Dynamic Materials ( NasdaqGS :BOOM) reported earnings a few hours ago and I believe the stock should be higher. Somethings to consider: ·The average analyst earnings estimate was $0.44 EPS , the company delivered $0.54, a 19% beat. · Revenue was...

I recently mentioned CKCM, and just two weeks later it caught a takeover bid which puts the stock at a 40% premium from where it was mentioned on 08/21. With large IT companies sitting on so much cash they could very well be looking to put it to work...

? 8 of 10 all time largest corporate buyouts occurred recently ? Private equity is sitting on nearly $1 trillion in cash (about 1/10 the value of the S&P) ? Stock buybacks are averaging $2.4 Billion daily while corporate selling (new offerings &...

I was recently reading about Philip Fisher and his original investment in Motorola in 1955, which held until his death in 2004. This got me thinking about small companies today which have long term growth potential. This is a small list of unique...

Andy Kessler recently said in an interview "It is doctors that are the problem with medicine. Why? Because they are human (after all), and humans donĀ?t scale, they get more expensive. The trick is to embed their knowledge and expertise in silicon and...

TITANIUM METALS CORP (NYSE:TIE) reported better then expected earnings today. ALLEGHENY TECH NEW (NYSE:ATI)is a more consistent producer with more conservative estimates. Given the current demand for titanium based on TIE's reported quarter, I am willing...

This is expected to be one of the hottest summers on record. People will be using their air conditioners which are known to consume alot of electricity. The clear winners in this case are the electrical utility companies. A few names I'm looking at are...

This week is options expirations week and the start of earnings season, which creates good oppertunties for option plays ahead of earnings. I am looking at buying July out of the money calls for the following stocks. SOUTHERN COPPER (NYSE:PCU) - 7/18...

My issue with valuing investing has always been that its based on rearview investing, and most studies favor value over growth mainly because they have been done in hindsight with data flawed by survialship bias. I decided to compile a small list of...

Not too far off, the first wave of baby boomer will start to retire, and of course that will help fuel Sun Healthcare Group's (NasdaqNM:SUNH) growth in the long term, that in conjunction with the growth in long term care insurance products.This is a...