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Sean Weston

 
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  • The Dangers Of Growth Rate Predictions By Management
    Wed, Nov. 26 BRK.A, BRK.B, IBM 6 Comments

    Summary

    • Studies have shown there is no tangible benefit for long-term investors in companies issuing earnings guidance.
    • Spending time issuing earnings guidance also takes away from management spending time on long-term growth strategies.
    • IBM is an example of a company too hung up on issuing guidance.
  • Sears Holdings: The Disaster Will Not Abate
    Fri, Nov. 14 SHLD 25 Comments

    Summary

    • The demise of Sears seems quite inevitable at this point.
    • Creative and controversial maneuvers by Eddie Lampert are being used to address liquidity issues.
    • The core business of Sears is shot, and the valuable assets in real estate are being sold frequently.
    • I do not trust management, which has been so profound in destroying the value of this company, to now be able to realize value of significance for shareholders.
  • Luxury Is The Key For Volkswagen's Success
    Mon, Nov. 3 VLKAY 2 Comments

    Summary

    • Moving forward, the luxury brands are going to be the main drivers of success for the company, led by Audi and Porsche.
    • Luxury auto sales are booming worldwide, but appetites for the products are particularly voracious in Asia.
    • Higher volume, lower margin vehicles should also give the company some boost, as new models are set to be released.
  • Ford's Problems Appear To Be Short-Term
    Fri, Oct. 10 F 83 Comments

    Summary

    • Europe, South America, and recalls are present problems straining profitability.
    • Asia remains a bright spot for the company.
    • Problems may persist through 2015, but are not long-term.
    • Exciting developments are set to occur in 2015.
    • 3.5% dividend yield should help to keep long-term investors happy in the interim.
  • Why Union Pacific Is My Favorite Stock
    Tue, Sep. 30 UNP 6 Comments

    Summary

    • Union Pacific has an almost unassailable economic moat.
    • Key metrics are showing consistent improvement.
    • The business is very easy to understand, which helps immensely when making investing decisions.
  • Adidas Discount Is Very Appealing
    Thu, Sep. 18 ADDYY 2 Comments

    Summary

    • Shares are currently available at a tremendous discount from earlier this year.
    • The causes for the price decline should not be long-term in nature and should not be excessively difficult to remedy.
    • Adidas possesses huge brand recognition. On a currency-neutral basis, overall sales are still growing strongly.
  • Caterpillar Is Still Making Nice Profits Despite A Terrible Mining Environment
    Fri, Sep. 12 CAT Comment!

    Summary

    • Caterpillar's revenue problems are associated with the volatile mining area.
    • An adequate job has been done maintaining profits in the face of this, perhaps showing investors the company is more diversified than commonly thought.
    • Exactly when the turnaround in mining will happen remains very hard to predict.
  • Deere Is Cheap And Attractive
    Thu, Jul. 10 DE 11 Comments

    Summary

    • Shares are down over 5% since May due to a guidance statement.
    • Management has a history of being very conservative with guidance, leading to earnings being beaten in 5 out of the last 6 quarters.
    • No problems Deere faces are long term, and with a strong and rising dividend and healthy buybacks, present share prices are attractive.
  • Dr Pepper Snapple: Unremarkable, But Reliable
    Fri, Jun. 6 DPS 6 Comments

    Summary

    • Like all companies involved with carbonated soft drinks, Dr Pepper Snapple is seeing stagnant sales in this area.
    • 10 calorie alternatives, teas, juices and seltzer water are helping to make up the difference.
    • With a healthy and growing dividend, and a management actively buying back stock, Dr Pepper Snapple offers a small, albeit steady and secure return.
  • Starbucks: Promising Growth Trends Slightly Offset By Potential Volatility In Coffee Prices
    Fri, May. 30 SBUX 4 Comments

    Summary

    • Performance since the recession has been excellent, as Starbucks has a string of impressive yearly and quarterly streaks in areas such as revenue and comparable same-store sales.
    • China and Asia Pacific should remain Starbucks' highlight for the foreseeable future.
    • Weather-related issues have the potential to be somewhat of a roadblock to success.
  • Church & Dwight Equals Consistency
    Sun, May. 11 CHD 5 Comments

    Summary

    • Just at the start of international expansion, a lot of room for growth is available in the forthcoming years.
    • Such consistent earnings growth, low volatility in share price and continual stream of dividends is unique for a mid-cap company.
    • The conjunction of organic growth and wise acquisitions is attractive.
  • USG Corp.'s Future Looks Bright
    Thu, Apr. 24 USG 3 Comments

