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Feb 15, 2019
Cola Giants Fourth Quarter Earnings and Valuation Distributions
Image Source: Sean Loyless. Coca-Cola and PepsiCo expect mid-single-digit organic revenue growth to continue in 2019, but currency headwinds are impacting reported figures. We’re less than enthused about the near-term free cash flow expectations of both companies, and tepid macroeconomic growth expectations and potentially elevated costs, such as freight, are weighing on near-term outlooks. Feb 15, 2019
Dividend Increases/Decreases for the Week Ending February 15
Let's take a look at companies that raised/lowered their dividend this week. Feb 14, 2019
Our Reports on Stocks in the Paper Products Industry
Image Source: Kate Brady. We've dropped coverage of the Paper Products industry, including AVY, CLW, UFS, SON, WRK; IP and WY are now included in the Containers & Packaging industry. Feb 14, 2019
Major Improvements in 2018 But Tough Times Ahead for Halliburton
Image Source: Halliburton 2016 Annual Report. Halliburton’s 2018 performance was boosted by higher oil prices driving upstream capital spending, but tough times may very well lay ahead for the oilfield services provider. Feb 14, 2019
Changes to the Newsletter Portfolios (Best Ideas & Dividend Growth)
Image shown: In our December 26 note to members, we moved the simulated Best Ideas Newsletter and simulated Dividend Growth Newsletter portfolio to "fully invested" from a cash "allocation" of 30% and 20%, respectively at the high end of the range. It has worked out wonderfully as we keep our finger on the put option trigger in case price-agnostic trading and heightened volatility rears its ugly ahead again, as it did in December 2018. Feb 14, 2019
Cisco’s Momentum and Shareholder Friendliness Continue
Image Source: Ecole polytechnique. Networking giant is executing effectively in its ongoing shift to an emphasis on software subscription revenue, and deft execution appears to be helping insulate it from macroeconomic and geopolitical headwinds. Shares are trading in the lower half of our fair value range and offer solid income generation potential. Feb 13, 2019
In The News: European Growth Concerns, Continued Weakness in Generic Pharma, Johnson & Johnson Enters Robotics Market
Let’s take a look at some of the top stories from February 13. Concerns over industrial production in Europe may present challenges to economic growth, generic pharma companies face material competition, and Johnson & Johnson gets into the robotics market. Feb 13, 2019
Our Data Sheet on the Residential / Mortgage REITs
Image Source: Jeff Djevdet. Our data sheet on the Residential/Mortgage REITs can be found in this article. Report includes ACC, AGNC, NLY, AIV, ARR, AVB, CPT, ELS, EQR, ESS, MAA, NYMT, PMT, SNH, SUI, TWO, UDR. Feb 11, 2019
MLPs Starting to Adopt Free Cash Flow?
Image shown: Since mid-June 2015, the price of an ETF tracking the midstream MLP energy space (AMLP) has fallen more than 40% while the S&P 500 (SPY) has rallied more than 30%. No changes to simulated newsletter portfolios. Feb 11, 2019
Video Game Industry Adapting to Consumers and Technology
Image Source: steamXO. Adapting to consumer consumption trends is a necessity for video game makers, and rapidly improving technology standards are impacting the industry as producers work to deliver high-quality entertainment effectively. Long-term demand trends are generally bright, but continual innovation and adaptation will be necessary.
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