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AAPL, ACI, AEP, AGNC, AMT, ANR, ARR, BBY, BCE, BTU, CAG, CAT, CCI, CELG, CL, CLX, CMCSA, COST, CTL, CVS, CYS, D, DF, DG, DISH, DLTR, DPS, DTV, DUK, EXC, FE, FTR, GIS, GRPN, HSY, IVR, K, KMB, KO, KR, KRFT, LO, M, MDLZ, MNST, MO, NLY, ORCL, PEP, PG, PM, PPL, RAD, RAI, RCI, S, SBAC, SO, SVU, SWY, T, TGT, TMUS, TU, TWO, VOD, VZ, WBA, WIN, WLT, WMT, YUM
  • Construction Delayed, Bringing Down Southern Company's Rating From Buy To Hold
    Today, 4:18 PM SO 5 Comments

    Summary

    • SO’s near-term performance will be pressurized due to construction delays in two main projects.
    • Completion of ongoing construction projects will improve business risk profile and portend well for stock valuation.
    • SO’s ongoing robust investments in several solar projects will also add towards growth of long-term earnings trajectory.
    • Challenges faced by the company due to construction delays and cost overruns will keep pressure on stock valuation.
  • Frontier Communications Earns Bullish Thesis With Sustained Commitment To Reward Investors
    Today, 1:31 PM FTR 2 Comments

    Summary

    • Company planning to constantly making hefty investments toward network improvement and infrastructure build-out initiatives.
    • FTR’s attractive dividend yield remains an important stock price driver.
    • Analysts have projected a healthy five-year earnings growth rate of 14.34% for the company.
  • CVS Health Wins Over Analysts As Significant Growth Expected In The Next 5 Years
    Wed, Mar. 4 CVS 9 Comments

    Summary

    • Efforts to gain large customer base through improved service offerings and expanded presence will remain important revenue drivers.
    • Company will have improved cost base and healthy bottom-line due to its Red-Oak venture.
    • Exit from tobacco sales will act as an important revenue driver.
  • Macy's - Moving Forward With The Right Strategy
    Wed, Mar. 4 M Comment!

    Summary

    • The company has a well thought-out strategic growth formula to grow in line with changing consumer preferences.
    • Its healthy growth prospects will have a positive impact on improving Macy's cash flow base.
    • Analysts have estimated better earnings growth rates for Macy's than its peers.
  • Upside Price Potential One Of Many Reasons To Buy American Tower
    Tue, Mar. 3 AMT Comment!

    Summary

    • The company has a safer and secure dividend payment policy given its strong balance sheet and healthy growth prospects.
    • Analysts projecting strong five-year earnings growth rate of 23.70% for AMT.
    • Stock offers upside price potential of 17%.
  • Kraft Foods Remains Committed To Rewarding Investors
    Tue, Feb. 24 KRFT 3 Comments

    Summary

    • Strong portfolio of well-recognized brands and commitment towards launching more innovative products will improve top-line performance in 2015.
    • Probable increase in advertisement spending to better the company's brand recognition will increase cost burden in 2015.
    • Company's cash flow base will remain healthy to support healthy dividend payment policy.
    • Benefits of improved brand recognition will deliver significant upside to KRFT's earnings trajectory.
  • Dividend Seekers Eye Kellogg As Analysts Expects Healthy Growth Rate For Next 5 Years
    Tue, Feb. 24 K 2 Comments

    Summary

    • Company will improve performance through well thought out strategic growth plan.
    • Successful execution of all of K’s targeted growth initiatives will strengthen its position among peers.
    • Stock offers safe dividend yield of 3.1%.
    • Analysts expecting healthy next five-year growth rate of 5.83% for K.
  • Dominion Resources Provides Secure Future To Growth-Seeking Investors
    Mon, Feb. 23 D 6 Comments

    Summary

    • Company’s accelerated investments in growth-generating projects are expected to drive earnings trajectory and revenue base in upcoming years.
    • Sturdy investments will improve company’s free cash flow productivity.
    • Free cash flow productivity will help increase dividends in coming years.
  • Significant Price Appreciation Potential Earns Mondelez Bullish Thesis
    Mon, Feb. 16 MDLZ 2 Comments

    Summary

    • Strong portfolio of globally well-recognized snacks will continue to grow top line at a decent pace.
    • MDLZ’s growing presence in emerging markets have strongly positioned it for long-term growth.
    • Stock offers potential price appreciation of 17%, based on my price target.
  • Dean Foods Expected To Improve Upon Bottom Line In Future
    Mon, Feb. 16 DF Comment!

