Wednesday, May 3, 2017

Twitter: Great Interview With Noto

Twitter (TWTR) COO Anthony Noto sat down with Emily Chang to discuss the new live video strategy. Definitely worth a listen as the social-media giant makes a big turnaround.

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

Saturday, April 29, 2017

Baidu: Embrace The Growth

Baidu reported Q1 results that beat estimates.
The company returned to revenue growth after two quarters of declines following the new Internet advertising laws in China.
The valuation gap with Alphabet has grown incredibly large suggesting the soon-to-be faster growing Baidu has plenty of upside.
The Q1 '17 results prove that Baidu (NASDAQ:BIDU) is finally emerging from a nearly yearlong bout with tighter Internet advertising regulations in China. The requirement to verify online marketing accounts set the business back nearly a year.
Please see the full article on Seeking Alpha. 

Disclosure: Long Baidu. Please see the disclosure page for more details. 

Thursday, April 27, 2017

PayPal: About That Huge Buyback Plan

PayPal reported another solid quarter for Q1.
The digital payments company produces consistently strong and growing free cash flows.
The stock offers a reasonable value back by huge stock buyback plans.
My last recommendation on PayPal Holdings (NASDAQ:PYPL) over a year ago was to buy the digital payments stock alongside a $2 billion share buyback. After a big rally, the company still signals value even with the market cap soaring beyond $55 billion.
Please see the full article on Seeking Alpha.

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

Monday, January 16, 2017

Wells Fargo: Is That What You Call Success?

Wells Fargo reported Q4 results that missed analyst estimates.
The large bank still trades at the high end of sector valuations, despite a relative underperformance over the last three months.
Investors should remember that success is all relative.
Before the open on Friday, Wells Fargo (NYSE:WFC) reported quarterly earnings along with a group of large financials. The troubled bank actually missed estimates while the sector had generally blowout numbers.
Read the full article on Seeking Alpha. 

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

Wednesday, January 4, 2017

CenturyLink: The 9% Dividend Steal

CenturyLink ended 2016 down at the lows, as the market was unimpressed with the company's decision to purchase Level 3.
The 9% dividend appears easily supported after the deal closes, based on free cash flow analysis.
A recent analyst price target provides ample upside that is a bonus with the large dividend.
CenturyLink (NYSE:CTL) ended 2016 in the dumps. The market didn't fondly view the company's proposed merger with Level 3 Communications(NASDAQ:LVLT), sending the stock down to the lows from the start of the year.
Even after the 6.6% gain on the first trading day of 2017, CenturyLink still offers a nearly 9% dividend yield. Should investors rush into the stock at around $25 per share?
Please read the full article on Seeking Alpha. 

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