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[Serious Money: Fortune's 25 leaders, final 4]]>http://www.bloggingstocks.com/2009/12/04/serious-money-fortunes-25-leaders-final-4/http://www.bloggingstocks.com/2009/12/04/serious-money-fortunes-25-leaders-final-4/http://www.bloggingstocks.com/2009/12/04/serious-money-fortunes-25-leaders-final-4/#commentsFiled under: , , , , , , , , , ,

We started this review with 25 stocks of companies noted for their quality of management and how successful they have been at nurturing new leaders as presented in Fortune magazine. After running them through a serious screening process using universally agreed upon key metrics, the list has been reduced to six candidates for potential investment.

I will reiterate that there is no imperative to invest in any of them even if they might be among the best opportunities from a select list. While I think all of the original companies listed and stocks screened are well regarded that does not mean now is the right time to invest.

Regardless of the outcome of this process, and since price and timing are critical, it would be smart to create a stock watch-list with the inclusion of all six of these companies.

Continue reading Serious Money: Fortune's 25 leaders, final 4

Serious Money: Fortune's 25 leaders, final 4 originally appeared on BloggingStocks on Fri, 04 Dec 2009 17:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>american expressAmericanExpressAXPDEdeere and co.DeereAndCo.FDXfeaturedfederal expressFederalExpressGEgeneral electricGeneralElectricIBMserious moneySeriousMoneysheldon liberSheldonLiberStock screensStockScreensTNTTNT PostTntPostTNTTYFri, 04 Dec 2009 17:00:00 EST<![CDATA[Serious Money: Fortune's 25 leaders, 18 remain]]>http://www.bloggingstocks.com/2009/12/02/serious-money-fortunes-25-leaders-18-remain/http://www.bloggingstocks.com/2009/12/02/serious-money-fortunes-25-leaders-18-remain/http://www.bloggingstocks.com/2009/12/02/serious-money-fortunes-25-leaders-18-remain/#commentsFiled under: , , , , , , , , , , , , , , , , , ,

This is the third screening to find value among Fortune's 25 corporate world leaders that have demonstrated an ability to regenerate themselves from within. The list has been cut to 18 and will be cut further here.

The methodology of using basic stock data points to identify potential value investments only sets the stage for success -- it assures nothing. While it is true that paying less is better than paying more and getting a higher yield is better than less, this gives you a scant picture of what is in people's hearts and minds, and that is harder to judge. Like the weather, no matter the predictions, you may not find out it is raining until you are standing in it. Regardless, it should be advantageous to start with good stock (pun intended) before you take to whittlin', and that we have.

Continue reading Serious Money: Fortune's 25 leaders, 18 remain

Serious Money: Fortune's 25 leaders, 18 remain originally appeared on BloggingStocks on Wed, 02 Dec 2009 13:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>3mamerican-expressAXPchina mobileCHLDEDeereeli lillyfearturedGEgeneral electricgeneral millsGISIBMIBNICICI bankINTCIntelinternational business machinesLLYLMTlockheed martinMCDmcdonaldsmclarenPEPpepsicoPGproctor and gambleserious moneySeriousMoneysheldon liberSheldonLiberTNTTNTTYULunileverwhirlpoolWHRWed, 02 Dec 2009 13:40:00 EST<![CDATA[Serious Money: Fortune's 25 leaders, now 20]]>http://www.bloggingstocks.com/2009/12/01/serious-money-fortunes-25-leaders-now-20/http://www.bloggingstocks.com/2009/12/01/serious-money-fortunes-25-leaders-now-20/http://www.bloggingstocks.com/2009/12/01/serious-money-fortunes-25-leaders-now-20/#commentsFiled under: , , , , , , , , , , , , , , , , ,

Yesterday I started a review of 25 companies that Fortune deemed most successful according to their peers in developing quality leadership. Today I review the remaining 20, searching to find the ones that might be worth investing in.

Price-to-book (from 11/27/09) was used as the first value screen. The theory being from a value investor's perspective that buying for a price at or near the break-up value of the company provides downside protection. Of course that is easier said than done.

Continue reading Serious Money: Fortune's 25 leaders, now 20

Serious Money: Fortune's 25 leaders, now 20 originally appeared on BloggingStocks on Tue, 01 Dec 2009 18:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>3Mamerican expressAPXchina mobileCHLCLcolgate-palmoliveDEdeere and co.eli lillyFDXFedExGEgeneral electricgeneral millsGISIBMIBNICICIinfosysINFYINTCIntelinternational business machinesLillyLLYLMTlockheed martinMCDmcdonaldsMMMPEPpepsicoPGprocter and gambleserious moneySeriousMoneysheldon liberSheldonLiberTNTULunileverwhirlpoolWHRTue, 01 Dec 2009 18:00:00 EST<![CDATA[FedEx (FDX) eyeing TNT NV?]]>http://www.bloggingstocks.com/2008/07/14/fedex-fdx-eyeing-tnt-nv/http://www.bloggingstocks.com/2008/07/14/fedex-fdx-eyeing-tnt-nv/http://www.bloggingstocks.com/2008/07/14/fedex-fdx-eyeing-tnt-nv/#commentsFiled under: , ,

Reports are swirling that FedEx Corp. (NYSE: FDX) is considering a buyout of TNT NV, a major Dutch mail and express delivery service firm. As expected, both firms had no comment on the rumors.

