bullmarket.com posts
FeedPosted Mar 1st 2011 12:40PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
"Deckers Outdoor (DECK) -- which is on our recommended buy list -- reported Q4 earnings, once again easily topping analyst estimates on both the top and bottom lines," says Geoffrey Seiler.
The editor of BullMarket.com explains, "This was just a fabulous quarter from Deckers with the company firing on all cylinders. And, in our view, the best could still be yet to come for the footwear and accessories maker.
"For the quarter, the maker of the popular UGG boots posted a profit of $89.2 million, or $2.27 per share, up 32% from $67.7 million, or $1.74 per share, a year earlier. That easily surpassed the $1.99 consensus.
Continue reading Deckers Outdoor (DECK): 'Fabulous Quarter'
Posted Feb 16th 2011 10:30AM by Steven Halpern (RSS feed)
Filed under: Newsletters, FedEx Corp (FDX), Stocks to Buy
"It's not too often that a company lowers its guidance and the stock rises, but such is the case with FedEx (FDX)," says Geoffrey Seiler.
The editor of BullMarket.com explains, "The company cut its fiscal Q3 guidance; but given the terrible weather, which impacted a number of airports across the U.S. and Europe, and higher fuel costs, it was largely expected.
"The package delivery firm now expects to produce adjusted EPS of 70-90 cents, down from prior guidance of 95 cents to $1.15. Analysts were expecting EPS of $1.04 for the quarter.
Continue reading FedEx (FDX): Still Set to Deliver?
Posted Feb 7th 2011 10:40AM by Steven Halpern (RSS feed)
Filed under: Microsoft (MSFT), Newsletters, Stocks to Buy
"Microsoft (MSFT) recently released its fiscal second-quarter results; we felt results were really quite strong, with solid gains in most segments and good cost discipline," says Geoffrey Seiler.
The editor of Bullmarket.com explains, "If these results were from another company, the stock likely would have gotten a lift. But Microsoft is the Rodney Dangerfield of companies: it doesn't get the respect it deserves.
"Microsoft reported net income of $6.63 billion, or 77 cents per share, compared with $6.66 billion, or 74 cents per share, in the year-ago period. Sales grew by 5% to $19.95 billion from $19.00 billion.
Continue reading Microsoft (MSFT): 'No Respect'
Posted Jan 5th 2011 10:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy, Best Stocks for 2011
This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.
"Our top pick for 2011 is natural gas producer (RRC), which is on our recommended buy list," says Geoffrey Seiler.
The editor of BullMarket.com explains, "With natural gas prices depressed, we think now is the time to buy low, and Range is one of the best-positioned companies in the natural gas sector, both in terms of growth, assets, and being a low-cost producer.
Continue reading Top Picks 2011: Range Resources (RRC)
Posted Dec 10th 2010 12:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Stocks to Buy
"We will leave the debate over the relative morality of the cigarette business to others," says Geoffrey Seiler, adding "Our view is simple: it is a legal product and Philip Morris International (PM) is one of the best operators in the segment."
The editor of BullMarket.com explains, "The Philip Morris value creation model is easy to understand. While organic volumes are still slipping, the tobacco industry continues to have great pricing power.
"Thus the simple formula for the company is to raise prices, use its prolific cash flow to buy back shares, make some accretive acquisitions, increase the dividend, and repeat.
Continue reading Philip Morris International (PM): A Simple Formula for Success
Posted Oct 19th 2010 10:40AM by Steven Halpern (RSS feed)
Filed under: Earnings Reports, Apple Inc (AAPL), Newsletters, Stocks to Buy
"After trading higher following its past nine quarterly earnings reports, investors finally found a reason to be disappointed in Apple (AAPL); however, despite the negative investor reaction, it was still an outstanding quarter from the tech giant," says Geoffrey Seiler.
The editor of BullMarket.com report, "Apple reported a fiscal Q4 profit of $4.31 billion, or $4.64 a share, up 70% from $2.53 billion, or $2.77 cents a share, a year ago. Revenue soared 67% to $20.3 billion. The results easily surpassed the analyst consensus of $4.08 in EPS on sales of $18.9 billion.
"One area of contention with investors was gross margins, which fell to 36.9% from 41.8% a year ago. Analysts were looking for gross margins of 38.1%. However, gross margins were 190 basis points above Apple's own guidance.
Continue reading Apple (AAPL): Higher Price Targets Still Ahead
Posted Sep 21st 2010 1:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
"Philip Morris International (PM), a holding on our Recommended Buy List, has caught fire with investors this summer, recently hitting a 52-week high," says Geoffrey Seiler.
The editor of BullMarket.com explains, "The company's CFO, Hermann Waldemer, was recently at an investor conference in New York, and below, we review his presentation and comments for this update on how the cigarette business has been doing outside of the U.S.
Continue reading Philip Morris International (PM): 'Solid Choice' for Income
Posted Sep 3rd 2010 3:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks
"Cree (
CREE) is a leading provider of light-emitting diodes (LED) and related technology; in my view, the company is in an excellent position to benefit from the "Green Revolution" taking place in the lighting industry," says
Geoffrey Seiler.
The editor of
BullMarket.com explains, "Operationally, the Durham, North Carolina-based company delivered solid results for the quarter ended June 27th, which was its fiscal fourth quarter of 2010.
"The company announced last night that it earned $52.8 million, or 48 cents per share, up from $9.7 million, or 18 cents per share, in the year-ago period.
Continue reading Cree (CREE): LEDs for the 'Green Revolution'
Posted Jul 15th 2010 10:40AM by Steven Halpern (RSS feed)
Filed under: Intel (INTC), Newsletters, Stocks to Buy
"Intel (
INTC) announced exceptionally strong second-quarter results, blowing past Wall Street's consensus estimate; the company, in fact, reported the biggest quarter in its 42-year history and offered a bullish outlook," says
Geoffrey Seiler.
The editor of
BullMarket.com explains, "The driver for Intel was that its corporate customers have finally started to loosen the purse strings again and are looking to upgrade their IT hardware and business PCs.
"'Strong demand from corporate customers for our most advanced microprocessors helped Intel achieve the best quarter in the company's 42-year history,' Intel CEO Paul Otellini said in a statement.
Continue reading Intel (INTC): 'Another Blowout Quarter'
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