Supervalu 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% price decline in its stock in the wake of an earnings miss, concerns over its valuation and as the company was restructuring due to poor “di-worse-ification” investments (Wholepeople.com, Amrion etc.).
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 (T) and Verizon (VZ).
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 top burger chain in the world and probably the world’s leading quick-serve restaurant chain regardless of the product served, it was obvious that McDonald’s was serving up stale performance at that time.
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 the fact that Dell is disappearing into irrelevance.
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 than 5.2% since peaking at $72.52 on October 18th while the S&P 500 has decreased by 7.5% during this time period.
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 target for its BlackBerry 10 smartphone product line.
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 with high current dividend yields on their investment capital.
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 the company was guzzling gas for acquisitions and increased capital expenditures.
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) - In our August 9th report evaluating Hilltop Holdings (HTH), we had reviewed the performance of Hilltop’s $50M investment in SWS Group (SWS). Hilltop recently released its Q3 2012 results and Net Investment Income Increased by 4.6% during Q3 2012 versus Q3 2011 and 31.2% year-to-date. HKN Inc (HKN) HKN, Inc: Suspension of Coverage...
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 believe that American Capital Agency’s CEO Malon Wilkus has created one of the finest income-oriented investment vehicles with his American Capital Ltd (ACAS) company as well as its two most well-known mortgage real estate investment trust vehicles AGNC and American Capital Mortgage (MTGE).
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 a stronger company than the old T-Mobile USA as well as MetroPCS and that the T-Mobile USA/MetroPCS would not be a long-term competitive threat to Sprint even if we excluded the impact of the $8B capital infusion that SoftBank would be providing. We also expressed our discontent that Sprint felt the need to sell...
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 its September 2012 conference call, we decided to give it six quarters to prove itself rather than merely selling it off.
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 analyze and evaluate Armour’s management, we can take comfort in the fact that Armour at least generated better operating performance than the mREIT industry heavyweight Annaly Capital Management (NLY).
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 was the unquestioned, undisputed King of the Mountain with regards to fast-food restaurants in general and burger joints in particular.
Read MoreEvaluating Pitney Bowes’s 12% Yield In Relation To Its Leveraged Capital Position
Last week we had decided to analyze and evaluate Pitney Bowes Inc. (PBI) in the wake of its Q3 2012 results. We had discussed how it has gone from being one of the most solid-performing blue chip niche business services companies to seeing stagnation and somnolence in its business operations. We refreshed our knowledge of the company’s 30 year streak of increasing its dividends, including the incremental dividend growth seen from 2000 to 2012. We had also touched upon why...
Read MoreStarbucks Is Brewing Up Big Bucks For Shareholders
We have held a long position in Whole Foods Market (WFM) since 1999. We have also kept our eye on Starbucks (SBUX) for a similar period of time. While both companies operate in different industries, both companies have been game-changers in each firm’s respective industry market and both firms have been able to generate strong revenue and profit growth for at least a generation. In our mind, we consider Starbucks and Whole Foods Market to share a common bond in...
Read MoreWestern Asset Mortgage Offers Investors 16.75% Dividend Yield And Lowest Prepayment Rates
In September, we devoted a couple of reports to Legg Mason (LM) andWestern Asset Mortgage Capital Corporation (WMC). Legg Mason is the parent company of Western Asset Management and we had expressed our delight that Legg Mason was tired of its recent record of underperforming results and that it finally fired its CEO Mark Fetting. Our report on Western Asset Mortgage Capital Corporation analyzed and evaluated Western Asset Management’s entry into the Mortgage Real Estate Investment Trust game on May 15th. We were...
Read MoreEvaluating The Prospects Of An Ackman-Led Sale Of General Growth Properties
We published our evaluation of Bill Ackman’s demands for General Growth Properties (GGP) to sell itself back in September. We’re glad that GGP rejected Ackman’s demands to put itself up for sale because we believe that the company is making steady steps in order to improve its fund flows from operations. Although GGP’s stock has given up most of its Ackman related gains, we believe that GGP’s FFO improvements will help drive GGP’s stock higher than any special buyout that Ackman would...
Read MoreMondelēz International: Funny Name, But Sweet Growth Potential
On October 1st, Kraft Foods Inc executed its long awaited spin-off of its North American Grocery business as Kraft Foods Group (KRFT) and changed its name to Mondelēz International (MDLZ). When Kraft Foods Inc. announced it was renaming itself as Mondelēz, we were vexed that the company chose that name as its new corporate identity especially because we felt it to be a compressed word thought up by a committee. We weren’t the only ones who were scratching our heads as to Kraft Foods...
Read MoreTeva Is Still Healthier Than Its Big Pharma Peers
In our November 2nd report on Teva Pharmaceuticals Industries (TEVA), we were pleased that it was recognized for the highly level of quality research and independent, objective analysis that we at Saibus Research are pleased to provide to the investment community. Although Teva had come down with a whole menagerie of ailments under its former CEO and longtime army apparatchik Shlomo Yanai, we believe that Dr. Jeremy Levin will be able to diagnose these illnesses as well as proscribe a cure that will restore this patient...
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