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Blog Posts (free content)

January 28, 2019

Summary:

- Bank Of America reported strong Q4 2018 results that beat top- and bottom-line estimates. Additionally, the bank's results for full-year 2018 were significantly better than for the prior fiscal year.

- I believe that the investment thesis for Bank Of America i...

January 28, 2019

Summary:

- General Electric and Wabtec modified their asset merger agreement.

- I believe that both companies should be viewed a winners under the new agreement, but it is a different story for GE shareholders.

- I plan to stay long both General Electric and Wabtec, and...

January 21, 2019

Summary:

- Disney is restructuring its business, so management recently released recasted its financial results for the last three fiscal years.

- The company is losing money in the streaming business, but I view this as a necessary evil.

- I am long Disney, and I recentl...

January 21, 2019

Summary:

- Citigroup reported strong Q4 and full-year 2018 results that were well-received by the market.

- The company is well-positioned for 2019 and beyond, as management still anticipates for the bank to achieve its 2020 financial targets.

- I am long this large finan...

January 14, 2019

Summary:

- Honeywell's stock has underperformed the broader market over the last year, but I believe that HON shares are a great long-term buy at today's price.

- Additionally, the recent spinoffs have the potential to be a major catalyst for Honeywell's stock over the...

January 14, 2019

Summary:

- Synchrony Financial's stock has underperformed the broader market over the last year.

- The company is operating in a challenging business environment, but I believe that the risks are baked into the stock.

- I am long Synchrony Financial and I plan to stay lo...

January 10, 2019

Summary:

- Verizon pre-announced strong subscriber numbers for the period ended December 31, 2018, and the stock popped ~3%.

- Verizon should be viewed as an income play (with some growth prospects as a kicker - e.g. 5G) that has a supportable dividend and great dividend...

January 7, 2019

Summary

- It is being reported that Apollo is working on a deal to buy GE's jet leasing business (GECAS) for $40 billion.

- I will dig into the numbers and provide my thoughts on the proposed "deal".

- I am long General Electric and I plan to stay long the stock.

General E...

January 4, 2019

Summary:

- This real-money portfolio was first introduced to the Seeking Alpha community in December 2015.

- The portfolio significantly underperformed its benchmark in 2018, with several factors being significant contributors, but I believe that the portfolio is positio...

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