BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Chasing Value: Insurance Stock Review -- Part 3]]>http://www.bloggingstocks.com/2011/03/28/chasing-value-insurance-stock-review-part-3/http://www.bloggingstocks.com/2011/03/28/chasing-value-insurance-stock-review-part-3/http://www.bloggingstocks.com/2011/03/28/chasing-value-insurance-stock-review-part-3/#commentsFiled under: , , , , , , , ,

Last week, Warren Buffett, Chairman of Berkshire Hathaway (BRK.A and BRK.B), said India's 26% foreign ownership cap on insurers deters him from such an investment. This follows an earlier report that Buffett aims to enter the Indian insurance sector as a corporate agent of Bajaj Allianz General Insurance.

After numerous world calamities, Buffett's focus on insurance companies, and the fact that many hedge funds seem to be heavily focused on banks and neglecting insurance companies -- with the exception of Bruce Berkowitz -- I decided to explore the possibilities.

Even though we can anticipate billions of dollars in claims there still are buying opportunites.

Continue reading Chasing Value: Insurance Stock Review -- Part 3

Chasing Value: Insurance Stock Review -- Part 3 originally appeared on BloggingStocks on Mon, 28 Mar 2011 10:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ALLAllstateBerkshireHathawayBRK.ABrk.bCBChasingValueChubbfeaturedhartford financialHCIIHIGHomeowners ChoiceManulifeMETMetLife Inc.MFCtravelers insuranceTRVWarrenBuffettMon, 28 Mar 2011 10:30:00 EST<![CDATA[Chasing Value: Insurance Stock Review -- Part 2]]>http://www.bloggingstocks.com/2011/03/18/chasing-value-insurance-stock-review-part-2/http://www.bloggingstocks.com/2011/03/18/chasing-value-insurance-stock-review-part-2/http://www.bloggingstocks.com/2011/03/18/chasing-value-insurance-stock-review-part-2/#commentsFiled under: , , , , , , , ,

AIG logoDo you have any interest in insurance companies amidst the turmoil, disaster and current crises in Japan? A crises that followed so closely on the heals of the destruction of the New Zealand city of ChristChurch by a 6.3 magnitude earthquake. Perhaps you think this is even a poorer idea than catching that proverbial falling knife we are always hearing about when stock prices are collapsing.

Certainly there will be billions of dollars in claims. On the other hand, perhaps the burden will be spread around the globe to reinsurer's such that none is struck too hard and this is a buying opportunity. After all, when the dust settles, insurers will cry for mercy, and in particular, rate increases. It is also likely those that never saw the need for insurance have been awakened and demand will increase.

Continue reading Chasing Value: Insurance Stock Review -- Part 2

Chasing Value: Insurance Stock Review -- Part 2 originally appeared on BloggingStocks on Fri, 18 Mar 2011 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLAIGALLAllstateamerican international groupBerkshireHathawayBRK.ABrk.bCBChasingValueChina Life InsuranceChubbfeaturedhartford financialHCIIHIGHomeowners ChoiceLFCManulifeMETMetLife Inc.MFCTravelersInsuranceTRVFri, 18 Mar 2011 15:00:00 EST<![CDATA[Chasing Value: Insured Profits or a Mountain of Risk?]]>http://www.bloggingstocks.com/2011/03/14/chasing-value-insured-profits-or-a-mountain-of-risk/http://www.bloggingstocks.com/2011/03/14/chasing-value-insured-profits-or-a-mountain-of-risk/http://www.bloggingstocks.com/2011/03/14/chasing-value-insured-profits-or-a-mountain-of-risk/#commentsFiled under: , , , , , , , , , ,

Ten weeks into the year and never a dull moment. Pondering the remaining 42 weeks and beyond, where will value be found? We know that "my pal Warren" is on the prowl waist high in Berkshire Hathaway cash to invest, and he is on record as chomping on the bit to do so. Just this morning it was reported that Buffett had closed a $9 billion deal to buy Lubrizol Corp. (LZ), the Wickliffe, Ohio-based maker of engine lubricants.

More evidence of this abounds: Wednesday March 2, (Reuters) - US-based Berkshire Hathaway aims to enter the Indian insurance sector as a corporate agent of Bajaj Allianz General Insurance.

