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June 2012 - Saibus Research

June 2012

News Corp’s Spin-Off, We’re Bullish on the Cable Assets

By Saibus Research - 29th June 2012

On June 26th, News Corporation (NWS, NWSA) announced that it was considering a corporate restructuring to separate its business into two distinct publicly traded companies.  While News Corp...

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Breakdown Of Berkshire’s Investments In Boring Broadsheets

By Saibus Research - 29th June 2012

Recently, we wrote about Berkshire’s recent newspaper investments. We received a boisterous level of feedback and were inspired to follow-up on our initial research report. In this report, we were interested...

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Wisconsin Energy: A High Yielding Utility To Power Your Portfolio

By Saibus Research - 29th June 2012

We have been impressed with the performance of Gale Klappa and his management team since they took over the executive leadership ofWisconsin Energy Corporation (WEC) from Richard Abdoo and...

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American Capital Agency: This Best-In-Breed mREIT Sports A 15.4% Dividend Yield

By Saibus Research - 29th June 2012

We previously had a position in American Capital Agency Corporation(AGNC) and we noticed that it went ex-dividend on June 19. We also noticed that AGNC’s little mortgage Real Estate...

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BlackRock Executive Departures: A Case Of Addition By Subtraction

By Saibus Research - 29th June 2012

We own BlackRock (BLK) and have owned it since 2004, six months before it announced its first major acquisition. We were especially pleased that our first published report on BlackRock...

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Supervalu: 8% Dividend Yield And Super Value For Investors

By Saibus Research - 29th June 2012

When investing in turnaround companies, we believe it is essential to perform strong due diligence on the company even when it is paying an 8% dividend yield and...

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LDK Solar: A Broken Growth Stock

By Saibus Research - 28th June 2012

We are not fans of the solar companies. Despite receiving billions of dollars in direct and indirect subsidies, these companies continue to burn through cash worse than Frankie “the...

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Visa Continues To Exceed Our Expectations

By Saibus Research - 28th June 2012

We entered into a long position in Visa (V) last April, two months before the Federal Reserve announced that it was modifying the Durbin Amendment. Before this modification, investors were...

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Why Investors Will Go Further In Ford Than General Motors

By Saibus Research - 28th June 2012

In response to Berkshire Hathaway‘s (BRK.A and BRK.B) $260M investment in General Motors Company (GM), we analyzed GM versus Ford Motor Company (F). We touched upon the decline of General Motors and how it went...

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Philip Morris Blows Smoke In Its Competitors’ Faces

By Saibus Research - 28th June 2012

We were pleased to get a positive reception on our first report about Philip Morris International (PM). We have held a long position in Philip Morris International since March 31, 1999, when...

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Portfolios Go Better With Coke Than Pepsi

By Saibus Research - 28th June 2012

At Saibus Research, one of our earliest investing influences was Warren Buffett and Berkshire Hathaway (BRK.A). We saw that Berkshire was in the right place at the right...

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Teva: Inexpensive For An Industry Leading Generic Drug Maker

By Saibus Research - 27th June 2012

We understand that Teva Pharmaceutical Industries (TEVA) has had some challenges recently, which explains why it has declined from its 2010 peak of $64.95 per share. However, we...

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Exelon’s Bright 5.6% Dividend Yield And Dim EPS Outlook

By Saibus Research - 27th June 2012

On June 8th, our report analyzing and comparing Exelon (EXC) versus Wisconsin Energy (WEC) was published. Our thesis was that dividend investors should consider Wisconsin Energy instead of EXC because Wisconsin Energy...

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CYS Investments’ Sharp 14.1% Dividend Yield

By Saibus Research - 27th June 2012

We have a position in CYS Investments (CYS) and we noticed that it went ex-dividend on June 21st. Before it went ex-dividend, we were concerned that the company...

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Sprint Versus Nokia: A Tale Of 2 Telecom Turnaround Stories

By Saibus Research - 27th June 2012

We believe that if investors want exposure to a telecom company that offers great turnaround potential, they should buy Sprint Nextel (S), instead of Nokia (NOK). Both companies were pioneers in the...

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VISA: It’s Everywhere You Want To Be, Which Includes Your Portfolio

By Saibus Research - 27th June 2012

VISA, it’s everywhere you want to be, which includes in your portfolio.  We recommend VISA as an Accumulate, $142.97/share target price RECOMMENDATION We are reiterate our “Accumulate” recommendation...

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Thermo Fisher Scientific: Solid Results for Q1 2012

By Saibus Research - 26th June 2012

We are planning to invest in Thermo Fisher Scientific (TMO), the industry leader in the life sciences instruments industry.  We are considering investing in Thermo versus Agilent (A),...

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Jamie Dimon Goes Two-For-Two With His Testimony

By Saibus Research - 26th June 2012

Our report on Jamie Dimon’s Testimony before the Senate Committee generated much feedback from readers. In our opinion, while Jamie Dimon is certainly far from infallible, we find him to...

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HP To Mark Hurd: Please Come Back, All Is Forgiven

By Saibus Research - 26th June 2012

We recently compared, analyzed and evaluated the financial performance of Hewlett-Packard (HPQ) and Oracle (ORCL) since Mark Hurd was forced out. We have to agree with Oracle CEO...

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Discovery Communications: Tune Into This Media Company

By Saibus Research - 25th June 2012

We recommend Discovery Communications Inc (NASDAQ DISCK) as a Strong Buy based on strong revenue and profit growth from scientific, educational and non-fiction media content business and ample...

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Investment Ideas of the Week 6-25-12

By Saibus Research - 25th June 2012

This past week, we had a lot of investment ideas on our plate. Our main focus was the Healthcare Sector, which we found to be the most undervalued...

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If You Like Duke Energy, You’ll Love Wisconsin Energy

By Saibus Research - 22nd June 2012

In our first report on the utilities sector, we compared, analyzed and evaluated Southern Company (SO) versus Wisconsin Energy (WEC). We were familiar with the growth story and...

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Why We Like Teva Pharmaceutical Industries

By Saibus Research - 22nd June 2012

COMPANY OVERVIEW Teva Pharmaceuticals Industries (NYSETEVA, TASETEVA) is the industry leader in the generic pharmaceuticals industry.  They also offer important branded drugs, branded & generic respiratory products, as...

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Extra! Extra! Berkshire Buys Into Broke And Boring Broadsheets

By Saibus Research - 21st June 2012

At Saibus Research, our investment style is focused on deep value companies, special situations and high-quality business franchises. One of the earliest influences for the principals of Saibus Research was...

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Thermo Fisher Scientific: An Undervalued Innovator in the Life Sciences Industry

By Saibus Research - 21st June 2012

We are planning to invest in Thermo Fisher Scientific (TMO), the industry leader in the life sciences instruments industry.  We are considering investing in Thermo versus Agilent (A),...

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