Wednesday, January 13, 2016

Top Net Payout Yields For January 2016


  • The top 10 net payout yields had a larger loss than the benchmark index in December.
  • The top 10 net payout yield stocks average yields of 19.2% to start January.
  • Motorola Solutions continues to hold the highest yield at 37.6%.

Top 10

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 utilized in part to make investment decisions for the Covestor model that has beaten the S&P 500 for four out of the last five years. Please review the original articles for more information on the NPY concept.


Read the full article on Seeking Alpha. 


Disclosure: Long AAL, GM, KSS, M, MSI, NTAP, QCOM. 

Tuesday, January 5, 2016

Square: Wait Until After Volatile First Post-IPO Earnings


  • Square has sold off 10% this week after an analyst price target cut.
  • Investors face the upcoming volatility of the first earnings report of the public company.
  • The valuation doesn't warrant owning Square with the headline risk.

One of the biggest risks investing in an IPO is the initial earnings report. For a new public company, investors have no reference as to how corporate executives guide, be it conservatively or by over-inflating growth expectations to attract investors. Not to mention, the confusing aspect of accurately reflecting the new share count in expectations and the general impact of more public awareness about the business, offset by an executive team distracted by the IPO process. The end result is a messy initial quarterly report.

Read the full article on Seeking Alpha. 


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