Visualize the Markets.
Posts tagged “stocks”
“

”

Stock Watchlists Now Live / Reserve Your Username

Since our Alpha launch in June, we have been growing rapidly and are approaching 50,000 users.  Users requested the ability to set up and personalize their watchlists on YCharts.  Today, we released this functionality.  You can set up your watchlist here. Once you set up your watchlist(s) it will appear on the upper left side of the front page.

Customize Fundamental Metrics

You can customize your watchlist to show any of the fundamental metrics that we track.  The real-time stream can also be set to show only news, tweets, videos of stocks that are in your watchlist.

Add Stock to Watchlist from Quote Pages

You will see a logo next to all company names when you are on a quote page.  Use this to add a company that you are researching to a watchlist.  See below.

Social Features (Public / Private Settings)

When you register you have the option to make yours watchlist(s) public or private.  If you choose to leave it public other users will be able see the stocks in your watchlist by visiting http://ycharts.com/profiles/username.

Our approach is to launch fast and iterate so expect a lot more functionality and social features over the next several months.  Feel free to post your ideas here.

Comments (View)
Research in Motion sold off by more than 20% after the latest earnings release but the fundamentals remain strong. Revenue for the second quarter was $3.53 billion, up 3% from $3.42 billion in the previous quarter and up 37% from $2.58 billion in the same quarter of last year. The revenue breakdown for the quarter was approximately 81% for devices, 14% for service, 2% for software and 3% for other revenue. During the quarter, RIM shipped approximately 8.3 million devices.  Approximately 3.8 million net new BlackBerry® subscriber accounts were added in the quarter.  At the end of the quarter, the total BlackBerry subscriber account base was approximately 32 million. The long-term performance of RIMM is stronger than it’s competitors.  If you look at the year-over-year revenue growth for RIMM, NOK, PALM you see that RIMM is growing much faster. RIMM provided solid guidance for the third quarter with revenue expected to be in the $3.60 to $3.85 billion range.  They expect gross margins to remain steady at 43% and are predicting 4M to 4.3M net new subscribers for the quarter bringing the total to 36 million subscribers.  Earnings per share is expected to be in the $1.00 to $1.08 per share diluted range. RIMM is currently trading at ~18 times earnings with a year-over-year revenue growth rate of 37%.  This puts the PEG ratio below .50.  The general rule for the PEG ratio that any time a stock is trading below 1 it may be attractive. If you run a standard Discounted Cash Flow on RIMM you will see that the stock looks very attractive in the low $60’s.  We would be adding RIMM in the low $60’s The analysts that cover RIMM have the median price target at $93 with the highest target at $150.  We see fair value in the $90 to $100 range. Disclosure: No Position in RIMM.

Research in Motion sold off by more than 20% after the latest earnings release but the fundamentals remain strong.

Revenue for the second quarter was $3.53 billion, up 3% from $3.42 billion in the previous quarter and up 37% from $2.58 billion in the same quarter of last year. The revenue breakdown for the quarter was approximately 81% for devices, 14% for service, 2% for software and 3% for other revenue.

During the quarter, RIM shipped approximately 8.3 million devices.  Approximately 3.8 million net new BlackBerry® subscriber accounts were added in the quarter.  At the end of the quarter, the total BlackBerry subscriber account base was approximately 32 million.

The long-term performance of RIMM is stronger than it’s competitors.  If you look at the year-over-year revenue growth for RIMM, NOK, PALM you see that RIMM is growing much faster.

RIMM provided solid guidance for the third quarter with revenue expected to be in the $3.60 to $3.85 billion range.  They expect gross margins to remain steady at 43% and are predicting 4M to 4.3M net new subscribers for the quarter bringing the total to 36 million subscribers.  Earnings per share is expected to be in the $1.00 to $1.08 per share diluted range.

RIMM is currently trading at ~18 times earnings with a year-over-year revenue growth rate of 37%.  This puts the PEG ratio below .50.  The general rule for the PEG ratio that any time a stock is trading below 1 it may be attractive.

If you run a standard Discounted Cash Flow on RIMM you will see that the stock looks very attractive in the low $60’s.  We would be adding RIMM in the low $60’s

The analysts that cover RIMM have the median price target at $93 with the highest target at $150.  We see fair value in the $90 to $100 range.

