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David Alton Clark

 
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  • Verizon: A Golden Dividend Opportunity Is Never Offered Twice
    Wed, Jul. 23 VZ 21 Comments

    Summary

    • Verizon just knocked the ball out of the park with regard to earnings.
    • Verizon appears to be in the right place at the right time.
    • The company is making all the right moves to create value for investors.
    • The company is focused on return of capital to shareholders with a robust dividend. Verizon appears to be an excellent total return play presently.
  • General Electric: Is Selling Out Now The Right Move?
    Tue, Jul. 22 GE 32 Comments

    Summary

    • General Electric reported inline earnings on Friday.
    • Even so, the stock has sold off in recent days.
    • Should you sell out now as well?
  • General Electric: A Golden Dividend Opportunity Is Never Offered Twice
    Thu, Jul. 17 GE 44 Comments

    Summary

    • General Electric reports earnings on Friday.
    • I expect the earnings report to be a positive one.
    • In the following article I will detail the reasons why I believe General Electric will have a positive earnings report.
  • Kinder Morgan: Good Fortune Occurs When Preparation Meets Opportunity
    Tue, Jul. 15 KMI, KMP 14 Comments

    Summary

    • Kinder Morgan reports earnings on Wednesday.
    • I expect the earnings report to be a positive one.
    • In the following article I will detail the reasons why I believe Kinder Morgan will have a positive earnings report.
  • General Electric: 76 Million New Reasons To Buy The Stock
    Sun, Jul. 13 GE 41 Comments

    Summary

    • The oldest members of the baby boomer generation started hitting retirement age in 2011.
    • For the next 18 years boomers will be retiring at a rate of 8,000 per day. These newly-minted retirees will need long-term investment vehicles for their hard-earned nest.
    • I believe General Electric will be around for decades to come based on the forward-thinking management team.
  • Bank Of America: Get Out Now, The Bank's Coffin Is About To Be Nailed Shut
    Fri, Jul. 11 BAC 108 Comments

    Summary

    • I have been a stalwart Bank of America bull for quite some time.
    • Nonetheless, recent developments have made me wary of the stock going forward at this point.
    • In the following article, I will detail the three new foreboding developments that caused me to change my stance.
  • General Electric's Plan To Take By Storm The U.S. Oil And Gas Industry Materializes
    Thu, Jul. 10 GE 22 Comments

    Summary

    • In the third quarter of 2015 GE plans on opening a new $125 million Oil and Gas Technology Center in Oklahoma City.
    • This will be General Electric’s first research facility in the U.S. devoted specifically to the Oil and Gas industry.
    • General Electric’s forward thinking programs such as this will provide income production and capital appreciation for retirement investors for years to come.
  • Micron: Nothing Good Lasts Forever
    Wed, Jul. 9 MU 69 Comments

    Summary

    • Micron has been on a tremendous run over the past year, up approximately 150%.
    • Even though the fundamentals may underpin the current valuation, that doesn't mean the stock is not immune to a pullback.
    • In the following article, I will make my case.
  • Kinder Morgan: Is It Safe To Run With This Bull?
    Tue, Jul. 8 KMI, KMP 61 Comments

    Summary

    • Kinder Morgan has been on a tear over the last quarter rising 10%. Even so, the stock/units appear to have plenty of room to run.
    • The company has several catalysts for continued growth going forward. Several recent developments bode well for Kinder Morgan.
    • In the article I will discuss the latest developments and make a determination as to whether the stock/units remain a buy at this level.
  • MannKind: Strap Yourselves In And Prepare For Lift-Off... Or Not
    Mon, Jun. 30 MNKD 35 Comments

