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Joseph Harry

 
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AXP, BP, C, CLCT, CSCO, CSX, DIS, DLB, EMN, F, GE, GLD, GLW, GOOG, GRMN, HSY, IBM, IDSY, KRFT, MET, MO, MSFT, NMRX, NOK, SLW, STT, T, WAG, WMT, WU, XRX, Z
  • I.D. Systems: An Attractive Investment In M2M And Analytics
    Tue, Aug. 26 IDSY 5 Comments

    Summary

    • I.D. Systems' revenues are heating up.
    • Management is focused on increasing recurring revenue streams.
    • Valuations are attractive.
    • Profitability is on track for 2015.
  • Microsoft: Fairly Valued And Heading Into A Year Of Big Changes
    Tue, Aug. 19 MSFT 10 Comments

    Summary

    • Microsoft is shifting its legacy businesses onto the cloud.
    • Satya Nadella's vision is perfect for this change.
    • The company continues to grow earnings and revenues at a good clip.
    • Microsoft is extremely shareholder friendly with a fortress-like balance sheet.
    • The company is entering its fiscal year 2015 focused with a new vision.
  • MetLife: A Value Play
    Tue, Aug. 12 AIG, GE, JPM 3 Comments

    Summary

    • MetLife currently led by a solid, shareholder-friendly management.
    • Company is de-risking and narrowing its focus on profitable businesses and shareholder returns.
    • Regulatory uncertainty still surrounds share price.
    • Valuations are historically cheap.
  • General Electric: Yield And Growth At A Good Price
    Fri, Aug. 8 ALSMY, SYF, GE 19 Comments

    Summary

    • Record backlog indicates healthy future growth.
    • Narrowing focus should attract higher multiple.
    • Increasing dividend and potential capital appreciation indicates solid total return prospects.
    • Valuations are attractive.
  • Kraft: I'm Buying This Dip
    Sat, Aug. 2 KRFT 11 Comments

    Summary

    • Earnings related sell-off provides an opportunity to "buy the dip".
    • Shares are reasonably valued.
    • A dividend yield approaching 4% makes the company attractive as an income play.
  • Revisiting Corning: Is There Still Room To Run?
    Wed, Jun. 25 AAPL, GTAT, GLW 6 Comments

    Summary

    • Shares of Corning have accelerated upward at a rapid pace.
    • The run-up is warranted, given the company's financial performance.
    • The company exhibits strong financial health.
    • The growth story will likely continue, but valuations appear stretched.
    • Holding shares appears to be the best course of action.
  • Disney: Excellent Growth, But At What Price?
    Sat, Jun. 21 DIS 15 Comments

    Summary

    • Disney has an incredible ecosystem and moat.
    • The company will continue to fire on all cylinders through the summer.
    • Shares of Disney look fairly valued going forward if the growth story remains intact, barring an overall market correction.
  • AT&T: A Steady Source Of Income
    Wed, Apr. 9 AMX, CCI, GE 6 Comments

    Summary

    • AT&T is fairly valued with an above average dividend.
    • The company has strong financial flexibility.
    • Growth opportunities exist going forward.
    • Shares are good as a defensive position.
  • State Street Corp: Why I'm Long
    Mon, Mar. 31 BK, NTRS, STT Comment!

    Summary

    • State Street led the stress test results with its strong tier 1 capital ratio.
    • The bank's CCAR plan is impressive.
    • The company will benefit from rising rates.
  • Follow Cisco Into The Fog
    Fri, Feb. 14 CSCO 4 Comments
  • Microsoft: Cheap And Changing For The Better
    Tue, Feb. 11 MSFT 23 Comments
  • Western Union: A Value Play With A Few Risks
    Thu, Jan. 30 AXP, MA, V 9 Comments
  • Collectors Universe: Will Dividend Problems Drop Shares?
    Thu, Jan. 23 CLCT 57 Comments
  • CSX: The Good, The Bad, And The Cheap Valuations
    Sun, Jan. 19 KSU, NSC, UNP 18 Comments
  • Wal-Mart: Creating A 'Seamless' Retail Ecosystem
    Wed, Jan. 15 AMZN, COST, TGT 4 Comments
  • Numerex: An Internet Of Things Play
       • Mon, Jan. 13 CSCO, NMRX 5 Comments
  • AT&T: More Growth Drivers Ahead?
    Wed, Jan. 8 GM, TSLA, VZ 27 Comments
  • Altria: A Great Dividend At A Good Price
    Dec. 26, 2013 LO, PM, RAI 14 Comments
  • Cisco: 3 Positives In A Sea Of Bad Sentiment
    Dec. 17, 2013 CSCO 15 Comments
  • Eastman Chemical: A Global Recovery Growth Play With 40% Upside
    Dec. 7, 2013 EMN 4 Comments
  • Microsoft: Unappreciated, But Still Growing Shareholder Value
    Dec. 5, 2013 CSCO, MSFT 13 Comments
  • Xerox: Emerging As A Leading Services Company
    Editors' Pick • Nov. 26, 2013 XRX 17 Comments
  • Citigroup: The Best 'Bang For Your Buck' Bank?
    Nov. 22, 2013 BAC, JPM, WFC 15 Comments
  • BP: Discounted With Improving Prospects
    Nov. 20, 2013 COP, XOM, CRUD 8 Comments
  • AT&T: A Good Company At A Good Price
    Nov. 12, 2013 AMX, T 14 Comments
  • Corning: A Textbook Value Play
    Editors' Pick • Nov. 7, 2013 AAPL, GTAT, SSNLF 33 Comments
  • IBM: Unloved And Undervalued
    Nov. 5, 2013 IBM 59 Comments
  • Cisco: Leading Into The Future, But Trading At Bargain Levels
    Nov. 3, 2013 GE, IBM, TSLA 18 Comments
  • It's Probable That Alan Mulally Isn't Leaving Ford Soon
    Oct. 2, 2013 MSFT, F 3 Comments
  • Microsoft: Looking Forward To A Future With China
    Nov. 13, 2012 VNET, MSFT 5 Comments
  • Has Zillow Found A New Outlet For Growth?
    Nov. 12, 2012 TRLA, Z 1 Comment
  • Overseas Cash Hoards: Look But Don't Touch
    Nov. 8, 2012 GE, GOOG, MSFT 5 Comments