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In our Initiation Report we predicted Kellogg would (1)reduce FY'18 guidance &(2)cut its dividend or lose its credit rating. On 10/31, K reduced guidance. Part... [Read More]
Proto Labs is one of the leading manufacturer of CNC machined and injection-moulded parts. Strong Q3 earnings has exceeded expectations, reflecting positive exe... [Read More]
BB&T management has made it clear that its growth plans are centered around organic growth, driven by ongoing investment and innovation in tech-driven services... [Read More]
Microsoft has been steadily transforming its business from that of a walled garden to a more open playground. Each of Microsoft's moves has been aimed... [Read More]
Technology has been under pressure lately, especially the high-flying growth names. Ironically, Microsoft's growth prospects now appear much better than many co... [Read More]
A drop in Apple and tech more broadly creates an anchor for global equities. The tax cut boost is gone, but didn't everyone already know... [Read More]
Recent earnings and SaaS growth story continues. Catalysts are abundant and Net Cash on the balance sheet should carry the cash burn until free cash... [Read More]
Eurozone's Industrial Production level in October fell to 0.3%, from a prior rise of 1%. Eurozone's Inflation level in October stood at 2.2%, which is... [Read More]
Tiffany's stock has struggled over the past few months. This has put the stock at a reasonable valuation for long term investors. I believe the... [Read More]
After years of battling the "Tesla Story" Citron learned to recognize the opportunities created by total industry disruption and to disregard today's numbers wh... [Read More]
As we scan the universe of REITs, we find one very interesting company that meets our dividend safety test, and also one that's affordable. LTC... [Read More]
In the third quarter, revenues were $170.6 million, slightly down from a year ago, and up 5.8% sequentially. Net earnings came at $54.6 million or... [Read More]
The following slide deck was published by TPI Composites in conjunction with this event. [Read More]
Nordstrom beat both EPS and sales estimates and even raised guidance. The company's stock sold off after earnings and has erased all gains of the... [Read More]
Fair value for the stock is between $360 to $375 per share. The company is benefiting from a strong defense budget and continues to raise... [Read More]
Tesaro has seen multiple takeover rumors over the years. None of them have panned out so far. Investors must remember that while considering the latest... [Read More]
The following slide deck was published by TAG Oil Ltd. in conjunction with this event. [Read More]
LendingClub posted yet another solid quarter in Q3, with both top and bottom line results exceeding Wall Street's estimates. The quarter was highlighted by reco... [Read More]
In Q2 2018 WAB agreed to merge with GE Transportation. I understand GE's pension plan is underfunded by over $28 billion. In hiving off assets... [Read More]
In August, I mentioned how a bulletproof, or hedged, portfolio built around an AT&T position last year generated strong performance while strictly limiting risk... [Read More]
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