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A Christmas List For Slumping Oil
- As oil continues to sell off, a lot of strong oil related stocks have been unjustly dragged down too.
- Even with oil off 41% from its highs earlier this year, I still believe that oil will be back in the $85-$90 range by next Spring.
- Oil's sell off has presented an excellent opportunity for longer term investors to become greedy, while the broader market remains fearful.
Why $75 Oil Will Be The Bottom
- Barron's original $75 oil prediction has almost come true, but it will only be short-lived and not long-term.
- Oil's recent sell-off has more to do with market expectations and assumptions than fundamentals.
- The current oil pricing has created a unique opportunity to purchase a lot of high quality oil companies at some very compelling prices.
Now Is The Time To Buy Transocean
- Barron's article was overly bearish on the drilling industry and in particular Transocean, but the firm currently presents excellent value.
- Transocean is in the midst of reinventing itself and improving bottom line cash flows - It currently trades for 10X forward (discounted) earnings.
- The market has completely thrown the baby out with the bath water on these names, and is not examining the individual names, but just the sector.
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?