DHUnplugged #243: IBM to Go Private and/or Rometty Canned?

October 22, 2014

Listen Now :
Play


In this action packed episode we discuss the latest round of earnings that have hit the tape as well as the miraculous turn around for global markets. IBM is in focus as we wonder how much longer the company can keep up their financial engineering instead of showing some true growth. They need to do something now!

We also look at the potential for Coca-Cola (KO) to buy the rest of Monster Beverage (MNST) as well as other investment ideas.

Listen in to find out more about the direction of oil prices and the massive losses that Warren Buffett incurred this week.

ibm-gravestone


StocktoberFest is now on The Disciplined Investor.com

See this week’s stock picks HERE.

StocktoberFest: Apple Inc. (AAPL)

October 17, 2014

Despite overall market weakness, Apple Inc. has held up fairly strong.  This should be attributed to the expectation of strong sales for both the iPhone 6 and 6+ models.  In addition, yesterday we saw the new release of the iPad Air 2, iPad Mini and new MacBooks.  It was good to see they are keeping all three generations of iPad Mini’s on the market for sale at much lower price points.  This should increase their competitive stance against other potentially inferior Android and Amazon tablets.

Read more

StocktoberFest: McDonald’s (MCD)

October 17, 2014

McDonald’s is set to report earnings in the next couple of days and it could be an interesting quarter for them considering the strength in the U.S. Dollar.  We will find out how much of an effect the rising dollar had on their food sold internationally which makes up more than 65% of their revenue.  As of last quarter, U.S. sales only totaled about 31%.

For those watching the earnings, here is what MCD is looking for:

  • EPS Adjusted – $1.37
  • Sales – $7.195B
  • Gross Margins – 32.30%

MCD1

Read more

StocktoberFest: Intel (INTC)

October 15, 2014

Intel reported earnings better than expectations yesterday after the close. However, after moving higher in the post market, investor sentiment turned as the market exhibited broad based weakness before rallying into the close today. Let’s see how Intel stacks up fundamentally and technically:

intc2

Read more

DHUnplugged #242: The Good, The Bad and The Ugly

October 15, 2014

Listen Now :
Play


Markets are seeing selling with high volume. Is this the one everyone has been waiting for, or just another buy-the-dip moment?

We discuss some of the Ebola related stocks, some interesting tech innovations as well as the meltdown we are seeing with global stock markets. Perhaps the Fed will be so kind as to put back the punch bowl?

 goodbad

StocktoberFest is coming to The Disciplined Investor.com

See this week’s stock picks HERE.

Next Page »

Listen Now :
Play


false