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Blog Posts (free content)

November 16, 2017

Summary Points

*The company held an Investor Update Meeting and it was not well received by the market.

*GE cut its dividend by 50% and guided for lower-than-expected 2018 adjusted EPS and Industrial FCF.

*It is hard to fight the tape, but I am staying long the stock.


November 13, 2017

Summary Points: 

*The company reported impressive Q3 2017 operating results, but there were three items that negatively impacted earnings.

*Xinyuan's capital return story keeps getting better.

*Xinyuan is a long-term buy at today's price.

I have been impressed with this Ch...

November 8, 2017

Summary Points: 

*Will DIS acquire assets from Twenty-First Century Fox? No one really knows.

*DIS is scheduled to release Q4 and Fiscal Full Year 2017 results later this week and investors should expect more of the same.

*DIS shares are a long-term buy at today's price.


November 7, 2017

Summary Points

*The company reported impressive Q3 2017 results that beat the top- and bottom-line estimates.

*One of the main reasons to be bullish on MET is the company's capital return story that keeps getting better.

*MET shares are a long-term buy at today's price.


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