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  • J.C. Penney Has Plan In Place, Investors Should Still Stay Clear
    Mon, Dec. 15 JCP 18 Comments

    Summary

    • J.C. Penny's share price has seen a steep drop since reaching a five-year high in 2012.
    • Recent trouble has forced management to consider growth initiatives with a focus on increasing online earnings.
    • In a highly competitive, fragmented and economically sensitive industry, the risk to investors is high.
  • Cloud Solutions, Big Data And Storage Shifts All Poised To Help EMC
    Mon, Dec. 8 EMC Comment!

    Summary

    • EMC sells the IT industry’s broadest range of information infrastructure and virtual infrastructure technologies, services and solutions.
    • The company is the No. 1 storage vendor globally with over 30% market share and is poised to continue being a leader.
    • The company is well positioned to benefit from an eventual increase in storage investments as CIOs refine their strategies around cloud, big data and new architecture investments.
  • Model Streamlining Will Reward DuPont Investors
    Fri, Dec. 5 DD 5 Comments

    Summary

    • E.I. Dupont De Nemours & Co. (DD) is a 36B manufacturer of agricultural products, photovoltaics and consumer electronics such as TiO2, refrigerants, protection products and construction.
    • Our grade shows a reflection of the company’s financial strength, economic moat, management ability and dividend/buyback trends - and indicated theres more to the story.
    • DuPont provides potential for investors in the long-term as agricultural business should have improved performance, benefits from streamline are realized and the global recovery boosts earnings.
  • Aetna Has Potential For Investors At A Fair Price
    Mon, Nov. 24 AET 3 Comments

    Summary

    • Aetna Inc. is one of the leading diversified healthcare benefits companies, serving an estimated 44 million people across the globe.
    • AET looks fairly valued at current levels, with potential over the long-term.
    • This potential is on the basis of pressure from escalating commercial cost trend and a balance sheet that will allow for acquisitions.
  • FedEx Expected To Continue Rapid Growth As U.S. Economy Recovers
    Sat, Nov. 22 FDX Comment!

    Summary

    • FedEx Corp. is a global leader in parcel delivery services and provides customers and businesses worldwide with a broad portfolio of transportation, e-commerce and business services.
    • As the US economy continues to improve, FedEx expects the US economy to continue to lead the way in terms of growth for top line revenues.
    • FedEx provides potential upside from current levels over the medium- to long-term, as expectations about a stronger y/y peak season and international volumes continue to improve.
  • Medical Breakthroughs On The Horizon For Merck
    Thu, Nov. 20 MRK 2 Comments

    Summary

    • Merck (MRK) is a global health care company that includes prescription medicines; vaccines, biologic therapies, animal health and consumer care products.
    • 3Q results overshadowed Keytruda receiving a broad breakthrough therapy designation for advanced NSCLC that’s progressed after platinum-based chemotherapy.
    • The Oct 2013 restructuring has laid a foundation for better than anticipated EPS growth as faster than expected cost cuts will place an upward bias to MRK’s EPS outlook.
  • UPS Sensitive To Industry Competition And Macro Factors
    Tue, Nov. 11 UPS 3 Comments

    Summary

    • UPS offers customs-cleared, door-to-door delivery and is among the top providers in most international markets.
    • UPS plans to focus on growth in both the B2B and B2C channels.
    • Limited potential over the long-term because industry fundamentals have been deteriorating .
  • Dow's NPV Projects And Proceeds Will Reward Shareholders
    Fri, Nov. 7 DOW 6 Comments

    Summary

    • Dow Chemical is the largest US chemical company in terms of revenue.
    • DOW plans on creating positive NPV projects and divest in unneeded assets to create shareholder value.
    • The company has plenty of upside in the long-term on the basis of earnings, dividend yield and proceeds from sale of assets.
  • Superior Business Model Gives Costco Competitive Advantage
    Wed, Nov. 5 COST 9 Comments

    Summary

    • Costco has seen over 100% share price growth in the past five years.
    • Costco focuses on managing inventory and prices, employee empowerment and consumer membership.
    • Costo warrants a premium valuation (P/E of 28.79) and will continue to reward investors.
  • P&G Will Reward Shareholders Through Portfolio Consolidation And Cost Saving Measures
    Tue, Nov. 4 PG 2 Comments

    Summary

    • Growth in PG's top line revenue and margins has stagnated in recent years.
    • The consolidation of the company's portfolio was made necessary by the lack of overall earnings growth.
    • PG should become a much more nimble and responsive player in the market that could reward shareholders in the long-term.
  • Mosanto's Solid Fundamentals And High Growth Should Entice Investors
    Fri, Oct. 31 MON Comment!

