|
Buy Big Blue - May 22, 2008
This article was published in Forbes.
IBM is cranking out growth from around the globe, and its stock is one of the cheapest names in big tech.
More ...
Materials-related Fidelity Funds Up Agriculture and Chemicals - January 23, 2008
This article was published in Dow Jones MarketWatch. Registration is free.
Even though international demand for materials remains strong, U.S. demand for most materials is being impacted by weakness in the housing and auto markets.
More ...
Health Care Segments Resist Correction Virus - November 16, 2007
This article was published in Investor's Business Daily.
While the major market indexes have fallen 7%-8% from their highs in the current correction, health care indexes hardly have been touched.
More ...
Drive to Profit - October 24, 2007
This article was published in Dow Jones MarketWatch. Registration is free.
Recently reported changes among the top holdings in Fidelity Select funds impacted by the housing mess suggest that they're leaning away from homebuilders and seeking shelter in building product retailers and commercial construction companies.
Prospects for auto companies also look brighter in this battered group.
More ...
Ride With GM - October 10, 2007
This article was published in Forbes.
GM's operating metrics in terms of sales and earnings trends are good while valuation remains "relatively compelling". And, there is more to the GM story.
More ...
Active Indexes Drive PowerShares ETFs - Autumn 2007
This article was published in Financial Bridges.
By choosing novel types of indexes, PowerShares has widened the range of options available for sector and thematic investors.
More ...
Gold ETFs Near Highs As U.S. Dollar Slumps - July 23, 2007
This article was published in Investor's Business Daily.
The U. S. financial sector has come under substantial pressure as investor confidence has been undermined. This has not only caused the dollar to sell-off, but also triggered safe-haven buying in gold.
More ...
Base-metal Bargains May Be Good As Gold: Experts - July 20, 2007
This article was published in Dow Jones MarketWatch. Registration is free.
The supply/demand balance is favorable for copper and that potential for additional supplies coming into the market in the near-term is limited.
More ...
Constructing an All-Weather Mutual Fund Portfolio - Spring 2007
This article was published in Financial Bridges.
Equity mutual funds perform differently in different time periods. There is more to constructing an all-weather portfolio than just screening for the top funds. Learn how you can use mutual fund data to
increase returns and reduce risk. More ...
New Players Among Fidelity Tech Funds' Top Holdings - April 25, 2007
This article was published in Dow Jones MarketWatch. Registration is free.
Industry-group selection made a big difference in the performance of the technology-related Fidelity Select sector funds during the past year.
More ...
All Aboard Oracle - April 18, 2007
This article was published in Forbes.
Oracle shares are up nearly 36% during the past year. The company's strategy of growing through acquisitions is beginning to pay off. And there's more good news to come.
More ...
Consolidation Divides Metals-related Fidelity Selects - January 24, 2007
This article was published in Dow Jones MarketWatch. Registration is free.
Consolidation and energy prices have been among the key drivers of stock prices in the metals group lately.
More ...
Plunge in Crude Oil Topples Energy ETFs - January 12, 2007
This article was published in Investor's Business Daily.
Oil has plunged 15% since the beginning of 2007. Where do oil and energy stocks go from here?
More ...
|
Pulpy Pick - January 12, 2007
Fundamentals & technicals make this packaging stock a timely buy. This discussion was originally broadcast on 'Forbes.com Video Network'. Uses Windows Media Player.
|
Paper Profits - January 10, 2007
This article was published in Forbes.
Benefits from MeadWestvaco's cost-reduction program have, so far, been masked by rise in energy and raw material costs. However, if energy prices decline, operating margins should widen and benefits from efficiency improvement should flow to the bottom line.
More ...
Fidelity Favors Heavyweights in Financials Sector - July 20, 2006
This article was published in Dow Jones MarketWatch. Registration is free.
Against the backdrop of rising interest rates and a flattish yield curve, the financial service-oriented Fidelity Select funds are looking to large
financial institutions. American International Group, JP Morgan Chase, and Wells Fargo are favorites.
More ...
How to Dissect Mutual Fund Returns - Spring 2006
This article was published in Financial Bridges.
While total and compound annual returns are useful in analyzing mutual fund returns, discerning investors will delve deeper using a variety of metrics to get a more complete picture on mutual fund performance.
More ...
Fidelity Select Health Funds Stick with Insurers and Biotech - April 24, 2006
This article was published in Dow Jones MarketWatch. Registration is free.
Health care-related Fidelity Select funds remain optimistic on health insurers and large-cap biotechs -- despite the recent unpopularity of such groups -- and welcomes Japanese pharmaceuticals into their top holdings, according to updated holdings information as of March 31.
More ...
A Telecom ETF For Income And Gains - April 19, 2006
This article was published in Forbes.
Consolidation and dividend growth drive shares of telecom companies higher. Buy a basket with this ETF.
More ...
Fidelity Select Telecom Funds have U.S. Focus - January 23, 2006
This article was published in Dow Jones MarketWatch. Registration is free.
Telecom-related Fidelity Select funds continue to show a liking for domestic telecom-service providers while turning a cold shoulder to foreign wireless providers.
