The 2010 Investment U Conference is underway! And even if you couldn't make it, now you can "bring home" more than 30 breakthrough presentations from the conference... Order the Deluxe MP3/Video Library for $99 to listen and view on your computer, or the Premier CD plus MP3/Video Library for $149 to listen to and view anywhere.
Corporate Profits Might Be Falling, But Don’t Let Yours…
The Oxford Portfolio Update – January 22, 2009 (Broadcast #842)
by Louis Basenese, Oxford Club Senior Analyst
Forget the four-day rally for the S&P 500. Or the fact that it traded above its 50-day moving average yesterday for the first time in weeks. Unless you’re a technician, these feats hold little value.
What matters instead, is what’s going on at the company level. And two headwinds exist that can’t be overlooked.
First, companies keep cutting dividends. At the fastest pace in 50 years, no less, according to Howard Silverblatt, Senior Index Analyst at S&P. Already this year, seven companies in the Standard & Poor’s 500 index have decreased their dividends, wiping out roughly $12 billion in payments investors were banking on.
Second, only 45% of U.S. companies have beat earnings estimates. That’s even more pathetic when you consider how dramatically analysts have cut estimates in advance of announcements. True, earnings season is far from over. But if this trend keeps up, it would be the worst “beat rate” in a decade, according to Bespoke Investment Group.
Yesterday, the Fed whipped out its crystal ball and pegged the second half of 2009 as the turning point for our dismal economy. Banks and securities companies concur, according to a recent survey by Bloomberg.
And if that’s the case, here’s a company that it’s time to load up on…
To continue reading and get all the Oxford Club’s latest updates, subscribe today.
- Under Armour (UA) Gets Penalized by Analysts
- This Company Proves Stocks Aren’t Dead…
- Earnings Reports: 3 Stand-Out Stocks & The Post Earnings Announcement Drift
|
The Company Set to Dominate a $60 Billion-a-Year Market
$60 billion is spent on cancer treatment in the U.S. - each year. And one company is poised to receive the lion's share of it.
The medical director at the Alta Bates Comprehensive Cancer Center says, "...possibly a third of our cancer patient population will soon be undergoing this [company's] treatment."
Another doctor at the University of Texas MD Anderson Cancer Center says he intends to treat over 1,000 patients a year with this technology.
Here's how you can claim your stake in the company before this cash infusion sends shares soaring.
Comments
**By submitting your comment you agree to adhere to our Comment Policy and Privacy Policy.Check out our selection of daily Investment Research:
 |
 |
In addition to being the foremast expert on small-cap stocks, Louis is also well versed in special situations including IPOs, mergers and acquisitions, spinoffs and contrarian investments. His commentary has been featured in several media outlets, including MarketWatch. And he's also a top-rated speaker at financial conferences throughout the country. 
Investment U RSS Feed