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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
May 13, 2019
When We Get It "Wrong" -- How To Think About Our Methodology In Action
Let's talk about the newsletter portfolios, some areas where we've made mistakes, and how some members use our services.
May 7, 2019
Recently Asked Questions
Image Source: Eric. Let’s cover some recently asked questions for the benefit of all.
Apr 17, 2019
J&J Beats Low Expectations, Revises Guidance Upward
Image Source: J&J. Johnson & Johnson issued updated guidance for 2019 that called for stronger adjusted sales and EPS growth than previously expected, which along with earnings that beat low expectations was enough to send shares up over 1% on the day, April 16.
Apr 9, 2019
Top Research and Ideas You May Have Missed
Is Quant Value Giving Intrinsic Value Investors a Bad Name? Surely, you don't believe Warren Buffett's "style" is out of favor?
Mar 22, 2019
How To Think About Our Methodology In Action
Image shown: Chipotle (CMG) has been one of our best calls so far in 2019. No changes to simulated newsletter portfolios. Tickers mentioned: AAPL, AMZN, BRK.B, CMG, CVS, FB, GE, JPM, KMI, PYPL, V, XLNX. Let's talk about the newsletter portfolios, some areas where we've made mistakes, and how some members use our services.
Mar 19, 2019
Lockheed Martin May Be a FCF Cow But the Company Should Consider Debt Reduction Over Share Buybacks
Image Source: Lockheed MartinRebounding free cash flow generation makes dividend growth all the more likely going forward, even though Lockheed Martin’s large net debt load needs to be monitored at all times. If the company attempts to makes another splashy purchase, its balance sheet may take on more than it can chew if free cash flow isn’t swiftly allocated to bringing that burden back down. In 2017 and 2018, Lockheed Martin spent $3.5 billion repurchasing its stock. We argue that going forward, the company should start allocating free cash flow to debt repayment. As of this writing, Lockheed Martin trades decently above our fair value estimate, meaning the company would be buying back shares at what we consider premium prices.
Mar 18, 2019
Why We're Staying Away from KLX Energy Services for Now
Image Source: KLX Energy ServicesKLX Energy Services posted tremendous top and bottom-line growth during fiscal 2018 and great margin expansion. That being said, KLX Energy Services was still free cash flow negative, and it carries a material net debt load. While an interesting company and one we will keep on our radar going forward, KLXE is a risky investment in a tough market that even the bigwigs are having trouble navigating. The risks are too great for us.
Mar 1, 2019
Part III: Buffett’s Letter to Berkshire Shareholders
Part III of our analysis of Buffett’s Letter to Berkshire Shareholders emphasizes the importance of companies buying back stock at prices below estimated intrinsic value. We talk about how the Oracle thinks about his excess cash, and why he always seems to be there ready to bail out trouble when the financial markets head south. His thoughts on the market are included, too.
Feb 28, 2019
ConocoPhillips: Turnaround Story in Progress
Image Source: ConocoPhillips ConocoPhillips disappointed income-oriented investors when it cut its payout back in early 2016, a situation that was predictable given the company’s weakened Dividend Cushion ratio. However, a lot has changed since then. Now, ConocoPhillips’ Dividend Cushion ratio has climbed back to 3.5, and it’s likely the turnaround strategy launched by management several years ago will enable ConocoPhillips to reclaim its status as an income growth idea in the future. We continue to watch the company closely.
Feb 28, 2019

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