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David Alton Clark

 
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  • Kinder Morgan: This High Dividend Yield Juggernaut Is Poised For Growth
    Editors' Pick • Mon, May. 19 KMI 48 Comments

    Summary

    • Kinder Morgan has delivered consistent annualized distribution growth for nearly 20 years.
    • Kinder Morgan has the potential for remarkable organic growth due to a profound revitalization of North American oil and gas production.
    • Kinder Morgan appears well positioned to provide dividend investors with an opportunity for both capital appreciation and income production. Nevertheless, downside risks are present.
    • Based on an in-depth analysis of current positive catalysts and potential downside risks the risk/reward equation appears favorable.
  • Bank Of America: Buying Opportunities And Bad News Go Hand In Hand
    Sat, May. 17 BAC 23 Comments

    Summary

    • There is no doubt Bank of America has had its fair share of bad news as of late.
    • The stock is down 20% in a few short weeks based on negative developments.
    • The fact the bad news is primarily associated with the past, transitory in nature and not related to the bank’s core fundamentals has created an excellent buying opportunity.
    • Presently, a significant margin of safety exists for long-term investors looking for a value.
  • General Electric: The Best Investment Is Often The One You Don't Make
    Editors' Pick • Sat, May. 17 GE 119 Comments

    Summary

    • The French government late Wednesday issued a decree giving itself the power to block the Alstom deal.
    • News just hit the wires Friday General Electric is sending a top executive to Paris to save the deal.
    • At this point, I have turned sour on the deal. I see a quagmire in the making. Even so, General Electric still remains in the power position.
    • Deal or no deal, I submit General Electric is a buy for a multitude of reasons.
  • Apple: The Best Of Both Worlds Awaits Savvy Investors
    Fri, May. 16 AAPL 37 Comments

    Summary

    • Apple is making all the right moves to increase shareholder wealth.
    • Several recent catalysts and developments bode well for price appreciation.
    • The stock provides an excellent total return play opportunity for dividend investors.
    • The stock is currently undervalued, technically sound and provides an opportunity for both capital appreciation and income production.
  • Bank Of America: The Crowd Is Dead Wrong
    Thu, May. 15 BAC 104 Comments

    Summary

    • The chorus of negative articles, news and downgrades regarding Bank of America has reached epic proportions.
    • I surmise the weak hands have folded at this point with the stock down substantially and trading just above long-term support.
    • Bank of America is massively oversold, vastly undervalued and several catalysts for upside have emerged.
  • AT&T: You Ain't Seen Nothing Yet
    Wed, May. 14 T 52 Comments

    Summary

    • AT&T is making all the right moves to increase shareholder wealth.
    • The rumored DirecTV purchase has many positives, yet negatives do exist.
    • The stock is a buy for dividend investors due to substantial upside potential providing the opportunity for capital appreciation.
    • The stock appears undervalued versus peers and the industry.
  • Facebook: There's A Zucker Born Every Minute
    Wed, May. 14 FB 39 Comments

    Summary

    • Facebook shares have taken a beating as of late along with a majority of the rest of the high flying momentum cohort.
    • Facebook may be the instrument of its own destruction by using stock rather than cash to acquire other companies.
    • According to a recent report Facebook’s active users have dropped just as the company moved into heavy monetization mode.
    • I submit the recent spending spree combined with a significant ratcheting up of monetization and insider selling signals the beginning of the end for Facebook.
  • Bank Of America: Don't Be Fooled By The Negative Noise
    Tue, May. 13 BAC 21 Comments

    Summary

    • The wall of worry regarding Bank of America’s stock continues to grow.
    • Downgrades and a myriad of negative articles were posted Monday and over the past week.
    • The stock has reached oversold status in the face of the extreme negativity.
    • The fact the stock was up Monday in the face of such pessimism is a testament to the stock’s undervalued nature.
  • Anheuser-Busch InBev: A High Dividend Yield Buying Opportunity Presents Itself
    Tue, May. 13 BUD 26 Comments

    Summary

    • Anheuser-Busch InBev delivered strong earnings results.
    • InBev delivered solid volume performance in the company’s top four markets. This performance coupled with robust revenue per hectoliter led to strong top-line growth.
    • Capital appreciation will be driven by an improving global economy and $4 billion in capital expenditures in support of brands.
    • A company offering the opportunity for capital appreciation and high dividend yield growth is a rare find.
  • Kinder Morgan: Seeing The Forest Through The Trees
    Sun, May. 11 KMI 25 Comments

