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Arie Goren  

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  • Why Halliburton Stock Is A Good Investment Opportunity
    Editors' Pick • Nov. 21, 2014 HAL 47 Comments

    Summary

    • Now it is an excellent opportunity for long-term investment in HAL's stock at a very cheap price.
    • Halliburton has compelling valuation metrics and strong earnings growth prospects; its enterprise value-to-EBITDA ratio is very low at 6.87, and its PEG ratio is extremely low at 0.57.
    • Halliburton is generating strong cash flows, and it returns value to its shareholders by stock buyback and increasing dividend payments.
  • Is Exxon Mobil Stock A Buy Right Now?
    Nov. 20, 2014 XOM 51 Comments

    Summary

    • Exxon Mobil is a good long-term investment in a dividend growth stock.
    • Exxon Mobil has shown considerable earnings per share surprise in each one of the last three quarters, and according to its historical valuation multiples, the stock is significantly undervalued.
    • Exxon Mobil is generating strong cash flows and returns value to its shareholders by stock buyback and increasing dividend payments.
  • Is Schlumberger Stock Worth Considering Right Now?
    Nov. 18, 2014 SLB 23 Comments

    Summary

    • As the world's leading oilfield services company, Schlumberger will continue to benefit from the climb in U.S. rig count.
    • Schlumberger has shown earnings per share surprise in each one of the last four quarters, and according to its historical valuation multiples, the stock is extremely undervalued.
    • Schlumberger is generating strong cash flows, and it returns value to its shareholders by stock buyback and increasing dividend payments.
  • Why Viacom Stock Is A Good Investment Opportunity
    Nov. 18, 2014 VIAB 1 Comment

    Summary

    • Viacom has compelling valuation metrics and strong earnings growth prospects.
    • The company has shown earnings per share surprise in three of its last four quarters, and its valuation metrics have significantly improved in the trailing 12 months.
    • Viacom's strong performance allowed the company to continue the strong delivery of value directly to investors. Over the past five years, Viacom has returned $16.1 billion to shareholders.
  • Honeywell: A Long-Term Investment Opportunity In A Dividend Growth Stock
    Nov. 17, 2014 HON 12 Comments

    Summary

    • Honeywell is an excellent combination of good value and a high growth dividend stock.
    • Honeywell has shown considerable earnings per share surprise in the last four quarters, and it demonstrated significant improvement in its profitability.
    • Honeywell will continue to benefit from its diverse product lines and its strong presence in the commercial aerospace market.
  • Best Russell 3000 High-Yielding Stocks According To Greenblatt Principles: Manning & Napier
    Nov. 14, 2014 MN 5 Comments

    Summary

    • Ranking the top twenty Russell 3000 stocks, that pay a dividend with higher than 4% yield, according to principles of the well-known investor Joel Greenblatt.
    • Explanation and back-testing of the "All-Stars: Greenblatt" ranking system.
    • Description and a buy recommendation for the first ranked stock of the system; Manning & Napier (MN).
  • Why Siliconware Precision Stock Is A Bargain Right Now
    Nov. 12, 2014 SPIL 2 Comments

    Summary

    • SPIL has compelling valuation metrics and very strong earnings growth prospects; its EV/EBITDA ratio is extremely low at 5.58, and its PEG ratio is exceptionally low at 0.63.
    • SPIL will continue to benefit from improving growth of the semiconductor sector.
    • SPIL has shown an earnings per share surprise in its last three-quarters, and according to its historical valuation multiples, the stock is extremely undervalued.
  • Why Ternium Stock Is A Good Investment Opportunity
    Nov. 12, 2014 TX 2 Comments

    Summary

    • Ternium will continue to benefit from strong demand for steel products in the U.S. and Mexican markets.
    • Ternium has compelling valuation metrics and strong earnings growth prospects; its EV/EBITDA ratio is extremely low at 3.90, and its PEG ratio is very low at 0.77.
    • Ternium pays generous dividend, yielding 3.48%.
  • Why Gilead Sciences Stock Is Still A Buy
    Nov. 10, 2014 GILD 73 Comments

    Summary

    • Gilead Sciences will continue to benefit from the success of its new hepatitis C drugs.
    • Although GILD's stock has significantly outperformed the market since the beginning of 2012, it still has room to move up.
    • Gilead Sciences has compelling valuation metrics, exceptionally strong earnings growth prospects, and a much lower PEG ratio than its competitors.
  • Why Delta Air Lines Stock Is Still A Buy
    Nov. 6, 2014 DAL 13 Comments

    Summary

    • Although Delta's stock has surged 423% since the start of 2012, it is still a buy.
    • Delta has compelling valuation metrics and strong earnings growth prospects; its Enterprise Value/EBITDA ratio is extremely low at 6.22.
    • Delta reported better than expected results on October 16, and management assured investors that Ebola had not hit future booking trends, and Christmas bookings look solid.
  • Best S&P 500 Dividend Stocks According To A Winning Ranking System: Seagate Technology
    Nov. 4, 2014 STX 2 Comments

