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AAPL, ACI, AEP, AGNC, AMT, ANR, ARR, BBY, BCE, BTU, CAG, CAT, CELG, CL, CLX, CMCSA, COST, CTL, CVS, CYS, DISH, DPS, DTV, DUK, EXC, FE, FTR, GIS, GRPN, HSY, IVR, K, KMB, KO, KRFT, LO, MDLZ, MO, NLY, ORCL, PEP, PG, PM, PPL, RAD, RAI, RCI, S, SO, SVU, SWY, T, TGT, TMUS, TU, TWO, VOD, VZ, WAG, WIN, WLT, WMT, YUM
  • CYS Takes The Right Steps
    Yesterday, 1:04 PM CYS Comment!

    Summary

    • Move to increase exposure to high yield agency MBS will improve asset portfolio yield and net interest spread.
    • Increase in swaps exposure will provide better cash flow hedge for CYS.
    • Repositioning of investment and hedge portfolio will protect book value and portend well for valuations.
  • BCE Inc.: Moving Ahead Despite Challenges
    Wed, Aug. 20 TU, BCE 5 Comments

    Summary

    • The company is steadily progressing to improve performance in both the wireless and wireline segments.
    • Efforts to increase service quality and network expansion will allow BCE to address competition and deliver healthy results in long term.
    • A sustainable dividend yield of 5% makes the stock attractive for dividend investors.
  • Healthy Performance Set To Continue As Telus Continues To Share Success With Shareholders
    Mon, Aug. 18 TU 1 Comment

    Summary

    • Strategic initiatives to improve services and compete successfully helping strengthen wireless and wireline operations.
    • Sharing success with shareholders through dividends and share repurchases.
    • Investments to enhance infrastructure, LTE services and TV services helping TU progress well in Canadian Telecom Industry.
  • Kraft Foods: Time To Get Going
    Mon, Aug. 18 KRFT 7 Comments

    Summary

    • Company remains committed to improving top-line numbers through innovation and renovation.
    • Has done right by increasing prices of product in response to commodity inflation.
    • Offers sustainable dividend yield of 3.5%, making it attractive for dividend investors.
  • PPL All Set To Continue Top-Notch Financial Performance
    Mon, Aug. 18 PPL 1 Comment

    Summary

    • Company on track to completing spin-off of merchant power assets and complete sale of Hydro assets.
    • If approved, company’s transmission line project proposal will strengthen regulated operations.
    • PPL offers high dividend yield of 4.3% and trades at forward P/E of 14.90x.
  • Mondelez: Expected Top-Line Growth And Margin Expansion Highlights Of Bullish Thesis
    Mon, Aug. 18 MDLZ 2 Comments

    Summary

    • Cost saving efforts will positively affect margins and bottom-line growth.
    • Price increases undertaken by company will offset impact of increase in commodity costs.
    • Analysts anticipating healthy next five years growth rate of 13.07% per annum.
  • Clorox Company Makes The Right Moves
    Thu, Aug. 14 CLX 4 Comments

    Summary

    • The company taking right measures to address challenges through investments behind its brands.
    • Product innovation, price increases and cost saving efforts will positively affect CLX’s top and bottom-line results.
    • An attractive dividend yield of 3.2% makes it good investment option for dividend investors.
  • American Tower: Expansion Plans And Efforts At Improving Risk Profile Earn Bullish Thesis
    Thu, Aug. 14 CCI, VOD, AMT 2 Comments

    Summary

    • Wireless carriers in U.S. investing in network quality improvements and expansion will portend well for company’s top and bottom-line growth.
    • AMT is well positioned to cater to growth potential of rapidly growing demand in international markets.
    • Has been making strategic acquisitions to expand operations.
  • I Am Bullish On King Coal
    Wed, Aug. 13 ACI, ANR, ARLP 20 Comments

    Summary

    • Rise in natural gas prices and coal-fired electricity generation will portend well for thermal coal markets.
    • Met coal market will benefit in long term due to better coal supply management.
    • BTU has strong and diverse asset base, and higher gross margin of 17%.
  • Duke Energy: Time To Get Going
    Tue, Aug. 12 DUK 4 Comments