    Summary

    • MannKind shareholders were given the roller-coaster ride of a lifetime on Friday when the company’s drug, Afrezza, received FDA approval.
    • The stock spiked up nearly 5% then plunged over 10% before recovering 10% to end the day down nearly 6% overall.
    • At issue was the boxed warning advising that bronchospasm has been observed in patients with asthma and chronic obstructive pulmonary disease.
    • Nonetheless, the ride appears to be nowhere near over as the stock rose 10% in after-hours trading ending the session at $11.
  • Kinder Morgan: $15 Billion In New Growth Identified Beyond $16.4 Billion Current Backlog
    Editors' Pick • Thu, Jun. 26 KMI, KMP 39 Comments

    Summary

    • Kinder Morgan’s potential new growth opportunities are enormous and expanding as we speak.
    • The company has $16.4 billion in high graded backlog in the hopper presently, yet an equal amount of opportunity is currently under review as well.
    • This article covers the $15 billion in new potential growth opportunities the company has identified that is yet to be high graded.
    • Many readers have reached out to me wanting to know what plans Kinder Morgan Has for Mexico. Those plans are included in this article.
  • AT&T: Opportunity Lurks In Dangerous Places
    Tue, Jun. 24 T 6 Comments

    Summary

    • Several major catalysts have occurred recently that could have a major impact on AT&T’s future.
    • The stock has begun to trail off in recent days and is now resting on the 50 day SMA, creating a potentially ideal entry point in the stock.
    • With earnings due to be announced in less than one month and the DirecTV deal in the works this may be your last chance to buy in at this level.
  • Ford: The Good, The Bad, And The Ugly Truth
    Sun, Jun. 22 F 37 Comments

    Summary

    • There are numerous positive and negative developments with regard to the current state of affairs for Ford.
    • This has caused a tremendous debate regarding the company's future.
    • I have employed the use of Benjamin Franklin's famed decision-making technique to analyze the current state of affairs to come to a conclusion.
  • General Electric: Profits In Rear View Mirror Will Be Larger Than They Appear
    Sun, Jun. 22 GE 29 Comments

    Summary

    • GE is the ostensible winner in the contest for Alstom.
    • The French government has given its blessing to GE’s offer while buying a 20% stake for itself.
    • This means GE is now effectively going into business with the French state.
    • In the following article I will detail the terms of the offer and give my opinion regarding the proposal.
  • Kinder Morgan: Hitting The Shale Sweet Spot
    Sun, Jun. 22 KMI, KMP 46 Comments

    Summary

    • The EIA recently published its 2014 Annual Energy Outlook report. The report details a vast increase in natural gas production and consumption.
    • Kinder Morgan stands to benefit greatly regarding this development. The company's already enormous natural gas pipeline footprint will facilitate further expansion in all regions.
    • This is the final installment of a four-part series regarding the immense expansion underway regarding Kinder Morgan's natural gas pipeline segment.
    • In the following article, we will drill down on the company's Midstream region expansion plans.
  • Kinder Morgan: Sitting In The Liquefaction Catbird Seat
    Sat, Jun. 21 KMI, KMP 38 Comments

    Summary

    • The EIA recently published its 2014 Annual Energy Outlook report. The report details a vast increase in natural gas production and consumption.
    • Kinder Morgan stands to benefit greatly regarding this development. The company's already enormous natural gas pipeline footprint will facilitate further expansion in all regions.
    • This will be a four-part series due to the amount of growth and expansion in all four Kinder Morgan regions. This is part three.
    • In the following article, we will drill down on the company's Central region expansion plans and growth prospects.
  • Silver Wheaton: Destined To Double By 2015? It's Happened Before...
    Fri, Jun. 20 SLW 29 Comments

    Summary

    • I wrote an article on May 7th stating I thought the time was right to start a position in Silver Wheaton. Silver and gold were trading at multi-year lows.
    • Since, the stock is up nearly 10% in just over a month. At this rate the stock could double by 2015.
    • Silver Wheaton is well positioned to take advantage of an uptick in the price of gold or silver presently.
    • Inflation has reared its ugly head. Nonetheless, Fed Chairwoman Janet Yellen dismissed it as merely noise.
    • These developments bode well for Silver Wheaton’s stock. Silver Wheaton’s stock could easily double by 2015. It has happened before.
  • Kinder Morgan: Is The Party Over?
    Editors' Pick • Fri, Jun. 20 KMI, KMP 64 Comments

