Sep 30, 2017 | Analysis
If you haven’t heard of Equifax’s recent data breach, you have not been paying attention. On September 7, 2017, Equifax, one of America’s three big credit reporting agencies, announced a data breach that compromised the Personally Identifiable Information (“PII”) of...
Sep 30, 2017 | Analysis
Spending money before it is produced is becoming a common theme for Chesapeake Energy (CHK) management. It does not seem to matter if the company has a bargain basement deal or an expensive one-time deal. Management is always there with cash-in-hand ready to spend....
Sep 30, 2017 | Analysis
Where will gold prices this week go? The latest Commitment of Traders (COT) report showed a second straight week of declines in speculative longs as they continued to close out positions while shorts continued to get bolder by increasing their own positions. We are...
Sep 29, 2017 | Analysis
It has been a tough year for all things retail, especially those in the athletic footwear space. This week the long-awaited Nike (NYSE:NKE) earnings were released and the report has the Street concerned. We have opined that Nike is a buy in that past the closer it...
Sep 29, 2017 | Analysis
Hackers are stealing bitcoin. Think you can protect yourself? Stealing bitcoin is complex, but owners cannot protect themselves like they can physical currency. Are you concerned about people stealing bitcoin? Cryptocurrencies were supposed to offer a secure, digital...
Sep 27, 2017 | Analysis
The NFL’s advertisers are responding. The NFL will absolutely feel the pinch in the next few years when advertisers pull out thanks to its recent spate of politics and inability to properly handle its players’ actions as they relate to abuse, violence, and...
Sep 22, 2017 | Analysis, Market News
Hurricane Maria is the latest in surge of huge storms throughout the carribean and lower United States. The people are truly suffering. For example, Hurricane Maria left medical facilities on Dominica “worse than in a war zone,” according to the...
Sep 21, 2017 | Analysis, Dividends
We all know General Mills (NYSE:GIS) is a global food giant. General Mills Stock has and issue though. The problem is that General Mills Stock has been bumping along a 52 week low now for some time. In this article we will discuss the dividend, recent and projected...
Sep 21, 2017 | Analysis
In this column, we discuss the changing AT&T debt load across five scary charts, along with some projections. For the first time we discuss risks to the credit rating and how the ratings can be protected. Our motivation for the present piece came from the...
Sep 21, 2017 | Analysis
Tesla (TSLA) and AMD (AMD) are working together to develop a self-driving chip for its vehicles. We previously implied that at some point Tesla stock would implode, but this news is very bullish. With the news Tesla is getting closer to having its own chip for...
Sep 21, 2017 | Analysis
When we told people we were going to review the iPhone, all of them thought we meant the all-new iPhone X. More than one person didn’t even know the iPhone 8 existed. Their focus — and really, Apple’s focus — is on the iPhone X, the phone with the complete redesign,...
Sep 20, 2017 | Analysis
Amazon is taking over the world. This time it’s Amazon smart glasses. We learned that Amazon is working on building a pair of smart glasses to house its Alexa voice assistant, and a home security camera that could be linked to its existing Echo connected devices...
Sep 18, 2017 | Analysis
Which is better, AT&T Or Verizon? Both companies (T), (VZ) are the two largest wireless communication providers in the United States. Together they dominate approximately 70% of the wireless market. They have been favorite choices among dividend growth investors...
Sep 18, 2017 | Analysis
Gold prices are on track for their fifth day of losses in the past six trading sessions. There are several reasons for this trend. Tensions are seen easing with North Korea, at least for the time being. There was less damage from Hurricane Irma than expected. The...
Sep 18, 2017 | Analysis, Dividends
Realty Income (O) is dividend darling that needs no introduction. In this column we want to get right into a discussion of two risks associated with the company. The first is exposure to retail. The second is interest rates. The former could have an impact on the top...
Sep 16, 2017 | Analysis
We recently read with great interest a recent Coca-Cola (NYSE:KO) themed piece by our colleague Dividend Investors, entitled “Coca-Cola: The Dividend Is At Risk.” While the piece touched upon some sales pressure and concerns over earnings per share, the strongest...
Sep 15, 2017 | Analysis, Market News
The price of Bitcoin is crashing as we write. Now there have been big pullbacks along the almost linear chart of the price as it’s moved higher, but this one is a bit different. There is new risk from government intervention. As of now its worst week since...
