Bernstein’s Steven Winoker and team contend that Brexit is “bad for all our companies it is just a matter of degree.” They explain why Tyco International (TYC), Idex (IEX), Danaher (DHR),Honeywell International (HON) and Emerson Electric (EMR) could feel some degree of pain:
While the direct revenue exposure to the UK is relatively small across....more>>>
Two weeks ago, SA contributor “Alpha Gen Capital” wrote an article recommending buying Communications Sales & Leasing (NASDAQ:CSAL) stock due to its 9.6% dividend yield and possible growth opportunities. Those who follow me (and they are few) are aware of my short position which I initiated a couple of weeks ago in Crown Castle International (NYSE:CCI), read the article here, a competitor....more>>>
More Valeant Pharmaceuticals news broke late yesterday (Tuesday) when the company announced that it’s in advanced talks to sell one of its key drugs.
According to The Wall Street Journal, Valeant is trying to sell its stomach drug business. The buyer is reportedly Takeda Pharmaceutical Co. The price tag is $10 billion. The purchase would include about $8.5 billion in cash and future....more>>>
General Electric (NYSE:GE) is one of the most outstanding dividend plays out there. Not only has the company paid out a dividend for more than 100 uninterrupted years, it has also grown that dividend in most years. GE’s current yield of 3% is considerably higher than the Dow Jones Industrial Average (INDX:INDU) average yield of 2.76%.
Anything that would threaten that dividend is, therefore,....more>>>
As I referenced in an article yesterday, over the next few weeks I intend to focus on researching REITs that are projected to deliver the most robust FFO, dividend and NAV growth.
The reason for this tactical research is that I believe that REITs with the best FFO growth can potentially offset any diminution in net asset values, which would be pressured by rising interest rates and capitalization....more>>>
ConocoPhillips (NYSE:COP) is the world’s largest independent oil and gas exploration company. Like its competitors, the company has been deeply hurt by the recent downturn in oil prices that started in 2014. In response to the downturn, ConocoPhillips has aggressively cut into its cost structure in order to target a $45 breakeven cost where its operating cash flow....more>>>
Credit Suisse analysts Michael Exstein and Anjani Vedula call Kohl’s (KSS) the “canary in the coal mine” for mall retailers. They explain why:
Rarely does a sector see a secular shift as dramatic as the one now occurring in retail in general and the mall anchors specifically. After last year’s poor operating and stock performance, many retail investors are now expecting....more>>>
Yesterday, our Elite Opportunity Pronewsletter suggested large cap restaurant stock Yum! Brands, Inc NYSE: YUM) as a short tradefor our short-term portfolio:
Don’t get me wrong, on an extremely long-term basis we like YUM. However, based on where the stock is trading, and more importantly what appears to be surfacing technically, I think there’s downside ahead for the stock before....more>>>