Why the Defense Sector's Yields Are Shrinking?

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Though investors had every right to expect the defense sector to struggle over the last year, the way defense stocks Lockheed Martin (NYSE: LMT  ), Northrop Grumman (NYSE: NOC  ), and Raytheon (NYSE: RTN  ) spent their precious shareholder capital sent other signals. Coming into 2012, these three businesses poured substantial amounts into share buybacks. In addition, all three pay solid dividends, providing astute investors signs that their ability to generate strong cash flows might have exceeded the market's expectations.

Read the full article here.


Disclosure: Long LMT and NOC. Please review the disclaimer page for more details. 




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Qihoo 360: Extreme Value Or Value Trap?

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Read the full article at Seeking Alpha.


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




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Camping World: Momentum Stinks

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1/2/19 Update 
Camping World announced a major reorg including the hiring of a new CFO. The sudden resignation of the President of RV Operations looks more and more like a personal decision due to a disagreement with the organizational shifts and his new place in the business.

The stock is up about 5% to $12. Considering these reorgs usually occur when business is struggling, the recommendation isn't to jump into the stock on the rip. Continue to use dips to buy Camping World for the long term as 2019 could be another rough year.

Original Article
The last thing a weak stock needs is an executive departure. Camping World (CWH) is crashing to new lows based on the surprise resignation of the President of RV Operations.


One of the reasons to invest in Camping World was the solid management team lead by CEO Marcus Lemonis and other executives like Roger Nuttall with decades of experience in the industry. Naturally, the market is worried by a surprise move on a Friday evening during t…
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