Disclosure: No Position in RIMM.

Comments (View)

DELL vs PER Profit Margins

DELL vs PER Profit Margins

DELL vs PER Market Cap

DELL vs PER Market Cap

DELL vs PER Revenue Growth

DELL vs PER Revenue Growth

DELL & Perot Systems Next‐Gen Service 

DELL & Perot Systems Next‐Gen Service 

WORLD CLASS SERVICE PORTFOLIO

WORLD CLASS SERVICE PORTFOLIO

Perot Systems Financials

Perot Systems Financials

Dell & Perot Systems to provide “IT as a Service”

Dell to Acquire Perot Systems for $3.9 Billion, Creating Comprehensive, Customer-Focused IT-Solutions Company

  • Complementary Strengths Enhance Dell’s IT Services Portfolio, Perot Systems’ Global Reach
  • Companies Together Represent $8 Billion in Services Revenue
  • Acquisition Expected to Be Accretive to GAAP Earnings in Fiscal 2012

Here is the link to the investor presentation.

This deal represents DELL’s response to the Hewlett-Packard’s acquisition of EDS for $13.9 billion.

Comments (View)

Here is a quick demo of the beta release of YCHARTS. This video shows you how to analyze a company, drill into the fundamentals and run comparisons of multiple companies.

We are working on the next release now but this should help first time users get a sense of what you can do with YCHARTS.  Also, you can request new features here.

Comments (View)
New fundamental stock charts coming to YCHARTS.  We are working on the next release now.  You will see improved scaling, callouts and overall look & feel.

New fundamental stock charts coming to YCHARTS.  We are working on the next release now.  You will see improved scaling, callouts and overall look & feel.

Comments (View)

Want To See John Paulson’s Or Any Other Professional Investors Portfolio?

John anticipated the subprime mortgage melt-down in 2007 and reaped the rewards but now he is buying the banks.  Should you?

As many investors know, John’s firm has to disclose all of their holding in quarterly filings with the SEC.  13F Filings are a great way to find companies to consider exploring further.  Institutional investment managers who exercise investment discretion over $100 million must report their holdings on Form 13F with the SEC.

John Paulson

John Paulson

Paulson & Co. was founded in 1994 and is based in New York.  Paulson leverages merger arbitrage, long/short, and event-driven strategies. They invest based on fundamental analysis… which we are trying make easier and more interesting with YCHARTS.

Here are two quotes from Paulson on his investment philosophy.

“Watch the downside, the upside will take care of itself. That’s been a very important guiding philosophy for me. Our goal is to preserve principal, not to lose money. Our investors will forgive us if our returns don’t beat the S&P in a given year, but we are not forgiven if we have significant drawdowns.”

“Risk arbitrage is not about making money, it’s about not losing money. If you can minimize the downside, you get to keep all your earnings and that helps performance.”

Below are the companies Paulson & Co. own based on their 13F Filing report for the quarter ended: June 30, 2009