    Summary

    • The EIA recently published its 2014 Annual Energy Outlook report. The report details a vast increase in natural gas production and consumption.
    • Kinder Morgan stands to benefit greatly regarding this development. The company’s already enormous natural gas pipeline footprint will facilitate further expansion in all regions.
    • This will be a four part series due to the amount of growth and expansion in all four Kinder Morgan regions. This is part two.
    • In the following article we will drill down on the company’s Western region expansion plans and growth prospects.
  • Ford: The Worm Has Definitively Turned
    Thu, Jun. 19 F 56 Comments

    Summary

    • Ford is investing heavily in its future. The company is in the midst of a historic number of new product launches and manufacturing capacity increase.
    • Many investors have been taking a wait and see approach up to this point. Unwittingly or not, this has created an excellent buying opportunity in the stock.
    • Nonetheless, I submit a reversal of fortune has occurred. In this article, I will make my case as to why the worm has definitively turned for the company.
  • Kinder Morgan: Too Hot To Handle?
    Editors' Pick • Thu, Jun. 19 KMI, KMP 85 Comments

    Summary

    • The EIA recently published its 2014 Annual Energy Outlook report. The report details a vast increase in natural gas production and consumption.
    • Kinder Morgan stands to benefit greatly regarding this development. The company’s already enormous natural gas pipeline footprint will facilitate further expansion in all regions.
    • This will be a four part series due to the amount of growth and expansion in all four Kinder Morgan regions.
    • In the following article we will drill down on the company’s Eastern region expansion plans and growth prospects.
  • General Electric: Enough Is Enough
    Wed, Jun. 18 GE 61 Comments

    Summary

    • News just broke that General Electric is making even more concessions to the French in order to secure a deal regarding Alstom’s assets.
    • I have had enough. I don’t like the way things are going one iota.
    • In the following article I will detail the latest concessions and give my thoughts on the matter.
  • Kinder Morgan: Vast Untapped Opportunity Looms
    Wed, Jun. 18 KMI 71 Comments

    Summary

    • Kinder Morgan is the leading transporter and marketer of carbon dioxide in North America.
    • The company delivers approximately 1.3 billion cubic feet per day of CO2 through about 1,300 miles of pipelines.
    • CO2 flooding is a proven technology that is used to boost production in mature oil fields.
    • Vast opportunities exist for Kinder Morgan regarding CO2 flooding. The only thing holding the company back has been the lack of supply. But that may be about to change.
  • Bank Of America: Buy Straw Hats In The Dead Of Winter
    Tue, Jun. 17 BAC 25 Comments

    Summary

    • Bank of America’s current predicament is a transitory issue based on things that happened 6 years ago.
    • Investors are being deluged with negative stories about the stand-off with the DOJ regarding a settlement offer.
    • The magnitude of the present situation seems great now, yet will appear like a tiny blimp on the radar screen in the future.
    • One major shareholder hasn’t sold one share even though he stands to lose out on a substantial gain presently if the bank falters. This is telling to me.
  • General Electric: The Past Is Always Tense, The Future Perfect
    Sun, Jun. 15 GE 27 Comments

    Summary

    • General Electric has been investing in its future for a long time now.
    • Recent events have occurred that bode well for the stock for a long time to come.
    • This type of long-term forward looking thinking is needed for retirees whose life expectancies are lengthening drastically.
    • In this article I will make the case as to why General Electric is the perfect stock for income and dividend investors.
  • Kinder Morgan: You Must Strike While The Iron Is Hot
    Editors' Pick • Sun, Jun. 15 KMI 99 Comments