This is part 1 of a series examining the insurance market for expansion, stock valuations, potential risks and opportunities, excluding health care focused companies, a whole other breed of enterprise.

Continue reading Chasing Value: Insured Profits or a Mountain of Risk?

Chasing Value: Insured Profits or a Mountain of Risk? originally appeared on BloggingStocks on Mon, 14 Mar 2011 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLAFLACAIGALLAllstateamerican international groupBerkshire Hathaway BRK.ABRK.ABrk.bCBChasingValueChinaLifeInsuranceChubb Corpfeaturedhartford financialHCIIHIGHomeowners Choiceinsurance stocksLFCLubrizolCorporationLZManulife FinancialMETMetLife Inc.MFCtravelers insuranceTRVWarrenBuffettMon, 14 Mar 2011 15:00:00 EST<![CDATA[Serious Money: Buffett's Next Buys -- You Pick'em]]>http://www.bloggingstocks.com/2011/03/04/serious-money-buffetts-next-buys-you-pickem/http://www.bloggingstocks.com/2011/03/04/serious-money-buffetts-next-buys-you-pickem/http://www.bloggingstocks.com/2011/03/04/serious-money-buffetts-next-buys-you-pickem/#commentsFiled under: , , , , , , , , , , , , , , , ,

Prognosticators the world over are throwing in their 2 cents about "my pal Warren's" next market moves; especially since he announced last week that his trigger finger was itchy. When Warren Buffett, chairman of Berkshire Hathaway (BRK.A and BRK.B) speaks, investors listen.

On Wednesday March 2, this investor threw in his two cents worth (see:Serious Money: What Should Warren Buffett Do Next?) discussing possible acquisitions. Since all the "pro's", I use the term loosely, have had a say I thought I would give readers a chance to express some of their ideas too.

Continue reading Serious Money: Buffett's Next Buys -- You Pick'em

Serious Money: Buffett's Next Buys -- You Pick'em originally appeared on BloggingStocks on Fri, 04 Mar 2011 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAIGamerican expressamerican international groupApple IncAXPberkshire hathawaybrk.abrk.bCCBChubb CorpCiscocitigroupCSCOfeaturedhartford financialHIGINTCIntel Corp.Intuitive SurgicalISRGMetareviewMetLife Inc.MicrosoftMSFTnational gridnggRepublic ServicesRSGSerious Moneytravelers insuranceTRVFri, 04 Mar 2011 15:00:00 EST<![CDATA[Analyst Calls: AFL, AMZN, EBAY, ESV, FSLR, IBM, MGM, SHAW, TGT, WMT ...]]>http://www.bloggingstocks.com/2011/02/08/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/02/08/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/02/08/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , , ,

Analyst Upgrades

  • Athenahealth (ATHN), Ensco (ESV), Pride International (PDE) and Sinclair Broadcast (SBGI) to outperform from market perform at Wells Fargo.
  • CIRCOR (CIR) to buy from hold at BB&T.
  • Urban Outfitters (URBN) to hold from sell at Citigroup.
  • Shaw Group (SHAW) to buy from neutral at UBS.
  • MGM Resorts (MGM) and Boyd Gaming (BYD) to buy from neutral, as well as Intrepid Potash (IPI) to neutral from underperform, at BofA/Merrill.
  • Carlisle (CSL) to buy from neutral at SunTrust.

Continue reading Analyst Calls: AFL, AMZN, EBAY, ESV, FSLR, IBM, MGM, SHAW, TGT, WMT ...

Analyst Calls: AFL, AMZN, EBAY, ESV, FSLR, IBM, MGM, SHAW, TGT, WMT ... originally appeared on BloggingStocks on Tue, 08 Feb 2011 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLAflacAmarinAmazon.comAMRNAMZNanalyst upgradesAthenahealthATHNBIGBig LotsBoyd GamingBYDCarlisleCBChubbCIRCIRCORCLSCSLdowngradeseBayEnscoESVFirst SolarFSLRGenworthGNWIBMinitiationsinthenewsIntrepid PotashIPIKNOTMGMNalcoNewfieldNFXNLCPDESBGISHAWSinclair BroadcastTargetTGTUrban OutfittersURBNWalmartWMTTue, 08 Feb 2011 11:30:00 EST<![CDATA[Analyst Calls: CB, COL, ETN, FCX, FRO, INFY, KMX, NAT, SHAW, SON ...]]>http://www.bloggingstocks.com/2011/01/21/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/21/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/21/analyst-upgrades-downgrades/#commentsFiled under: , , ,

