The allure of the largest U.S. technology companies is understandable given significant returns last year, but their sheer size is the reason for their eventual downfall and long-term stock underperformance, according to Rob Arnott, founder of Research Affiliates.
Hankook (OTC:HAOOF), the Korean tire manufacturer, is very profitable and stealing market share from competitors. The stock is cheap and the company wants to grow 15% in 2017.
The stock trades at 57,300 won, there are 123.85 million shares, and the market cap is 7.1 trillion won ($6.1 billion). It takes 1151 won to buy one dollar. The stock pays a 400 won dividend and yields 0.7%. Earnings....More>>>
Electric utility firm Southern Company (NYSE:SO) recently delivered pleasant news to investors. The company announced a 8-cent hike in annual dividend to $2.32 per share. Notably, this marks the 16th straight year that the company has increased its annual payout. The quarterly dividend of the company will increase by 2 cents from 56 cents to 58 cents, representing a 3.6% hike. This marks....More>>>
The U.S. Commerce Department backed Boeing in its challenge to Bombardier, recommending an enormous tariff on sales of Bombardier’s C Series jetliner, a major blow to the Canadian plane maker.
The initial ruling by the International Trade Commission, an arm of the Commerce Department, recommends a 219.63% tariff on the delivery of each airliner, according to a person briefed on the....More>>>
Chesapeake Energy’s (NYSE:CHK) shares have fallen off of 52-week highs lately on the back of profit taking. However, recovering crude oil prices and Chesapeake Energy’s more aggressive capital program for 2017 suggest that the oil and natural gas company is much more optimistic about its future than it was just a short while ago. Further, after selling more than $2 billion in assets....More>>>
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>>>
Seeing value in Urban Outfitters (URBN) was not difficult considering the multiples the stock was trading at vis vis the many attractive characteristics of the company – good free cash flows, no net debt, a good level of diversification among brands and a rich and relatively safe dividend, to name a few.
The recent results only confirmed a positive trend that had begun when the....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>>>
Forgive the cheesy title but it is a legitimate question. Ellington Residential Mortgage REIT (NYSE:EARN) is a name that I have argued that you need to know about. Although I was caught somewhat by surprised by some dividend cuts, the cash flows and core earnings seemed to be covering the payouts. That said, I see the dividends as secure. Now, it has been over 6 months since I have checked in on....More>>>
In February, the shortest month of the year, copper, gold, and oil company Freeport-McMoRan Inc (NYSE:FCX) saw its shares tumble by nearly 20%. After a roughly 95% price gain in 2016, it was a painful reminder of years past, when Freeport-McMoRan was dealing with the aftermath of an ill-timed oil investment.
Shortly before oil prices started to fall....More>>>
When buying a home, the most important numbers for mortgage lenders are the buyer’s credit score and the buyer’s debt-to-income ratio. The first is a summary of how the buyer has been managing debt and the second indicates whether the lender can reasonably expect the borrower to be