For many years, Hasbro (NYSE: HAS) and Mattel (NYSE: MAT) turned in lackluster annual results, as sales and profits grew at a snail’s pace. Both of these toymakers only recently learned how to boost sales, cut costs and reduce the share count, but only one also took a page from… Read More
David Sterman has worked as an investment analyst for nearly two decades. He started his Wall Street career in equity research at Smith Barney, culminating in a position as Senior Analyst covering European banks. While at Smith Barney, he learned of all the tricks used by Wall Street to steer the best advice to their top clients and their own trading desk. David has also served as Managing Editor at TheStreet.com and Director of Research at Individual Investor. In addition, David worked as Director of Research for Jesup & Lamont Securities. David has made numerous media appearances over the years, primarily on CNBC and Bloomberg TV, and has a master's degree in management from Georgia Tech. David Stermanon
Analyst Articles
The economic slowdown was especially pronounced in the media and advertising industries as companies grew weary of promoting products to cash-strapped customers who weren’t going to buy their products anyway. But consumer spending has started to perk up, leading ad budgets to re-open. Large media companies are now speaking of… Read More
Apple’s (Nasdaq: AAPL) iPhone has become a handy tool for driving directions. And Google’s (Nasdaq: GOOG) new Android phones actually gives away GPS directions for free. But anything that’s free is a real problem for anyone trying to charge for a product. So we shouldn’t be surprised to see Garmin… Read More
As a dividend reinvestor, my goal is to enter a solid, good-yielding position and stay for the long haul. The little peaks and valleys along the way aren't particularly meaningful. By regularly reinvesting dividends, I end up buying a few more shares when prices are low and a few less when prices rise. Over time, I can build a sizable position with amazing income-producing potential. Read More
The Shot Heard ‘Round the ETF World
I’m not much of a country music fan. But I’ve always liked David Allan Coe’s rendition of You Never Even Called Me By My Name. As the lyrics tell us, the song was written by the late, great Steve Goodman, who considered it the perfect Country & Western song. Read More
Market volatility has recently moved to multi-year lows, leading to investor complacency. But it’s time to sit up and pay attention again: the Dow Jones is registering its third straight session of 150-point swings. That’s great for day traders and options players, but nerve-wracking for the buy-and-hold crowd. Read More
Tuesday Losers: A Winner in Disguise?
If you simply looked at the -20% drop in shares of Leapfrog (NYSE: LF) this morning, you’d think that the educational toy maker had lost its way. Yes, the company’s quarterly sales and profit results trailed forecasts, but they still represented a sharp improvement from year-ago results. Considering many investors had written this company off as a goner just 18 months ago when sales were in freefall and operating losses were seemingly open-ended, +42% year-over-year sales growth in the first quarter has to be considered a victory. Read More
If you simply looked at the -20% drop in shares of Leapfrog (NYSE: LF) this morning, you’d think that the educational toy maker had lost its way. Yes, the company’s quarterly sales and profit results trailed forecasts, but they still represented a sharp improvement from year-ago results. Considering many investors had written this company off as a goner just 18 months ago when sales were in freefall and operating losses were seemingly open-ended, +42% year-over-year sales growth in the first quarter has to be considered a victory. Of course, some of the shareholder base exiting the stock this morning jumped in when Leapfrog posted scorching results last quarter, which is the company’s seasonally most important period. But make no mistake, management has helped fuel a remarkable turnaround by maintaining investments in R&D that are now paying off. Rivals such as Mattel (NYSE: MAT) and Hasbro (NYSE: HAS) have had a number of years now to try and dethrone Leapfrog and its various “edutaining” platforms (the nexus of entertainment and education). Now that Leapfrog looks healthier – and not… Read More
Goldman Sachs: Oversold or Value Trap?
The plot thickens. Investors have even more to chew on regarding Goldman Sachs (NYSE: GS) as possible criminal charges hit the rumor mill, and the Oracle of Omaha expresses his unabashed support. Shares fell about -20% after the Securities and Exchange Commission… Read More
Nathan Slaughter’s May ETF Informer
The exchange-traded fund (ETF) world remains abuzz with activity on the new launch and product development fronts. Money managers like Pimco that have recently dipped their toes into the ETF waters with… Read More
If you’re anything like the average dividend investor, you want one thing: safe, reliable income. Sure, a large payout is nice, but at what cost? A high yield means nothing if it’s here today, gone tomorrow. Read More