Analyst Upgrades

  • Heico (HEI) to outperform from market perform at FBR Capital.
  • Eaton (ETN), Silgan Holdings (SLGN), MYR Group (MYRG) and Shaw Group (SHAW) to outperform from neutral at RW Baird.
  • Infosys (INFY) to buy from Neutral at Nomura.
  • Isle of Capri (ISLE) to buy from neutral at Merriman.
  • NovaGold (NG) to sector perform from underperform at RBC Capital.
  • CarMax (KMX) and Rockwell Collins (COL) to outperform from neutral at Credit Suisse.
  • DHT Holdings (DHT) to overweight from neutral at JPMorgan.
  • Cabot Oil & Gas (COG) to overweight from underweight at Morgan Stanley.

Continue reading Analyst Calls: CB, COL, ETN, FCX, FRO, INFY, KMX, NAT, SHAW, SON ...

Analyst Calls: CB, COL, ETN, FCX, FRO, INFY, KMX, NAT, SHAW, SON ... originally appeared on BloggingStocks on Fri, 21 Jan 2011 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AHanalyst upgradesBAHBooz AllenCabot OilCarMaxCBChubbCOGDHTdowngradesEatonEMEmdeonETNFCXFreeport McMoRanFROFrontlineGMRHarleysvilleHEIHeicoHGICInfosysINFYinitiationsIntersilinthenewsISILISLEIsle of CapriKMXMYRGNATNGNordic American TankerNovaGoldPLDProLogisSHAWSLGNSONSonocoSTBZSYNASynapticsTetra TechTTEKURSVentasVTRFri, 21 Jan 2011 12:00:00 EST<![CDATA[Analyst Calls: AFL, DE, DOX, GD, GS, HSY, ITT, MS, NYX, TXN, UBS, WYNN ...]]>http://www.bloggingstocks.com/2011/01/13/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/13/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/13/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , , , , , , ,

Analyst Upgrades

  • NYSE Euronex (NYX) to conviction buy from neutral at Goldman.
  • General Dynamics (GD) to buy from hold at Citigroup.
  • Deere (DE), Parker-Hannifin (PH) and ExlService (EXLS) to overweight from neutral at JPMorgan.
  • Aflac (AFL) to outperform from market perform at FBR Capital.
  • Wynn Resorts (WYNN) to buy from neutral at Janney Capital.
  • Amdocs (DOX) to buy from neutral at UBS.
  • Juniper (JNPR) to buy from hold at ThinkEquity.
  • Rudolph Tech (RTEC) and KLA-Tencor (KLAC) to perform from underperform at Oppenheimer.
  • Hershey (HSY) and Pinnacle Entertainment (PNK) to outperform from market perform at Wells Fargo.
  • Spirit AeroSystems (SPR) to equal weight from underweight at Morgan Stanley.
  • Micron (MU) to outperform from neutral at RW Baird.

Continue reading Analyst Calls: AFL, DE, DOX, GD, GS, HSY, ITT, MS, NYX, TXN, UBS, WYNN ...

Analyst Calls: AFL, DE, DOX, GD, GS, HSY, ITT, MS, NYX, TXN, UBS, WYNN ... originally appeared on BloggingStocks on Thu, 13 Jan 2011 11:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLAflacAmdocsanalyst upgradesAtherosATHRBarclaysBCSCBChina MobilCHLChubbCVGIDBDEDeereDeutsche BankdowngradesDOXE-TradeElanELNETFCEXLSGGDGeneral DynamicsGenpactGoldman SachsGSHersheyHSYinitiationsinthenewsITTJNPRJuniperKLA-TencorKLACMellanoxMicronMLNXMODMorgan StanleyMSMUNASDAQ OMXNDAQNYSE EuronexNYXPaccarParker-HannifinPCARPHPier 1PIRPNKRTECSMSISPRTexas InstrumentsTXNUBSWYNNWynn ResortsThu, 13 Jan 2011 11:40:00 EST<![CDATA[Three Picks Paying Dividends Since World War II]]>http://www.bloggingstocks.com/2010/07/19/three-picks-paying-dividends-since-world-war-ii/http://www.bloggingstocks.com/2010/07/19/three-picks-paying-dividends-since-world-war-ii/http://www.bloggingstocks.com/2010/07/19/three-picks-paying-dividends-since-world-war-ii/#commentsFiled under: , ,