    Summary

    • The recent tumult in the Middle East has once again spotlighted the need for America to become energy independent.
    • Kinder Morgan is the elder statesman of the North American oil and gas midstream infrastructure players. The company is well positioned to expedite the process.
    • Kinder Morgan is the best choice for dividend investors looking to participant in this secular growth opportunity for a number of reasons.
    • In this article I will lay out my bull case for the company going forward.
  • PDL BioPharma: Panning For Dividend Gold
    Fri, Jun. 13 PDLI 21 Comments

    Summary

    • A new stock appeared on my radar screen in the last few months due to its performance and dividend yield.
    • The stock has been performing well over the past few years, and appears to be gaining momentum.
    • The stock yields 6.21%, and has solid revenue growth, free cash flow, and earnings.
    • It appears this company may provide a great opportunity for dividend investors to obtain both capital gains and income production constituting the Holy Grail for dividend investors.
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice
    Thu, Jun. 12 BBRY 206 Comments

    Summary

    • My contrarian instincts tell me a reversal of fortune is looming regarding BlackBerry.
    • The stock and company have been ridiculed and beaten down to historic lows.
    • Nevertheless, I sense the new CEO John Chen knows what he is doing and good things lie ahead for the company.
    • In this article, I will lay out my thoughts regarding the CEO and BlackBerry's future.
  • Kinder Morgan: Strap Yourselves In And Prepare For Lift-Off
    Wed, Jun. 11 KMI 38 Comments

    Summary

    • The immense increase of crude oil production from the Canadian oils sands project to occur over the next three years is staggering.
    • Rail shipments of the crude oil are projected to triple over the next three years due to delays in pipeline approvals.
    • This bodes well for Kinder Morgan’s Trans Mountain expansion project as crude oil shipments by train are far more dangerous than pipelines.
    • Once reality sets in, the opposition’s arguments will fall to the wayside as they realize the pipelines are the safest option.
    • Further, out of the major pipeline options, Kinder’s Trans Mountain expansion is the hands down favorite to be approved first in my opinion.
  • The Great Correction Of 2014? Don't Drink The Kool-Aid
    Wed, Jun. 11 SPY 156 Comments

    Summary

    • There has been vast speculation by many that the day of reckoning for the rally in the S&P 500 is upon us.
    • I beg to differ my friends. Although a day of reckoning is inevitable, we are nowhere near that point.
    • In the following article I will explain why the markets remain fairly valued even though they are up significantly from the 2009 low.
  • Kinder Morgan: One's Bark Is Always Worse Than One's Bite
    Editors' Pick • Tue, Jun. 10 KMI 54 Comments

    Summary

    • Recently, it has been stated Kinder Morgan’s Trans Mountain Pipeline expansion has become the new Keystone XL pipeline. This couldn’t be further from the truth.
    • There are major differences between the two endeavors and some recent happenings have been wildly misconstrued. It is the equivalent of comparing apples to oranges.
    • I will review the current status of the Trans Mountain Pipeline expansion. Further, I will explain why there is no comparison between it and the Keystone XL Pipeline.
  • My Pair Trade, Long Apple/Short BlackBerry, Is Up 100%, Has The Worm Turned?
    Mon, Jun. 9 AAPL, BBRY 96 Comments

    Summary

    • In January of 2013 I saw similarities between the stock of Apple and BlackBerry even though they were at opposite ends of the spectrum.
    • At that time, I suggested a pair trade was in order. I stated to go long Apple and short BlackBerry.
    • The trade has returned nearly 100% with both stocks performing exactly as I presumed.
    • My contrarian instincts tell me the worm may have turned once again. In this article, I will lay out my thoughts on the trade and names going forward.
  • General Electric: Strap Yourselves In And Prepare For Liftoff
    Sun, Jun. 8 GE 123 Comments

    Summary

    • The General Electric Aviation management team was interviewed at the Deutsche Bank Global Industrials and Basic Materials Conference recently.
    • The team had some interesting information regarding General Electric’s Aviation Division.
    • In this article, I will cover the major highlights as I see them and come to a conclusion regarding GE's future prospects.