Stocks with scant analyst coverage often offer opportunity for individual investors to exploit market inefficiencies. The small-cap arena is usually the most fruitful place to uncover these opportunities, but every now and then a firm with a larger market capitalization will fail to get… Read More
Ryan C. Fuhrmann, CFA, began his investment career at Northern Trust Corporation in Chicago. He is actively involved with the CFA Institute, an association of investment professionals, and has even co-authored a portion of their curriculum. In addition to his CFA certification, he holds a degree in business from the University of Wisconsin and a MBA from the University of Texas at Austin. Ryan adheres to a value-based investing viewpoint that successful companies generate sustainable cash flow for their owners and earn returns on invested capital far in excess of those costs of capital. In his spare time, Ryan enjoys reading, traveling and catching as many live music shows and movies as possible.
Analyst Articles
After expending a great deal of political capital on health reform, many expected the Obama administration to push off energy and climate legislation into next year. But with the pool of oil growing in the Gulf of Mexico by the day, President Obama has moved his energy legislation agenda back… Read More
This Ignored Stock Holds Value and Growth
June 3, 2010
One of the pitfalls of being a global brand name is that investors may think of a company as a one-trick pony that captured lightning in a bottle. They may think a company has leveraged its brand to a point where one can find its product in the most remote… Read More
Investors have been parsing retail sales data for May, but if they want to know the real direction for the group, they’ll need to check out the monthly snapshot of employment trends, which will be released Friday morning. The U.S. economy has begun adding… Read More
On April 26, the Dow hit a 52-week high of 11,258.01. It lost -11.0% through June 2 and has since clawed back some ground but remains -8.5% below its late-April high point. We lived through some big swings in May. Those big moves don’t look like they will abate in the near-term: The “Fear Index,” a measure of investor sentiment based on options trading, has risen to 30 today from 22 in late April, signaling investors are increasingly edgy and uncertain. The soft economic recovery at home and troubles in… Read More
On April 26, the Dow hit a 52-week high of 11,258.01. It lost -11.0% through June 2 and has since clawed back some ground but remains -8.5% below its late-April high point. We lived through some big swings in May. Those big moves don’t look like they will abate in the near-term: The “Fear Index,” a measure of investor sentiment based on options trading, has risen to 30 today from 22 in late April, signaling investors are increasingly edgy and uncertain. The soft economic recovery at home and troubles in Greece and Spain and elsewhere aren’t helping anything, nor is the oil spill in the Gulf of Mexico. In a climate like this, when the market has the opportunity to cathartically dispel its anxiety, it will generally take it — and send prices plummeting. But despite the challenging environment, a select basket of stocks are still delivering tremendous returns. Even on the market’s worst days, some securities are actually rising in price, sometimes substantially. Great stocks can see their shares gain a lot of ground in a… Read More
Among the biggest winners in Thursday’s early trading are Exide Technologies (Nasdaq: XIDE), Pier One (NYSE: PIR) and Joy Global (Nasdaq: JOYG). Top Percentage Gainers — Thursday, June 3, 2010 Company Name (Ticker) Intra-Day Price Intra-Day % Gain 52-Week High 52-Week Low Exide Technologies (Nasdaq: XIDE) $5.25 +23.0% $8.87 $3.03 Pier One (NYSE: PIR) $8.35 +12.7% $9.81 $1.65 Joy Global (Nasdaq: JOYG) $54.40 +3.7% $65.93 $30.19 *Table includes companies with minimum market capitalizations of $200 million and three month trading volumes of at least 100,000… Read More
Among the biggest winners in Thursday’s early trading are Exide Technologies (Nasdaq: XIDE), Pier One (NYSE: PIR) and Joy Global (Nasdaq: JOYG). Top Percentage Gainers — Thursday, June 3, 2010 Company Name (Ticker) Intra-Day Price Intra-Day % Gain 52-Week High 52-Week Low Exide Technologies (Nasdaq: XIDE) $5.25 +23.0% $8.87 $3.03 Pier One (NYSE: PIR) $8.35 +12.7% $9.81 $1.65 Joy Global (Nasdaq: JOYG) $54.40 +3.7% $65.93 $30.19 *Table includes companies with minimum market capitalizations of $200 million and three month trading volumes of at least 100,000 shares. All percentage returns are listed as of 11:32AM Eastern Standard Time. Click on ticker symbols for up-to-the-minute price quotes and percentage gain data. Exide Moves on From Wal-Mart Back in early February, Wal-Mart (NYSE: WMT) notified Exide Technologies (Nasdaq: XIDE) that it would no longer carry Exide’s line of automotive batteries. That news caused Exide’s shares to plunge -30% in one day to around $5, and they had been falling ever since, touching $4 in recent sessions. That’s what happens when you lose your largest… Read More
Among the biggest losers in Thursday’s early trading are Coldwater Creek (Nasdaq: CWTR), Parexel (Nasdaq: PRXL) and Walter Energy (NYSE: WLT). Top Percentage Losers — Thursday, June 3, 2010 Company Name (Ticker) Intra-Day Price Intra-Day % Loss 52-Week High 52-Week Low Coldwater Creek (Nasdaq: CWTR) $5.24 -11.8% $9.20 $4.14 Parexel (Nasdaq: PRXL) $21.44 -9.0% $25.64 $11.04 Walter Energy (NYSE: WLT) $71.20 -4.8% $99.45 $29.02 *Table includes companies with minimum market capitalizations of $200 million and three month trading volumes of at least 100,000… Read More
Among the biggest losers in Thursday’s early trading are Coldwater Creek (Nasdaq: CWTR), Parexel (Nasdaq: PRXL) and Walter Energy (NYSE: WLT). Top Percentage Losers — Thursday, June 3, 2010 Company Name (Ticker) Intra-Day Price Intra-Day % Loss 52-Week High 52-Week Low Coldwater Creek (Nasdaq: CWTR) $5.24 -11.8% $9.20 $4.14 Parexel (Nasdaq: PRXL) $21.44 -9.0% $25.64 $11.04 Walter Energy (NYSE: WLT) $71.20 -4.8% $99.45 $29.02 *Table includes companies with minimum market capitalizations of $200 million and three month trading volumes of at least 100,000 shares. All percentage returns are listed as of 10:53AM Eastern Standard Time. Click on ticker symbols for up-to-the-minute price quotes and percentage gain data. Retail: Excuses to Sell Executives at Coldwater Creek (Nasdaq: CWTR) would like you to notice that the women’s apparel vendor posted a surprise first-quarter profit. But investors are focusing on the fact that the fiscal second quarter is off to a slow start, which will force the retailer into markdowns. That will crimp profit margins and lead to… Read More
I hate when I buy something, only to learn that I didn't get quite the bargain I thought I was getting. And nothing floats my boat more than buying just what I want at clearance prices. Read More
I’ve been on a kick lately researching global brands. The reason is because these companies not only make for great defensive positions to have in a down market, but a certain number of these stalwarts have been able to reinvent themselves in recent years. This oftentimes transforms companies from boring,… Read More
After plunging steadily in recent weeks, share prices in the oil and gas exploration appear to have finally found a floor. Some stocks such as Halliburton (NYSE: HAL) and Schlumberger (NYSE: SLB) sharply rose on Wednesday after falling close to their 52-week lows, while other stocks such as Diamond Offshore… Read More