Looking for stocks with a hefty dividend payout seems like a pretty common activity for investors right now. After all, when the market is uncertain it's nice to have a quarterly payday to count on.

But to add an extra layer of safety to your portfolio, look for stocks that are long-term members in the dividend army. These so-called "dividend aristocrats" have been delivering profits back to shareholders for decades -- or in some cases, over a century!

Here are three dividend aristocrats who have been paying back shareholders since before World War II:

Continue reading Three Picks Paying Dividends Since World War II

Three Picks Paying Dividends Since World War II originally appeared on BloggingStocks on Mon, 19 Jul 2010 12:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bmscbdividend stocksDividendsmmmStocks to buyMon, 19 Jul 2010 12:30:00 EST<![CDATA[Analyst Calls: ALL, EMC, FCN, IRBT, JNPR, MRVL, RNOW, TRV, VRSN ...]]>http://www.bloggingstocks.com/2010/07/07/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/07/07/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/07/07/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , ,

Analyst Upgrades

  • Oppenheimer upgraded VeriSign (VRSN) to outperform from perform, citing better-than-expected domain names trends and the potential for a sizeable share buyback. The firm has a $33 price target for shares.
  • Oppenheimer also upgraded EMC (EMC) to outperform from perform, citing valuation and expectations for strong Q2 results. The firm set a $22 price target for shares.
  • Piper Jaffray upgraded Juniper (JNPR) to overweight from neutral, citing valuation and its longer-term outlook. The firm keeps a $31 price target for shares.
  • Kilroy Realty (KRC) was upgraded to neutral from underperform at BofA/Merrill.
  • Veolia Environment (VE) was upgraded to buy from add at WestLB.
  • QEP Resources (QEP) was upgraded to positive from neutral at Susquehanna.

Continue reading Analyst Calls: ALL, EMC, FCN, IRBT, JNPR, MRVL, RNOW, TRV, VRSN ...

Analyst Calls: ALL, EMC, FCN, IRBT, JNPR, MRVL, RNOW, TRV, VRSN ... originally appeared on BloggingStocks on Wed, 07 Jul 2010 11:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ACGLALLAllstateanalyst upgradesCBCGIChubbdowngradesEMCEWFCNHCCinitiationsinthenewsIRBTJNPRJuniper NetworksKRCMarvell TechnologyMRVLPGRQEPRNOWTCLPTEXTravelersTRVVEVRSNWed, 07 Jul 2010 11:20:00 EST<![CDATA[Chubb: A Steady Ship Amid Choppy Market Seas]]>http://www.bloggingstocks.com/2010/05/18/chubb-a-steady-ship-amid-choppy-market-seas/http://www.bloggingstocks.com/2010/05/18/chubb-a-steady-ship-amid-choppy-market-seas/http://www.bloggingstocks.com/2010/05/18/chubb-a-steady-ship-amid-choppy-market-seas/#commentsFiled under: ,

As forecast in February, insurer Chubb Corp. (CB) first discussed here on May 29, 2009 at a price of $39.65, has sailed ahead despite choppy market seas.

Even so, those investors concerned about the European government debt issue's impact on U.S. equities should consider taking the roughly 28% CB gain at this juncture.

However, those who can tolerate the risk can hold on to CB and go for a larger gain. A thinning insurance sector, triggered by the U.S. and world's worst financial crisis since the 1930s, has put Chubb in an advantageous position.

