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Blog Posts (free content)

December 29, 2017

Summary Points: 

*GE's shares have underperformed the broader market by a wide margin so far in 2017.

*I will cover the three things that I will be looking for in 2018, as GE's management team tries to win back the market.

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

General E...

December 26, 2017

Summary Points

*ACN beat Q1 2018 analysts' estimates and management raised the company's fiscal 2018 guidance.

*ACN shares are richly valued, but I believe that the company's stock deserves to trade at a premium.

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

On Decembe...

December 22, 2017

Summary Points:

*The company's 2018 guidance was well-received by the market.

*HON is a best-of-breed industrial company that deserves a 'premium' valuation.

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

On December 13, 2017, Honeywell's ($HON) management team held an...

December 17, 2017

Summary Points: 

*KMG shares are outperforming the broader market by a wide margin, and I believe that the outperformance will continue through 2018.

*The company reported Q1 2018 results that blew away analyst estimates.

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

On Decemb...

December 8, 2017

Summary Points: 

*The recent news - an anticipated $20B non-cash charge and expectations for a decline in quarterly trading revenue - has caused downward pressure for C shares.

*This bank has reported impressive operating results so far in 2017 and its book value is up m...

December 4, 2017

Summary Points

*This bank has come a long way since 2010, and it still has a great story to tell.

*BAC reported strong Q3 2017 results and the bank is well-positioned for 2018 and beyond.

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

Bank of America ($BAC) shares have...

December 1, 2017

Summary Points: 

*The company reported impressive Q3 2017 results, and management guided for a strong finish to the current year.

*This newly created entity has great long-term business prospects and, in my opinion, DWDP's story keeps getting better.

*DWDP's shares are a...

December 1, 2017

Summary Points

*A promising deal with PayPal was announced this week, and it makes SYF's bull case stronger.

*Credit quality has been a concern for SYF, but management has started getting out ahead of the issue.

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

Synchrony Financial...

December 1, 2017

Summary Points: 

*The company reported Q3 2017 results that missed the bottom-line estimate by a wide margin.

*The reserve hits just keep coming, but this may soon be a thing of the past.

*AIG's shares (and TARP warrants) are a long-term buy.

American International Group (...

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