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5 Green Utilities

Environmentally friendly; Go Green; Carbon Cap; Global Warming.  What do these phrases have in common?  They are all used in commentary in regards to the global movement towards clean energy and environmental stability.  It was a sticking point in President-elect Barack Obama’s campaign as well as a hot topic among the populous in the United States and most other developed nations.  What does this mean for businesses and corporations, particularly utility companies? Read more

The Strongest Jackup Play: Hercules Offshore

As a younger investor, I am extremely interested in many of the smaller  companies because of their potential for extremely high returns.  Obviously these returns come with much higher risks, but for young investors it is generally more prudent to take these types of risks when you have your whole life ahead of you and you are not trying to save. Hercules Offshore [HERO: 5.55, +0.69 (+14.20%)] is a company that fits this description perfectly due to their outstanding fundamentals and growth prospects as well as their track record Read more

Stay Away from the Bulk Shippers… for Now

If you have been an active investor in the markets, chances are you have come across the insane volatility surrounding the bulk shipping companies of the world. As an industrial-minded investor myself, it’s hard to look away when you see a fundamentally strong company 60% off its highs, and offering a 25% dividend yield (or more!). It might come as a bit of a shock when I say: stay away from the bulk shippers! Read more

Generics Giant Teva Shines

With another tough day in the market following the Presidential Election,  the word’s largest generic drug maker topped 3rd Quarter net profit forecasts. Teva [TEVA: 43.91, +1.63 (+3.86%)], headquarted in Israel, develops, manufactures, and markets generic and human pharmaceuticals. They also participate in the formation of active pharmaceuticals, or APIs, in North America, Europe, Latin America, Asia, and Israel. Teva’s net profit for the quarter, excluding one-time items, was $599 million or $0.72 per diluted share, compared with $525 million, or $0.64 per share. Sales increased 20% to a record of Read more

The Bear’s Case for Genentech

Trading at $79.84, shares of Genentech [DNA: 82.32, +1.96 (+2.44%)] now trade more than 11% below Roche’s tender offer of $89.00 a share issued in July. At the time the bid was announced, shares of Genentech rose to $99.00, reflecting the market’s view that Roche would have to come back with a higher bid. Later that day, Genentech rejected the offer stating $89 per share did not reflect the true value Read more

Toyota Hits the Breaks

Toyota Motor Company [TM: 67.74, +4.57 (+7.23%)] hit some big roadblocks over the first half 2008 as total sales fell and the strengthening dollar hammered U.S. profits.

Toyota opened the trading session down over 10% as they reported a 47.6 percent decrease in net income to 493.4 billion yen, and a 54.2 decrease in operating income to 582 billion yen.   Read more

The Bull’s Case for Genentech

This article is part of a two-piece segment brought to you by Bullish Bankers.  I will be presenting the bull case for the Genentech and Roche deal. Despite the recent credit turmoil, the Roche [RHHBY: 0.00, N/A (N/A)] and Genentech [DNA: 82.32, +1.96 (+2.44%)] deal has been in and out of  the news since it was first announced on July 21st of this year, and many analysts point towards the deal progressing towards a higher bid from Roche. The original bid by Roche came in at $89.00 per share to acquire the remaining 44.1% that they do not already own for a total of $43.7 billion.  DNA’s management saw this as significantly undervaluing the company, and the Board rejected the bid in August.  An August 13th press release quoting Dr. Charles A. Sanders, chairman of the special committee, said, “The special committee is confident in the company’s strong financial and clinical momentum and its uniquely productive Read more

Cisco Fiscal Q1 Earnings Recap

Analysts were saying buy Cisco [CSCO: 17.26, +0.71 (+4.29%)] leading up to their earnings release Wednesday, November 5 after the bell. Goldman Sachs, Merrill Lynch, and RBC Capital issued a buy rating on the stock within the last week. Chief Executive John Chambers keeps telling investors that the company plans on achieving the 12 to 17 percent long-term revenue growth. Can the world’s largest maker of networking equipment reach this goal? I certainly think so, even with the hiccups in the near term brought forth by the floundering economy. Read more

Big Profits for Big Oil Continues with Devon

The Oklahoma City based oil and gas giant Devon Energy Corp. [DVN: 73.98, +6.05 (+8.91%)] reported a 256% increase in net earnings this morning, continuing the trend of large U.S. oil companies posting record profits amid a recession-fearing market. As much of the stock market continues to shed market value and the lowering of earnings estimates becomes common place, the likes of Devon, Exxon Mobil [XOM: 75.41, +6.48 (+9.40%)], and Chevron [CVX: 75.71, +8.43 (+12.53%)] are Read more

Presiding over Supply

The transformation of the financial landscape over the past several months has left investors searching for a safe haven for their money.  As evidenced by periods of negative t-bill yields, the flight to safety has investors flooding the risk-free market or sitting in cash.  The freezing of the credit markets has been a product not just of uncertainty amongst borrowers and lenders, but of uncertainty regarding the role of government in our capital markets.  The unprecedented actions taken by the Federal Reserve have changed the traditional thought process on investing.  Moreover, with the looming Presidential election, the investment framework has another big question mark.  Assuming Senator Obama takes Read more

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