Monday, June 12, 2017

The Real Reason Bob Stoops Is Retiring

After 18 seasons as the head coach at OU, Bob Stoops announced his surprise retirement last year. The speculation for the sudden retirement goes from health issues to wanting to spend more time with his sons that are seniors at Norman North HS.



CVS Health: Is The Amazon Threat Realistic?

Amazon continues working on initiatives to explore the pharmacy sector.
CVS Health trades near multi-year lows in part due to the Amazon threat.
The net payout yields offer a positive signal if the e-commerce giant isn't a problem.
CVS Health (NYSE:CVS) continues to trade down towards multi-year lows as weak earnings and fears of Amazon (NASDAQ:AMZN) entering the pharmacy space have weighed on the stock. The company though is raking in billions in free cash flow and returning that cash to shareholders, making the stock appealing on several metrics.
Read the full article on Seeking Alpha. 

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


Friday, June 9, 2017

Under Armour: Can Curry 4 Make A Difference?

Under Armour is rallying due to positive data points from Steph Curry and his latest shoe.
The stock suffered partly due to the failure of the Curry 3.
Footwear remains a category where the company has tremendous growth opportunities, though the on-the-court numbers don't support a big uptick from Curry.
Over the last couple of days, Under Armour (NYSE:UA)(NYSE:UAA) has gotten a bid from excitement surrounding Steph Curry. The combination of his team on the verge of another championship and some excitement surrounding the launch of his new shoes in the fall naturally has investors perking up to the possibilities that the athletic apparel company has a bright future.
Read the full article on Seeking Alpha. 

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


Monday, June 5, 2017

Zynga: Game Tailwinds

The continual shift to mobile makes Zynga an attractive stock.
The soft launch of a previous hit web game left for dead provides a catalyst for the stock.
The strategy to recapture lost users of the decade could benefit operating metrics and boost the stock.
The biggest issue with Zynga (NASDAQ:ZNGA) over the last couple of years was the shift away from online platforms. All of the success on mobile was mostly hidden by the declines in revenues and users from games on Facebook (NASDAQ:FB) and other web platforms.
Read the full article on Seeking Alpha. 

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


Citigroup: Expect Another Big Dividend Hike To Move Stock

Citigroup has recently held up better than other large financials.
A big dividend hike at the last CCAR was a catalyst for the stock.
The large financial appears best positioned to hike the capital return this year, providing a catalyst for the cheap stock.
Despite obvious value and still trading below book value, Citigroup (NYSE:C) has struggled to move beyond $62. The large financial hasn't been hit by the general weakness in the sector, though one shouldn't see that as reason for the stock to not rally.
Read the full article on Seeking Alpha. 

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