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The market continues to be very volatile and trending down. When the seas are this turbulent you want to be on the biggest ships and thus I continue my review of the super cap stocks. This time, I’m going to examine return-on-equity (ROE) and return on-invested-capital (ROIC).

I started with the 12 highest valued companies but remained with 10 after running them through several screens. Among those 10 super, caps the company that is producing the highest returns is Microsoft (MSFT).

Continue reading Serious Money: Buying the Super Caps, Part 5 — ROE, ROIC

Serious Money: Buying the Super Caps, Part 5 — ROE, ROIC originally appeared on BloggingStocks on Mon, 24 May 2010 12:00:00 EST. Please see our terms for use of feeds.

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In my search for value investments among the top twelve stocks by capitalization — the “super caps” — I began by reviewing the price-to-earnings and price-to-sales ratios. Today we will move on to examine price-to-book (P/B) and price-to-cash flow (P/CF).

If you are one of the lucky ones that benefited from the market’s long rise from the depths of Hades and are now looking to rotate into less volatile positions, or you still remain apprehensive and want to stake out a new position, some of these super caps may be just for you.

Continue reading Serious Money: Buying the Super Caps, Part 2

Serious Money: Buying the Super Caps, Part 2 originally appeared on BloggingStocks on Tue, 18 May 2010 10:40:00 EST. Please see our terms for use of feeds.

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Walmart WMT logoSince early last fall, the majority of pundits have been saying that there would be a rotation from small cap stocks to the safety of large cap stocks in the new year. So far, the small cap stocks have maintained the lead, but a shift is taking place and the longer the bull runs and the worse global news becomes, the more this is likely to continue.

I have decided to examine the largest of the large cap stocks; lets call them the “super” caps; the top twelve as of May 13, 2010. Over the course of this series, the order will change and the bottom few may fade in and out as the market activity dictates. I may update the order, but for simplicity’s sake will not change the stocks from the current list.

Continue reading Serious Money: Buying the Super-Caps

Serious Money: Buying the Super-Caps originally appeared on BloggingStocks on Mon, 17 May 2010 12:00:00 EST. Please see our terms for use of feeds.

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With 522 million subscribers, China Mobile (CHL) is a colossus. According to the latest quarterly report, the company saw a 14.2% increase in its customer base, which used up 2.9 trillion minutes of voice usage.

The bottom-line was somewhat tepid as earnings increased 3.3% to $16.87 billion. Then again, China Mobile has had to make substantial capital investments to add new services. At the same time, the company is also feeling the competitive pressures from other major operators like China Telecom (CHA) and China Unicom (CHU).

Continue reading China Mobile: Subscribers Move Past the Half-Billion Mark

China Mobile: Subscribers Move Past the Half-Billion Mark originally appeared on BloggingStocks on Thu, 18 Mar 2010 15:00:00 EST. Please see our terms for use of feeds.

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