    Summary

    • Kinder Morgan is well positioned to benefit from a North American oil and gas renaissance.
    • A recent public relations blunder has masked the company’s evident upside potential.
    • This has created a major buying opportunity for dividend investors on the hunt for capital appreciation and income production.
  • General Electric: Panoply Of Positives Loom For Dividend Investors
    Sat, May. 10 GE 21 Comments

    Summary

    • General Electric is making all the right moves to increase shareholder wealth.
    • Several recent catalysts and developments bode well for price appreciation.
    • The stock is a great buy for dividend investors due to substantial upside potential.
    • The stock is currently undervalued on a relative basis and technically sound.
  • SandRidge Energy: You Ain't Seen Nothing Yet
    Fri, May. 9 SD 12 Comments

    Summary

    • SandRidge Energy just reported its third straight earnings beat.
    • Fundamentals are improving and forward guidance was raised.
    • The stock has significant upside based on a net asset value basis and future EPS growth estimates.
    • The current geopolitical and macroeconomic environment is highly favorable for domestic energy stocks.
  • Bank Of America: The Downgrade Makes No Sense
    Fri, May. 9 BAC 24 Comments

    Summary

    • CLSA analyst Mike Mayo downgraded Bank of America based on observations at the bank’s recent Annual Meeting.
    • The downgrade seems suspect based on the timing and current information available.
    • Several positive fundamental developments were discussed at the meeting.
    • I propose Bank of America is currently a buying opportunity.
  • Bank Of America: Top 3 Annual Meeting Takeaways
    Wed, May. 7 BAC 37 Comments

    Summary

    • Bank of America held the company’s Annual meeting for shareholders Wednesday.
    • Three major positives regarding the bank’s future prospects were discussed.
    • The recent selloff appears excessive when considering the big picture for the bank.
  • Silver Wheaton: A Diamond In The Rough
    Wed, May. 7 SLW 28 Comments

    Summary

    • Silver and gold are trading at multi-year lows along with Silver Wheaton’s stock.
    • Even so, Silver Wheaton is well positioned for the future.
    • The market appears to be shifting into risk off mode in recent weeks.
    • You have to buy low to sell high.
  • Ford: Opportunity Knocks For Dividend Investors
    Wed, May. 7 F 30 Comments

    Summary

    • Current initiatives underway will pressure profits in the near term.
    • Even so, its looks like Ford may be back on track by the end of the year.
    • Ford has solid fundamentals and appears undervalued currently.
    • This has created an excellent opportunity for dividend investors to capture both capital gains and income production.
  • Bank Of America: Always Darkest Before The Dawn
    Tue, May. 6 BAC 51 Comments

    Summary

    • Bank of America’s stock has been eviscerated over the past month.
    • Recent developments have occurred that may remedy the bank's woes in short order.
    • This has created a major buying opportunity in the stock.
  • General Electric's Bold Moves Bode Well For Dividend Investors
    Thu, May. 1 GE 33 Comments

    Summary

    • There are three major positive outcomes from the Alstom deal.
    • These developments augur well for capital appreciation.
    • The increase in share price and profitability bodes well for dividend growth and safety.
    • The stock is currently undervalued and the potential upside is not priced in.
  • Verizon: A Silver Lining Lies Ahead For Dividend Investors
    Thu, May. 1 VZ 15 Comments

    Summary

    • Verizon is well positioned to benefit from the internet streaming boom.
    • The company is making all the right moves to create value.
    • The company is focused on return of capital to shareholders with a robust dividend.
    • Verizon appearing fundamentally undervalued on a relative basis.
  • Kinder Morgan: You Ain't Seen Nothing Yet
    Wed, Apr. 30 KMI 37 Comments

    Summary

    • Kinder Morgan is well positioned to benefit from the US Oil & Gas Boom.
    • The company is making all the right balance sheet moves to create value.
    • The company is focused on return of capital to shareholders with a robust dividend.
    • Kinder Morgan appearing fundamentally undervalued on a relative basis.
  • Fortune Favors The Bold, Buy Bank Of America
    Tue, Apr. 29 BAC 33 Comments

    Summary

    • Bank of America sold off heavily Monday.
    • The selloff was unjust based on the circumstances at hand.
    • If you have a long-term time horizon this is a major buying opportunity in the stock.
    • The time to buy is at the point of maximum pessimism.
  • AT&T Is Making All The Right Moves For Dividend Investors
    Mon, Apr. 28 T 9 Comments

