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The Upside To The Burger King/Tim Hortons Deal
- Burger King is slated to acquire Tim Hortons in a cash and stock deal come early 2015.
- The combined company would make Burger King the third largest fast food chain in the world.
- Tim Hortons shares currently are trading at a discount compared to the anticipated purchase price that Burger King has outlined.
How To Arbitrage The Upcoming Kinder Morgan Consolidation
- The market continues to mis-price KMP, KMR, and EPB in relation to KMI, given the consolidation news created an excellent arbitrage opportunity.
- KMI post-consolidation will be posed to deliver excellent shareholder value for the long term, and is positioning itself to be a major oil/gas player in years to come.
- KMI consolidation will make the firm the third-largest oil company on the planet, coupled with one of the most attractive dividend policies.
Why Visa's Lowered Forecast Spells Opportunity
- Visa's recent quarter was very strong from both a revenue and EPS standpoint, yet the stock dropped.
- Even with the slow global recovery, Visa is still forecasting overall revenue growth of 9%-10%.
- Visa's recent post earnings decline was way over done compared to the actual revenue projection adjustment.
Why Yahoo Is Still Going To $50 Per Share
- Analysts continue to underestimate the significant impact that Alibaba will have on Yahoo shares.
- CEO Mayer has provided investors some clarity on where she intends to focus the Alibaba proceeds to further Yahoo's growth.
- Post the Alibaba IPO, Yahoo's book value alone will be pushing the mid-$40 per share.
Google Or Apple: Which Is The Better Long Term Bet?
- With both Google and Apple having split their stocks it is now time again to re-examine which firm is the better longer term bet.
- Even though Apple remains strong domestically, international market penetration is greatly behind that of Google.
- Apple has a massive buy-back and dividend, Google has nothing like that, but does it matter?
Why It Will Be A While Before Whole Foods Is Made Whole
- Whole Foods' recent earnings miss and guidance adjustment led to a 20%+ correction in the stock.
- Aside from the one-off quarterly miss Whole Foods has several external factors contributing to its price adjustment.
- As Whole Foods works to aggressively expand its footprint it will become increasingly difficult for the firm be able to maintain its margins and growth.
Why Yahoo Is Going To $50 Per Share
- The Alibaba IPO is most likely to IPO at $150-$160 billion, which would generate around $37 billion in cash for Yahoo.
- The Alibaba IPO has the potential to add between $30-$38 per share in book value.
- Yahoo shares currently are not factoring in all of the upside potential of the Alibaba IPO, and are greatly undervalued at $35 per share.
Why Barron's Is Wrong On $75 Oil
- Barron's assumptions as to the leading factors of lowered oil pricing do not make sense after examining the supply side economics.
- New unconventional oil reserves in the U.S. require an average break-even price of $65, which does not justify or support a $75 price.
- Barron's assumes that all new unconventional reserves are here for the long term and will continue to increase production, which is not the case.
How To Play The Time Warner/Comcast Deal
- Overview of the details of the Comcast and Time Warner merger deal.
- Analysis and rational as to why the deal will go through contrary to popular belief.
- Risk/reward analysis of the type of trade that could best capitalize on the merger and how best to profit from it.
- Why Transocean's Transformation Is A Good Thing
- Tim Cook's Floor Price For Apple
- The AT&T Fire Sale
- Why MasterCard Is Still The Master Of Its Industry
- Why Hess's Spin-Off Is Exactly What The Firm Needs
- Does Netflix's Recent Downgrade Have A Silver Lining?
- BP, The Comeback Kid
- Why AT&T Still Has Potential
- Is Seadrill Worth The Risk?
- Is Icahn Really The Rainmaker Transocean Needs?
- Why JPMorgan Is Still A Strong Buy
- Finding Value In The Miners?
- Does The Street Really Have Good 'Intel' On Intel?
- Do The Fertilizer Stocks Really Stink As Bad As The Market Thinks?
- Why JPMorgan Is Wrong On Deere & Company
- Is Lululemon Really Dead Money Or A Diamond In The Rough?
- Don't Let Rising Bond Yields Push You To Sell This Winner
- Comparing Last Year's General Electric With This Year's General Electric
- China Mobile Vs. AT&T And Verizon: Is China A Better Long-Term Bet?
- Can Lululemon Regain Its Mantle?
- Valero, The Agricultural Oil Play
- AT&T Vs. Verizon, Which Is The Better Value?
- Why Chevron Is Good For The Long Term