Sep 14, 2017 | Analysis
From our friend and colleauge regarding War with Iran and oil prices: While rhetoric around and from Iran has taken a short break, Saudi Arabia’s hawkish Crown Prince Mohammed bin Salman is making moves designed to confront Iran. This week, it was reported that...
Sep 13, 2017 | Analysis
We have recently learned that the AT&T (NYSE:T) which has insurmountable debt it seems, and the Time Warner (TWX) merger, was approved by Chilean authorities. This is welcomed news. This news follows last week’s news that Mexican authorities had also approved the...
Sep 12, 2017 | Analysis
Prospect Capital (NASDAQ:PSEC) has a vigorously managed portfolio of lending activities that necessitates constant adjustment, new deals, review of thousands of potential opportunities, and tough decision making. While investing is a personal decision, all things...
Sep 12, 2017 | Analysis, Dividends
Omega Healthcare Investors, INC. (OHI) has been increasing its dividends each year for the last 15. Although this year growth has temporarily slowed, the company has grown profits and revenues for a long time and looks to be able to continue that going forward. Its...
Sep 12, 2017 | Analysis
Looking for a safe high dividend yielding stock? Chimera Investment Corporation (NYSE:CIM) has reported earnings and it is the second quarter in a row where the company has missed against expectations. This is pretty surprising as this name has performed well in the...
Sep 11, 2017 | Analysis, Dividends
We are always on the lookout for value in this crazy market, or as some like to call it, the Wall Street Casino. One of the most battered sectors of late has been retail. Thankfully, we have been underexposed to the sector as a whole, though we do have a substantial...
Sep 11, 2017 | Analysis
Big telecom companies like AT&T (NYSE:T) and Verizon (NYSE:VZ) are viewed as high yield utilities and strong bond alternatives, and for good reason. After all, these are subscription-based businesses generating gobs of recurring revenue and securing yields north...
Sep 11, 2017 | Analysis
As seen on Seeking Alpha, Apple is setting up for disappointment. The moment everyone has been waiting for is nearly here. Tomorrow, Apple (AAPL) will hold a media event where we will see the largest iPhone reveal since the company launched the phone 10 years ago. As...
Sep 11, 2017 | Analysis
It is early days for India’s mobile wallet space which has considerable potential for growth. Competition is intensifying among homegrown and foreign players. Facebook-owned (NASDAQ:FB) WhatsApp is a late entrant. However, its position as India’s most popular...
Sep 11, 2017 | Analysis, Dividends
Real estate investment trusts, or REITs, offer some of the best yields in the market. The key to this sector is finding a name that offers a safe, sustainable yield while entering at a price point that your ‘on-paper’ principal is relatively limited on the downside....
Aug 23, 2017 | Analysis
Starbucks (NASDAQ:SBUX) is once again on our radar because it was just downgraded by BMO Capital, but it was part of the downgrade research that really caught our attention and was just on CNBC. Let us be clear. This spells trouble. This news adds to the fact that...
Aug 22, 2017 | Analysis
We are taking a bath on Foot Locker. Foot Locker (NYSE:FL) has just reported on its most anticipated earnings reports in company history. And truly this is one of the most disgusting moments in the company’s history. Honestly, how do you not preannounce...
Aug 15, 2017 | Analysis
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...
Aug 9, 2017 | Analysis, Market News
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...
Jul 13, 2017 | Analysis
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...
Jul 8, 2017 | Analysis
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...
Jul 8, 2017 | Analysis
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...
Jun 22, 2017 | Analysis, Dividends
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...
Jun 22, 2017 | Analysis, Earnings
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...
Jun 22, 2017 | Analysis
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...
Mar 14, 2017 | Analysis, Dividends
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...
Mar 12, 2017 | Analysis
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...
Mar 10, 2017 | Analysis, 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...
Mar 10, 2017 | Analysis, Market News
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...
Mar 10, 2017 | Analysis, Earnings
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....
Mar 9, 2017 | Analysis, 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...
Mar 9, 2017 | Analysis, Earnings
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...
Mar 8, 2017 | Analysis
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...
Mar 8, 2017 | Analysis, Dividends
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....
Mar 6, 2017 | Analysis, Funds
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...
Mar 6, 2017 | Analysis
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...
Mar 6, 2017 | Analysis
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...
Mar 5, 2017 | Analysis
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...
