Investors hoping that tax cuts and aggressive government spending plans will add another leg to the bull market likely are going to be disappointed, Morgan Stanley argues in an analysis that contends the end of big returns is near.
Royal Dutch Shell plc (NYSE:RDS-B) has a fat yield of around 6.7%. But its long-term debt load has increased by more than 50% in the past year and by nearly 120% since the end of 2014. The oil and natural gas giant is now selling assets to get its stressed balance sheet under control. Although I’m fairly confident it will be able to save its dividend, investors should always question their....More>>>
Back in February, in my inaugural article here on Seeking Alpha, I suggested a buy/write of Fly Leasing (FLY) as a possible strategy for the Irish company. A few days back, I listened to the earnings conference call released last week, and my analysis remains the same.
More Good – Though Under Some Pressure – Performance
On the value front, the balance sheet and income....More>>>
Lenovo Group (HKSE: 992) (ADR: LNVGY), is a Fortune 500 company, a leader in providing innovative consumer, commercial, and enterprise technology, and holding the ‘number one’ position for tablet sales worldwide.
In the US (like a number of foreign companies) Lenovo trades on the pink sheets. The primary listing is in Hongkong, and the company offers dividends, (with a 2016 yield....More>>>
More often than not, when a company’s dividend starts approaching 10%, it’susually a sign that the market expects the payout to head lower in the very near future. However, for Summit Midstream Partners (NYSE:SMLP), that doesn’t appear to be the case. That’s because the pipeline and processing company can cover its payout with plenty of room to spare. In fact, it could actually....More>>>
Note: Industrial Insights subscribers were alerted to this idea on December 4th, giving them the opportunity to build a stake at much lower prices (~10% lower basis).
China Yuchai International (NYSE:CYD) is a Bermuda-based holding company, operating as a subsidiary of Singapore-based Hong Leong Asia. China Yuchai’s principal operating subsidiary (76.4% outstanding ownership) is Guangxi....More>>>
The remarkable rally continues for one Stansberry Venture Technology holding… Shares of semiconductor firm Nvidia (NVDA) surged to a fresh record high recently after the company's latest earnings report. The stock is up about 100% so far this year. Nvidia reported third-quarter earnings of $1.33 per share, up 41% year over year, and well above the $0.94 per share Wall....More>>>
In the old days, when something was called “Mickey Mouse,” it meant that it was trivial, petty, or worthless. By the time we’re done with this discussion, you’re going to change your mind about that label. In fact, you’re going to hold your firm out to prospective buyers as a Mickey Mouse organization. And, yes, Walt – bless his soul – would endorse the....More>>>
Renault (OTC:RNSDF) is a leading European car manufacturer headquartered in Paris with a market value of $27B. It has a P/E of 6.5, a P/B of 0.77 and a P/S of 0.47 and a dividend yield of 3.9%. Which is cheap in absolute terms but not uncommon for car companies. The partial ownership of Nissan (OTCPK:NSANY) however distorts the picture and in reality Renault is even cheaper. This means Renault is....More>>>
Investment company Smith Shellnut Wilson Llc buys Vanguard S&P 500, TechnipFMC PLC, PPG Industries, Reynolds American, sells Harman International Industries, FMC Technologies, Guggenheim S&P 500 Equal Weight, United Parcel Service, Northrop Grumman during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Smith Shellnut Wilson Llc . As of 2017-03-31,....More>>>
Pedro Parente, lauded for turning around Brazil’s state-oil giant Petrobras SA, agreed to become chairman of struggling food conglomerate BRF SA, a breakthrough that may end several weeks of fighting among shareholders over who will sit on its board.
A few weeks ago, NIBC Holding (NIBC, Euronext Amsterdam) completed its IPO as Private Equity firm JC Flowers was finally able to place a substantial part of its shares on the equity markets. Unfortunately, NIBCs first trading day was overshadowed by a turmoil on the financial markets as the fea
First Solar (NASDAQ:FSLR) is easily the most financially successful solar manufacturing company in the U.S. Dozens of competitors have gone bankrupt over the past decade, but First Solar has expanded manufacturing and generated billions in profits, which are the envy of the rest of the industry.