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Chasing Value: "Home Prices Are About to Bottom"

Posted Nov 15th 2010 9:00AM by Sheldon Liber (RSS feed)
Filed under: Competitive Strategy, Home Depot (HD), Lowe's Cos (LOW), KB HOME (KBH), Lennar Corp'A' (LEN), Toll Brothers (TOL), Duke Energy (DUK), Options, Chasing Value™, Housing, Federal Reserve, Recession

"Home Prices Are About to Bottom" was the headline for the Barron's cover story the week of July 14, 2008. The story explained that the housing market should level off in many areas of the country by the end of the year.

I have made some equally unfortunate prognostications in my tenure at BloggingStocks, so my purpose is not to poke fun at Barron's but to point out that here we are, over two years later, and it is still debatable whether the housing market has bottomed out.

Continue reading Chasing Value: "Home Prices Are About to Bottom"

Chasing Value: Scoping Out Defense Contractors -- Part 2

Posted Oct 12th 2010 11:00AM by Sheldon Liber (RSS feed)
Filed under: Competitive Strategy, Boeing Co (BA), Lockheed Martin (LMT), Options, Bargain Stocks, Chasing Value™, General Dynamics Corp (GD), Northrop Grumman (NOC), Raytheon Company (RTN)

Yesterday I began a review of the five major U.S. defense contractors, searching for potential stock value. The group included General Dynamics (GD), Lockheed Martin (LMT), Boeing (BA), Northrop, Grumman (NOC) and Raytheon (RTN). After examining the P/E, PEG, P/CF, P/S, and P/B, Boeing did not make it through the screens.

Today I continue the exercise, hoping to find a stock worthy of placing a bet.

Dividend Yield

Lockheed Martin: 3.77%
Raytheon Company: 3.16%
Northrop, Grumman: 2.89%
General Dynamics: 2.59%

Continue reading Chasing Value: Scoping Out Defense Contractors -- Part 2

Bed Bath & Beyond on the move after earnings

Posted Jun 25th 2009 5:50PM by Beth Gaston Moon (RSS feed)
Filed under: Earnings Reports, Bed Bath and Beyond (BBBY)

Leading domestics retailer Bed Bath & Beyond Inc. (NASDAQ: BBBY) closed more than 9% higher today after the one-two punch of a well-received earnings report and a brokerage upgrade. The company announced first-quarter results of 34 cents per share, a whopping nine cents better than analysts were expecting. Revenue edged 2.8% higher year over year. The one gray lining was same-store sales numbers, which drifted 1.6% lower during the reporting period.

Reacting to this after-the-close earnings report, Cowen & Co. upgraded the shares this morning to "neutral" from "underperform." The brokerage noted that BBBY has been able to cut advertising expenses now that its chief competitor, LInens n' Things, has filed for bankruptcy. Cowen also notes that BBBY has reduced its payroll expenses.

Continue reading Bed Bath & Beyond on the move after earnings