NVR Inc.

Toll Brothers Inc. (TOL)

Investors Continue to Pick ETFs over Active Funds

Equity markets in general have seen huge outflows, ETFs in general — and Vanguard in particular — have seen large inflows .

Source: FT.com

Quanta Services, Inc. (PWR)

Here’s Why Apple Investors are Moving to iSell Mode

Dan Moskowitz, Wall Street Cheat Sheet


With shares of Apple Inc. trading at around $450.50, is AAPL an OUTPERFORM, WAIT AND SEE or STAY AWAY? Apple’s era of runaway growth is over. That’s a near certainty. On the other hand, investors seem to be getting a little carried away when it comes to selling shares.... more 

Blackrock fund manager on how to value dividend growth 3 stocks

Stocks with fat dividend yields have become a haven for many who are tired of earning a pittance from high-grade bonds, the more traditional security blanket for nervous investors. Morningstar reports, for instance, that the Vanguard Dividend Growth Fund (VDIGX), a popular choice for equity investors seeking income, received nearly $4 billion in net new money last year, representing more than 40% asset growth.... more

DR Horton Inc. (DHI)

PulteGroup, Inc. (PHM)

Which Mega-Bank Stocks Have the Strongest Earnings Trends?

 Saul Griffith, Wall St. Cheat Sheet


Earnings trends are extremely important when evaluating stocks. At Wall St. Cheat Sheet, we view increasing earnings quarter-over-quarter as a simple way to gauge whether costs and the business model are stable.  Here’s your Cheat Sheet to how the top 5 mega-bank stocks rank via earnings trends...   more

Lennar Corp. (LEN)

NeuStar, Inc. (NSR)

SBA Communications Corp. (SBAC)

TELUS Corporation (TU)

Comcast Corporation (NasdaqGS)

Celebrating 40 years of drilling innovation

In 1972 the A.P. Moller – Maersk Group decided to invest in the drilling industry after the first discoveries of oil were made in the North Sea. Since then, Maersk Drilling’s activities have gone global. See what Maersk Drilling CEO Claus V. Hemmingsen had to say: http://mrsk.co/13KP1wn


"Oil and gas activities" provided A.P. Moller – Maersk with 22% of its revenue and 68% of its profit in 2008. 

American Tower Corporation (REI (NYSE)

Crown Castle International Corp. (CCI)

AmTrust Financial Services, Inc. (AFSI)

Growth Opportunities for Financial Services in Emerging Markets

Emerging markets around the world offer considerable opportunities for banks, insurance companies, and fund managers to increase their global market share. To help these companies better understand and assess the opportunities, challenges, and risks that emerging markets present, this report focuses on six countries in the Asia-Pacific region.... more on Deloitte.

First American Financial Corporation (FAF)

Allied World Assurance Company Holdings, AG (AWH)

American Financial Group Inc. (AFG)

HCC Insurance Holdings Inc. (HCC)

RenaissanceRe Holdings Ltd. (RNR)

Arch Capital Group Ltd. (ACGL)

What Does 2013 Have In Store For Engineering?

Justin McGar, http://designbuildsource.com.au

Although the downturn in conditions within the construction industry in Australia continues to ease, with orders declining at a reduced rate in engineering, there seems little doubt that challenges remain for 2013.... more