Twitter: Seasonal Trends

Twitter introduced the concept of seasonal trends due to flat sequential MAUs in Q2.

Signs emerge that some minor seasonal trends do exist.

DAUs remain the key metric.

The big issue with the Q2 earnings report that sent Twitter (NYSE:TWTR) back down towards the yearly lows was weak user growth. The social media company had made decent progress in reviving user growth, and the market wasn't pleased with the flat sequential MAUs.

Read the full article on Seeking Alpha. 

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

Frontier: Reverse Split Fears Overblown

Frontier Communications completed a reverse split on Monday.

The stock has been absolutely beat up due to this move and a dividend cut.

The market needs to focus back on cash flows.

Back in May, my thought was that Frontier Communications (FTR) was attractively priced below $1.50. My major concern in owning the telecom stock was a lingering shakeout from the dividend cut and reverse split that has the stock hitting new lows now.

Read the full article on Seeking Alpha. 

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

Wells Fargo: Weakest Capital Return Hike For Good Reason

Wells Fargo hiked capital return plans by over $3 billion.

The large bank had the smallest hike of the large banks.

The valuation thesis along with lingering fraud headwinds limit the relative value of the stock.

At a time when most of the large banks approved massive increases to capital returns, Wells Fargo (WFC) had a not so surprising limited bump in capital plans. The end result is the large bank that use to lead the sector in capital returns is now turning into a laggard confirming by previous investment thesis.

Read the full article on Seeking Alpha. 

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

Citigroup: No Stress Ahead

Citigroup passed the Fed stress test with flying colors.

The large financial should announce a massive increase to capital returns this week.

The stock remains cheap trading below tangible book value.

Since last discussing the expectations for capital returns and specifically a dividend hike at Citigroup (C), the CFO provided some further details on expectations and the Fed stress tests results were released. The data points pivot towards some big capital return plans.

Read the full article at Seeking Alpha. 

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

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.