Accenture Shakes Off Weak Economic Environment
On September 27th Accenture (ACN) reported its EPS after the close of trading. We saw that the company was able to overcome a weak macroeconomic environment during the...
Read MoreSprint Is Still A Stronger Telecom Turnaround Than RIM
We believe that if investors want exposure to a telecom company that offers great turnaround potential, they should buy Sprint Nextel (S) instead of Research In Motion (RIMM). Despite...
Read MoreStudent Transportation’s 8% Dividend Yield Doesn’t Divert From Poor Financial Management
Last year, we evaluated Student Transportation Inc (STB) as an investment. We were intrigued by its high yield of 8% however we were displeased by the fact that...
Read MoreHow Microsoft Can Free Its Foreign Source Cash And Return It To Shareholders
On September 18, Microsoft Corporation (MSFT) announced that it would increase its quarterly per share dividend payout from $.20 to $.23. We were so disappointed in the “incrementalist” dividend increase...
Read MoreFirst Solar: At Least It Is Not JinkoSolar
Despite the fact that we were impressed with First Solar’s (FSLR) Q2 2012 recovery with regards to revenues and profits, we’re still not fans of the solar companies. As sympathetic...
Read MoreFord Motor Company: At Least It’s Profitable, Unlike Tesla
Despite the fact that Ford Motor Company (F) suffered through a tough Q2 2012 performance in Q2 2012 due to the weakness in the European market, a slowdown...
Read MoreResearch In Motion: It’s BlackBerry 10 Or Bust!
Research in Motion’s (RIMM) stakeholders can celebrate the fact that the company’s Q2 FY2013 adjusted loss of $0.27 per share ($142M) was less than the $192M incurred in...
Read MoreShell’s Shale Oil Expansion
Royal Dutch Shell (RDS.A) is a large oil and gas producer in North America that has been making acquisitions that are sure to increase its yields in the...
Read MoreNokia’s New Strategy: Rely On Apple’s License Revenue And Dispose Of Remaining Operations
We at Saibus Research love furious, intellectually-stimulating debate. That’s probably why we have set-up our own investment research firm. We love investment research because it is the most...
Read MoreGeneral Growth Properties: We’re Glad GGP Rejected Ackman’s Demands
We entered into a long position in General Growth Properties (GGP) in 2009 when it was trading at ~$2/share and it was facing a technical bankruptcy due to...
Read MoreThe Likeliness of Emergency Oil Reserve Tap from the President
Hours before accepting his Democratic nomination September 6th, President Barack Obama wasn’t exactly focused on how he’d be presenting his speech to the crowd gathered in Charlotte, North...
Read MoreCenturyLink Vs. Windstream: Comparison Of 7-9% Dividend Yields And Cloud Computing Operations
In our May 14th research report on CenturyLink (CTL), we couldn’t help but notice how CenturyLink and its rural telecom competitors have had numerous dealings with Verizon Communications (VZ). We...
Read MorePhilip Morris’s Dividend Growth Is An Annual September Tradition
There are two traditions in America that a person can set their watch to during the month of September. The first tradition is the Back-To-School period, which we used to...
Read MoreApple’s iPhone 5 Is Already Outselling Nokia’s Lumia Windows Phones
All of Apple’s (AAPL) detractors let out a loud, collective cheer that was heard all the way around the world when the company reported sales results for its new iPhone...
Read MoreResearch In Motion: iPhone 5 Goes On Sale While BlackBerry Network Goes Out Of Service
We still find ourselves amused that the name of the BlackBerry vendor is Research in Motion (RIMM). We think that somewhere around 2011, someone injected a large dose of curare in...
Read MoreCitigroup: Sandy Weill’s Jealous Because Jamie Dimon Succeeded Where He Failed
We used to admire Sanford I. Weill for his career in the financial services industry and for his role in creating Citigroup (C). We were most impressed with...
Read MoreMicrosoft Blew It With Windows Mobile And Windows Phone
On September 5th, Nokia (NOK) announced its two newest Lumia smartphone devices that will be running on Microsoft’s (MSFT) Windows Phone 8 operating system at Nokia World 2012. We...
Read MoreInvestment Ideas of the Week 9-24-12
Top 5 ideas of the week: CYS Investments (CYS) Despite the fact that CYS Investments (CYS) cut its dividend by 10% beginning with its Q3 dividend distribution, it...
Read MoreExelon’s Counting On New Fracking Regulations To Boost Natural Gas Prices
We were especially pleased that the last two installments in our multi-part analysis on Exelon Corporation (EXC) have been recognized for the high level of quality and unique analysis and research we...
Read MoreSprint Is Enjoying Strong iPhone 5 Sales And Sees Potential Wireless Consolidation
On September 19th, Sprint Nextel (S) had presented at Goldman Sachs’ Communicopia Conference. While Sprint did not divulge iPhone 5 sales figures like AT&T (T), we would expect...
Read MoreCYS: 12% Dividend Yield Even After 10% Dividend Cut
Despite the fact that CYS Investments (CYS) cut its dividend by 10% beginning with its Q3 dividend distribution, it is still providing a solid 12% dividend yield to...
Read MoreNokia And Research In Motion Are Jockeying For Third Place Behind Android-iOS Duopoly
Nokia Corporation (NOK) held its annual Nokia World event on September 5 and 6 and at that event it introduced its new Lumia 920 and new Lumia 820 smartphone devices. Like...
Read MoreMicrosoft’s Disappointing Dividend Boost Doesn’t Divert From Poor Capital Allocation
On September 18th, Microsoft (MSFT) announced that it would increase its quarterly per share dividend payout from $.20 to $.23. This represents a 2.96% yield based on the...
Read MoreIntel: We Can See Why Berkshire Sold Its Intel Position
On August 24th, Berkshire Hathaway (BRK.B) released its Q2 2012 13F-HR report in which it showed that it liquidated its position in Intel Corporation (INTC). We believe that despite the fact...
Read MoreLee Enterprises Needs To Sell More Newspapers
On September 10th, Lee Enterprises (LEE) announced that it had agreed to sell one of its community newspaper publishing companies. Lee entered into an agreement with San Diego...
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