    Summary

    • Ranking the top twenty S&P 500 dividend stocks, according to a winning ranking system.
    • Explanation and back-testing of the "ValueSheet" ranking system.
    • Description and a buy recommendation for the third-ranked stock of the system: Seagate Technology.
  • Why KLA-Tencor's Stock Is A Good Investment Opportunity
    Nov. 4, 2014 KLAC 4 Comments

    Summary

    • KLA-Tencor is an excellent combination of good value and a strong growth dividend stock.
    • As the market leader in process control, KLA-Tencor is well positioned to benefit from a strong, broad-based foundry demand for 16 and 14 nanometer nodes.
    • KLAC's stock performed very well this year and in 2013; however, it still has plenty of room to move up.
  • Why Freeport-McMoRan Is A Great Buying Opportunity
    Nov. 4, 2014 FCX 46 Comments

    Summary

    • Now is a good opportunity for long-term investment in FCX's stock at a very cheap price.
    • FCX is an excellent combination of compelling value and a strong growth high-yielding dividend stock.
    • FCX has shown significant earnings per share surprise in each one of the last five quarters, and according to its historical valuation multiples, the stock is extremely undervalued.
  • Why Now Is The Right Time To Buy Dow Chemical Stock
    Oct. 31, 2014 DOW 20 Comments

    Summary

    • After the retreat in its stock price, now it is an excellent opportunity for long-term investment in Dow Chemical's stock at a cheap price.
    • Dow Chemical will continue to benefit from lower raw material costs, productivity improvements, and price increases in most business segments.
    • Dow Chemical is generating strong free cash flows and returns value to its shareholders by stock buyback and increasing dividend payments.
  • Why Microsoft's Stock Is A Good Investment Opportunity
    Oct. 28, 2014 MSFT 25 Comments

    Summary

    • Microsoft stock should be included in every diversified large-cap dividend stock portfolio.
    • Microsoft will continue to benefit from its move into the mobile-first, cloud-first strategy, and from the gradual recovery in the PC industry.
    • Microsoft is generating strong free cash flows and returns value to its shareholders by stock buyback and increasing dividend payments.
  • Why Now Is The Right Time To Buy Lam Research Stock
    Oct. 27, 2014 LRCX 2 Comments

    Summary

    • Although Lam Research stock is up 38.8% year to date and is up 109.1% from the beginning of 2013, it still has room to move up.
    • Lam Research has compelling valuation metrics and very strong earnings growth prospects; its PEG ratio is very low at 0.80.
    • Lam Research has shown significant earnings per share surprise in each one of the last four quarters, and it provided strong guidance for the next quarter.
  • Best Russell 1000 Dividend Stocks According To A Winning Ranking System: Steel Dynamics
    Oct. 27, 2014 STLD 2 Comments

    Summary

    • Ranking the top twenty Russell 1000 dividend stocks, according to a winning ranking system.
    • Explanation and back-testing of the "Balanced" ranking system.
    • Description and a buy recommendation for the second-ranked stock of the system: Steel Dynamics.
  • Why Intel Stock Is A Good Investment Opportunity
    Oct. 24, 2014 INTC 53 Comments

    Summary

    • After the retreat in its stock price, now it is an excellent opportunity for long-term investment in Intel's stock at a cheap price.
    • Intel will continue to benefit from the gradual recovery in the PC industry.
    • Intel is generating strong cash flows, and it returns value to its shareholders by boosting its stock buyback program and by increasing dividend payments.
  • Why Applied Materials Stock Is A Good Investment Opportunity
    Editors' Pick • Oct. 23, 2014 AMAT 10 Comments

    Summary

    • Applied Materials is an excellent combination of good value and a strong growth dividend stock.
    • As the leading global supplier of semiconductor equipment, Applied Materials will continue to benefit from the increasing demand for semiconductor equipment.
    • AMAT's stock has performed very well this year and in 2013; however, it still has plenty of room to move up.
  • Why Now Is The Right Time To Buy Qualcomm Stock
    Oct. 21, 2014 QCOM 28 Comments

    Summary

    • After the retreat in its stock price, now it is an excellent opportunity for long-term investment in QCOM's stock at a cheap price.
    • QCOM's stock is undervalued, according to its historical valuation multiples.
    • QCOM's decision to acquire CSR is a smart move that will help the company’s efforts to dominate the fast-growing market of the Internet of Things.
  • Why Now Is The Right Time To Buy SanDisk Stock
    Oct. 20, 2014 SNDK 7 Comments

    Summary

    • After the retreat in its stock price, now it is an excellent opportunity for long-term investment in SNDK's stock at a cheap price.
    • SanDisk will continue to benefit from favorable market conditions for NAND memory and especially for the SSD drive for the long term.
    • SanDisk has shown a significant earnings per share surprise in each one of the last four quarters, and the company demonstrated significant improvement in its profitability.
  • Best S&P 500 Dividend Stocks According To A Winning Ranking System: Best Buy
    Oct. 18, 2014 BBY 14 Comments