Company Symbol % of Portfolio

AT & T Inc. T  0.44%

Anglogold Ashanti AU 9.16%

Bank of America BAC 12.95%

Boston Scientific Corp BSX 5.87%

CB Richard Ellis group Inc CBG 0.73%

CF Industries Holdings Inc CF 0.22%

Capital One Financial Corp COF 2.17%

Centennial Communication Corp CYCL 0.24%

Centex Corp CTX 0.06%

Cheniere Energy Inc LNG 0.13%

Data Domain Inc. DDUP 0.40%

Dr Pepper Snapple Group Inc DPS 0.19%

Embarq EQ 0.49%

Fifth Third Bankcorp FITB 0.21%

First Horizon National Corp FHN 0.21%

Gold Fields Ltd. GFI 1.62%

Goldman Sachs GS 1.72%

Humana Inc HUM 0.94%

JPMorgan Chase & Co. JPM 1.39%

Kimco Realty Inc KIM 0.01%

Kinross Gold Corp KGC 3.28%

Liberty Media Corp LMDIA 3.12%

Market Vectors ETF Trust GDX 1.32%

Marshall & Ilsley Corp MI 0.34%

Mirant Corp MIR 1.67%

People’s United Financial PBCT 0.24%

Pepsi Bottling Group Inc PBG 1.65%

Pepsiamericas Inc. PAS 0.66%

Petro-Canada PCZ 2.97%

Philip Morris International Inc PM 2.29%

Ultrashort Financial SKF 0.49%

Regions Financial Corp RF 0.83%

SPDR Gold Trust GLD 16.77%

Schering Plough Inc SGP 8.08%

State Street Corp STT 0.19%

Sun Microsystems Inc. JAVA 3.98%

Suntrust Bank Inc. STI 0.14%

Wyeth Com WYE 12.82%

Total Portfolio 100.00%  $17.13B

Comments (View)
Today, we’re releasing the beta version of YCHARTS to enable investors to visualize massive amounts of fundamental market information in real-time. YCHARTS is your market visualization engine for fundamental analysis. New Features in Beta: Fundamental Stock Charts - You can analyze companies by over 40 key metrics.  Visualize long-term valuation, growth, and profitability trends.  You can customize your charts by clicking the “Add more charts” link. Large Interactive Charts - over 250,000 fundamental stock charts. Company Rankings - by Market Overall, Sector, Industry.  You can also rank companies by all metrics listed at bottom. Company Comparisons - analyze the performance of multiple companies with ease.  You can view comparisons in real and indexed mode(helpful if companies are different sizes or analyzing the relative growth). Sector & Industry Benchmarks - compare companies to industry benchmarks or industries to other industries. “We’re building a powerful market research tool that combines advanced data analysis, visualizations and proprietary algorithms to help investors analyze companies and ultimately make better investment decisions.” said YCHARTS Co-founder & CTO Ara Anjargolian. So, let’s say you want to research Apple Computer.  You have lots of options. Stock Price Chart Market Cap Chart PE Ratio Chart Price to Sales Ratio Chart PEG Ratio Chart Price to Book Value Chart Earnings Yield Chart YoY Revenue Growth Chart Earnings Per Share Chart Profit Margin Chart EPS Growth Chart SGA Percentage of Gross Profits Chart R&D Percentage of Gross Profits Chart Interest Expense Percentage Chart Capital Expenditures Chart Change in Cash Position Chart Income Statement Chart (Revenue, Expense, Net Income) Balance Sheet Chart (Assets, Liabilities, Shareholders Equity) Cash Flow Chart (Operations, Investing, Financing) Cash on Hand Chart Free Cash Flow Chart Book Value Per Share Chart Long Term Debt Chart Debt to Equity Ratio Chart Receivable Turnover Chart Asset Utilization Chart Dividend Chart - NA Dividend Yield Chart - NA Stock Buyback Chart AAPL vs Personal Computer Industry YCHARTS provides you with insights on company valuation, growth and profitability trends in real-time.  We’re just getting started and would love to hear what you think so far.  We plan to release updates weekly.   Feel free to post ideas and suggestions here.

Today, we’re releasing the beta version of YCHARTS to enable investors to visualize massive amounts of fundamental market information in real-time.

YCHARTS is your market visualization engine for fundamental analysis.

New Features in Beta:

  • Fundamental Stock Charts - You can analyze companies by over 40 key metrics.  Visualize long-term valuation, growth, and profitability trends.  You can customize your charts by clicking the “Add more charts” link.
  • Large Interactive Charts - over 250,000 fundamental stock charts.
  • Company Rankings - by Market Overall, Sector, Industry.  You can also rank companies by all metrics listed at bottom.
  • Company Comparisons - analyze the performance of multiple companies with ease.  You can view comparisons in real and indexed mode(helpful if companies are different sizes or analyzing the relative growth).
  • Sector & Industry Benchmarks - compare companies to industry benchmarks or industries to other industries.

“We’re building a powerful market research tool that combines advanced data analysis, visualizations and proprietary algorithms to help investors analyze companies and ultimately make better investment decisions.” said YCHARTS Co-founder & CTO Ara Anjargolian.

So, let’s say you want to research Apple Computer.  You have lots of options.

YCHARTS provides you with insights on company valuation, growth and profitability trends in real-time.  We’re just getting started and would love to hear what you think so far.  We plan to release updates weekly.   Feel free to post ideas and suggestions here.

Comments (View)
blog comments powered by Disqus
More Information