    Summary

    • Company trying to offset industrial headwinds through ongoing price hikes and cost cut initiatives.
    • More needs to be done by company with regards to innovative product launches and effective cost cuts.
    • Debt burden needs to be actively reduced in order to improve credit strength and cash flows.
  • Philip Morris Continues To Offer Significant Price Appreciation And Future Growth
    Thu, Feb. 12 PM 9 Comments

    Summary

    • Company’s strong brands are gaining market shares in key emerging markets.
    • Brand strength is growing PM’s pricing power, delivering positive upside to its sales and earnings base.
    • Company ready to fight industry-wide trend of decline in cigarette consumption by aggressively rolling out E-cigarettes in wider markets.
    • Stock offers high dividend yield of 5%.
  • Significant Expected Growth Earns Clorox A Bullish Thesis
    Wed, Feb. 11 CLX 3 Comments

    Summary

    • Company’s innovative product launches will continue to grow market share in operational categories.
    • CLX will generate significant cost savings in FY15,which will help to improve bottom line and grow margins.
    • Strong growth potentials ensure that CLX’s cash flow base will remain strong and will support attractive dividend payment policy.
  • AT&T Retains Capacity To Reward Dividend Seekers
    Mon, Feb. 9 T 11 Comments

    Summary

    • Healthy investments will grow the company’s wireless and wireline businesses.
    • Company will post strong earnings growth in years ahead.
    • T’s healthy dividend payment policy is secure and sustainable.
  • Altria's Future Growth Will Mean Investors Are Rewarded
    Sun, Feb. 8 MO 30 Comments

    Summary

    • Strong price increases coupled with ongoing expansion of Mark-Ten e-vapor products will continue to grow sales base.
    • MO’s strong market positioning will ensure longer period of healthy earnings growth.
    • Company’s healthy growth prospects will bring significant upside for its cash flow base.
  • Cheap Growth And Stronger Expected Cash Flows Are Key To My Bullish Thesis On Colgate
    Fri, Feb. 6 CL 2 Comments

    Summary

    • Company’s effective cost saving plan will improve its margins and earnings base.
    • Strong growth prospects will strengthen CL’s ability to generate stronger cash flows in long run.
    • Stock offers a potential upside of approximately 7.3%.
  • Update: Arch Coal - Managing What It Can
    Wed, Feb. 4 ACI 14 Comments

    Summary

    • Lower natural gas prices and strict regulations will continue to weigh on coal markets.
    • Weak coal market fundamentals will pressurize ACI's performance in near term.
    • Company’s long-term survival is dependent on improvement in coal demand and recovery in coal prices.
  • Hershey Earns Bullish Thesis With Impressive Upside Potential
    Wed, Feb. 4 HSY 3 Comments

    Summary

    • Company’s strategic growth formula, focused on innovative product launches and expansion in key international markets, will improve top-line results in 2015.
    • HSY will fight back input cost inflation headwinds by capitalizing on recent price hikes.
    • Company’s healthy growth prospects will improve its free cash flow productivity.
  • Investor Guide To Coal Companies In 2015
    Tue, Feb. 3 ACI, ANR, BTU 2 Comments

    Summary

    • Coal companies are likely to provide an update on assets sales.
    • Companies could opt to revalue their met coal assets.
    • Consistent efforts are required to survive the industry downturn.
  • American Electric Earns Bullish Thesis With Its Solid Growth Prospects
    Tue, Feb. 3 AEP 4 Comments

    Summary

    • Company making correct decisions to grow regulated operations.
    • Regulated operations will provide sales, earnings and dividend stability.
    • Aggressive capital expenditures will fuel AEP’s earnings growth in future.
  • Verizon Set To Grow And Reward Investors In 2015
    Mon, Feb. 2 VZ 4 Comments

    Summary

    • Company delivering healthy subscriber growth despite heightened competition pressure in U.S. Wireless Industry.
    • Wireline segment’s performance set to deliver better results with increase in FiOS network rollout to wider areas.
    • Hefty dividend payment policy will remain key attraction for shareholders.
  • Procter & Gamble Offering Upside Potential As It Enters 2015
    Fri, Jan. 30 PG 13 Comments

