November 2012

News Corp.’s Cable Assets Offset Publishing Weakness

By Saibus Research - 30th November 2012

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

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Exelon: An Unreliable Performing Utility For Investors Or Customers

By Saibus Research - 29th November 2012

We have been publishing our analysis and research on Exelon Corporation (EXC) since June in the wake of the Wisconsin recall elections. Our thesis is that the two states where...

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Can Chesapeake Take Advantage Of Stabilizing Gas Prices?

By Saibus Research - 29th November 2012

We previously analyzed and evaluated how Chesapeake Energy (CHK) has gone from being a shooting star of the energy business to requiring significant asset sales in order to shore up...

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Why Pitney Bowes’ Dividend Yield Is Now 12%

By Saibus Research - 27th November 2012

Over the last couple of weeks, we have been analyzing and evaluating Pitney Bowes Inc (PBI). Pitney Bowes has been a part of the S&P 500 since its...

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Investment Ideas of the Week 11-26-12

By Saibus Research - 26th November 2012

Top 5 ideas of the week:  Berkshire Hathaway (BRK.B, BRK.A) In June, we wrote about Berkshire’s recent newspaper investments. We followed up that report with a deep dive of the newspaper...

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Lee Enterprises: Don’t Fear Berkshire’s Recent Sale

By Saibus Research - 24th November 2012

We have been long Berkshire Hathaway (BRK.B, BRK.A) since early last year. We took a stake in Lee Enterprises (LEE) this year because of Warren Buffett’s $85M investment in...

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Supervalu Vs. Roundy’s: A Comparison Of Struggling Grocery Retailers

By Saibus Research - 22nd November 2012

Although Supervalu Inc. (SVU) has failed to turn the corner in its multi-year turnaround project, we see some hope for the once-proud retailer.

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Whole Foods’ Impressive Dividend Growth

By Saibus Research - 22nd November 2012

We have held a long position in Whole Foods Market (WFM) since 1999. We dramatically increased our position in March 2001 when the company had suffered a 25%...

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Sprint’s Recent Strategic Transactions Validate Our September Calls On The Company

By Saibus Research - 22nd November 2012

We are long Sprint Nextel Corporation (S) and have published numerous reports on the company due to its progress in establishing itself as a viable alternative to AT&T...

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Will Tesla’s Performance Live Up To Its CEO’s Hype?

By Saibus Research - 22nd November 2012

We previously published our research report on how Tesla Motors (TSLA) was racking up losses, burning through cash as if it was an arsonist and its production difficulties.

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McDonald’s: Don’t Look Back, Yum Brands Is Gaining On You

By Saibus Research - 22nd November 2012

We have to tip our hats to McDonald’s Corporation (MCD) for its performance since it hit its “rock-bottom” in 2002. Although there was no question that MCD was still the...

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Cisco’s Undervalued At Less Than 10X Adjusted EPS

By Saibus Research - 20th November 2012

On November 13th, Cisco Systems (CSCO) announced better than expected earnings results and offered a conservative forward outlook with a revenue midpoint in line with expectations.

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Dell’s Deterioration Was Disappointing To David Einhorn

By Saibus Research - 20th November 2012

While we were pleased that Dell Inc (DELL) decided to suck it up, admit its age and begin paying dividends to shareholders, we don’t believe that will divert investors from...

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Is Berkshire Hathaway Media Group Publishing Profits For Warren?

By Saibus Research - 19th November 2012

In June, we wrote about Berkshire’s recent newspaper investments. We followed up that report with a deep dive of the newspaper portfolio of Berkshire’s newspaper investees.

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Dr. Buffett Has Diagnosed Johnson & Johnson As Too Big To Succeed

By Saibus Research - 19th November 2012

We are amazed that Johnson & Johnson’s shares (JNJ) have held up better than the S&P 500 over the last month. JNJ’s shares have only declined by less...

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Verizon Is Now The Best Way To Get Exposure To Verizon Wireless

By Saibus Research - 19th November 2012

We published our report analyzing and evaluating Verizon Communication’s (VZ) ability to pay its lofty 4.7% dividend yield in September.

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Will BlackBerry 10 Put Research In Motion Back In Motion?

By Saibus Research - 19th November 2012

All of Research in Motion’s (RIMM) stakeholders let out a loud cheer of relief when the company announced that it would meet its January 30th, 2013, launch date...

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Will Annaly Capital’s Diversification Efforts Result In Di-Worse-ification?

By Saibus Research - 19th November 2012

We were previously attracted to the mortgage Real Estate Investment Trust Sector due to the ability of the firms to effectively utilize leverage in order to provide investors...

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Student Transportation Is Dead Money Even With Its 9% Dividend Yield

By Saibus Research - 19th November 2012

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...

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Investment Ideas of the Week 11-19-12

By Saibus Research - 19th November 2012

Top 5 ideas of the week:  Hilltop Holdings / SWS Group (HTH) (SWS) HTH: Q1 2013 Progress Report on SWS Group (Hilltop Holdings owns 17% of its Stock)...

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AGNC Offers Investors A 16% Yield And Better Operating Performance Than Annaly

By Saibus Research - 19th November 2012

Although American Capital Agency’s (AGNC) salad days have passed it by, this isn’t due to anything that could be laid at the feet of the company’s management. We...

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Sprint May Not Be Verizon But At Least It’s Not T-Mobile

By Saibus Research - 19th November 2012

In October, we analyzed and evaluated the recent telecom tie-ups between T-Mobile USA and MetroPCS (PCS) as well as Sprint Nextel (S) and SoftBank (SFTBF.PK). We concluded that Sprint was...

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Kraft Foods Is Cooking Up A 4.5% Yield And Improved Results

By Saibus Research - 16th November 2012

We considered selling our position in Kraft Foods Group (KRFT) that we received upon its separation and spin-off from Mondelēz International (MDLZ). However, based on the tone of...

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Armour Residential Offers Investors 15.5% Yield And Better Performance Than Annaly

By Saibus Research - 15th November 2012

Armour Residential REIT Inc (ARR) recently announced its quarterly results. While Armour is not going to be confused with American Capital’s mREIT offerings and we had to carefully...

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Can McDonald’s Maintain Its Dominant Competitive Position?

By Saibus Research - 15th November 2012

In our August report on McDonald’s Corporation (MCD), we analyzed and evaluated its strong performance from 2002-2012 as well as the slowdown in its recent performance. We concluded that McDonald’s...

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