January - 2017

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Wabash National: A Margin Story

Archive

Synchrony Financial: The Growth Is Real

Commented on Synchrony's ($SYF) Q4 and Full-year 2016 Results. Summary Points: * SYF reported Q4 2016 results that beat the top- and bottom-line estimates. * The company experienced impressive top-line growth during the quarter and investors should expect more of the same throughout fiscal 2017. * SYF shares are a long-term buy. See more here: http://seekingalpha.com/article/4039017-synchrony-financial-growth-real

Dow Chemical: Shares Are Cheap For A Reason - But Too Cheap To Pass Up

I published an article describing how cheap Dow Chemical's ($DOW) stock is currently trading based on trailing and forward earnings. Summary Points: * The recent developments should cause investors to be concerned about the DOW-DD merger getting regulatory approved. * DOW shares are cheap for a reason, but I believe that the stock is too cheap to pass up. * DOW shares are a long-term buy at today's price. See more here: http://seekingalpha.com/article/4038352-dow-chemical-sha

Bank Of America: Now Is Not The Right Time To Sell Shares

I recently published an article on $BAC's long-term growth prospects on the Seeking Alpha platform. In the article, I detailed why I still believe that the bank is a long-term buy. Summary Points * BAC shares have greatly increased in value over the last few months, but I believe that the bank's long-term story is still intact. * BAC recently reported impressive fourth quarter and full-year 2016 results. * BAC is still a long-term buy, even after the recent run-up. See more h

General Electric's Q4 2016 Earnings Preview, The 3 Things To Watch For

I recently published a Q4 2016 earnings preview for $GE on the Seeking Alpha platform. Summary Points * The company is scheduled to report fourth-quarter and full-year 2016 results on Friday, January 20th. * Analysts are expecting for a YoY decline in adjusted EPS, but I will cover the three things that I will be watching for. * The company's long-term story will likely not change based on the Q4 2016 results; therefore, GE is still a long-term buy at today's price. See more

Cisco Systems: Short-term Pain For Long-term Gain

Cisco Systems: Short-term Pain For Long-term Gain

The latest article on Cisco Systems ($CSCO) was posted at Seeking Alpha. Summary Points * Cisco is heavily investing in its future, and the near-term estimates are causing downward pressure on the stock price. * Cisco's fiscal 2017 is expected to be a challenging year, but the company's long-term story is still intact. * The stock is a long-term buy at today's price. See more here: http://seekingalpha.com/article/4036233-cisco-short-term-pain-long-term-gain

TipRanks

General Electric: Don't Lose Sight Of The Real Benefit Of Tax Reform

General Electric: Don't Lose Sight Of The Real Benefit Of Tax Reform

I published an article on General Electric (GE) and discussed how impactful tax reform could be for this storied conglomerate. Summary Points: *A recent report by a JPMorgan analyst downplayed the impact of tax reform for GE. *However, a review of the company's latest 10-K shows that lower taxes will indeed have an impact on its earnings. *GE is a long-term buy. See more here:

Is Bank Of America An Undercover Income Play

Is Bank Of America An Undercover Income Play

I published an article on Bank Of America ($BAC) and described why I think the bank is a long-term buy at today's price. Highlights from the article: *A rising rate environment will greatly benefit the businesses of the large financial institutions, including BAC. *This bank has room to grow its dividend through at least 2018. *BAC shares are a long-term buy, even after the recent run-up. See more here: http://seekingalpha.com/article/4034025-bank-america-undercover-income-pl

The R.I.P. Portfolio: Q4 2016 Update

The R.I.P. Portfolio: Q4 2016 Update

I published an update article on the Retire In Peace, or R.I.P., portfolio. Summary Points: *Being overweight financials, especially BAC, greatly contributed to the portfolio's outperformance for the quarter (and the year). *The R.I.P. portfolio's performance almost doubled the performance of the broader market (S&P 500) in 2016. As such, I plan to stay the course in the upcoming year. *I continued to add technology companies in Q4 2016, and I expect to do the same in Q1 2017