Home Depot: The Serial Guidance Raiser
This piece is a look back at one of our most popular opinions, that of Home Depot (NYSE:HD) being a serial guidance raider. “We think as a consumer the draw continues to be that the staff at Home Depot is often the most knowledgeable when it comes to customer...
Bye Netflix, Hello Disney
Could you imagine if every single Disney movie or the last 50 years was available at your fingertips, in addition to premium sports coverage? Well it could be a reality….because Disney wants to own a bigger piece of the streaming pie. The company announced...Visa: A Cashless Society
Visa (NYSE:V) is out with some news that it is encouraging small businesses to go cashless. While this may not seem like much, you have to remember that this company makes money by having people swipe. This move is aimed to increase substantially the amount of people...
Foot Locker (NYSE:FL) Has High Value
There are times where looking at simple valuation metrics are appropriate and after Foot Locker’s (NYSE:FL) fall of 30% in the last two months now its a great time to look more deeply at the name. The Price to Book ratio for Foot Locker is 2.292922. The Price...
The Boeing Company: Unreal
We just learned that the Boeing Company (NYSE:BA) has won yet another contract, this time valued at $14.3 million, to supply Chinook parts to the Netherlands and Turkey. Falling under so-called foreign military sales categories, this contract will allow these nations...Kroger: This Grocery Store Stock’s Management Showed Up
Shares of Kroger Co. (NYSE:KR) have been on watch all week. It is interesting to see the coverage. I covered it a week ago and since then there have been over a dozen opinion pieces put out. When I first started covering the name It began with a buy rating on the name...CarMax: Take a Look At This
Carmax (NYSE:KMX) is a well-known company that operates as a retailer of used vehicles in the United States. I lifted my sell rating back in April and the stock has moved higher since then. For those that are unfamiliar, the name sells used cars, but not just to...Foot Locker: Enough is Enough Here!
Enough is enough. Two weeks after doubling my stake in Foot Locker (NYSE:FL) and having a standing order to complete the entire position at $49, I opened my screeners to find the position completed today at a MUCH lower price than I wanted to pay. Folks, the stock is...Frontier Communications: What a Disaster
Frontier Communications Corporation (NASDAQ:FTR) has been a stock that I have been following for a while. Now, for a long time, I had worries over the company’s dividend, and sure enough, it had been cut over time. Well, I am here to tell you that following the...Terravia Stock Set To Move After Production Improves
TerraVia Holdings (TVIA) remains a long-term speculative investment, but not one without near-term uncertainty. In the present, the company continues to walk a fine line through the balancing act of scaling production at its joint venture facility in Brazil and...
Ferrellgas Partners Faces Challenges
Last fall I said that Ferrellgas Partners (NYSE:FGP) put in a performance that was simply disgusting and the stock proceeded to fall to the $5 range. Unit prices have absolutely imploded since the major distribution cut early last year. Low energy prices have hurt...
MeetMe Stock Slammed Following Share Offering
I have been covering MeetMe (NASDAQ:MEET) for quite a while. You may remember that I bought in at the $2 mark, and made it my top pick for 2016. In the summer of 2016, the stock surpassed $7, at which point I recommended that investors should take profits. When the...Vail Resorts Stock A Double
Why haven’t you listened? For the past year and a half I have urged you, I have pounded the table on, and opined extensively on Vail Resorts, Inc. (NYSE:MTN). Yet volume remains relatively light and the stock isn’t anywhere near on most of your radars....Ferrellgas Partners Reports Earnings
Last fall I said that Ferrellgas Partners (NYSE:FGP) put in a performance that was simply disgusting and the stock proceeded to fall to the $5 range. Unit prices have absolutely imploded since the major distribution cut early last year. Low energy prices have hurt...Plug Power Stock Falls Hard
Plug Power (NASDAQ:PLUG) continues to draw very diverse investors, some who are ardent bulls, and others who see this company going the way of the dinosaurs. I have covered the name in many different pieces. Recently, we covered how the name reeked of controversy. I...Western Asset Mortgage Fails Miserably
As you know, I have been following Western Asset Mortgage (NYSE:WMC) for some time and downgraded the stock to a huge sell. I then told you it was setting cash on fire and I was out. Not to be touched. The name has been trading with extreme volatility of late as...Royal Dutch Shell’s Dividend At Risk?
Once again the saga continues. After reading yet another article about how the dividend was at risk for Royal Dutch Shell (NYSE:RDS.A) (NYSE:RDS.B), it reminded me of why I am in this name to begin with. Make no mistake, the last year and a half has been very rough....
Should You Buy Exposure To French Stocks?
This is the another in a series of articles that makes a fundamental macroeconomic sectoral flow analysis of the economies of key countries across the globe. Quad 7 Capital is in agreement that French stocks are a buy if Marine Le Penn wins her election. The purpose...The Truth About AT&T And Time Warner
Over the weekend, we learned that Dealreporter was projecting that the DOJ would likely hinder the AT&T (NYSE:T) and Time Warner (NYSE:TWX) deal. I thought one of my oldest Seeking Alpha friends and colleague David Alton Clark, or DAC, as he often signs off, did a...
Big News For Silver Wheaton
I have discussed so many different angles of Silver Wheaton (NYSE:SLW) I got to know the company inside and out. A few months I got trigger-happy and sold off ALL of my holdings in the precious metals sector (with the exception of my physical bullion) into the 2016...
AT&T: The Truth Behind Unlimited Data
We just recently discussed the new plan from Verizon (NYSE:VZ) regarding unlimited data. I asked “if you were paying attention.” I will be brief. In that article I told you the news has caused concerns for shareholders of AT&T (NYSE:T). I told you of...Delta Air Lines: The Stock Market Needs More
Along with the February traffic numbers, Delta Air Lines (NYSE:DAL) reported a key stat returned to flat after an extended period of negative prints. The stock, though, shook off the improving trend with an initial decline due to the weak market. At roughly $50, Delta...
Annaly Capital: Here Is What Matters
I have been holding Annaly Capital (NYSE:NLY) for years. I have analyzed the name from many different angles over the years, but at the end of the day this is an income name, plain and simple. As an income play, one of the strong positives in this name is that the...
Plug Power Stock Is So Controversial
Plug Power (NASDAQ:PLUG) is a name rife with controversy. The history of this stock is quite interesting. Bundles have been made and fortunes lost in this stock. But from an operational standpoint it is the healthiest it has ever been. I have to give the company that....
AT&T Merger With Time Warner To Be Blocked?
Dealreporter.com believes the DOJ has AT&T’s (NYSE:T) acquisition of Time Warner (NYSE:TWX) in its cross-hairs. According to Seeking Alpha Breaking news Dealreporter.com cited two sources as saying: “Among the potential competitive issues being studied...
Frontier Communications Crashes
Frontier Communications Corporation (NASDAQ:FTR) has been a stock that I have been following for a while. Now, for a long time, I had worries over the company’s dividend, and sure enough, it had been cut over time. Back in the fall I told you plainly that the...
Tobacco Dividend Machines: Is Philip Morris Gonna Buy Altria?
When I last covered Philip Morris International (NYSE:PM) I had to stop and say “LOL.” Why? It was a simply laughable situation where I was reminded of the movie “Iron Man” when Tony Stark announced his weapons company Stark Industries would no...
Overvalued? Facebook, Instagram Compete with Snapchat
On August 2, 2016, the Facebook (NASDAQ:FB)-owned photo-sharing app Instagram announced its new feature called Stories, which sounds and works almost the same as Snap’s Stories. Instagram’s Stories feature allows users to post photos and mini videos as...