    Summary

    • Ranking the top twenty S&P 500 dividend stocks according to a winning ranking system.
    • Explanation and back-testing of the "Balanced" ranking system.
    • Description and a buy recommendation for the second-ranked stock of the system: Best Buy.
  • Why CSX Stock Is A Good Investment Opportunity
    Oct. 18, 2014 CSX 6 Comments

    Summary

    • CSX will continue to benefit from improving economic conditions, increasing industrial activity, and declining fuel price.
    • CSX reported record third-quarter results, has shown significant earnings per share surprise in each one of the last three-quarters, and it has been able to reduce its operating ratio.
    • CSX stock has performed very well this year and in 2013, and In my opinion, it still has plenty of room to move up.
  • Why Now Is The Right Time To Buy Skyworks Stock
    Oct. 15, 2014 SWKS 10 Comments

    Summary

    • Skyworks has raised its revenue and earnings outlook for the fourth quarter of fiscal 2014.
    • Skyworks will continue to benefit from the success of Apple's iPhone 6 and iPhone 6 Plus new smartphones.
    • Skyworks has been able to record double-digit earnings and revenue growth six quarters in a row and an earnings per share surprise in each one of the last four quarters.
  • Is It Time To Sell Semiconductor Stocks?
    Oct. 14, 2014 AMD, AVGO, INTC 3 Comments

    Summary

    • Despite the last sharp drop in their price, semiconductor stocks still have room to run.
    • Gartner has increased its forecast for semiconductor revenue growth to 7.2% from its previous quarter's forecast of 6.7%.
    • Broad-line semiconductor companies have good valuation metrics and strong earnings prospects.
  • MetLife: A Long-Term Investment Opportunity In Dividend Growth Stock
    Oct. 9, 2014 MET 7 Comments

    Summary

    • MetLife is an excellent combination of compelling value and a solid growth dividend stock.
    • MetLife demonstrated significant improvement in its profitability, and its stock seems to be undervalued.
    • MetLife is generating strong cash flow, and it returns value to its shareholders via stock buybacks and increasing dividend payments.
  • Is It Time To Take Profits And Sell Apple Stock?
    Oct. 7, 2014 AAPL 87 Comments

    Summary

    • After achieving a 67% gain on Apple stock, I have wondered if it is the right time to take the profits and sell the stock.
    • Since every detail regarding the company is immediately become known, I cannot contribute any new fact about the company. Therefore, I have focused on valuation parameters.
    • In this article, I am showing what brought me to the decision to keep holding the stock.
  • Why UnitedHealth Stock Is A Good Investment Opportunity
    Oct. 7, 2014 UNH 3 Comments

    Summary

    • UnitedHealth will benefit from the high growth in the Medicare market in the coming years, and from its fast-growing Optum segment.
    • UnitedHealth has shown a significant earnings per share surprise in each one of the last three-quarters, and it raised its forecast for the year.
    • UnitedHealth is generating strong cash flow, and it returns value to its shareholders by stock buybacks and increasing dividend payments.
  • Is Micron's Stock Still A Buy?
    Oct. 2, 2014 MU 34 Comments

    Summary

    • Micron will continue to benefit from favorable market conditions for DRAM and NAND memories.
    • Micron has compelling valuation metrics and strong earnings growth prospects; it has an extremely low PEG ratio of 0.56, the lowest among all S&P 500 tech stocks.
    • Micron has shown significant earnings per share surprises in each one of the last four quarters, and it raised its forecast for the first-quarter of fiscal 2015.
  • Is General Dynamics Stock Still A Buy?
    Oct. 2, 2014 GD Comment!

    Summary

    • Although General Dynamics stock has already surged 33.8% year-to-date, I believe, that it still has room to move up.
    • General Dynamics had a massive backlog of $99.5 billion at the end of the second quarter, and it has gained some sizable contracts since then.
    • General Dynamics has shown significant earnings per share surprise in each one of the last four quarters, and the company demonstrated significant improvement in its profitability.
  • Best S&P 500 Dividend Stocks According To A Winning Ranking System: Norfolk Southern
    Sep. 30, 2014 NSC 14 Comments

    Summary

    • Ranking the top twenty S&P 500 dividend stocks, according to a winning ranking system.
    • Explanation and back-testing of the "Balanced" ranking system.
    • Description and a buy recommendation for the second-ranked stock of the system: Norfolk Southern.
  • Is Southwest Airlines Stock Still A Buy?
    Sep. 29, 2014 LUV 22 Comments

    Summary

    • Although LUV's stock has already surged 80% year-to-date, it still has room to move higher.
    • LUV's PEG ratio is exceptionally low at 0.53, the seventh lowest among all S&P 500 stocks.
    • Southwest Airlines has been able to show earnings per share surprise in each one of the last three-quarters, and the company demonstrated significant improvement in its profitability.