WARNING: If you’re an investor looking for stocks that will soar in the economic recovery (if it happens), look elsewhere. But if you’re a patient investor willing to accumulate and hold a stock for years to get a good return, read on. The basic investment case for Altria Group (MO), the holding company for...
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Last week marked the culmination of a series of events regarding E*Trade that provide clarity for investors on what it will take for E*Trade to execute a successful turnaround: E*Trade raised over $600 million in equity from a larger than expected common stock offering at $1.10 a share and an earlier equity purchase program1...
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The story that the market sees is all about Liptor, the wildly successful treatment for high cholesterol.  The patent for Liptor expires in 2011, and the market is concerned that Pfizer won’t be able to pick up the slack when generics close in on Liptor’s market when the patent expires.  A subtext to this...
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The E*Trade story is familiar:  a successful company ventures out of its core business and gets burned.  E*Trade was doing just fine as one of the top online brokerage platforms in the industry, but it expanded big into mortgages and that’s where the trouble began. Any serious look into E*Trade requires some consideration of...
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Ever think that if you were able to count all the customers who walked into a store that you might be able to do pretty well investing in its stock?  Turns out that you can–sort of.  Check out Alexa.com. Alexa is an authoritative web site for Internet traffic ranking.  You can go to Alexa...
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Looking for a stock that will perform when the recovery hits?  Take a look at Ford ($3.25 closing price on April 3, 2009).  It may seem surprising given the turmoil of the U.S. auto industry, but consider the following to start: •    It is now clear that Ford’s financial condition is materially different from...
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