    Summary

    • Company likely to benefit from capital expenditures, fueling rate base, EPS and dividend growth.
    • Efforts to expand regulated operations and scale down merchant operations will portend well for future financial performance.
    • Healthy dividend yield of 4.3% makes it a good investment option for dividend investors.
  • Colgate-Palmolive: Moving Ahead Despite Challenges
    Mon, Aug. 11 PG, CL 1 Comment

    Summary

    • Company has been doing well by expanding emerging market presence and focusing on innovation.
    • Cost saving initiatives will portend well for margins and EPS growth.
    • CL has been sharing its success through dividends and share repurchases.
  • Alpha Natural Resources: Moving Ahead Despite Challenges
    Mon, Aug. 11 ANR Comment!

    Summary

    • Company making efforts to survive industry downturn by cutting operational and capital costs.
    • Plans to close its high cost mines to support bottom-line numbers.
    • ANR has been effectively improving liquidity and extending debt maturities.
  • Sprint's Immediate Struggles Could Make Way For Positive Long-Term Prospects
    Fri, Aug. 8 S 9 Comments

    Summary

    • S has been experiencing gradual improvement in operating metrics through strategic initiatives.
    • Competitive pricing policies have been helping moderate postpaid subscriber losses.
    • Competitive activities in the industry could pressure the company's bottom line results short term.
  • Procter & Gamble: Time To Get Going
    Fri, Aug. 8 CL, KMB, PG 9 Comments

    Summary

    • The company is moving ahead nicely with constant innovations and improvements in productivity.
    • Focus on core brands will positively affect organic sales growth and margins.
    • PG continues to share success through dividends and share repurchases.
  • Despite Walter's Steady Forward Momentum, Much Depends On Met Coal Price Recovery
    Thu, Aug. 7 ACI, BTU, CLF 6 Comments

    Summary

    • Consistent and sustainable production cuts need to be observed by met coal producers to ensure met coal price recovery.
    • Company is taking right measures by reducing operational and capital expenditures to preserve cash in current conditions.
    • Has option to sell non-core assets to boost liquidity for help in the short term.
  • Peabody Energy Remains The Stock Of Choice To Play Coal Market Rebound
    Thu, Aug. 7 BTU 3 Comments

    Summary

    • Company has diverse and high-quality asset base.
    • Remains committed to reducing operating costs to support bottom line results in tough industry conditions.
    • Retains option to sell non-core assets to improve liquidity and repay portion of outstanding debt.
  • T-Mobile: All Indicators Show It Is A Stock To Buy
    Wed, Aug. 6 TMUS 3 Comments

    Summary

    • Company has been growing its postpaid subscriber base with strategic initiatives that are fueling top-line growth.
    • Subscriber base growth seems strong with company’s commitment to introducing innovative un-carrier strategies and family plan offerings.
    • TMUS’ strong EBITDA margin growth trend likely to continue.
  • Arch Coal: Time To Get Going
    Wed, Aug. 6 ACI 5 Comments

    Summary

    • Company has been taking right steps by preserving cash through cost controls and by lowering CAPEX.
    • Company has done well by lowering the high end of thermal and met coal guidance for 2014.
    • Company has enough liquidity to survive the industry downturn.
  • Kimberly-Clark: A Dividend Stock With Positive Performance On The Horizon
    Tue, Aug. 5 KMB 3 Comments

    Summary

    • International market expansion and product innovation initiatives will fuel top and bottom-line growth.
    • Spin-off of healthcare segment will allow company to focus on core consumer business.
    • KMB has been consistently sharing success with shareholders through share repurchases and dividends.
  • AT&T: Time To Get Going
    Fri, Jul. 25 T 15 Comments

    Summary

    • The company is working to strengthen its subscriber base through an equipment installment plan and competitive pricing.
    • The company's wireline VIP project is well on track to roll out U-verse technology in new metro areas.
    • Analysts are projecting a healthy growth rate of 5.47% for the next five years.
  • Verizon: All Set For Future Growth
    Fri, Jul. 25 VZ 11 Comments

