If the company can execute on its transformation and maintain its dividend, the stock looks fairly valued. The risk for shareholders is that if the company has to cut its dividend, the stock will be crushed, because so many people hold shares for the payout. On the flip side,once the stock was crushed, it could be a good opportunity to pick up shares, as the company would be able to take whatever action needed with the spare cash. Given the risk of a dividend cut, I would keep the stock on my watchlist for now. Ship Finance International was covered in November .
The Case for Health-Care Stocks – WSJ
Here’s a glimpse at the damage to some of the stocks since March 6: Amazon.com ( AMZN ), down 13 percent; Dendreon ( DNDN ), -36 percent; LinkedIn ( LNKD ), -26 percent; Netflix ( NFLX ), -6 percent; Plug Power ( PLUG ), -34 percent; Salesforce.com ( CRM ), -19 percent; Shutterfly ( SFLY ), -24 percent; Tesla Motors ( TSLA ), -18 percent; and Vertex Pharmaceuticals ( VRTX ), -12 percent. (All returns are through June 5.) How to value a stock The focus of the selling has been on story stocks — that is, companies that lure investors, and their dollars, with good stories. A lot of that money, probably most, comes from hedge funds and other fast-trading professionals who buy stocks that are rising in the hope that their momentum will continue to push share prices skyward. Once momentum stocks reverse course, these traders make haste for the exits. Individual investors also buy these stocks, and I fear many of them have little idea of how overpriced they are.
Stocks move higher as US jobs grow at healthy clip
Post to Facebook Stocks move higher as US jobs grow at healthy clip Stocks are closing higher after the U.S. government reported more healthy job growth in May. The Standard & Poor’s 500 index notched its eighth record high in the last 10 trading days. Check out this story on azcentral.com: http://azc.cc/1przyvl CancelSend A link has been sent to your friend’s email address. Posted!
Best- And Worst-Performing Cloud Computing Stocks June 2nd To June 6th And Year-To-Date – Forbes
While I didnt attend the event, I watched the keynote online. There have been many blog posts and articles written about the event. Two of the best ones include Dennis Howletts excellent post on Diginomica , SAPPHIRE Now 2014 SAPs positioning challenge as it simplifies everything and Pierre Mitchells entertaining, insightful analysis, Thoughts on Bill McDermotts SAP Keynote at Sapphire Now 2014 eBay, Ariba, Fieldglass, and More . SAPs simplicity hype makes me think of a favorite Ben Franklin quote, Well done is better than well said. Its time for SAP to deliver on the promise of simplicity or risk losing more of their customers to faster-moving, proven cloud-based competitors including NetSuite, Plex Systems, Workday and others.
Beware these overpriced stocks – – MSN Money
By Biography June 6, 2014 3:19 p.m. ET Health-care stocks are outperforming the broader market, at least in part because investors see the Affordable Care Act spurring more business for medical-device, pharmaceutical and other companies in the group. The health-care law is just one of the tailwinds that financial advisers and other redirected professional investors expect to propel some health-care companies’ stocks upward in coming years. Aging baby boomers and growing affluence in…