TNT, which was founded in the 1700s, is ranked #4 on a global basis, with about $17.3 billion in revenues. The company's platform extends from Europe to Asia to Latin America.

No doubt, this is attractive to the folks at FedEx as the deal would make it #2 in the European express delivery service market. The company indeed needs to find a way to diversify away from its dependence on the currently ailing U.S. market.

But if TNT is in play, there are likely to be other bidders the come to the table, such as United Parcel Service (NYSE: UPS). In other words, we could have a dragged out takeover battle.

Tom Taulli is the author of various books, including The Complete M&A Handbook and The Edgar Online Guide to Decoding Financial Statements. He also operates MergerBook.com.

FedEx (FDX) eyeing TNT NV? originally appeared on BloggingStocks on Mon, 14 Jul 2008 08:33:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>fdxfedexinthenewsMAtntupsMon, 14 Jul 2008 08:33:00 EST<![CDATA[FedEx falls short in bid for India's SafeExpress]]>http://www.bloggingstocks.com/2007/07/12/fedex-falls-short-in-bid-for-indias-safeexpress/http://www.bloggingstocks.com/2007/07/12/fedex-falls-short-in-bid-for-indias-safeexpress/http://www.bloggingstocks.com/2007/07/12/fedex-falls-short-in-bid-for-indias-safeexpress/#commentsFiled under: , , , ,

FedEx Corp. (NYSE: FDX)'s dream of entering India's domestic logistics business has failed with the withdrawal of its bid for SafeExpress, one of the largest Indian logistics companies. Had the deal been approved, it would have given FedEx quite a large chunk of the express cargo, third party logistics and warehousing segment.

Instead, FedEx wasn't willing to pay the high price that SafeExpress demanded, sources close to the deal told The Economic Times. SafeExpress founder and managing director Pawan Jain valued his company at Rs2000 crore, nearly $500 million. FedEx was willing to spend up to Rs1800 crore, or $445 million, for the Indian logistics company.

The move hurts FedEx's chances of successfully entering India's domestic logistics segment through a strategic acquisition. Competitors DHL and TNT (OTC: TNTTY) have already been successful in finding a logistics company in India, with DHL acquiring 81% of Blue Dart for Rs 730 crore, or $181 million, in 2004 and TNT's acquisition of Speedage, a division of ARC India last year, for Rs200 crore, or $50 million.

The lack of an acquisition also hurt SafeExpress, after a multitude of regional managers and operational leaders from various divisions have left the company in the past eight months, unsure of the company's future. On the topic of acquisitions, this weekend Barron's said that FedEx themselves could be a private-equity target.

FedEx falls short in bid for India's SafeExpress originally appeared on BloggingStocks on Thu, 12 Jul 2007 16:34:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>acquisitionblue dartBlueDartdhlfdxfedexindialogisticspawan jainPawanJainsafeexpresstakeovertheflyonthewall.comtnttnttytransportationThu, 12 Jul 2007 16:34:00 EST<![CDATA[It's time for Time]]>http://www.bloggingstocks.com/2007/07/05/it-s-time-for-time/http://www.bloggingstocks.com/2007/07/05/it-s-time-for-time/http://www.bloggingstocks.com/2007/07/05/it-s-time-for-time/#commentsFiled under: , , , ,

Time Warner Inc. (NYSE: TWX ) has been selected as the "undervalued stock of the month" by Paul Tracy, in his StreetAuthority Market Advisor.

The advisor explains, "We think the company's days as an industry laggard are over and we think the company is well-positioned to leverage its valuable assets and unlock shareholder value in the years ahead."

For those unfamiliar with the company's operations, he explains that Time Warner is the largest media conglomerate on the planet. First, he notes, there is AOL, which has built a powerful network of highly-trafficked web sites. He explains, "Its ubiquitous instant messenger service is used to send 1.8 billion messages every day."

Then, he adds, there is Time Warner Cable Inc. (NYSE: TWC), which has grown to become the nation's number two cable provider with a massive base of 15 million customers -- roughly half of whom have signed up for premium services such as digital video or high-speed internet.

The film business, he points out, includes Warner Brothers and New Line Cinema, and has "raked in billions" in global box office revenues from blockbuster hits like Harry Potter and The Lord of the Rings.

