Finding a traditional retailer worth buying these days is a daunting task. All you hear about is how Amazon (NASDAQ:AMZN) is killing brick-and-mortar retail. Shopping habits are changing. It's so easy to compare prices from one retailer to the next, then simply have the one with the best pri
Despite rising consumer confidence, a lot of factors are plaguing the U.S. economy of late. We note that the market is currently caught between weaker-than-expected March employment data, President Donald Trump’s airstrike against Syria and new policies from Federal Reserve (‘Fed
Boeing (NYSE:BA) has been a favorite of mine in the mega-cap space for some time as I’ve liked the company’s fundamentals. But even more than that, its capital return strategy has been extremely attractive as Boeing takes excess capital and returns it in the billions via a sizable dividend and buyback. I love well-executed buybacks because they can provide a....More>>>
Macy’s (NYSE:M) is a value investor’s dream. The company is a highly profitable, best of breed department store with significant assets and cash flow, a solid management team, a large and safe dividend, and a clear path to the monetization of under utilized real estate. Even with the beginning stages of real estate monetization happening today, and even with the company having received....More>>>
Yesterday, President Obama signed into law the 21st Century Cures Act, a piece of legislation that had rare overwhelming bi-partisan support. The White House issued this statement about the legislation as it passed through Congress on November 30th:
This critically important legislation will get states the resources they need to fight the heroin and prescription opioid epidemic. It invests....More>>>
Cutting-edge and high-yield are not two terms that are heard together often. Cutting-edge conjures up thoughts of growth focused internet or high-tech firms creating novel products and services. High-yield, however, makes one think of stodgy, slow-growing REITs or blue-chip stocks producing a high dividend yield but not much upside.
Stocks finished the week mixed despite volatility surrounding the release of the hawkish minutes from the FOMC’s April meeting.
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The S&P 500 rose 0.3%% to 2,052.32 this week after rising 0.6% today, while the Dow Jones Industrial Average fell 0.2% to17,500.94 this week after advancing 0.4% today. The Nasdaq Composite climbed 1.1% to4,769.56....More>>>
It was just over a year ago that I wrote about Kinder Morgan Inc. and its debt and what I thought the company needed to do (here, here and here). The stock was below $17 at the time, it fell to a closing low of just above $12 in late January and is now back above $21 having paid 50 cents in dividends.
The credit markets have also rewarded the company. I am loathe to....More>>>
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>>>
In a survey of American workers released last week by the Employee Benefit Research Institute, only 37% said they were somewhat or very confident that the Social Security system will continue to provide benefits of at least equal value to the benefits received by retirees today.
Do you have a program to help you with your finances at work? April 3rd is Employee Benefits Day so this month is the perfect time to ask your HR department about your financial wellness benefit -- one of the “four financial Fs” Americans need to know in 2017
We write this introduction early Friday, with the fate of the U.S. House of Representatives vote on the American Health Care Act (AHCA) yet to be determined. While any prediction we utter to the result will look stupid soon enough, we can say that this is surely not going to be the end of po
Peer to peer (P2P) lending has taken off in recent years. Various fintech companies such as Lending Club, Prosper and Funding Circle and many more have shown that there's a business directly connecting those that are looking to borrow with individuals willing to lend. This is previously a busines