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Serious Money: Buying the Super Caps, Part 6 — Conclusions

Sheldon Liber — Tue, 25 May 2010 20:00:00 +0000

Filed under: Microsoft (MSFT), Wal-Mart (WMT), Exxon Mobil (XOM), Market Matters, Johnson and Johnson (JNJ), Procter and Gamble (PG), PetroChina Co Ltd ADR (PTR), Serious Money, Stocks to Buy, China Mobile Limited (CHL), Stock Picks

The twelve super caps are down to seven: Proctor & Gamble, Wal-Mart, Johnson & Johnson, China Mobile, PetroChina, Microsoft and ExxonMobil. Five are American companies and two are Chinese. The five U.S.-based enterprises have historically strong management teams and balance sheets. If this was the only criteria, I might take pause when considering the two Chinese companies only because I do not know enough about them to make a judgment, except that they have been very successful.

"My pal Warren" placed a large bet on PetroChina (PTR), which he has since sold off, but he always makes a big deal about management, so we will give these two the benefit of the doubt. The two also pay the highest yields among the group.

So where do we stand today? We'll stick with all seven and here is why.

Continue reading Serious Money: Buying the Super Caps, Part 6 -- Conclusions

Serious Money: Buying the Super Caps, Part 6 -- Conclusions originally appeared on BloggingStocks on Tue, 25 May 2010 15:00:00 EST. Please see our terms for use of feeds.

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

Sheldon Liber — Mon, 24 May 2010 17:00:00 +0000

Filed under: Microsoft (MSFT), General Electric (GE), Wal-Mart (WMT), Exxon Mobil (XOM), Johnson and Johnson (JNJ), Bank of America (BAC), Procter and Gamble (PG), PetroChina Co Ltd ADR (PTR), Wells Fargo (WFC), Serious Money, China Mobile Limited (CHL), Financial Crisis, Stock Picks

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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Johnson – ExxonMobil – Wells Fargo – Microsoft – Wal-Mart

Sunday Funnies: Crazy Market, Places to Hide

Sheldon Liber — Sun, 23 May 2010 23:30:00 +0000

Filed under: Sunday Funnies, Stocks to Buy, Southern Company (SO), Olin Corp. (OLN), Stock Picks

For the past few weeks the stock market has been volatile and the “I told you so bears” are coming out in droves to pat themselves on the back. Well, I’m not a stock market bull but I think they are full of it!

The market would still be up if not for the black swans popping up all over. The disaster befalling the Europeans under mountains of debt, plus the oil spill in the Gulf of Mexico running unabated, added to the colossal pending legislation to rein in Wall Street at the same time that Goldman Sachs has been threatened by the SEC and the DOJ is leaning on the rest of the street has given those already looking to make their exit plenty of reasons. However, it is not the over all economy that is the reason; that continues to improve.

Continue reading Sunday Funnies: Crazy Market, Places to Hide

Sunday Funnies: Crazy Market, Places to Hide originally appeared on BloggingStocks on Sun, 23 May 2010 18:30:00 EST. Please see our terms for use of feeds.

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Band-Aid Economics — J&J Loving It

Sheldon Liber — Mon, 10 May 2010 19:00:00 +0000

Filed under: Microsoft (MSFT), Exxon Mobil (XOM), Getting Started, Johnson and Johnson (JNJ), Automatic Data Proc (ADP), Stocks to Buy, Financial Crisis, Stock Picks

It does not come as a surprise that the government leaders and bankers of the European Union have put up what they hope will be a buttress against further erosion of the Euro, and the nightmare that is the Greek economy. Over the weekend with the Sword of Damocles hanging over their heads, they fabricated a $962 billion bailout package not unlike some of the wonders created last year by the United States.

I was surprised by the size of this economic band-aid and while the market has bounced back on the news, the best news might be for the maker of Band-Aids, Johnson and Johnson (JNJ). Last week Barron's was talking it up, and I did not give it much thought because there are better opportunities for growth and/or dividends. However, I think it is time to reconsider it because the economic band-aids are not solutions. They do not heal anything they only help to prevent infection. If the illness is the cancer of deficit spending, then they do even less. For real protection, it may be time to compromise on some growth and settle for blue chip stocks and JNJ is among the bluest of the blue.

Continue reading Band-Aid Economics -- J&J Loving It

Band-Aid Economics -- J&J Loving It originally appeared on BloggingStocks on Mon, 10 May 2010 14:00:00 EST. Please see our terms for use of feeds.

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Johnson - European Union - United States - Microsoft - ExxonMobil

5th day of rise in indian share market

admin — Sun, 20 Sep 2009 00:17:10 +0000

Profit-taking eased early gains of 1.55 percent and briefly
pushed the market into negative territory late afternoon,
before pulling back towards the close.

Telecoms firm Bharti Airtel (BRTI.BO: Quote, Profile, Research) rose 1.8 percent to
417.25 rupees, after it denied late on Wednesday a media report
it had reached an agreement with South Africa's MTN (MTNJ.J: Quote, Profile, Research).
[ID:nL9276101]
 The 30-share BSE index .BSESN closed up 0.21 percent, or
33.31 points, at 16,216.86 after rising as high as 16,434.77 --
its highest in 15 months. Only 14 of its constituents gained.
Telecoms firm Bharti Airtel (BRTI.BO: Quote, Profile, Research) rose 1.8 percent to
417.25 rupees, after it denied late on Wednesday a media report
it had reached an agreement with South Africa's MTN (MTNJ.J: Quote, Profile, Research).
[ID:nL9276101]
 The 30-share BSE index .BSESN closed up 0.21 percent, or
33.31 points, at 16,216.86 after rising as high as 16,434.77 --
its highest in 15 months. Only 14 of its constituents gained.