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Rupert Hargreaves

 
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  • Investors Should Be Wary Of Write-Downs In The Offshore Drilling Sector
    Wed, Aug. 27 ESV 15 Comments

    Summary

    • The offshore drilling industry is going through a turbulent time.
    • Ensco has started to write-down the value of its drilling units.
    • Further write-downs could follow.
  • Carriage Services, Inc. Well-Managed, Ultra-Long Term Death Care Investment
     • Wed, Aug. 20 CSV 2 Comments

    Summary

    • Carriage Services operates within the ultra-defensive death care sector.
    • The company is growing steadily and improving all metrics.
    • Management are focused on the long-term and sustainable growth.
  • Your Guide To Transocean Ltd.: Is The Company Really A Value Play?
    Tue, Aug. 19 RIG 8 Comments

    Summary

    • Transocean is cheap, and at first glance, the shares look to be a good value.
    • The company will suffer from a number of pressures currently affecting the offshore drilling market.
    • Transocean is well-placed to outrun the slowdown, but it won't be easy.
  • Why Rowan Companies Plc's Earnings Will Surge Higher And Dividends Will Follow
    Editors' Pick • Thu, Aug. 14 RDC 5 Comments

    Summary

    • The delivery of Rowan's new drillships will send earnings higher.
    • Significant free cash flow is expected from 2015 onwards.
    • Dividends and stock repurchases should follow.
  • These Offshore Drillers Will Struggle Over The Next Few Years
    Editors' Pick • Thu, Aug. 14 ATW, DO, ESV 91 Comments

    Summary

    • Not all offshore drillers are the same.
    • Drillers with a large jackup fleet will suffer over the next few years.
    • Ultra-deep water drilling capabilities will remain in demand.
  • Stanley Furniture Co.'s Turnaround Reaches Inflection Point
     • Tue, Aug. 12 STLY 1 Comment

    Summary

    • Stanley's turnaround has reached a key point.
    • The closure of the Young America facilities will show though over the next two quarters.
    • Cash balance remains strong and book value is 23% above current levels.
  • The Reynolds American - Lorillard Deal Is Threatened By The FDA
    Thu, Aug. 7 LO, MO, RAI 9 Comments

    Summary

    • The Reynolds - Lorillard deal is not done yet and there are still threats ahead.
    • The FDA is considering regulating menthol cigarettes, which would hit the new, larger Reynolds hard.
    • Debt and anti-trust issues are also a concern.
  • Altria's Holding In SAB Is Worth More Than You Think
    Tue, Aug. 5 MO 11 Comments

    Summary

    • Despite Altria's size and recent gains there is further value to fund in the company's SABMiller Holding.
    • SABMiller could be on the verge of a game-changing transaction.
    • Altria could benefit from a huge payoff or income boost.
  • Mandalay Resources Corp; One Of The Market's Most Efficient And Undervalued Miners
       • Fri, Mar. 21 MNDJF 4 Comments

    Summary

    • Mandalay has a strategy for growth and past performance has shown it can stick to targets.
    • The company is ramping up low cost production over the next few years.
    • Mandalay is growing through the acquisition of undervalued assets and the company has a net cash balance.
    • Management is concentrating on shareholder returns.
    • Considering Mandalay's past performance and scope for growth the company is significance undervalued compared to peers.
  • Natuzzi; A Good Brand Ready To Make A Comeback
       • Wed, Feb. 26 NTZ Comment!
  • Atlantic Power: Debt And A High Cost Of Capital Continue To Pressure The Dividend Payout.
       • Dec. 20, 2013 AT 24 Comments
  • Career Education: Trading Below Implied Cash Balance But Cash Burn An Issue
       • Dec. 13, 2013 CECO 17 Comments
  • Asanko Gold Is A High-Risk Deep Value Play With Many Short-Term Risks
       • Dec. 8, 2013 AKG 15 Comments
  • Big Oil Is Suffering From Falling Returns But Valuations Are Now Attractive
    Sep. 9, 2013 BP, COP, CVX 6 Comments
  • The Female Health Company: A Defensive Company With Plenty Of Cash
    Jun. 18, 2013 FHCO 5 Comments
  • These 6 Companies Cannot Support Their Dividends
    Jun. 13, 2013 DBD, FE, LSE 61 Comments
  • Tobacco Companies Could Be Due For A Correction
    Jun. 6, 2013 LO, MO, PM 10 Comments
  • The Brent-WTI Price Differential Continues To Contract But How Are Refiners Reacting?
    Jun. 6, 2013 CVI, HFC, MPC 21 Comments
  • The Investment Case For Cisco In 6 Charts And 1 Table
    May. 29, 2013 CSCO 2 Comments
  • The Investment Case For Lorillard In 6 Charts
    May. 28, 2013 LO 7 Comments
  • Would Benjamin Graham Like HollyFrontier?
    May. 28, 2013 HFC 16 Comments
  • A Quick Look At The Financial Situation Of Altria
    May. 14, 2013 MO 13 Comments
  • A Quick Look At Cisco Systems' Finances
    May. 13, 2013 CSCO 5 Comments
  • A Quick Look At Philip Morris' Finances
    May. 1, 2013 PM 11 Comments
  • The Investment Case For IBM In 8 Simple Charts And A Table
    Apr. 30, 2013 IBM 5 Comments
  • 4 REITs To Consider And 4 To Avoid
    Apr. 26, 2013 AIV, AMT, FTR 20 Comments
  • A Quick Look At National Oilwell Varco's Finances
    Apr. 23, 2013 NOV 22 Comments
  • A Quick Look At Intel's Financial Position
    Mar. 26, 2013 INTC 18 Comments
  • Can These Utility Stocks Sustain Their Dividend Yields?
    Mar. 26, 2013 ETR, EXC, FE 16 Comments
  • mREIT Financing And Declining Interest Rate Spreads
    Mar. 12, 2013 ARR, CYS, HTS 11 Comments
  • Do High P/Es Indicate Future Outperformance Or Underperformance?
    Mar. 4, 2013 AAPL, CCC, GG 6 Comments
  • Can These High-Yielding Stocks Support Their Dividends?
    Mar. 3, 2013 EXC, FTR, LO 35 Comments