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Blog Posts (free content)

September 28, 2018


- Accenture reported Q4 2018 results that beat the top and bottom line estimates.

- Accenture's main growth driver (i.e., the New) experienced strong growth in 2018 and investors should expect more of the same in the years ahead.

- I plan to stay long ACN. What a...

September 26, 2018

Summary Points:

- KeyCorp's stock has underperformed the broader market so far in 2018.

- However, KeyCorp is in a great position to benefit from an improving backdrop (i.e., rising rate environment, less-burdensome regulations, and a stronger economy).

- I am long KeyCor...

September 21, 2018

Summary Points: 

- The bear (i.e., JPMorgan's Stephen Tusa) lowered his price target [again] for General Electric to $10 per share.

- General Electric will need to cut its dividend before the stock finally finds its footing, in my opinion.

- I plan to stay long the stock....

September 20, 2018

Summary Points: 

- Baker Hughes, a GE Company recently reported mixed Q2 2018 results but the company's largest operating unit continues to be impress.

- Baker Hughes, a GE Company has operated in a challenging environment for years now but the macro environment appears...

September 13, 2018

Summary Points: 

- Honeywell was already a must-own company/stock, but in my opinion, the spinoffs are another reason to own the company's shares today.

- There is a lot to like about the upcoming spinoff, Garrett Motion Inc. However, investors need to consider several m...

September 10, 2018

Summary Points: 

- Verizon recently increased its quarterly dividend by ~2% - i.e., shareholders got a pay raise.

- This telecom company should now no longer be viewed as just an income play.

- I plan to stay long Verizon; how about you?

Verizon ($VZ) recently announced a...

September 7, 2018

Summary Points: 

- Quanta Services recently reported quarterly operating results that missed on the bottom line, but that had some positive takeaways.

- The company has been extremely shareholder-friendly over the last five years, as shown by the fact that the share coun...

September 3, 2018

Summary Points: 

- AIG recently reported lackluster Q2 2018 results that missed the consensus EPS estimate by a wide margin.

- However, there were some positive takeaways from the company's most recent operating results.

- I plan to stay long AIG (the Tarp Warrants), how...

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