    Summary

    • Monsanto has seen strong growth over the past years including share price growth of ~148% in the last five.
    • Strong management, financials, economic moat and dividends should lead investors to expect continued growth.
    • Share price looks fairly valued, although future growth leaves opportunity for investors in the long-term.
  • Target Will Not Abandon Canada, Neither Should Investors
    Wed, Oct. 29 TGT 6 Comments

    Summary

    • Target's share price has lost ~16% since entering the Canadian market.
    • New management has gone to great lengths to ensure they will make their Canadian operations profitable.
    • Canada only represents a small portion of the company's operations, and TGT's focus on dividends and digital growth will ensure Canada will not ruin the whole company for investors.
  • General Electric Remains A Safe Income Play In Market Turmoil
    Wed, Oct. 22 GE 3 Comments

    Summary

    • 3Q results for GE were mostly inline with estimates, bright spot was an increase in net earnings.
    • Large focus of the company's margins and earnings is the risky capital segment.
    • With little potential for capital gains because of slow growth and a shift of focus, investors should only consider GE for a guaranteed income stream above inflation.
  • Q3 Results Reaffirm Delta Air Lines' Potential For Investors
    Mon, Oct. 20 DAL 4 Comments

    Summary

    • Q3 Results for Delta were above analyst estimates in EPS, Revenue and EBITDA.
    • Share price catalysts include lower crude prices, strong economic moat, and insulation from geopolitical factors.
    • Delta remains a compelling investment in the airline sector given its corporate share gains, operational reliability and benefits from industry trends.
  • Looming Pullback And Competitive Industry Can't Scare Investors From Cardinal
    Sat, Oct. 18 CAH 2 Comments

    Summary

    • Cardinal Health's strong performance in the past five years has many investors predicting a looming correction.
    • Valuation metrics show CAH is trading well above its intrinsic value.
    • 30-year trend of dividend increases and potential from acquisitions and repositioning will continue to entice investors.
  • Verizon Leads The Telecom Sector For Investors
    Thu, Oct. 16 VZ 12 Comments

    Summary

    • We have seen strong ratings for Verizon and believes it is the clear leader in the Telecom sector for investors.
    • Investment rationale includes dividend yield, attractive entry and valuation, strong management and expected earnings growth.
    • 3Q announcement of earnings should be positive for Verizon.
  • Mixed Signals From McKesson Corporation Confuse Investors
    Tue, Oct. 14 MCK Comment!

    Summary

    • McKesson is a key holding in the healthcare and pharmaceutical sector that many investors have rode to a large gain in recent years.
    • The company has given mixed signals as to where the share price will head in the coming months.
    • The time is now for investors to lock in the gains they have received in the past five years, as the markets are becoming increasingly volatile.
  • After Large Oil And Gas Industry Pullback, The Time Is Now For Chevron
    Fri, Oct. 10 CVX 18 Comments

    Summary

    • Large pullback of both small and large market cap oil and gas companies presents opportunity for investors.
    • Chevron looks poised to grow and rebound from 15% loss in the past couple of months.
    • Investment is based on strong financials, economic moat, and dividend trends.
  • Royal Dutch Shell Looks Promising On Expectations Of Continued Growth
    Tue, Oct. 7 RDS.B 2 Comments

    Summary

    • Despite being one of the largest companies in the industry, Shell is still attractive.
    • Strong 2Q2014 results likely to replicated in 3Q2014.
    • Positive trends in free cash flow and dividends will continue to reward investors.
  • Exxon Mobil Warrants Premium Valuation Despite Volatile Financials
    Wed, Oct. 1 XOM 9 Comments

    Summary

    • Exxon Mobil warrants the premium valuation on the basis of strong brand equity, despite declining 2013 revenues.
    • Diversified product lines will insulate the company from macro events.
    • Fair valuation with limited potential for upside in the next 6 to 12 months.
  • Fastenal Presents Opportunity For Investors In The Medium Term
    Mon, Sep. 22 FAST Comment!

    Summary

    • Strong balance sheet presents the company with the opportunity to fund future growth.
    • Y/Y revenue growth is likely to continue for the foreseeable future.
    • Current price is attractive for investors to be able to see returns in the medium term.
  • 3 Billion-Dollar Dividend Stocks With Shark-Filled Moats
    Jun. 28, 2012 BHP, BMY, KO 3 Comments
  • 5 'Rocketship' Stocks Deservedly At 52-Week Highs
    Jun. 21, 2012 ASML, CVS, DVA Comment!
  • Jim Cramer's Most Recent 'Buys' - And Their Flaws
    Jun. 20, 2012 COH, JBL, ORCL 3 Comments
  • 5 Billion-Dollar Companies With 5%+ Yields
    Jun. 7, 2012 ARLP, AZN, GSK 2 Comments
  • 6 Overlooked Stocks That Got Killed In The Housing Crash
    Jun. 5, 2012 EME, FIX, HXM Comment!
  • 6 Micro Caps Trading For Less Than Net Cash
    May. 24, 2012 ACTS, GENC, HKNI 3 Comments
  • 6 Undervalued Tech Giants With A Sustainable Competitive Advantage?
    May. 14, 2012 ADBE, CSCO, DLB Comment!
  • 7 Sinful Stocks Buffett Would Love
    May. 10, 2012 BTI, BUD, DEO 4 Comments
  • Top 3 Investment Books To Navigate 2012
    Jan. 17, 2012 3 Comments
  • 3 Undervalued Large Caps With A 10+ Year Dividend History
    Dec. 15, 2011 BHP, OXY, WAG Comment!
  • Credit Card Spending Growing At An Alarming Rate
    Dec. 15, 2011 AXP, COF 1 Comment