Tag Archive for Stocks

Performance Assessment for Investment Ideas on Thoughtsworththinking.net at 2010 Stock Market Close

In her classic novels The Foutainhead and Atlas Shrugged, Ayn Rand distinguished between people who make choices based on their own objective observations, and “second-handers” – people who are more apt to follow the opinions of other people than their own just because those other people are popular. The case I want to make is…

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The Timing for ExxonMobil (XOM) Stock

For investors looking to increase their holding in blue chip stocks, there’s a strong case that now is a good time to consider ExxonMobil (XOM).  As I’ve previously written, I believe that U.S. equities may face downward pressure following mid-term congressional elections as the debate about whether to extend federal unemployment benefits heats up with…

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Ford (NYSE:F) Stock: A New Chance to Get On Board

Writing in April 2009, when Thoughtsworththinking.net was in its infancy, I argued the investment case for Ford (NYSE:F) at $3.25 a share, based largely on fundamentals of good management and improved quality.  With the stock now trading over $12 a share (enjoying a 5% bounce today from an upgrade by Barclays Capital1 ), perhaps that…

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The Case for Cisco (CSCO) Stock and Believing John Chambers

Summarized qualitatively, the case for Cisco stock (CSCO) is this:  Cisco makes the guts of information technology infrastructure, routers, switches and other products associated with IT networks.  Their closest competitor, Juniper Networks (JNPR), is comparatively tiny, with a market capitalization a bit over 1/9th that of Cisco’s ($13.6 billion to $125.9 billion).  The ratio for…

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Mark Hurd’s Departure from Hewlett-Packard (HPQ) Brings Buying Opportunity for HP Stock

Mark Hurd’s hastily announced departure from Hewlett-Packard (HPQ) for conduct-related infractions may provide a buying opportunity for investors looking for a good entrée point for this Dow component. The news has initially sent shock waves about the stock with the price falling to close at $41.85 on August 6 when Hurd’s resignation was announced, losing 9.7%…

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The U.S. Investor’s Case for ING Common Stock

Writing in September 2009, I argued that investors should consider ING cumulative preferred shares. I did not at the time recommend ING’s common shares, then trading in the $14-$16 range.  Now that they are trading around $8 ($8.46 at U.S. market close on June 16), depressed by the European sovereign debt crisis, I think it’s…

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Why Apple Stock Makes Me Nervous

Let me start by saying that in terms of its products, I am an Apple (AAPL) hugger.  I have a MacBook Pro and iPhone.  I can still remember the excitement in the early 80’s when a high school friend got an Apple II.  I was amazed when I ordered my first iPod from the on-line…

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Why Sprint Nextel Deserves the Call from Investors

The best turnaround investing opportunities can occur when a number of factors suggest the prospect of increased value.  For that reason, it’s my opinion that investors should consider the case for Sprint Nextel. First, sentiment is growing that while Sprint’s network is not yet on par with U.S. quality leader Verizon (VZ), it is significantly…

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