In fact, he says, Warner Brothers is planning to bring the Harry Potter world to life, unveiling plans to collaborate on a new theme park based on the "wildly popular" series.

Continue reading It's time for Time

It's time for Time originally appeared on BloggingStocks on Thu, 05 Jul 2007 16:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aolcnnharry potterhbolord of the ringsmedia conglomeratesmedia stocksnew line cinemaNewLineCinemapaul tracysteven halpernstreetauthority market advisorthestockadvisors.comtimetime warnerTimeWarnertnttwxwarner brotherswarner home videoThu, 05 Jul 2007 16:50:00 EST<![CDATA[TNT may rule over 'Law & Order' -- will NBC pass on new episodes?]]>http://www.bloggingstocks.com/2007/05/09/tnt-may-establish-law-and-order/http://www.bloggingstocks.com/2007/05/09/tnt-may-establish-law-and-order/http://www.bloggingstocks.com/2007/05/09/tnt-may-establish-law-and-order/#commentsFiled under: , , ,

The familiar "thunk-thunk" sound that separates scenes on NBC's Law & Order may be finding a new, albeit familiar, home. Yesterday, executives negotiating for the new season at NBC -- a division of General Electric Co. (NYSE: GE) -- said Time Warner Inc.'s (NYSE: TWX) TNT is a contender to pick up new episodes of the long-running drama if the Peacock fails to commit.

The beloved procedural, among the first of its kind, is wrapping up its 17th season. However, ratings aren't what they used to be in the Jerry Orbach days, and the program is expensive to produce, at about $4 million an episode. Show creator Dick Wolf said he is weighing cost-cutting options, which could include changing some cast members (that would be nothing new).

TNT is already bedfellows with the drama; it airs repeats of the show, along with episodes of the franchise's spinoffs, Special Victims Unit and Criminal Intent, multiple times each day. According to a story in today's New York Times, NBC Universal Television would continue to produce the program, even if it did move to the cable network.

NBC is scheduled to announce its fall prime-time schedule on Monday. Special Victims Unit, currently the most-watched of the trio, has already been renewed by the network.

Beth Gaston Moon is an analyst at Schaeffer's Investment Research.

TNT may rule over 'Law & Order' -- will NBC pass on new episodes? originally appeared on BloggingStocks on Wed, 09 May 2007 14:10:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>gegeneral electricGeneralElectricnbctime warnerTimeWarnertnttwxWed, 09 May 2007 14:10:00 EST<![CDATA[AOL hopes 'Saved' will be a 'Closer']]>http://www.bloggingstocks.com/2006/04/28/aol-hopes-saved-will-be-a-closer/http://www.bloggingstocks.com/2006/04/28/aol-hopes-saved-will-be-a-closer/http://www.bloggingstocks.com/2006/04/28/aol-hopes-saved-will-be-a-closer/#commentsFiled under: , , , , ,

TNT's is about to drop yet another original drama series on us. It's called Saved, and AOL products will be integrated into the actual show.

Saved will air Mondays at 10 p.m. starting June 12. The series launches with a commercial-free premiere episode, sponsored by Quizno's and Dodge.

"Our integration with both Saved and [the TNT series] The Closer -- an established hit -- allows us to tap into new audiences and broaden our reach in a unique way," says Richard Taylor, senior vice president of brand marketing for AOL. "We can showcase the value of AOL within the actual storyline, making it relevant to the characters' lives."

According to the press release, Saved focuses on a young, hip, directionless slacker named Wyatt Cole. Cole -- played by Tom Everett Scott (Boiler Room, That Thing You Do) -- kicks around Portland, Oregon, trying to figure out what to do with his life and struggling to live in the shadow of his high-achieving parents.

The hook? He's a paramedic.

The catchphrase? "By saving other people's lives, he will be able to save his own."

I can only imagine how this one is going to work...

SCENE: Burnside Bridge, Downtown Portland. Single-car auto accident. Cole is applying a tourniquet.

Cole: "I can't deal with all these pressures. They've been with me ever since childhood. I mean if only they'd placed PARENTAL CONTROLS on their expectations of me --"

Auto accident victim [suddenly coming back to consciousness]: "You mean like the PARENTAL CONTROLS on AOL?!"

AOL hopes 'Saved' will be a 'Closer' originally appeared on BloggingStocks on Fri, 28 Apr 2006 11:47:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>America OnlineAmericaOnlineAOLBoiler RoomBoilerRoomBurnside BridgeBurnsideBridgecelebrityDodgeParental ControlsParentalControlsPortlandQuizno'sRichard TaylorRichardTaylorSavedThat Thing You DoThatThingYouDoThe CloserTheCloserTIme WarnerTimeWarnerTNTTom Everett ScottTomEverettScottWyatt ColeWyattColeFri, 28 Apr 2006 11:47:00 EST