July 2012

SuperValu: Meet The New Boss Mr. Sales

By Saibus Research - 31st July 2012

We noticed that SUPERVALU (SVU) has fired its CEO and President Craig Herkert and replaced him with its Non-Executive Chairman of the Board Wayne Sales during the morning...

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Nokia’s Muddling In Mediocrity

By Saibus Research - 31st July 2012

We previously published our investment research report analyzing Nokia Corporation‘s (NOK) struggles. Due to the interest that report generated, we followed it up by researching, analyzing and evaluating Nokia’s turnaround...

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Sprint’s Long-Term Corporate Evolution

By Saibus Research - 31st July 2012

Sprint Nextel Corporation (S) is continuing its long-term evolution as a telecom company. Sprint’s progress in overcoming the strategic and operational mishaps of the Nextel merger have impressed us...

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Check Point Software Technologies: 9% Revenue Growth in the Face of the Eurozone Crisis

By Saibus Research - 31st July 2012

We entered into a long position in Check Point Software Technologies (CHKP) after it reported its Q1 EPS because we were shocked at the price drop that resulted...

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Investment Ideas of the Week 7-30-12

By Saibus Research - 30th July 2012

Last week we released two new reports, one on State Street and the other on Check Point Software, both after their earnings. We keep both in our portfolio...

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Apple: Our Fair And Balanced Analysis Of Apple’s Performance

By Saibus Research - 30th July 2012

All of Apple’s (AAPL) detractors let out a loud, collective cheer when the company reported results that missed consensus expectations. While we did not publish a Q3 2012...

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Coca-Cola Performs Better Than Pepsi But Both Are Fairly Valued

By Saibus Research - 30th July 2012

We previously wrote about why we at Saibus Research preferred the taste of Coca-Cola (KO) for our portfolios instead of Pepsi (PEP). The only problem we have with investing in...

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Altria: 4.6% Dividend Yield For This Consistent Cash Cow

By Saibus Research - 30th July 2012

We have been long Altria Group (MO) and its predecessor companies since March 1999 and we have been pleased with the results of the company and its spin-offs...

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AT&T: Time To Milk This Cash Cow For A 5% Dividend Yield

By Saibus Research - 27th July 2012

We added to our position in Sprint (S) last month based on that company’s efforts to turn itself around, as well as the fact that we saw Sprint potentially...

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Verizon: 4.5% Annual Dividend Yield For This Industry-Leading Wireless Carrier

By Saibus Research - 27th July 2012

We added to our position in Sprint (S) last month based on that company’s efforts to turn itself around, as well as the fact that we saw Sprint potentially...

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Philip Morris: Nothing Can Stop This Industry Leader

By Saibus Research - 27th July 2012

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

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Check Point: An Undervalued Software Company

By Saibus Research - 27th July 2012

COMPANY OVERVIEW Check Point (CHKP) is an industry leading developer, marketer and supporter of software and hardware products and services for information technology security applications worldwide.  CHKP provides...

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Microsoft: The Good, The Bad And The Ugly

By Saibus Research - 25th July 2012

We are amazed at Microsoft’s (MSFT) mediocre performance as a stock since the dot-com implosion. In December 1999, Microsoft’s stock price reached a pre-split high of nearly $120...

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Full Stock Report: State Street (STT)

By Saibus Research - 25th July 2012

COMPANY OVERVIEW State Street Corp (STT) is the holding company for State Street Bank and Trust (world’s second largest custody banking institution) and subsidiaries.  The bank provides institutional...

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CYS Investments: 14% Dividend Yield And Continued Solid Performance

By Saibus Research - 24th July 2012

We published our research on CYS Investments (Cypress Sharpridge Investments, Inc: CYS) after it went ex-dividend. We were surprised that the company issued a secondary public offering of stock recently due to the fact that...

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State Street: Undervalued Industry Leader But Needs To Focus On Completing $1.8B Buyback

By Saibus Research - 24th July 2012

We previously published our investment research report series recommending State Street Corporation (STT). We were pleased to see that the company was able to show progress in reducing...

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Wisconsin Energy Shines Brighter Than Exelon

By Saibus Research - 23rd July 2012

Last month, we analyzed and evaluated Exelon Corporation (EXC) versus Wisconsin Energy Corporation (WEC), one of our portfolio holdings and the only utility that we have a position in. We analyzed Wisconsin Energy versus...

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Investment Ideas of the Week 7-23-12

By Saibus Research - 23rd July 2012

As 2nd quarter earnings season is in full effect, we continue to update reports on the investments we follow. Last week included updates on some of the big...

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Cintas Q4 Meets Our Expectations, We’re Content with 2013 Outlook

By Saibus Research - 20th July 2012

We entered into a long position in Cintas (CTAS) in March.  Despite the market volatility having an impact on the company’s share price, we are pleased that the...

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Meredith Whitney’s Muni Massacre And The Recent California Municipal Bankruptcies

By Saibus Research - 19th July 2012

In the wake of the trifecta of California municipal bankruptcies, we couldn’t help but remember Meredith Whitney’s December 19th, 2010 prediction that “between fifty and a hundred counties,...

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American Capital Agency Secondary Offering: Premium To Book Still Too High

By Saibus Research - 18th July 2012

We wrote about American Capital Agency (AGNC) after it went ex-dividend on June 19th. Based on the run-up in the shares recently, we believed that the company would take advantage...

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Nokia: Lumia Price Cut Not The Solution To Lagging Sales

By Saibus Research - 17th July 2012

We previously published our investment research report analyzing Nokia’s(NOK) struggles. Due to the interest that report generated, we decided to follow it up by researching, analyzing and evaluating Nokia’s turnaround efforts...

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Citigroup’s Gaining On JPMorgan And Wells Fargo

By Saibus Research - 17th July 2012

We previously analyzed and reported on Citigroup Inc.‘s (C) Q1 results. Overall, we were pleased that the company is making steady progress in its recovery. When investing in companies, we believe...

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Wells Fargo Simply Outshines JPMorgan Chase

By Saibus Research - 16th July 2012

We previously analyzed Jamie Dimon’s testimony to the Senate Banking Committee and House Financial Services Committee in the wake of the multibillion dollar trading losses incurred by J.P. Morgan Chase & Company’s...

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Investment Ideas of the Week 7-16-12

By Saibus Research - 16th July 2012

Last week we  released an in depth report on Wisconsin Energy, as well as take a deeper look at the utilities sector.  In the past few months, utilities...

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