this year, tempting some investors to throw out their playbook and join the rush into high risk stocks," says Moroney
.
Moroney warns that investors chasing after risky companies will now be paying a premium for low quality merchandise. Instead, he suggests that investors pursue attractively valued stocks with good fundamentals.
Continue reading Guru Strategy: Don't Rush into Junk Stocks
Posted Mar 11th 2010 12:00PM by Steven Halpern (RSS feed)
Filed under: Wal-Mart (WMT), PepsiCo (PEP), Newsletters, Walgreen Co (WAG), AFLAC Inc (AFL), Procter and Gamble (PG), Stocks to Buy
"It's an understatement to say that 2009 was a lousy year for dividends. According to Standard & Poor's, last year was the worst year ever for dividends; in fact, dividend cuts caused investors to lose $58 billion in income over the year," says
Chuck Carlson.
The editor of The DRIP Investor -- and author of the just released The LIttle Book of Big Dividends -- explains, "For 2009 overall, more than 800 companies cut their dividend payments, according to S&P. That was nearly 200 more than in 2008 and more than seven times the number of cuts in 2007."
Continue reading Investing in 'Dividend Aristocrats'
Posted Feb 22nd 2010 10:20AM by Joseph Lazzaro (RSS feed)
Filed under: AFLAC Inc (AFL), Stocks to Buy
Insurer Aflac Inc. (
AFL), first discussed here
on May 28, 2009, at a price of $36.07, still looks impressive for the immediate years ahead for the following reasons.
Look for a 10% to 13% revenue increase in 2010, aided by new products, an increase in investment income, and new sales locations.
Further, Aflac's key Japan market (about 70% of revenue) should see a healthy increase in sales, largely driven by higher premiums.
Continue reading Aflac Continues to Impress
Posted Feb 9th 2010 2:30PM by Sheldon Liber (RSS feed)
Filed under: Management, Hewlett-Packard (HPQ), Wal-Mart (WMT), JPMorgan Chase (JPM), AFLAC Inc (AFL), Archer-Daniels-Midland (ADM), Campbell Soup (CPB), Chevron Corp (CVX), Chubb Corp (CB), ConocoPhillips (COP), CVS Corp (CVS), Darden Restaurants (DRI), Goldman Sachs Group (GS), Verizon Communications (VZ), duPont(E.I.)deNemours (DD), Kimberly-Clark (KMB), Lockheed Martin (LMT), Hasbro Inc (HAS), Entrepreneurs, Serious Money, Stock Screen, Raytheon Company (RTN), Xcel Energy (XEL), EZCORP (EZPW), Travelers Companies Inc. (TRV)
While most investors are fretting the markets recent contraction, you can be quite confident that "my pal Warren" has a smile on his face, as does Peter Lynch, Ken Heebner, Bill Miller, Bruce Berkowitz, and any number of fellow value investors that know now may be a time of opportunity. That is because they have the experience and understanding to pounce when they have a chance to buy things cheap.
This is the fourth installment of my series to discover just that: cheap stocks. If you would like to get on board from the beginning then review the initial post which screened for stocks with lower than market average P/E ratios, see
Serious Money: Market Looks Cheap to Me -- 35 Stocks. In the second installment, I looked at yield and PEG ratios:
Serious Money: Still Cheap Market -- 35 Stocks + Yields & Growth. Then I moved on to the the P/S and P/CF metrics in
Serious Money: Cheapest Stocks Yet -- From 35 to 26, cutting nine stocks.
Continue reading Serious Money: Cheapest Stocks List Shrinks from 26 to 21
Posted Feb 6th 2010 11:40AM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Cisco Systems (CSCO), Time Warner (TWX), Exxon Mobil (XOM), AFLAC Inc (AFL), Avon Products (AVP), MasterCard Inc'A' (MA), News Corp'B' (NWS), Western Union (WU), Unilever ADR (UL), Visa Inc. (V)
Here are some highlights from this past week's earnings coverage on BloggingStocks:
- Aflac Inc. (AFL) posted better-than-expected Q4 earnings, though revenue fell short, and offered rosy guidance.
- Avon Products Inc. (AVP) posted Q4 earnings growth that met analysts' expectations but shares sold off.
- Cisco Systems inc. (CSCO) higher Q2 earnings topped the consensus estimate but cash flow fell.
- CME Group Inc. (CME) fell short of analysts' Q4 profit expectations, resulting in price-target cuts.
- ExxonMobil Corp. (XOM) posted better-than-expected Q4 earnings and revenue that boosted shares.
Continue reading Earnings Highlights: Aflac, Cisco, Exxon, MasterCard, Shell, Time Warner ...
