Thursday, April 17, 2014

Apple: Already Too Late To The Phablet Market

  • Research firms expect huge growth for phablet devices.
  • Analyst sees enthusiasm in Asia around a larger screen iPhone.
  • Apple appears already late to the large screen device market.
The evidence continues to mount that Apple (AAPL) is extremely late to the large screen smartphone market and the in-between phablet market. Legendary CEO Steve Jobs claimed that consumers didn't want or need large screen smartphones. To a certain extent, he was probably right when viewing a domestic market where consumers largely have a computer at home. Unfortunately, in the developing Asian markets and other emerging economies where consumers don't own computers, a phablet provides an almost required phone size. These consumers get a mobile phone plus a screen capable of some computing and gaming functions that bridges them into the modern world.

Read the full article at Seeking Alpha.

Disclosure: Long AAPL. Please review the disclaimer page for more details. 

Tuesday, April 15, 2014

Comstock Resources Inc: A Hidden Play on LNG Exports

The recent data points from the CEO of Cheniere Energy (NYSEMKT: LNG  ) should catch the attention of all investors interested in the natural gas revolution ongoing in the U.S. For those not familiar with Cheniere Energy, the company is working toward exporting liquefied natural gas, or LNG, at the Sabine Pass Terminal in La. and the Corpus Christi Terminal in Tx.

With Cheniere nearly doubling over the past year, one of the best ways to play the export boom are natural gas producers in the Haynesville shale in La. One such producer is Comstock Resources (NYSE: CRK  ) , and naturally the largest landholder in that area is Chesapeake Energy (NYSE: CHK  ).

Read the full article here.

Disclosure: No positions mentioned. Please review the full disclaimer page for more details. 

Top 10 Net Payout Yield Stocks For April 2014

  • Net Payout Yield stocks outperformed the market in March.
  • The Top 10 Net Payout Yield stocks averaged 11.9% yields.
  • Dollar Tree joined the list for April and Halliburton dropped off.
This article is a continuation of a monthly series highlighting the top net payout yield (NPY) stocks that was started back in June, 2012 (see article) and explained in August, 2012 (see article). The series highlights the best stocks for the upcoming month. Please review the original articles for more information on the NPY concept.

Read the full article at Seeking Alpha.

Disclosure: Long AAPL, CTL, HAL, NLY, NOC, SDRL, T. Please review the disclaimer page for more details. 

Monday, April 14, 2014

New PotashCorp CEO Won't Change Fundamental Issues

Over the weekend, PotashCorp (NYSE: POT  ) announced that an external mining executive had been chosen to replace longtime CEO Bill Doyle. While investors have been unhappy with the company's stock returns, the industry as a whole faces numerous fundamental issues that will override the effect of the CEO selection. The recent breakdown in the Belarusian potash marketing arrangement and new market entrants such as BHP Billiton (NYSE: BHP  ) will have bigger impacts on the stock.

PotashCorp is the leading contributor to the North American potash marketing organization called Canpotex. The new leader will have to stabilize demand for this arrangement with the disruptions caused by Russia and determine how to deal with high margins for potash that are drawing global miners into the market.

Read the full article here

Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Wednesday, April 9, 2014

Marathon Patent Group: Steady Cash Flows From Patents

  • Seeking strong cash flow from monetizing patents.
  • Conducting numerous licensing campaigns providing catalysts for the stock.
  • The patent stocks are currently unloved after big losses during the last couple of years.
A few years back, the patent investment segment was one of the hottest sectors in the stock market. Now the segment has gone mostly flat with few big patent victories and declining stock prices. The momentum investor looking for the big gains moved into the hot social media and biotech stocks. Typically, once investors lose interest in a sector is the best time to become interested.

Read the full article at Seeking Alpha.

Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Sprouts Farmers Market Offers An Opportunity on Shareholder Sales

Typically, when large insiders unload shares, investors need to be careful that the original investors are not cashing out at the top. In the case of Sprouts Farmers Market (NASDAQ: SFM  ) , the recent unloading of shares by major insider Apollo Global Management (NYSE: APO  ) is actually a good sign for new investors.

Sprouts Farmers Market is a specialty retailer of fresh, natural, and organic foods with a focus on great prices. The company operates roughly 170 stores in just nine states, with the ultimate goal of reaching 1,200 locations.

Read the full article here.

Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Monday, April 7, 2014

American Capital: Time To Stop The Buyback

  • Substantial buyback ends after 3 years of purchases below NAV.
  • Reducing the complexity of the corporate structure should boost valuation.
  • ACAM has several initiatives to grow funds under management to further drive growth.
After three years of a relentless buyback, American Capital, Ltd. (ACAS) announced that the company has suspended the buyback. Over the years, the company bought shares at substantial discounts to net asset value, or NAV, but the stock never got the deserved respect.

Read the full article on Seeking Alpha.

Disclosure: Long ACAS. Please review the disclaimer page for more details.