News Corp.’s Cable Assets Offset Publishing Weakness
On June 26th, News Corporation (NWS) announced that it was considering a corporate restructuring to separate its business into two distinct publicly traded companies.
Read MoreExelon: An Unreliable Performing Utility For Investors Or Customers
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...
Read MoreCan Chesapeake Take Advantage Of Stabilizing Gas Prices?
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...
Read MoreWhy Pitney Bowes’ Dividend Yield Is Now 12%
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...
Read MoreInvestment Ideas of the Week 11-26-12
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...
Read MoreLee Enterprises: Don’t Fear Berkshire’s Recent Sale
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...
Read MoreSupervalu Vs. Roundy’s: A Comparison Of Struggling Grocery Retailers
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.
Read MoreWhole Foods’ Impressive Dividend Growth
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%...
Read MoreSprint’s Recent Strategic Transactions Validate Our September Calls On The Company
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...
Read MoreWill Tesla’s Performance Live Up To Its CEO’s Hype?
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.
Read MoreMcDonald’s: Don’t Look Back, Yum Brands Is Gaining On You
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...
Read MoreCisco’s Undervalued At Less Than 10X Adjusted EPS
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.
Read MoreDell’s Deterioration Was Disappointing To David Einhorn
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...
Read MoreIs Berkshire Hathaway Media Group Publishing Profits For Warren?
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.
Read MoreDr. Buffett Has Diagnosed Johnson & Johnson As Too Big To Succeed
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...
Read MoreVerizon Is Now The Best Way To Get Exposure To Verizon Wireless
We published our report analyzing and evaluating Verizon Communication’s (VZ) ability to pay its lofty 4.7% dividend yield in September.
Read MoreWill BlackBerry 10 Put Research In Motion Back In Motion?
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...
Read MoreWill Annaly Capital’s Diversification Efforts Result In Di-Worse-ification?
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...
Read MoreStudent Transportation Is Dead Money Even With Its 9% Dividend Yield
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 MoreInvestment Ideas of the Week 11-19-12
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)...
Read MoreAGNC Offers Investors A 16% Yield And Better Operating Performance Than Annaly
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...
Read MoreSprint May Not Be Verizon But At Least It’s Not T-Mobile
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...
Read MoreKraft Foods Is Cooking Up A 4.5% Yield And Improved Results
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...
Read MoreArmour Residential Offers Investors 15.5% Yield And Better Performance Than Annaly
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...
Read MoreCan McDonald’s Maintain Its Dominant Competitive Position?
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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