    Summary

    • AT&T is well positioned for organic growth going forward.
    • The company is undervalued on a historical and relative basis.
    • Solid free cash flow supports robust return of capital to shareholders.
    • The stock offers an opportunity for capital appreciation and income production.
  • Bank Of America: A Major Buying Opportunity Presents Itself
    Fri, Apr. 25 BAC 27 Comments

    Summary

    • Rumor has it, Bank of America is about to be hit with a $13 billion suit from the DOJ.
    • The good news is this should be the final chapter in Bank of America’s 2008 legal woes.
    • The time to buy is when others are selling. JPM doubled since putting the company’s legal issues to bed.
    • The bank is undervalued and earnings are on the rise.
  • General Electric: A Silver Lining For Dividend Investors Lies Ahead
    Thu, Apr. 24 GE 35 Comments

    Summary

    • General Electric is making all the right moves for dividend investors.
    • The company’s shift away from financial to industrial operations may augur multiple expansion.
    • The potential for multiple expansion should generate upside and spur dividend growth making GE a great buying opportunity.
    • GE provides a unique opportunity to obtain both capital appreciation and income production.
  • CenturyLink Offers A 6.27% Dividend Yield With Notable Upside To Boot
    Thu, Apr. 24 CTL 10 Comments

    Summary

    • CenturyLink’s stock appears to be heading higher based on organic growth.
    • The company pays a hefty dividend of 6.27% which appears safe.
    • The stock offers a unique opportunity to obtain both capital appreciation and income production.
  • AT&T: A High Dividend Yield Buying Opportunity Presents Itself
    Editors' Pick • Wed, Apr. 23 T 59 Comments

    Summary

    • AT&T reported in-line earnings, yet sold off in after-hours on the news.
    • Revenue was up, yet revenue per subscriber was down, which spooked investors somewhat.
    • The sell-off was unjustified. The report was solid and the company is making the right moves.
    • The unjustified sell-off has unwittingly increased the yield, thereby creating a buying opportunity in the stock.
  • Will General Electric Hire Alan Mulally? Sounds Good To Me
    Tue, Apr. 22 GE 25 Comments

    Summary

    • Rumors have it that GE's 20 year tenure plan may be scrapped and Immelt will step down sooner than expected.
    • Reports surfaced Monday Ford’s CEO Alan Mulally is expected to announce he is leaving the automaker by year's end, maybe sooner.
    • GE has the company's turnaround plan mapped out. All the company needs is a leader with the right stuff to execute the plan.
    • Alan Mulally has the right stuff. His selection as the successor to Immelt would be a huge coup for GE and the company’s shareholders.
  • AT&T: The Next Big Thing For Dividend Investors
    Mon, Apr. 21 T 39 Comments

    Summary

    • AT&T’s NEXT program may significantly boost revenues improving the bottom line.
    • The company is trading at a discount to peers and the industry while providing a 5% dividend yield.
    • AT&T is a model stock for income and dividend investors.
  • General Electric: You Ain't Seen Nothing Yet
    Sun, Apr. 20 GE 37 Comments

    Summary

    • General Electric is on the verge of a major paradigm shift.
    • The shift will provide the impetus for future growth spurring the stock higher.
    • These positives coupled with an uptick in US and Global growth is not priced in to the stock.
  • Kinder Morgan: A Rare Find Indeed
    Thu, Apr. 17 KMI 40 Comments

    Summary

    • Kinder Morgan Inc. delivered strong results.
    • Strong cash flow allowed Kinder to raise its dividend by 11% year-over-year.
    • Capital appreciation will be driven by approximately $16.4 billion in expansion and joint venture investments.
    • A company offering the opportunity for capital appreciation and dividend yield growth is a rare find.
  • Will Apple Ditch Google For Yahoo Search? Never Say Never
    Thu, Apr. 17 AAPL 42 Comments

    Summary

    • Rumor has it, that Marissa Mayer wants Apple to ditch Google as its default search engine in favor of Yahoo.
    • Apple is laser focused on quality and will not switch for any other reason.
    • Google's search engine technology is light years ahead of Yahoo's current offering.
  • Yahoo: If It Sounds Too Good To Be True...
    Thu, Apr. 17 YHOO 15 Comments

    Summary

    • Yahoo is at the end of a long bull run up.
    • The rally in the stock is due to Yahoo’s 24% stake in Alibaba, which is expected to IPO shortly.
    • The company just reported earnings and the stock is up significantly.
    • The Alibaba IPO may be a ‘sell the news’ occasion.