    Summary

    • Company committed to investing in ongoing wireless growth opportunities.
    • VZ well placed amongst peers with wider coverage of LTE network.
    • Will keep delivering healthy top-line and bottom-line results with strong growth potentials.
  • T-Mobile Makes Waves In Anticipation Of Upcoming Low Band Spectrum Auction
    Thu, Jul. 24 S, T, VZ 4 Comments

    Summary

    • FCC has partially restricted bidding power of VZ and T in upcoming auction.
    • Joint bid by TMUS and S will help the two acquire meaningful spectrum holding.
    • Joint bid might strengthen TMUS and S merger case.
  • Altria: Time To Get Going
    Thu, Jul. 24 MO 30 Comments

    Summary

    • Dividend yield of 4.5% and healthy payout ratio of approximately 65% limits downside to stock price.
    • Company’s aggressive efforts to strengthen smokeless product portfolio will benefit future performance.
    • Lower tobacco grower buyout expenses and consistent price increases will positively affect MO’s EPS.
  • Procter & Gamble - A Stock To Watch As Earnings Loom Large
    Wed, Jul. 23 PG 10 Comments

    Summary

    • The company has been consistently sharing its success with shareholders through dividends and share repurchases.
    • Investors should watch out for next week's earnings release, where the company could announce an additional cost saving program.
    • An additional program will portend well for the stock price.
  • Philip Morris: Making Correct Moves
    Wed, Jul. 23 PM 4 Comments

    Summary

    • Solid performance signals improvement for company across key markets.
    • Price increases will remain important future top-line growth driver.
    • PM could experience earnings pressures in short term due to rollout of Marlboro 2.0 and spending on next generational products.
  • Alpha Natural Resources: Moving Ahead Despite Challenges
    Tue, Jul. 22 CLF, ANR 4 Comments

    Summary

    • ANR has been taking the right steps to preserve cash through cost cuts and CAPEX reduction.
    • The company has strong liquidity position, allowing it to survive difficult industry conditions.
    • Investors should watch out for upcoming earnings release as additional production cuts will portend well for industry.
  • BCE's Long-Term Prospects And Market Share Remain Safe Despite Competitive Pressure
    Mon, Jul. 21 RCI, TU, BCE 5 Comments

    Summary

    • Strategic investments to roll out Fibe TV and improve broadband capabilities will benefit company’s consolidated financial performance.
    • Integration of Astral will improve BCE’s operational base.
    • Company’s wireless segment will face competitive pressures in near term.
  • Walter Energy Leads Met Coal Companies But Is Struggling To Improve Its Financial Performance
    Mon, Jul. 21 ANR, CLF, WLT 5 Comments

    Summary

    • Markets remain oversupplied, hindering a price recovery.
    • WLT and the coal industry at large need to undertake additional production cuts.
    • Tough industry conditions likely to weigh on WLT’s liquidity position.
  • Comcast Corp.: Making The Right Moves In The Market
    Sun, Jul. 20 TWC, CMCSA 1 Comment

    Summary

    • CMCSA continuously working to grow cable segment’s subscriber base and improve churn.
    • A successful TWC and CMCSA merger will strengthen company’s market position.
    • NBCUniversal is adding to company’s top-line with strong growth potentials.
  • Rite Aid: Work On Growth Initiatives Key To Earning A Bullish Thesis
    Sat, Jul. 19 WAG, RAD 55 Comments

    Summary

    • Company has strong growth prospects through plans like Wellness store remodeling.
    • Analysts are anticipating robust next five years growth rate of 40% per annum.
    • RAD does not have any significant debt maturities in the near term.
  • Southern Company: A Good Option For Long Term Dividend Investors
    Fri, Jul. 18 XLU, SO 13 Comments

    Summary

    • Company faces risks of an increase in treasury yields and rotation out of defensive sectors.
    • SO offers a high dividend yield of 4.70% backed by solid cash flows.
    • Investors should keep a check on estimated costs and timeline of two power projects.
  • AT&T: Competitive Environment Doesn't Preclude A Good Investment Opportunity
    Fri, Jul. 18 CMCSA, DTV, FTR 10 Comments

    Summary

    • Company has been making right moves to address intense competition through competitive pricing.
    • T’s subscriber base will be positively affected by strategic initiatives.
    • Investors should keep track of ARPU and margins in upcoming earnings release.