Wednesday, July 29, 2015

Kuehne + Nagel Equity Analysis

It's usually a good idea for long-term investors to take a step back once in a while and look at the thematic trends affecting the prospects of their stocks. One such trend for transportation companies United Parcel Service Inc (NYSE:UPS) and FedEx Corporation (NYSE:FDX) is the relative weakness in global trade growth when compared to global GDP growth. Both companies' managements have mentioned the issue on earnings calls. So I decided it would be a good idea to delve deeper into the trend by looking at Switzerland's Kuehne + Nagel (NASDAQ Other:KHNGF).


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Wednesday, July 22, 2015

Mooody's Sees Elevated Risk in General Electric Company

Moody's Investors Service recently released a report on General Electric Company (NYSE:GE) highlighting the elevated near-term risk in GE's investment programs. To be clear, the report also outlined that the investments should leave GE "well positioned" in the long run, but I want to focus on the near-term issues.



What were the reasons behind the elevated risks discussed? And what are investors to make of them?


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Friday, July 10, 2015

Stocks to Buy in the Dental Sector

The investment thesis behind investing in the dental business is simple. An aging Western population with better access to dental healthcare means many more teeth will need treatment in the future.

Moreover, increasing standards of healthcare in the developing world offer ample opportunities for the dental business abroad as well. Throw in the relatively recession-resistant nature of the industry and you have a bullish case for this business. So which are the best stocks to buy in the dental business?


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Thursday, July 9, 2015

Is Deere & Company a Buy?

The recent second-quarter earnings from Deere & Company (NYSE:DE) helped the stock to outperform the S&P 500 on a year-to-date basis. The stock has attracted a lot of attention in 2015, not least from the news that Warren Buffett has been buying it for Berkshire Hathaway.

How did the recent results reflect upon the company's prospects in 2015? Let's take a look at four key conclusions.


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Saturday, July 4, 2015

Heico Corp Earnings Research

Investors in aviation product and service company Heico Corp. (NYSE:HEI) must have been perplexed by the stock's recent price movements. As shown in the chart below, the stock shot up more than 10% in trading after Heico released its fiscal second-quarter earnings on Tuesday. However, that came after the share price declined significantly in the weeks before the results were released. Essentially, the earnings numbers confirmed the company's positive trajectory and the market rewarded the stock accordingly.


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