Realty Income: Analyzing The Dividend Darling

Realty Income (O) has just reported earnings and it has caught our attention today. We have discussed in great detail why you should strongly consider this darling monthly dividend paying REIT. That said, the name has been absolutely battered in the last few months:...

MGM in 2018

GM Resorts International (MGM) has reported its Q4 earnings. The casino giant stock started the day off in the red following the news but has since made a strong recovery. In this column, we discuss the performance of the name. Further, we offer our thoughts and...

5G Telecom Rollout To Be Slow, Here’s AT&T’s Plan

Wireless companies are racing to get commercial 5G service out to customers before the calendar hits 2019, which likely means the first rollout won’t quite resemble the eventual visions. Standards are still being written, but carriers are working to be the first...

First Solar Weak But 2018 Looks Strong

First Solar, Inc (FSLR) has caught our attention today after the stock plummeted 7%. In this column, we discuss what happened, and offer our projections for 2018 performance. Sales were terrible in Q4 today announced financial results for the fourth quarter and year...

Armour Residential REIT Dividend Coverage

ARMOUR Residential REIT (NYSE:ARR) has just reported earnings and it was another mixed report. In this column we discuss ARMOUR Residential REIT dividend coverage. We have had a tumultuous relationship with this company and the stock. We were previously of the opinion...

Campbell Soup Revenue Problems

  In our opinion the sales performance of Campbell Soup (CPB) does not justify the present level of pricing, and that is why we called for profit taking at $60. Now that shares are down 25%, we think the time is right to upgrade to a hold. Still, sales have been...

Why We Sold Under Armour

Under Armour (UAA) recently reported earnings, and we assessed the results recently. In this column, we want to discuss further our take on the rally that ensued in shares and where we see the name going. The biggest problem we have with the stock is not so much its...
Omeros: What The Hell?

Omeros: What The Hell?

Omeros Corporation (OMER) has caught our attention once again this morning with shares continuing to fall. It is all out free for all, and shares have been completely demolished in the last few weeks: As you can see, shares have been pounded. What is going on?...

Kraft Heinz: Will Sales Suffer?

We were asked by a reader about our current thoughts on Kraft Heinz (KHC) with it sitting just above a 52-week low. We felt this was an opportune time to check back in on the performance of the name, especially since the company recently reported earnings. Although...
Chesapeake Energy: Trap Or Treasure?

Chesapeake Energy: Trap Or Treasure?

Chesapeake Energy (CHK) is one of the most controversial companies, and one of the most hated stocks in the market. It is largely misunderstood, and few recognize the extreme value that may be in the name, largely because of debt concerns. That said, the market has...

Roku: What Happened?

Roku (ROKU) is a stock that many have considered grossly overvalued. Today shares are getting smacked hard following a less than enthusiastic earnings report. In this column we discuss the key metrics that you need to be aware of, as well as our take on the stock...

Discussing GameStop’s Sales Woes

In a recent update, GameStop (GME) announced a business update where it discussed its holiday sales. Gamestop sales have long been controversial, but they have risen year-over-year. In this column we discuss what we are seeing. Total global GameStop sales for the...

CYS Investments: A Look Under The Hood

In this column, we discuss CYS Investments (CYS) which recently reported earnings. In this piece we take a look under the hood and hone in on 3 critical metrics. First, we look at prepayments, which hurt net interest rate spreads and subsequently net interest income....

Bitcoin Needs To Be Lightning Fast

Bitcoin remains among the hottest investing topics of the decade. In this column, we discuss one of the greatest challenges for bitcoin in that it is abhorrently slow. While this issue is known, Coinbase is now taking a step which will help bitcoin overcome this...

Bitcoin Price At Zero

Bitcoin price At zero. Yep. A cryptocurrency exchange in Japan reportedly experienced a temporary glitch last week that suddenly offered investors their pick of coins for the low, low price of zero dollars. Several customers took advantage of the opportunity, but one...

Home Depot: How About A Dividend Hike?

The Home Depot (NYSE:HD) is one of our favorite dividend growth names. There are few stocks that have offered better returns in the last ten years. We have learned today that the company declared a $1.03/share quarterly dividend. This is a 15.7% increase from the...

Bitcoin Crisis Averted–For Now

By Tim Lee The median daily transaction fee on the bitcoin network fell to $0.79 on Sunday, a six-month low. That represents a dramatic 97-percent decline from the peak of $34 reached on December 23. The median daily bitcoin transaction fee was more than $10 from...
Time Wasted Holding AT&T Stock?

Time Wasted Holding AT&T Stock?

AT&T (NYSE:T) is our top dividend play for the next five years. We have been covering it from a number of different angles. Perhaps the most interesting of the discussions surrounded our analysis regarding the impact of FirstNet, which everyone is ignoring and...
Walmart: What Now

Walmart: What Now

Shares of WalMart (WMT) are cratering hard. In fact, the stock has dropped 10 points at the time of this writing to $95. In this column we discuss the reasons for the strong selloff and what we think you should do now. Why the selloff? This selloff comes after the...

ConAgra Brands Makes A Move

It has been some time since we highlighted ConAgra (NYSE:CAG). When we first discussed the name we talked about it as being a reliable dividend play and covered the decision to split into two separate companies as an interesting move for shareholders. Of course, the...

Portfolio Diversification: Do You Need It?

By Tara Sandusky Do you really need portfolio diversification. Whether it be a retirement account, individual taxable account, an educational account, a 401K, or more, the question of portfolio diversification is often raised. Everyone assumes that broad asset class...

Averaging Down: Bad Strategy?

Whenever some financial “pundit” says that the best way to get into a stock is by averaging down, we sometimes cringe. Why? Because at best you’ll be getting into a stock at a lower average price (which can also be accomplished to the very same...

$400 Million Bet On Bitcoin

Go big or go home. That’s the motto of one mysterious investor who put his chips on the table, buying close to $400 million of the No.1 digital currency, bitcoin. The purchase comes as cryptocurrencies are making a comeback after a dreadful start to 2018. Major...

Fauquier Bankshares: Impressive

In this column, we check back in on the small regional bank Fauquier Bankshares, Inc. (NASDAQ:FBSS). When we called for a buyback in August, we saw the potential for increased performance in the company and in the stock in the back half of 2017. In this column we...