Jan 28, 2014 by Rupert HargreavesIs the Tobacco Industry About to See a Wave of Consolidation?Falling litigation against big tobacco has prompted some analysts to speculate that the sector is about to see a wave of consolidation, and Reynolds American could be a target.
Jan 28, 2014 by Rupert HargreavesGold Miners Have Missed Their Chance to Strike It BigBarrick Gold, Newcrest Mining, and Goldcorp have missed their chance to strike it big, but they're now trying to clean up their act.
Jan 27, 2014 by Rupert HargreavesDebt Can Be a Good Thing When interest rates are low, it often makes sense to borrow more cash. IBM, Chevron, and DirecTV are all following this path.
Jan 27, 2014 by Rupert HargreavesYou May Consider These Companies Immoral, but Their Returns Are UnparalleledAltria, Diageo, and Las Vegas Sands may be considered sin stocks by some, but their historic performances and opportunities for growth are hard to find elsewhere.
Jan 27, 2014 by Rupert HargreavesBig Oil's Mega-Projects Are Driving Change in the IndustryExxonMobil, Chevron, and Royal Dutch Shell are spending billions on huge projects but cutting spending elsewhere.
Jan 23, 2014 by Rupert HargreavesIs It Time to Take a Risk With These 2 Recovery Plays?It would appear that the global economic recovery is underway. Joy Global and Abercrombie & Fitch look to be attractive recovery plays.
Jan 23, 2014 by Rupert HargreavesTobacco Stocks Fell, But Should Investors Worry?Altria, Reynolds American, Lorillard, and Philip Morris have all underperformed the wider market so far this year. Should investors be worried?
Jan 22, 2014 by Rupert HargreavesThings Are About to Get Rough in South Africa's Gold Mining IndustryLess than six months after the last bout of mining strikes, AngloGold Ashanti, Harmony Gold Mining, and Sibanye Gold are bracing themselves for yet another round of industrial action.
Jan 22, 2014 by Rupert Hargreaves2 Winners and 2 Losers From New Tanker Car Safety StandardsA recent rise in the number of accidents involving oil tanker cars has led to calls for change. American Railcar Industries and the Greenbrier Companies are both set to benefit.
Jan 21, 2014 by Rupert HargreavesWhy You Can Rely on Philip Morris' Dividend Philip Morris currently offers a dividend yield above 4.5% and the company's payout is well covered by cash flow and has lots of room to grow.
Jan 21, 2014 by Rupert HargreavesShould You Take a Look at Vector Group?Vector Group is the fourth-largest publicly-traded cigarette company in the United States, but does that mean it's worth investing in?
Jan 21, 2014 by Rupert HargreavesGrab a Seat and Relax With These 3 Super Defensive Consumer StocksBurger King Worldwide, DIRECTV, and Anheuser-Busch InBev are three well-managed consumer goods companies that will let you sleep soundly at night.
Jan 21, 2014 by Rupert HargreavesIs the Drybulk Rally Real?Drybulk shippers DryShips, Diana Shipping, and Navios Maritime Holdings have rallied over the past six months but how sustainable are these gains?
Jan 21, 2014 by Rupert HargreavesNew Technology May Not Be Enough for This Unconventional Oil SourceTechnological developments and huge projects are two factors that are driving profits from oil sand projects at Suncor and Imperial Oil, but there are environmental concerns.
Jan 21, 2014 by Rupert HargreavesDemand for New Commercial Airliners Is High, and Here's How You Can ProfitIn is not secret that Boeing and Airbus are great play's on the worlds growing love of air travel but there is another company that is really set to benefit.
Jan 20, 2014 by Rupert HargreavesBig Oil Could Be About to Embark on an Acquisition SpreeWith cash flows under pressure from rapidly rising capital spending, ExxonMobil and Chevron could start to look for growth elsewhere; smaller peers EOG Resources and Cabot Oil & Gas could become targets.
Jan 19, 2014 by Rupert HargreavesThe Courts Rule Against Tobacco Again, How Much Will It Hurt This Time?Altria, Reynolds American, and Lorillard have been reprimanded for misleading American consumers, and their punishment is harsh.
Jan 18, 2014 by Rupert HargreavesFarmland Is a Great Long-Term Investment, But It'll Be a Bumpy RideJohn Deere Adecoagro and Cresud are three solid long-term plays on farming, but their earnings are erratic as there are many variables in the industry.
Jan 18, 2014 by Rupert HargreavesThis Tobacco Company Is Bucking the Industry TrendAs the number of smokers around the world declines, Philip Morris and Altria are struggling, but Universal isn't worried.
Jan 17, 2014 by Rupert Hargreaves3 Ways to Play the Recovering Resource SectorBarrick Gold, Northern Tier Energy, and Golar LNG all look like great plays on the recovering resource sector.