Analyst Articles

Smartphones are exploding in popularity. What was once considered a tool just for the tech-savvy or on-the-go business professionals has become a ubiquitous tool in communication.  Even the most pessimistic estimates project 400 million units being shipped in 2013. This is up from a little more than 50 million in 2006.   This high demand has launched a marketing war between the various handset makers. Leaders in the space — Apple (Nasdaq: AAPL), Samsung (OTC: SSNLF) and Nokia (NYSE: NOK) — spend billions on research and development, and marketing efforts to create and popularize the next hot smartphone.#-ad_banner-#   They… Read More

Smartphones are exploding in popularity. What was once considered a tool just for the tech-savvy or on-the-go business professionals has become a ubiquitous tool in communication.  Even the most pessimistic estimates project 400 million units being shipped in 2013. This is up from a little more than 50 million in 2006.   This high demand has launched a marketing war between the various handset makers. Leaders in the space — Apple (Nasdaq: AAPL), Samsung (OTC: SSNLF) and Nokia (NYSE: NOK) — spend billions on research and development, and marketing efforts to create and popularize the next hot smartphone.#-ad_banner-#   They know that by gaining the loyalty of customers, it’s likely that they will remain customers for life, creating a long-term income stream.    While people can make money by investing directly into the smartphone makers, savvy investors can step above the market share war and profit handsomely.   The way to do that is by simply asking, “What are the common ingredients used in all smartphones?”   Obviously, every… Read More

The most epic and motivational U.S. corporate success story may have just ended. Not only is Apple’s (Nasdaq: AAPL) share price in the process of being decimated, its fall from grace is likely to adversely affect its major suppliers.   But as you’ll see later in this article, one of Apple’s major suppliers has been able to dodge the bullet.  Before I get to the stock, here’s why Apple’s demise has opened this incredible buying opportunity… After launching successful product after successful product the world embraced, the stock… Read More

The most epic and motivational U.S. corporate success story may have just ended. Not only is Apple’s (Nasdaq: AAPL) share price in the process of being decimated, its fall from grace is likely to adversely affect its major suppliers.   But as you’ll see later in this article, one of Apple’s major suppliers has been able to dodge the bullet.  Before I get to the stock, here’s why Apple’s demise has opened this incredible buying opportunity… After launching successful product after successful product the world embraced, the stock shot from under $100 at the start of 2009 to $700 in August 2012.  Take a closer look… Now, the rug under investors has been pulled out. The stock has plunged all the way down to the current mid $400s. In fact, with a $413.89 billion market cap, the company has just lost its title as the world’s most valuable company to No. 2 , giving the title back to oil giant Exxon (NYSE: XOM), which boasts a market cap of $416.50 billion.  And it’s… Read More

The only constant in life is change. This fact is doubly true when it comes to the fickle world of fashion and retail. Fads will come and go as stores open and close. Consumers are always looking for the next hot item.  It’s a constant struggle for fashion retailers to stay one step ahead of the curve and know what customers want before they even know. Many retailers are constantly looking for the next fad — which are good for business as they’re fast sellers — just to keep customers happy (think mood rings… Read More

The only constant in life is change. This fact is doubly true when it comes to the fickle world of fashion and retail. Fads will come and go as stores open and close. Consumers are always looking for the next hot item.  It’s a constant struggle for fashion retailers to stay one step ahead of the curve and know what customers want before they even know. Many retailers are constantly looking for the next fad — which are good for business as they’re fast sellers — just to keep customers happy (think mood rings or the Silly Bandz).#-ad_banner-# So it’s no wonder that in this Internet era where consumers are much more retail-savvy, traditional retailers are struggling for survival.  And this well-known retailer, which has been operating for more than 100 years, is a great example. I’m talking about JC Penney (NYSE: JCP). This once-leading retailer has been struggling to get out hole for a long time. In the third quarter of 2012, despite many business-transformation measures implemented throughout the year, the company still posted a loss of $123 million, after booking a $186 million profit in… Read More

One of the first things a day trader learns is how to locate the right stock.  A time-proven and popular method is to look at the stocks and themes that are hot in the news. The trick, however, is not to trade these hot stocks, but to look for similar companies or complimentary industries. The theory is that other stocks within the same industry or theme will soon follow.#-ad_banner-# While this is a standard… Read More

One of the first things a day trader learns is how to locate the right stock.  A time-proven and popular method is to look at the stocks and themes that are hot in the news. The trick, however, is not to trade these hot stocks, but to look for similar companies or complimentary industries. The theory is that other stocks within the same industry or theme will soon follow.#-ad_banner-# While this is a standard stock-locating procedure for day traders, I like to apply it to the long term. As I’ve recently said in this article, real estate is hot right now. Prices are climbing across the globe and builders, real estate investment trusts and associated businesses are riding the wave higher. [Also read: “Why This Little-Known Company Bought 16,000 Homes.”] So when I was looking for stocks surrounding this hot sector, I realized building products would likely benefit from this boom. And no product is more… Read More

Many successful investors will be in for a shock during upcoming tax seasons. There is nothing worse than having a banner year in the financial markets, then having to give a large portion of it to Uncle Sam in the form of taxes. Frankly, I’m concerned that the pain is going to be worse for winning investors who have failed to prepare themselves for the new era of higher tax rates.#-ad_banner-# Here’s what the new tax laws… Read More

Many successful investors will be in for a shock during upcoming tax seasons. There is nothing worse than having a banner year in the financial markets, then having to give a large portion of it to Uncle Sam in the form of taxes. Frankly, I’m concerned that the pain is going to be worse for winning investors who have failed to prepare themselves for the new era of higher tax rates.#-ad_banner-# Here’s what the new tax laws mean to you If you are in the top tax bracket, meaning you earn more than $400,000 (or $450,000 for married couples), then your marginal tax rate will jump to 39.6% and the rate on long-term capital gains and dividend interest will increase five percentage points to 20% for the 2013 tax year. A new 3.8% tax related to the Affordable Care Act (more commonly known as “… Read More

There is a growing and profitable trend happening in the United States. Many investors are unaware it is even happening. If you read Carla Pasternak’s recent article (found here), then you know exactly what I’m talking about.   While everyone seems to be talking about the rebound in single-family housing, very few are talking about multi-family housing.    And as Carla has pointed out, that’s a mistake.   Carla explains that while the single-family housing recovery has just started, multi-family apartment housing has been in recovery mode for the past several years. In fact, she says the United States could… Read More

There is a growing and profitable trend happening in the United States. Many investors are unaware it is even happening. If you read Carla Pasternak’s recent article (found here), then you know exactly what I’m talking about.   While everyone seems to be talking about the rebound in single-family housing, very few are talking about multi-family housing.    And as Carla has pointed out, that’s a mistake.   Carla explains that while the single-family housing recovery has just started, multi-family apartment housing has been in recovery mode for the past several years. In fact, she says the United States could soon become a “Renter Nation.” I completely agree with Carla. Right now, positioning your portfolio to capture dividends and growth from the real estate recovery makes total sense.  But if you read my articles, then you may know that I always go a step further.#-ad_banner-# My key takeaways Diversification, even within the same asset class, is a key feature of a well-designed portfolio. Within the housing REIT sector, investors would be wise to have positions in single-family home REITs and… Read More