Kaiser Aluminum (NASDAQ:KALU) has everything I like to see in a company. I believe the company has opportunity to continue growing and perhaps experience multiple expansion. I like how much cash they return to shareholders. I like how little debt they have. They may not be the most
Elon Musk recently admitted that Tesla's stock value is out of control. "I do believe this market cap is higher than we have any right to deserve," he said in an interview for the Guardian newspaper in the UK about Tesla (NASDAQ:TSLA) shares.
Listed on the Malaysian Stock Exchange and also traded over the US OTC markets (OTC:GMUAF), Gamuda is one of the largest infrastructure developers in Malaysia. Furthermore, the firm has property development operations and also operates infrastructure concessions.
Infrastructure engineering and construction (62% of FY16 revenues and 25% of PBT): Under this division, Gamuda....More>>>
Banks are seeing significant returns, with some outperforming the market indices in 2016. With the market currently in consolidation and President-Elect Trump close to beginning his term, investors are on the sidelines waiting for clearer indicators of what is to come in 2017 as well as during Trump’s remaining time in his term. The question remains whether the banking sector has been curtailing....More>>>
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.
Spencer Platt/Getty Images
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>>>
Lately, there have been a lot of questions about the overvaluation of stocks in the cybersecurity space. I've had contributors who think the entire sector should be shorted. I mean, regardless of growth rate, ROIC or P/E, just short the entire sector and its glory.
Welcome to another installment of "3 Things in Biotech You Should Learn Today." In this episode, we're going to consider the news of a few "out there" technologies, namely CRISPR gene editing and tumor-treating fields. Then, we'll come back to something a little closer to conventional.
As if tax time werent tough enough, scammers are doubling down efforts to steal more of your hard-earned money. According to the Internal Revenue Service, theres a spike in online tax scams and an aggressive phone scam is making the rounds again, too.
No matter what happens with the economy, one fact will always hold true — people need to eat. The past few years have seen the industry change significantly as consumers’ definition of ‘healthy” changed from low fat and low sugar to organic and natural. While this shi
2017 is looking like a good year for American workers. We’ve just had the 75th straight month of job growth and — according to a new CareerBuilder survey — 40% of employers plan to hire full-time employees. What’s more, 66% expect to increase salaries on initial job offers