Tag Archives: American Funds
Amazon.com Earnings Good. Just Not Great.

Amazon.com Earnings Good. Just Not Great.

Posted 28 January 2011 | By Staff | Categories: Industry Commentary, Mutual Funds | No Comments

Shares of e-tailer Amazon.com sold off sharply in the after-market after the company announced its fourth quarter sales of $12.95 billion, a 36% increase over the previous year. Despite its strong numbers, the earnings fell short of analyst estimates of $12.98 billion. Despite missing the sales number, Amazon.com’s earnings per share figure of $0.91 beat [...]

Microsoft Tops Earnings

Microsoft Tops Earnings

Posted 28 January 2011 | By Staff | Categories: Growth Funds, Industry Commentary, Mutual Funds | No Comments

Two American Funds Equity Funds To Piggyback on Microsoft Earnings The world’s largest PC Software, Microsoft, announced record second-quarter earnings despite a slowdown in computer sales for the month of December — see our earlier report on Durable Goods. According to the Wall Street Journal, Microsoft’s diluted earnings per share of $0.77 exceeded analyst targets [...]

GE, Two Awesome Equity Funds and Durable Goods Orders

GE, Two Awesome Equity Funds and Durable Goods Orders

Posted 28 January 2011 | By Staff | Categories: Growth Funds, Industry Commentary, Mutual Funds | No Comments

The Commerce Department announced today that durable goods orders continued to climb, up in December after having climbed in November as well. While the overall trend is certainly promising, deeper investigation into the numbers reveals how some equity mutual funds will benefit and others may suffer. One of the key statistics reported by Bloomberg News [...]

Johnson & Johnson Earnings Affect Many Equity Mutual Funds

Johnson & Johnson Earnings Affect Many Equity Mutual Funds

Posted 25 January 2011 | By Staff | Categories: Industry Commentary, Mutual Funds | No Comments

As the markets touch highs they have not enjoys in several years, the skeptics and optimists alike are keeping a watchful eye on how some of the most popular companies are reporting their earnings. On Tuesday, January 25, 2011, one such company that is expected to announce earnings is Johnson and Johnson, one of the [...]

Three Beneficiaries Of The Google Shake Up

Three Beneficiaries Of The Google Shake Up

Posted 21 January 2011 | By Chris | Categories: Growth Funds, Investment Management, Mutual Funds | No Comments

After the bell on Thursday, January 20, 2011, the Associated Press reported that Google‘s Eric Schmidt would be passing the reins of the company to co-founder Larry Page. Whether or not this change in management will prove positive or negative for the company remains to be seen, but we suspect that the long-term benefits will [...]

A Safe Value Fund: American Funds American Mutual

A Safe Value Fund: American Funds American Mutual

Posted 14 January 2011 | By Chris | Categories: Growth Funds, Mutual Funds | No Comments

A common request we receive at the Mutual Fund Site is one concerning value funds. And realistically, value investment funds offer an added cushion to the potential for long-term capital appreciation; cheap equity prices. Arguably the biggest challenge facing value investors concerns safety of capital, something that is never guaranteed but should at the very [...]

Boosting Equity Fund Returns By Investing In China… Sort Of

Boosting Equity Fund Returns By Investing In China… Sort Of

Posted 01 November 2010 | By Chris | Categories: Investment Strategy, Mutual Funds | No Comments

An interesting piece in the October 30, 2010 publication of the Economist the suggests that China may not be as big a deal as we are all making it out to be. The article, titled The Indispensable Economy? China May Not Matter Quite As Much As You Think, makes a strong case for not investing [...]

A Small Cap Equity Fund Taking Off: American Funds Small Cap World Fund

A Small Cap Equity Fund Taking Off: American Funds Small Cap World Fund

Posted 26 October 2010 | By Chris | Categories: Mutual Funds, Small Cap Funds | No Comments

Small cap funds have been among this year’s top performing mutual funds. They have attracted some interest from equity fund investors who have given up on large cap growth funds. But so have international funds. So the question becomes, what if you put small cap and international together? If you have ever wondered this (most [...]

Target Date Funds: Do They Really Stink?

Target Date Funds: Do They Really Stink?

Posted 24 October 2010 | By Chris | Categories: Investment Strategy, Mutual Funds | No Comments

Target Date Mutual Funds have recently taken on a lot of bad press. That terrible year, 2008, did not help; many people with 2010 target-dated funds saw big losses. Stories of postponed retirements, massive wealth loss, even broken financial dreams filled the press. We all read about them. And to be honest even we have [...]

A Global Equity Fund With Punch: American Funds New Perspectives

A Global Equity Fund With Punch: American Funds New Perspectives

Posted 21 October 2010 | By Chris | Categories: Gold Funds, Growth Funds, Mutual Funds | No Comments

Most equity mutual funds realize that in order to see any true growth or gains, the fund manager will have to invest outside of the domestic markets. The problem is that a lot of domestic equity funds are limited to what they can invest in. Some might get creative and invest in companies with a [...]

Does Size Really Matter? American Funds AMCAP Says No.

Does Size Really Matter? American Funds AMCAP Says No.

Posted 14 October 2010 | By Chris | Categories: Growth Funds, Mutual Funds | No Comments

If size does not count, then why is it that so many people are still big fans of American Funds? As the second largest mutual fund company in the United States, American Funds manages $915 Billion in assets. They also manage the largest mutual fund on the market, the American Funds Growth Fund of America [...]