Continue reading Chubb: A Steady Ship Amid Choppy Market Seas

Chubb: A Steady Ship Amid Choppy Market Seas originally appeared on BloggingStocks on Tue, 18 May 2010 14:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>cbTue, 18 May 2010 14:30:00 EST<![CDATA[Chubb CEO Says Bailouts Cost Insurers Opportunity]]>http://www.bloggingstocks.com/2010/03/22/chubb-ceo-says-bailouts-cost-insurers-opportunity/http://www.bloggingstocks.com/2010/03/22/chubb-ceo-says-bailouts-cost-insurers-opportunity/http://www.bloggingstocks.com/2010/03/22/chubb-ceo-says-bailouts-cost-insurers-opportunity/#commentsFiled under: ,

When the government stepped in to begin bailing out financial institutions, it impeded the growth prospects of the best run companies and disrupted the smooth operation of markets. John Finnegan, CEO of Chubb (CB), called the intervention "troubling," as it essentially took weakened companies out of the acquisition market.

Finnegan wrote in his annual letter to shareholders, "The opportunities for financially strong companies to absorb the business of weakened competitors were initially compelling." This is the natural result of a disproportionately depressed capital base in the reinsurance business. He continued, "This is as it should be in a free market unimpeded by federal intervention. But the willingness of the federal government to prop up weakened competitors by artificially injecting capital is troubling."

Continue reading Chubb CEO Says Bailouts Cost Insurers Opportunity

Chubb CEO Says Bailouts Cost Insurers Opportunity originally appeared on BloggingStocks on Mon, 22 Mar 2010 10:30:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>AIGamerican international groupcbChubbinsuranceinsurance companiesinsurance industryinsurance stocksinthenewsMon, 22 Mar 2010 10:30:00 EST<![CDATA[Fortune 500 Loves Twitter, Especially the Insurance Business]]>http://www.bloggingstocks.com/2010/02/26/fortune-500-loves-twitter-especially-the-insurance-business/http://www.bloggingstocks.com/2010/02/26/fortune-500-loves-twitter-especially-the-insurance-business/http://www.bloggingstocks.com/2010/02/26/fortune-500-loves-twitter-especially-the-insurance-business/#commentsFiled under: , , ,

The nagging notion that Twitter is nothing more than a way for a kids to piss away their time was put to bed in 2009. It came together, especially, for Black Friday and the holiday shopping season that followed, but even when you look at the year as a whole, it's clear that major businesses jumped on the microblogging bandwagon readily. A new study by the Society for New Communications Research shows that Fortune 500 companies became addicted to communicating in 140-character blurbs last year.

Among the Fortune 500, 35% of companies had active Twitter accounts last year, which means that at least one tweet had been unleashed in the past 30 days. And, the use of Twitter is concentrated at the top: 47% of the Fortune 100 had active accounts last year. Only 22% of Fortune 500 companies had public-facing corporate blogs as of last year, but those that do see the value of integrated communications: more than 80% of these blogs were linked to a corporate Twitter account.

Continue reading Fortune 500 Loves Twitter, Especially the Insurance Business

Fortune 500 Loves Twitter, Especially the Insurance Business originally appeared on BloggingStocks on Fri, 26 Feb 2010 10:30:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>Aonaon corpcbChevronChubbcvxfeaturedfortune 500fortune 500 companiesGEinsurance companiesinsurance industryinthenewsmicrobloggingMunich ReMunichResocial mediatwitterZFSZurichFri, 26 Feb 2010 10:30:00 EST<![CDATA[Serious Money: Cheapest Stocks List Shrinks from 26 to 21]]>http://www.bloggingstocks.com/2010/02/09/serious-money-cheapest-stocks-list-shrinks-from-26-to-21/http://www.bloggingstocks.com/2010/02/09/serious-money-cheapest-stocks-list-shrinks-from-26-to-21/http://www.bloggingstocks.com/2010/02/09/serious-money-cheapest-stocks-list-shrinks-from-26-to-21/#commentsFiled under: , , , , , , , , , , , , , , , , , , , , , , , ,