More ...
A Premium Insurance Buy
- January 19, 2006
This article was published in Forbes.
Pricing power, consistent execution, and industry consolidation provide a favorable mosaic for the insurance group.
More ...
Top Ten Investment Newsletters of 2005
- December 31, 2005
This article was published in Dow Jones MarketWatch.
The AlphaProfit Sector Investors' Newsletter ranks among the top ten investment newsletters of 2005. More ...
Energy Conservation: Save Energy, Make Money - December 14, 2005
This article was published in The Motley Fool.
Technology companies are generally underappreciated as energy conservation plays. By casting a wider net, investors can find appealing situations in the technology space that stand to prosper from the growing emphasis on energy conservation.
More ...
Playing The Energy Trifecta
- December 13,2005
This article was published in Forbes.
Investors get another chance to profit from higher energy prices. Here's a range of plays for all types.
More ...
Fidelity Select Techs: Caching the Net - October 24,2005
This article was published in Dow Jones MarketWatch. Registration is free.
Fidelity Select technology funds are hot and heavy on Google and Intel while being selective in telecom equipment and software.
More ...
Healthcare Hurly-Burly: Fidelity Health Funds Look to Foreign Pharma - July 21, 2005
This article was published in Dow Jones MarketWatch. Registration is free.
Investors in the healthcare sector have seen their returns vary significantly, depending on their choice of industry group.
More ...
Turning the Drill Bit: Fidelity Select Energy Funds Bank on Drillers - April 21, 2005
This article was published in Dow Jones MarketWatch. Registration is free.
Energy-related Fidelity Select funds loaded up on oilfield service companies while treading lightly on independent oil companies, according to recently published changes to the funds' top holdings.
More ...
Consolidation Phase: Eyeing M&A through Fidelity Select funds - January 20, 2005
This article was published in CBS MarketWatch. Registration is free.
With corporate coffers awash with cash, merger and acquisition activity is on the rise. December alone saw four mega deals in the software, medical equipment, electric utility, and wireless industry groups.
More ...
Stodgy Stocks Can Grow Your Portfolio - December 2, 2004
This article originally appeared in The Motley Fool and was published in financial sites, Yahoo! Finance and CBS MarketWatch.
By explicitly considering the odds of a company growing faster than expected, investors can reduce the agony of watching share price and earnings-per-share trends diverge. Here are some mainstream ideas to get started in the right direction.
More ...
Fidelity Ringers Beckon: Select Telecom Funds Hot on Wireless - October 21, 2004
This article was published in CBS MarketWatch. Registration is free.
In the tumultuous world of telephony, managers of telecom-centered Fidelity Select funds favor wireless and local telephone companies, according to holdings recently published on their Web site.
More ...
Clear Skies Ahead: Air Transportation is a Timely Investment - September 21, 2004
This article was published in CBS MarketWatch. Registration is free.
Investors willing to look past the troubles of the major domestic airlines stand to profit from the enticing fundamentals for air freight companies, aircraft manufacturers, and low-cost carriers. More ...
Shopping for Cash - September 8, 2004
This article originally appeared in The Motley Fool and was published in financial sites, Yahoo! Finance and CBS MarketWatch.
By focusing on cash levels and cash accumulation rates of companies, investors can generate investment ideas to match their objectives. In the second of a two-part series, Sam Subramanian covers how companies might use excess cash and investors can follow their cash trails to profits.
More ...
Cash-Rich Sector Plays - September 7, 2004
This article originally appeared in The Motley Fool and was published in financial sites, Yahoo! Finance and CBS MarketWatch.
Having excess cash is a good problem for companies to have: It can lead to higher dividends, larger share buybacks, and accretive acquisitions. In the first of a two-part series, Sam Subramanian names three cash-rich sectors to keep an eye on.
More ...
Charging Up with Semiconductors: Fidelity's Tech Selects, A Timely Bet - July 19, 2004
This article was published in CBS MarketWatch. Registration is free.
Managers of Fidelity's Select technology funds are betting on an upswing in the semiconductor industry, as indicated by recently published changes to the funds' top holdings. More ...
What's Driving Biotech - June 22, 2004
This article originally appeared in ETFZone.com and was published in Yahoo! Finance.
Biotechnology, which has been on a roll, declined after the much anticipated American Society of Clinical Oncologists meeting in early June in New Orleans, where cancer specialists deliberated on the merits of new treatments.
Before deciding to dump or load up on biotech ETFs, investors may find it worthwhile to look at the 3C's driving this sector: Cancer, Cycle-time, and Consolidation.
More ...
Supermarkets: Opportunity or Value Trap? - May 26, 2004
This article originally appeared in The Motley Fool and was published in leading financial sites, Yahoo! Finance and CBS MarketWatch.
Once considered sleepy, steady companies, supermarket chains have proven to be far from safe given their current competitive environment. Clearly, these companies are not
for amnesiac investors -- you need to keep track of them closely. But those with stronger moats around their businesses certainly may be hunting ground for the value
investor. More ...
See also: Other AlphaProfit Articles
Subscribe to the AlphaProfit Investment Newsletter now!
|
