October 2012

Don’t Count Apple Out Just Yet

By Saibus Research - 31st October 2012

When Apple (AAPL) recently reported that its results missed consensus expectations, all of Apple’s detractors let out a collective cheer that was so loud, it broke the sound...

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Procter & Gamble Fairly Valued Thanks To Bill Ackman

By Saibus Research - 31st October 2012

On July 12th, Bill Ackman of Pershing Square Capital disclosed a new position in Procter & Gamble (PG), which has been a catalyst for the 3 month rise...

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Amazon’s Stock Price Is Benefiting From Irrational Exuberance

By Saibus Research - 31st October 2012

We were impressed with the fact that Amazon.com (AMZN) was able to overcome its early history as an overrated, overpriced dot-com and transform itself into the world’s leading...

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Sherwin-Williams’ Recent Pullback Provides Excellent Potential Entry Point

By Saibus Research - 31st October 2012

We have held a long position in Sherwin-Williams (SHW) since September 1998. We dramatically increased our position in September 1999 when the company had suffered a 40% price...

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Constant Contact: 30% Sell-Off Provides Better Entry Point

By Saibus Research - 31st October 2012

We have been following Constant Contact (CTCT) since early 2011 because it’s a rapidly growing online marketing software and services company and we have had a strong interest...

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Goldman Sachs’ WisdomTree Upgrade A Wise Decision

By Saibus Research - 31st October 2012

We have been impressed with the growth registered by WisdomTree Investments (WETF) since we purchased shares in it last year. In an era where even blue chip asset...

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Supervalu Vs. RadioShack: A Comparison Of Struggling Retailers

By Saibus Research - 31st October 2012

In August, we analyzed and evaluated SUPERVALU Inc (SVU) in the wake of its poor results. We concluded that although it had seen a regression in Q1 2013 versus its...

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Vanguard Woke BlackRock From Its Slumber

By Saibus Research - 30th October 2012

We enjoy covering BlackRock (BLK) because it is the industry leader in our favorite industry (asset management). We were disappointed that BlackRock only bought $1B of stock from...

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Altria: Milk This 5.5% Yielding Cash Cow For Everything Its Worth

By Saibus Research - 29th October 2012

Altria Group (MO) and its successor companies continue to generate massive levels of free cash flows that can be distributed to shareholders. We believe that Altria Group is...

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Let’s Face It, Facebook’s Growth Is Decelerating

By Saibus Research - 29th October 2012

All of Facebook’s (FB) stockholders let up a loud, collective cheer that could be heard all the way from San Francisco to Boston in the wake of Facebook’s...

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Sprint Making Progress With Its Network Vision Project

By Saibus Research - 29th October 2012

Sprint Nextel (S) is continuing its long-term evolution as a telecom company. Sprint’s progress in overcoming the strategic and operational mishaps of the Nextel merger have impressed us...

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Investment Ideas of the Week 10-29-12

By Saibus Research - 29th October 2012

Top 5 ideas of the week:  Yahoo (YHOO) On July 16, Yahoo (YHOO) announced the hiring of Marissa Mayer as CEO to replace Scott Thompson. We were disappointed...

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AT&T Offers Fat 5% Yield But AT&T Wireless Seeing Headwinds To Growth

By Saibus Research - 26th October 2012

Although we have Sprint Nextel (S) in our portfolio and it is our most covered telecom company for our published research, we find it important to devote reports analyzing...

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Nokia’s Burning Cash On Its ‘Burning Platform’

By Saibus Research - 26th October 2012

In our previous reports on Nokia Corporation (NOK), we have been amused by the vociferous support the investment community has given this company, even though its performance has been pitiful and pathetic...

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Apple’s iPad Mini: It Isn’t The Size That Counts, It’s How You Use It

By Saibus Research - 26th October 2012

On October 23, Apple Inc. (AAPL) released its widely anticipated iPad Mini tablet computing device. Apple’s CEO Tim Cook started off the company’s presentation with a video on Apple’s retail...

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Caterpillar: Soft Outlook For This Heavy Equipment Manufacturer

By Saibus Research - 26th October 2012

While we have preferred to stay out of the heavy equipment industry with our proprietary portfolio, we have always had a strong level of respect forCaterpillar Inc. (CAT). Our...

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Pepsi Is Fairly Valued And Falling Behind Coca-Cola

By Saibus Research - 26th October 2012

We believe that although PepsiCo Inc. (PEP) has been a poor performing company under the mismanagement of Indra Nooyi, it is still an industry-leading beverage maker. We’re displeased that PepsiCo’s...

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Best Buy: This Consumer Electronics Retailer Is Not A ‘Best Buy’ For Investors

By Saibus Research - 26th October 2012

We were surprised that Richard Schulze was willing to pay $24-$26 per share for the 80% of Best Buy (BBY) that he doesn’t own, especially after he was pressured into...

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Will Dan Loeb’s $1 Billion Yahoo Bet Pay Off?

By Saibus Research - 25th October 2012

On July 16, Yahoo (YHOO) announced the hiring of Marissa Mayer as CEO to replace Scott Thompson. We were disappointed that Thompson had left the company because Dan...

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Johnson & Johnson May Have Come Down With A Mild Case Of Sclerotic Stagnation

By Saibus Research - 25th October 2012

We are amazed that Johnson & Johnson‘s shares (JNJ) have increased by 7% since the middle August and have significantly outperformed the S&P 500 during that time. We are...

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Xerox: David Einhorn Likes This Buyback Champion For Its 30% Discount To Book

By Saibus Research - 25th October 2012

We have been following Xerox Corporation (XRX) since the middle of January largely because David Einhorn (Greenlight Capital) had purchased 17M shares of the company in Q4 2011. We were attracted to...

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Citigroup Looks Poised For A Recovery

By Saibus Research - 25th October 2012

Nearly four years have passed since Citigroup Inc. (C) had to be rescued by a tax-payer funded government package that backed hundreds of billions of dollars in risky assets. The...

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Verizon Is Fairly Valued But It Offers A Fat Dividend Yield

By Saibus Research - 25th October 2012

Although we have Sprint Nextel (S) in our portfolio and it is our most covered telecom company for our published research, we find it important to devote reports analyzing...

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Annaly Will Miss Mike Farrell But Will Remain mREIT Industry’s Bellwether

By Saibus Research - 24th October 2012

On October 21st, Annaly Capital Management (NLY) regretfully announced the passing of its long-time Chairman, Co-CEO and Co-Founder Michael A.J. Farrell. Farrell had announced that he was diagnosed...

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Microsoft’s Mediocre Stock Performance Now Matches Its Business Performance

By Saibus Research - 24th October 2012

In our July report on Microsoft Corporation (MSFT), we were amazed at Microsoft’s mediocre stock performance since the dot-com implosion. Despite the fact that MSFT avoided the worst of the...

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