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

Serious Money: Cheapest Stocks List Shrinks from 26 to 21 originally appeared on BloggingStocks on Tue, 09 Feb 2010 14:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>admaepaflazocbcopcpbcvscvxdddriezpwfeaturedgshashpqjpmkmblmtneroertnserious moneySeriousMoneysheldon liberSheldonLiberstock screensStockScreenssyytrvunhvalue investingvalue stocksValueInvestingValueStocksvzwmtxelTue, 09 Feb 2010 14:30:00 EST<![CDATA[Serious Money: Cheapest Stocks Yet -- From 35 to 26]]>http://www.bloggingstocks.com/2010/02/03/serious-money-cheapest-stocks-yet-from-35-to-26/http://www.bloggingstocks.com/2010/02/03/serious-money-cheapest-stocks-yet-from-35-to-26/http://www.bloggingstocks.com/2010/02/03/serious-money-cheapest-stocks-yet-from-35-to-26/#commentsFiled under: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

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

Serious Money: Cheapest Stocks Yet -- From 35 to 26 originally appeared on BloggingStocks on Wed, 03 Feb 2010 10:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>abtadmazobmycbcopcpbcvxdddriebayezpwfeaturedgisgshasibmjnjjpmkmblmtmrkpfertnserious moneySeriousMoneystock screensStockScreenstrvvzwmtxelWed, 03 Feb 2010 10:40:00 EST<![CDATA[Serious Money: Still Cheap Market -- 35 Stocks + Yields & Growth]]>http://www.bloggingstocks.com/2010/02/01/serious-money-still-cheap-market-35-stocks-yields-and-growth/http://www.bloggingstocks.com/2010/02/01/serious-money-still-cheap-market-35-stocks-yields-and-growth/http://www.bloggingstocks.com/2010/02/01/serious-money-still-cheap-market-35-stocks-yields-and-growth/#commentsFiled under: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

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

Serious Money: Still Cheap Market -- 35 Stocks + Yields & Growth originally appeared on BloggingStocks on Mon, 01 Feb 2010 14:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>abtadmaepaflazobmycbcopcpbcvscvxdddriebayezpwfeaturedgisgshashpqibmjnjjpmkmblmtmomrknepfertnserious moneySeriousMoneysheldon liberSheldonLiberstock screensstocks to buyStockScreensStocksToBuysyytvrunhvzwmtxelMon, 01 Feb 2010 14:50:00 EST<![CDATA[Serious Money: Market Looks Cheap to Me -- 35 Stocks]]>http://www.bloggingstocks.com/2010/01/28/serious-money-market-looks-cheap-to-me-35-stocks/http://www.bloggingstocks.com/2010/01/28/serious-money-market-looks-cheap-to-me-35-stocks/http://www.bloggingstocks.com/2010/01/28/serious-money-market-looks-cheap-to-me-35-stocks/#commentsFiled under: , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

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

Serious Money: Market Looks Cheap to Me -- 35 Stocks originally appeared on BloggingStocks on Thu, 28 Jan 2010 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ABTADMAFLBMYCBCoPCPBCVSCVXDDDRIebayEZPWfeaturedGISGSHASHPQIBMJNJJPMKMBLMTMoMRKpfeserious moneySeriousMoneysheldon liberSheldonLiberTRVWMTXELThu, 28 Jan 2010 15:00:00 EST<![CDATA[Insurer Chubb is in the catbird seat]]>http://www.bloggingstocks.com/2009/12/03/insurer-chubb-is-in-the-catbird-seat/http://www.bloggingstocks.com/2009/12/03/insurer-chubb-is-in-the-catbird-seat/http://www.bloggingstocks.com/2009/12/03/insurer-chubb-is-in-the-catbird-seat/#commentsFiled under: ,

Insurer Chubb Corp. (CB) is gaining amid a thinning insurance sector, which is a major reason I'm reiterating my buy rating for the company's shares, first recommended on May 29, 2009 at a price of $39.65. If you bought Chubb in May, you're up about 20%.

The strength of Chubb's operation, in a nutshell: a strong personal insurance brand, a diversified business (personal lines, commercial insurance, specialty insurance), and a stronger balance sheet than many competitors. Hence, look for continued market share gains for CB in 2010. Further, pricing is showing signs of bottoming/firming as of Q3 2009.

