LinkedIn’s Security Breach Could Have Long-Term Implications
We hold a put option on LinkedIn in the portfolio of our Best Ideas Newsletter and think the breach could damage the firm’s business.
Brian Nelson
Red Box, YouTube, Netflix, Apple and the Future of Content Dissemination
We take a look at how recent changes in content distribution will affect some of the industry’s largest players. We think Apple will be among the biggest winners.
Rio Tinto Expects To Dominate Iron Ore Production
Mining giant Rio Tinto () announced recently that it intends to command over 25% of additional global iron ore production, according to Alan Davies, the company’s President of International Operations. Davies added that the firm believes the Chinese construction story still has plenty of room to grow. After reviewing the firm’s corresponding presentation to this announcement, we think it’s clear that Rio Tinto, one of the world’s most diversified mining companies, sees true potential for long-term global economic growth thanks to wealth gains in India and China. In fact, Rio Tinto expects 3 billion people to urbanize over the next forty years, suggesting there will be no demand shortage for necessary building materials like iron ore. We think it’s important for investors to … Read more
McDonald’s May Performance is No Reason to Panic
Though some investors appear to be worried, we don’t think McDonald’s May sales miss and second-quarter warning is something to panic over.
Ford Plans to Sell Bonds for the First Time Since Debt Upgrade
Best Ideas Portfolio holding Ford plans to sell $1.5 billion in debt for the first time since it received an investment-grade rating from Moody’s on May 22. We continue to like the automaker’s upward trajectory in fundamentals.
Windows 8 is the Next Battleground for Apple and Microsoft
Though we like both companies, we doubt Windows 8 will be able to steal momentum from Apple. We think the two giants can coexist, but Apple might ultimately win more personal computing dollars in the decades ahead.
Smucker’s Solid Performance Continues; Strong Dividend But Shares are Fairly Valued
The global food-maker reported another strong quarter, and we’re fans of its dividend-growth profile. The only concern holding us back from adding this firm to our Dividend Growth portfolio is its valuation.
Pandora Continues to Win Ears
Pandora announced that hours listened on its network advanced nearly 90% in the month of April compared to last year. We provide our views on the firm’s competitive landscape.
Lululemon’s First-Quarter Results Show No Signs of Slowing
Though shares of the athletic-clothing retailer have stumbled today, we think the firm’s lower-than-anticipated guidance is not material to its long-term intrinsic value.
Investors Don’t Like the Way Things Look at The Men’s Wearhouse
The men’s clothing retailer missed consensus estimates and shares have come under pressure as a result. However, we still don’t think the firm’s valuation is attractive enough for us to initiate a position.