    Summary

    • Company’s strategic growth formula and ongoing innovations will re-grow sales results in coming years.
    • PG’s growth prospects will generate healthy cash flow growth for the company.
    • Stock offers an upside potential of approximately 14%.
  • Dominion Resources Set To Grow At Better Pace Than Its Peers
    Thu, Jan. 29 D 4 Comments

    Summary

    • Ongoing efforts to extend and improve operations will grow future top and bottom-line numbers.
    • Company’s healthy earnings growth prospects will support cash flow base.
    • D offers cheaper growth as compared to peers.
  • Kimberly-Clark Remains Attractive For Long-Term Investors
    Thu, Jan. 29 KMB 1 Comment

    Summary

    • Efforts to support sales base with ongoing innovations and to extend reach in emerging markets will grow market share in the long term.
    • Strong cash flows will support healthy cash returns.
    • Stock offers potential price appreciation of 7%.
  • Crown Castle Will Continue To Grow And Reward Shareholders In 2015
    Tue, Jan. 27 CCI 1 Comment

    Summary

    • Strong results for 4Q14 indicate that CCI is capitalizing well on growing leasing demand of U.S. carriers.
    • The company’s commitment to strengthening tower network by actively pursuing acquisitions will continue to witness better site leasing revenue in years ahead.
    • Stock offers upside price potential of approximately 6%.
  • Exelon Set To Grow And Reward Investors In The Long Run
    Mon, Jan. 26 EXC 3 Comments

    Summary

    • EXC’s strategic investments in regulated operations and recent acquisitions will trigger decent growth and stability in revenue, earnings and cash flows.
    • EXC will better support its dividend payments to remain an attractive pick for dividend-seeking investors.
    • Stock offers attractive dividend yield of 3.3%.
  • Duke Energy: A Utility Stock For Your Income Portfolio For 2015
    Sun, Jan. 25 DUK 31 Comments

    Summary

    • Company’s long-term performance will be positively affected by planned growth investments.
    • Growth investments will drive its rate base and earnings growth in the long run.
    • DUK remains committed to achieving its targeted dividend payout ratio of 65%-70%.
  • Southern Company Retains Appeal For Long-Term Investors
    Fri, Jan. 23 SO 14 Comments

    Summary

    • Southern Company’s near-term may remain overshadowed due to ongoing construction projects.
    • Ongoing capital expenditures will fuel rate base and long-term earnings growth.
    • Attractive dividend yield of 4.1% makes SO a good investment for dividend-seeking investors.
  • SBA Communications Set To Grow And Deliver Healthy Performance In 2015
    Wed, Jan. 21 SBAC 1 Comment

    Summary

    • SBAC is well placed in the U.S. tower industry to capitalize on the wireless industry growth potential.
    • Policy to expand presence in emerging markets will help company gather additional leasing contracts.
    • Analysts projecting attractive growth rate of 16% for the next five years.
  • Macy's - Set For Healthy Performance In 2015
    Wed, Jan. 21 M 1 Comment

    Summary

    • MOM strategy will broaden the company’s customer base and market share.
    • Plan of investing expected cost savings will help Macy's better address emerging challenges in Retail Industry.
    • Growth potentials of company’s strategic growth investments and anticipated cost savings will continue to fuel earnings growth.
  • Healthy Growth And Price Appreciation Potential Are Key Features Of Crown Castle
    Thu, Jan. 15 CCI 1 Comment

    Summary

    • Rapidly growing tower network indicates CCI will grow top and bottom-line numbers.
    • CCI will continue to pay healthy dividends due to growth prospects improving cash flow base.
    • CCI does not have any significant debt maturities until 2018.
  • Supervalu Offers Significant Price Appreciation Potential In 2015
    Tue, Jan. 13 SVU 1 Comment

    Summary

    • Large scale investments to improve sales through improved SAL and retail operations will support company’s performance in 2015.
    • Ongoing efforts to improve performance will put pressure on the company’s margins.
    • SVU needs to consistently make efforts to increase store traffic and fuel top-line growth.
  • American Tower Corporation Set For Growth
    Fri, Jan. 9 AMT 6 Comments

    Summary

    • AMT’s accelerated acquisitions remain an important growth driver.
    • AMT’s cash flow productivity will improve to support shareholder-friendly capital allocation strategy.
    • Stock offers potential price appreciation of 17%.