Posted Feb 3rd 2010 10:40AM by Sheldon Liber (RSS feed)
Filed under: eBay (EBAY), Pfizer (PFE), Wal-Mart (WMT), International Business Machines (IBM), Johnson and Johnson (JNJ), JPMorgan Chase (JPM), Abbott Laboratories (ABT), AFLAC Inc (AFL), Altria Group (MO), Archer-Daniels-Midland (ADM), AutoZone Inc (AZO), Bristol-Myers Squibb (BMY), Campbell Soup (CPB), Chevron Corp (CVX), Chubb Corp (CB), ConocoPhillips (COP), CVS Corp (CVS), Darden Restaurants (DRI), Goldman Sachs Group (GS), General Mills (GIS), Verizon Communications (VZ), duPont(E.I.)deNemours (DD), Kimberly-Clark (KMB), Merck and Co (MRK), Lockheed Martin (LMT), Hasbro Inc (HAS), Serious Money, Stock Screen, Raytheon Company (RTN), Xcel Energy (XEL), EZCORP (EZPW), Travelers Companies Inc. (TRV)
Is the market overpriced? Maybe it is cheap, or perhaps it is fairly valued. This is the third in a series examining the issue. Still, it has been my contention that it does not make any difference because no matter how the market is valued as a whole, there are plenty of cheap stocks out there to accommodate a large amount of capital allocation even this deep into a bull run.
If you would like to follow along from the beginning, the initial post screened stocks for lower than market average P/E ratios:
Serious Money: Market Looks Cheap to Me -- 35 Stocks. In the second installment, I looked at yield and PEG ratios:
Serious Money: Still Cheap Market -- 35 Stocks + Yields & Growth.
Continue reading Serious Money: Cheapest Stocks Yet -- From 35 to 26
Posted Feb 1st 2010 2:50PM by Sheldon Liber (RSS feed)
Filed under: Hewlett-Packard (HPQ), eBay (EBAY), Pfizer (PFE), Wal-Mart (WMT), International Business Machines (IBM), Johnson and Johnson (JNJ), JPMorgan Chase (JPM), Abbott Laboratories (ABT), AFLAC Inc (AFL), Altria Group (MO), Archer-Daniels-Midland (ADM), AutoZone Inc (AZO), Bristol-Myers Squibb (BMY), Campbell Soup (CPB), Chevron Corp (CVX), Chubb Corp (CB), ConocoPhillips (COP), CVS Corp (CVS), Darden Restaurants (DRI), Goldman Sachs Group (GS), General Mills (GIS), Verizon Communications (VZ), duPont(E.I.)deNemours (DD), Kimberly-Clark (KMB), Merck and Co (MRK), Lockheed Martin (LMT), Hasbro Inc (HAS), Serious Money, Stock Screen, Stocks to Buy, Raytheon Company (RTN), EZCORP (EZPW), Travelers Companies Inc. (TRV)
Let's try and reduce the gambling by examining the facts and ignoring what the bulls and bears are chatting up at the moment. We started the process by screening for lower than market average P/E ratios, see:
Serious Money: Market Looks Cheap to Me -- 35 Stocks.
Two more important criteria influence today's review: the yield, a favorite of
"my pal Warren"; and the price-to-earnings-to-growth (PEG) a focus of Peter Lynch, the retired fund manager extraordinaire of Fidelity's Magellan Fund.
Continue reading Serious Money: Still Cheap Market -- 35 Stocks + Yields & Growth
Posted Jan 28th 2010 3:00PM by Sheldon Liber (RSS feed)
Filed under: Hewlett-Packard (HPQ), eBay (EBAY), Pfizer (PFE), Wal-Mart (WMT), International Business Machines (IBM), Johnson and Johnson (JNJ), JPMorgan Chase (JPM), Abbott Laboratories (ABT), AFLAC Inc (AFL), Altria Group (MO), Archer-Daniels-Midland (ADM), Bristol-Myers Squibb (BMY), Campbell Soup (CPB), Chevron Corp (CVX), Chubb Corp (CB), ConocoPhillips (COP), CVS Corp (CVS), Darden Restaurants (DRI), Goldman Sachs Group (GS), General Mills (GIS), duPont(E.I.)deNemours (DD), Kimberly-Clark (KMB), Merck and Co (MRK), Lockheed Martin (LMT), Hasbro Inc (HAS), Serious Money, Stock Screen, S and P 500, Xcel Energy (XEL), Travelers Companies Inc. (TRV)
We frequently receive comments that the market is overpriced. Recently one of our active readers commented that the market P/E was 30, which it's not. The
actual rate (S&P forecast) has been even higher at times due to the volatile market.
The average should trend closer to the long term P/E of 15.7 in the next few years. However, I have reviewed companies often covered on our site and come up with a list of 35 stocks that have price-to-earning ratios below the long-term average already. I think there are dozens of bargains regardless of the status of the overall market.
Continue reading Serious Money: Market Looks Cheap to Me -- 35 Stocks
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