Seeking Alpha

David Alton Clark

 
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  • Verizon: A Silver Lining Lies Ahead For Dividend Investors
    May. 1, 2014 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
    Apr. 30, 2014 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
    Apr. 29, 2014 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
    Apr. 28, 2014 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
    Apr. 25, 2014 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
    Apr. 24, 2014 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
    Apr. 24, 2014 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 • Apr. 23, 2014 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
    Apr. 22, 2014 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
    Apr. 21, 2014 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
    Apr. 20, 2014 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
    Apr. 17, 2014 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
    Apr. 17, 2014 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...
    Apr. 17, 2014 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.
  • Bank Of America: Now Is The Perfect Time To Buy
    Apr. 16, 2014 BAC 15 Comments

    Summary

    • Bank of America sold off after earnings creating an excellent buying opportunity.
    • Bank of America's stock is fundamentally undervalued on a historical and relative basis.
    • The stock has held at major support and appears to be bottoming.
  • Ford Offers 33% Upside And Just Flashed The Buy Sign
    Apr. 16, 2014 F 26 Comments

    Summary

    • Ford Europe’s success was catalyst for the stock's abrupt about-face.
    • Ford has fully retraced its unjustified surge and showed an initial sign of bottoming.
    • Ford's stock is fundamentally undervalued both on a historical and relative basis.
  • BlackBerry: Stuck In No Man's Land?
    Apr. 15, 2014 BBRY 103 Comments

    Summary

    • News was recently released the new CEO of BlackBerry may stop selling The BlackBerry.
    • I posit it is a great idea, yet may be too little too late.
    • Revenue challenges have induced a dismal stock performance.
    • The risk/reward equation to go long BlackBerry is extremely unfavorable.
  • Is Something Rotten In The State Of GE?
    Apr. 15, 2014 GE 28 Comments

    Summary

    • Rumor has it GE is rethinking the company’s 20-year tenure program for CEOs.
    • It is about time the company made this move.
    • The stock is down nearly 10% year-to-date, and fundamentals appear to be weakening.
    • This risk/reward equation to buy prior to earnings is unfavorable.
  • Intel Earnings: What Goes Up Usually Comes Down
    Apr. 15, 2014 INTC 28 Comments

    Summary

    • Intel's stock has run up nearly 10% into earning due out Tuesday the 15th after the bell.
    • Investors anticipating positive earnings results potentially created a "buy the rumor, sell the news" earnings event.
    • This risk/reward equation to buy prior to earnings is now unfavorable.
  • Bank Of America: Don't Be Fooled By Dead Cat Bounce
    Apr. 14, 2014 BAC 45 Comments

    Summary

    • Bank of America popped nearly two percent Monday on no news.
    • I posit the rally is unjustified and will prove to be a dead cat bounce.
    • This risk/reward equation to buy prior to earnings is now unfavorable.
  • Apple's Plan To 'Take By Storm' The Smartphone Market In 2014 Materializes
    Apr. 13, 2014 AAPL 149 Comments

    Summary

    • Apple is rumored to release two new iPhones later this year.
    • Reports suggest pent up demand for the 5.5-inch high-end version could be enormous.
    • Apple appears to be gearing up for a major marketing blitz.
    • Apple still trades for a dirt cheap valuation.
  • Bank Of America: Catching A Falling Knife Can Be Painful
    Apr. 12, 2014 BAC 28 Comments

    Summary

    • The stock has fallen straight down 13% in short order with no sign of stopping.
    • The drop is mainly related to the wholesale sell off of the financial sector.
    • This has produced a major buying opportunity in the stock.
    • Fundamentals and valuation are solid.
  • Micron: Opportunity Knocks, Yet Wait For This Signal To Buy
    Apr. 10, 2014 MU 45 Comments

    Summary

    • Micron has sold off significantly since beating earnings.
    • The Nasdaq is currently in a wholesale sell -off.
    • Micron's stock is fundamentally undervalued.
    • The time to buy Micron is fast approaching.
  • Apple: Saving The Best For Last?
    Apr. 10, 2014 AAPL 91 Comments

    Summary

    • Reports have surfaced Apple will launch a plethora of new products in the third quarter of 2014.
    • This series of new product launches will make or break Apple and Tim Cook.
    • Rumors suggest the iWatch will have some never before seen functionalities.
    • Apple’s iWatch is the single most important product launch for Apple this year.
  • Ford: Vastly Undervalued, Yet Wait For This Signal To Buy
    Apr. 9, 2014 F 32 Comments

    Summary

    • Ford’s recent surge higher was unjustified.
    • Ford's investment in the future offers a great long-term buying opportunity.
    • Ford's stock is fundamentally undervalued.
    • The time to buy Ford is fast approaching.
  • Silver Wheaton: The Time To Buy Is Now
    Apr. 9, 2014 SLW 31 Comments

    Summary

    • Silver Wheaton’s stock is trading at multi-year lows along with silver.
    • Company management has well positioned Silver Wheaton for the future.
    • Rising geopolitical risk coupled with a global economic rebound will underpin the stock.
  • Bank Of America: The Sell-Off Is Unwarranted
    Apr. 8, 2014 BAC 11 Comments

    Summary

    • A major stock market correction provides buying opportunities in solid stocks like Bank of America.
    • Bank of America has much more room to run based on future catalysts for growth.
    • Bank of America's fundamentals and valuation are improving compared to peers and industry averages.
  • Did Micron Just Jump The Shark?
    Apr. 4, 2014 MU 75 Comments

    Summary

    • Micron’s parabolic trajectory is unsustainable.
    • Micron’s past performance is not an indicator of future results.
    • A paradigm shift away from the historically cyclical nature of the industry remains to be proven.
  • Citigroup: High Risk Equals High Reward
    Apr. 4, 2014 C 7 Comments

    Summary

    • A contrarian approach to investing states to buy a stock at its point of maximum pessimism.
    • Citigroup’s stock is under extreme pressure after being clobbered by several major negative headwinds.
    • These issues have provided a buying opportunity in the stock.
    • The stock is vastly undervalued on a relative and historical basis with improving fundamentals.
  • Ford: Don't Be Fooled Again
    Apr. 2, 2014 F 95 Comments

    Summary

    • Ford’s March sales beat has mitigating factors.
    • Ford’s expenses are set to rise directly affecting the bottom line.
    • The company is up against major macroeconomic headwinds.
  • Will Nokia Double Again?
    Apr. 1, 2014 NOK 112 Comments

    Summary

    • The stock has more than doubled over the past 52 weeks by meeting turnaround goals.
    • The company continues to execute on the plan with the introduction of new products.
    • It is not out of the question the stock could double again, yet a 50% gain is more likely.
  • Bank Of America: Buy The Dip, It Will Not Last
    Editors' Pick • Mar. 31, 2014 BAC 45 Comments

    Summary

    • Investors anticipating positive stress test results created a "buy the rumor sell the news" event.
    • Investors are potentially spooked by the flattening yield curve and geopolitical pressures.
    • These issues are transitory, creating a buying opportunity in the stock.