Time to Take Profits in Rouse PropertiesPosted on 05/31/2013 in Investment Ideas tagged real estate We hold Rouse Properties (RSE) from our legacy General Growth Read more … Student Transportation: Evaluating The Sustainability Of Its 8.6% Annual Dividend YieldPosted on 05/23/2013 in Investment Ideas tagged dividends, short, shorting We evaluated Student Transportation Inc. (STB) as an investment during Read more … Can Windstream Maintain Its Ample Dividend Yield?Posted on 05/22/2013 in Investment Ideas tagged dividends, telecom Although CenturyLink (CTL) is still the primus inter pares of Read more … Tesla May Be The Last One StandingPosted on 05/22/2013 in Investment Ideas tagged automotive, autos, short, shorting The U.S Energy Department loan program has provided a boost Read more … Wal-Mart Continuing To Fight Economic HeadwindsPosted on 05/22/2013 in Investment Ideas tagged consumer staples, retail Wal-Mart (WMT) reported a profit of $1.14 diluted EPS for the first Read more … Tesla Proved The Shorts Wrong But Can It Survive Independently?Posted on 05/14/2013 in Investment Ideas tagged automotive, autos, short, shorting Since we last talked about Tesla (TSLA) with the Wall Street Read more … Did Ron Johnson Wreck J.C. Penney?Posted on 05/10/2013 in Investment Ideas tagged ackman, retail, turnaround We have been following J.C. Penney Company Inc. (JCP) off Read more … Expect An Earnings Rebound For Tiffany & Co.Posted on 05/10/2013 in Investment Ideas tagged commodities, retail Tiffany & Co. (TIF) reported 4Q12 EPS of $1.40, a Read more … Get Comfortable With Select ComfortPosted on 05/09/2013 in Investment Ideas tagged home furnishing, retail Founded in 1987, Select Comfort (SCSS) operates in the specialty Read more … Will Donnelley’s Dividend Avoid A Decline?Posted on 05/09/2013 in Investment Ideas tagged industrials We previously analyzed and evaluated R.R. Donnelley & Sons Company Read more … Is Cliffs Natural Resources A Value, Or A Value Trap?Posted on 05/09/2013 in Investment Ideas tagged commodities, metals Cliffs Natural Resources (CLF) has gone from being a shooting Read more … State Street Is A Stress-Free Trust BankPosted on 05/09/2013 in Investment Ideas tagged asset managers, banks, custodians, financials Although we were displeased to see State Street Corporation’s (STT) Read more … Media Industry ReviewPosted on 05/06/2013 in Investment Ideas tagged berkshire, buffett, media, newspapers Our “Media” investment theme in our portfolio has done extremely Read more … Berkshire Hathaway Is Undervalued By 20%-25%Posted on 05/04/2013 in Investment Ideas tagged berkshire, buffett, financials We don’t see Warren Buffett, Todd Combs and Ted Wechsler repeating Read more … Exelon: The President’s Utility Continues Its Record Of FutilityPosted on 05/04/2013 in Investment Ideas tagged dividends, utilities We think Exelon Corporation’s (EXC) Chief lobbyist Elizabeth Moler said Read more … BlackRock: This Industry-Leading Asset Manager Is Like A RockPosted on 05/04/2013 in Investment Ideas tagged asset managers, financials We enjoy covering BlackRock (BLK) because it is the industry Read more … Lee Enterprises’s Revenue Is Starting To StabilizePosted on 05/04/2013 in Investment Ideas tagged berkshire, buffett, media, newspapers We were disappointed that Lee Enterprises’ (LEE) progress in narrowing Read more … Investment Ideas of the Week – Free NewsletterPosted on 05/03/2013 in Investment Ideas of the Week Saibus Research: Dividend Value Newsletter Sign up for our investment newsletter for Read more … Will Pitney Bowes’ New Management Stabilize Sales?Posted on 05/01/2013 in Investment Ideas tagged dividends, software, technology Although Pitney Bowes (PBI) is struggling to hold on to Read more … Citigroup: Can Citi’s Comeback Continue?Posted on 05/01/2013 in Investment Ideas tagged asset managers, banks, financials In our previous reports on Citigroup (C), we cannot repeat enough how Read more … Wisconsin Energy: 70-Plus Years Of Reliable Dividend PaymentsPosted on 05/01/2013 in Investment Ideas tagged energy, utilities We continue to be amazed with the performance of Gale Read more …
