Tag Archives: Stocks

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07/23/2013 – Positive news out of Asia has pushed stocks higher, even as Netflix disappoints, but Wendy’s and DuPont beat.

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Retailers With Upside Potential

June sales reports by retailers could create a buying opportunity for some stocks on Thursday says AAP Co-Portfolio Manager Stephanie Link.

Is Twitter Really Worth $10 Billion?

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Bloomberg’s Doug MacMillan discusses the valuation of Twitter compared to Facebook. He speaks with Cory Johnson on Bloomberg Television’s “Bloomberg West.” (Source: Bloomberg)

The Week Ahead: AAPL, COH and GDP

In a week filled with earnings, Apple’s report will dominate headlines. TheStreet’s Lindsey Bell and Andrew Krill discuss that and what else they have their eyes on.

BlackBerry, Groupon, Zynga Stocks Undervalued: Jackson

Ironfire Capital’s Eric Jackson discusses the valuations of BlackBerry, Groupon and Zynga. He speaks with Deirdre Bolton on Bloomberg Television’s “Money Moves.” (Source: Bloomberg)

Apple Is ‘Absolutely’ a Stock to Buy: Munster

Piper Jaffray Senior Research Analyst Gene Munster discusses his outlook for Apple. He speaks on Bloomberg Television’s “Bloomberg Surveillance.” (Source: Bloomberg)

Cantor Fitzgerald: Buy eBay On The Dip

On today’s “The Next Big Trade,” Cantor Fitzgerald Internet Analyst Youssef Squali discusses his trade for eBay. He speaks on Bloomberg Television’s “Street Smart.” (Source: Bloomberg)

Wall Street, Take Foot Off Tim Cook’s Throat

Gamco Investors CIO of Growth Equities Howard Ward discusses his outlook for Apple and his investment strategy. He speaks on Bloomberg Television’s “Money Moves.” (Source: Bloomberg)

Is It Time To Buy Apple After Samsung Frenzy?

Rich Greenfield, media analyst at BTIG, looks at Apple stock as Samsung unveils its new Galaxy S4 smartphone and looks at the growth prospects for Facebook. He speaks on Bloomberg Television’s “Bloomberg Surveillance.”

Apple, Google Stocks At Widest Price Of Earnings Gap

On today’s “This Versus That,” Deirdre Bolton reports on the two biggest tech rivals Apple and Google. Deirdre Bolton speaks on Bloomberg Television’s “In The Loop.” (Source: Bloomberg)

Why Apple Is Not A Must-Have-Stock Anymore, For Now!

On today’s “Chart Attack,” Business Insider Executive Editor Joe Weisenthal and Bloomberg’s Adam Johnson look at the reasons behind Apple’s stock decline. They speak on Bloomberg Television’s “Street Smart.” (Source: Bloomberg)

Investing: Should You Still Invest In Tech IPO’s? – Infographic

The economical landscape is changing. It’s always been changing. A couple of decades ago, you could invest almost mindlessly in any technology stock and know you’d evenutally break even. The growth potential was almost a risk to forgo. And because of the unbelievable success of firms like Apple and Microsoft, Continue reading

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This infographic takes a look at the companies Americans say they hate, but investors love.

How Apple Ate Wall Street

How Apple ate Wall Street – MarketWatch.

Mutual-fund investors aren’t supposed to have to pay attention to the fate of any particular stock. But like so many things with technology giant Apple (NASDAQ:AAPL)  , the regular rules don’t seem to apply.

 

While Apple’s stock has been hit hard in recent months — losing more than third of its value since September, including a 12% drop since missing earnings estimates on Wednesday — the Cupertino, Calif.-based company is still the most valuable name on the stock market. That distinction means it looms unusually large in millions of Americans’ investment portfolios, even if they’ve never glanced at one of its quarterly earnings reports. “We’ve never seen another company have as big an impact” on overall market returns, says Howard Silverblatt, senior index analyst at S&P Dow Jones Indices.

Just how popular has Apple become? It was among the top 10 holdings in more than 1,000 mutual funds last year, according to fund researcher Morningstar Inc. — up from just 11 in 2002, shortly after Apple introduced the device that started the gadget craze, the iPod. Overall, about one in four stock funds owns Apple. See Apple’s slide catches many funds. Is yours one?

 

To be sure, that partly reflects Apple’s popularity with index funds. These vehicles — like Vanguard Total Stock Market (MFD:VTSMX)  , which owned more than $6 billion of Apple shares at Dec. 31—merely buy stocks based on their market values. For those funds, Apple is automatically their largest holding.

 

But many prominent actively managed funds, including Fidelity Contrafund (MFD:FCNTX)  —Apple made up 8.2% of its portfolio as of its most recently published figures — and T. Rowe Price Blue Chip Growth (MFD:TRBCX)   — 8.6% — are also big fans. While both those names have strong long-term track records, some fund managers were likely tempted to hold big stakes for the wrong reasons, according to experts. “You want to show you own a successful stock,” says Lipper analyst Jeff Tjornehoj. “It’s not easy to get rid of.” (A tool like Morningstar’s Instant X-Ray can tell you how much Apple you hold via your funds.) See Morningstar’s Instant X-Ray

WSJ’s George Stahl takes a look at current iPhone popularity and offers some tips on how Apple can re-energize its stock.

 

Now investors that rode the Apple bandwagon — and frankly everyone else too — is feeling the stock’s reverberation. The S&P 500 was up 13.8% last year. Apple, which at its peak amounted for about 5% of the index, added roughly a percentage point to that gain, according to S&P. Today the index was flat in early afternoon trading, and for the year so far it’s up 4.8%, but would have risen nearly 5.7% without Apple’s drag.

 

Sliverblatt says the only stocks in his memory to take up such a big slice of the index were IBM and the old AT&T in the early 1980s, although he doesn’t remember their price swings having as big an impact on returns. “I didn’t see anything like this,” he say.

Top Ten Stocks For Friday, September 21st. – Video