Continue reading Insurer Chubb is in the catbird seat

Insurer Chubb is in the catbird seat originally appeared on BloggingStocks on Thu, 03 Dec 2009 14:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>CBThu, 03 Dec 2009 14:00:00 EST<![CDATA[The week in preview: High hopes for Apple, Chipotle, Travelers and more]]>http://www.bloggingstocks.com/2009/10/18/the-week-in-preview-high-hopes-for-apple-chipotle-travelers-a/http://www.bloggingstocks.com/2009/10/18/the-week-in-preview-high-hopes-for-apple-chipotle-travelers-a/http://www.bloggingstocks.com/2009/10/18/the-week-in-preview-high-hopes-for-apple-chipotle-travelers-a/#commentsFiled under: , , , , ,

Last week, Goldman Sachs Group Inc. (NYSE: GS) and JPMorgan Chase & Co. (NYSE: JPM) reported stellar quarterly results. Lots more third quarter reports from the big banks are due this week.

However, analysts surveyed by Thomson Reuters anticipate year-over-year earnings declines from Bank of New York Mellon (NYSE: BK), BB&T Corp. (NYSE: BBT), M&T Bank Corp. (NYSE: MTB), Northern Trust Corp. (NASDAQ: NTRS), PNC Financial Services Group Inc. (NYSE: PNC), State Street Corp. (NYSE: STT), US Bancorp (NYSE: USB), and Wells Fargo & Co. (NYSE: WFC).

Continue reading The week in preview: High hopes for Apple, Chipotle, Travelers and more

The week in preview: High hopes for Apple, Chipotle, Travelers and more originally appeared on BloggingStocks on Sun, 18 Oct 2009 12:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAppleCBChipotleChubbCMGearnngsfeaturedGILDGilead SciencesGoldman SachsGSJPMJPMorganMicrosoftMSFTTravelersTRVSun, 18 Oct 2009 12:30:00 EST<![CDATA[Chubb is finally getting noticed ]]>http://www.bloggingstocks.com/2009/09/23/chubb-is-finally-getting-noticed/http://www.bloggingstocks.com/2009/09/23/chubb-is-finally-getting-noticed/http://www.bloggingstocks.com/2009/09/23/chubb-is-finally-getting-noticed/#commentsFiled under: ,

Other insurers' loss is Chubb Corp.'s (NYSE: CB) gain. Back in May, the case was made that given competitors' woes, and Chubb's demonstrated business model, superior personal lines, and diverse business mix, CB deserved a higher multiple than its May P/E of 9.

Well, the market finally took note of CB, boosting shares this summer, hence I'm Reiterating my Buy rating for Chubb, first recommended on May 29, 2009 at a price of $39.65. If you bought CB then, you're up about 23%.

Continue reading Chubb is finally getting noticed

Chubb is finally getting noticed originally appeared on BloggingStocks on Wed, 23 Sep 2009 09:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>CBChubbWed, 23 Sep 2009 09:10:00 EST<![CDATA[Cramer on BloggingStocks: Travelers is a fitting pick ]]>http://www.bloggingstocks.com/2009/06/02/cramer-on-bloggingstocks-travelers-is-a-fitting-pick/http://www.bloggingstocks.com/2009/06/02/cramer-on-bloggingstocks-travelers-is-a-fitting-pick/http://www.bloggingstocks.com/2009/06/02/cramer-on-bloggingstocks-travelers-is-a-fitting-pick/#commentsFiled under: , , , , , , , ,

TheStreet.com's Jim Cramer says that it's the most conservative player in an industry filled with gunslingers.

The keepers of the Dow Jones Industrial Average must have felt insurance-less after the defrocking of AIG (NYSE: AIG) (Cramer's Take), so it's fitting that they added Travelers (NYSE: TRV) (Cramer's Take) to the list, even as I would have preferred Ford (NYSE: F) (Cramer's Take) or Apple (NASDAQ: AAPL) (Cramer's Take).

They needed a financial that wasn't a bank and there aren't many out there that still trade at anything but desperate levels or weren't saved by the government.

Continue reading Cramer on BloggingStocks: Travelers is a fitting pick

Cramer on BloggingStocks: Travelers is a fitting pick originally appeared on BloggingStocks on Tue, 02 Jun 2009 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplaigccbdjiaffeaturedjim cramerJimCramertrvTue, 02 Jun 2009 10:00:00 EST