    Summary

    • After facing bankruptcy and the housing market collapse, USG finally has a clear coast for prosperity.
    • EPS numbers are back in positive territory, and wise deleveraging is taking place.
    • USG has strong support from Warren Buffett, and Berkshire Hathaway now owns over 30% of the company.
  • On Berkshire Hathaway's Dividend Policy
    Thu, Apr. 10 BRK.B 19 Comments

    Summary

    • Berkshire Hathaway's shareholder sentiment has seen some movement towards a desire to see the company pay a dividend.
    • Warren Buffett is strongly against paying a dividend, and outlines his reason for being against it concisely.
    • Some areas in Buffett's reasoning leave itself open to critique, but overall his stance is the correct one for Berkshire to take currently.
    • Berkshire's lack of a dividend payment being beneficial for its shareholders is not a policy which can or should necessarily be implemented by other companies.
  • Berkshire Hathaway's Insurance Businesses Display Resiliency Amid Rising Catastrophes
    Tue, Apr. 1 BRK.A, BRK.B 8 Comments

    Summary

    • Climate-related natural disasters have been steadily increasing in recent decades.
    • Berkshire's insurance businesses have a fair amount of exposure to these events.
    • Unlike most of the property/casualty insurers, Berkshire has steadily been producing underwriting gains in this environment.
  • DaVita: Short-Term Headwinds Could Create Buying Opportunity For Long-Term Investors
    Fri, Mar. 21 DVA 2 Comments

    Summary

    • DaVita's reliance on third-party payments are causing some short-term headwinds.
    • DaVita's services are essential and must be provided for, providing long-term security for investors.
    • Worldwide demand for dialysis is anticipated to grow 6-7% per annum.
  • Aflac's Japanese Risks Are Overstated
    Thu, Mar. 13 AFL 9 Comments

    Summary

    • The weakening yen has been masking the true financial performance of Aflac.
    • Diversification away from Japanese government debt into higher yielding instruments should begin to take place.
    • With continued sales growth in Japan and the U.S. along with a strong capital position, Aflac shares offer a solid value at the present price.
  • Travelers: Shares Of Insurer Available At A Cheap Price
    Tue, Mar. 11 TRV 2 Comments

    Summary

    • Weather-related catastrophes, pricing pressures and low interest rates have been a recent burden on the company.
    • While there is a lack of meaningful top-line growth, Travelers is a top quality underwriter with excellent risk management.
    • Shares trade at a discount to historical valuations. On top of this, share buyback activity is substantial and dividends are attractive.
  • Despite Attractive Projects, Cheniere Shares Not A Bargain
    Fri, Feb. 28 LNG 68 Comments
  • 5 Sectors, 5 Great Dividend Growers
    Tue, Feb. 25 COP, IBM, MCD 6 Comments
  • Chicago Bridge & Iron: Excellent Play On Energy Infrastructure
    Tue, Feb. 18 CBI 4 Comments
  • McDonald's: Stick To The Basics
    Wed, Feb. 12 MCD 10 Comments
  • Take Advantage Of MasterCard's Recent Discount
    Thu, Feb. 6 MA 9 Comments
  • ConocoPhillips's Oil Sands Mistake
    Tue, Feb. 4 COP 38 Comments
  • Suncor Energy: Long-Term Superstar
    Mon, Jan. 20 SU 21 Comments
  • National Oilwell Varco: Undervalued Gem
    Thu, Jan. 16 NOV 8 Comments
  • Buffett Bet Wrong On Energy Before, Is He Wrong Again?
    Wed, Jan. 15 COP, NOV, PSX 1 Comment
  • Stop Worrying About IBM's Revenues
    Thu, Jan. 9 IBM 34 Comments
  • Berkshire Hathaway Streak To Most Likely End
    Tue, Jan. 7 BRK.A, BRK.B 12 Comments
  • Buffett Is Benefiting From U.S. Rails, You Should Too
    Fri, Jan. 3 UNP 23 Comments
  • Chicken Little Inflationists
    Dec. 24, 2013 COIN, GLD, SLV 96 Comments
  • Reserve Releases Must End Soon For Banks
    Dec. 10, 2013 BAC, C, JPM 1 Comment
  • Bitcoin Is The Ultimate Fiat Currency
    Dec. 10, 2013 GLD, SLV, COIN 82 Comments