Wednesday, August 31, 2016

Twitter: Video Ad Sharing Will Drive Content Growth

Twitter announced a plan to for sharing video ad revenue with content creators.
The company plans to top the split offered by YouTube.
The service is late to the game, but the numbers on Periscope show the potential of video to drive growth.
Twitter (NYSE:TWTR) made the big announcement that the company will provide content creators that includes individuals the ability to share in video ads. The plan is significant as it incentivizes content creators to post on Twitter where the site can share in the video ad revenue and benefit greatly from an expanded and engaged user base.
Read the full article on Seeking Alpha. 

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



Thursday, August 25, 2016

Stratasys - Cool New 3D Printers

While HP (HPQ) continues talking about 3D printers, Stratasys (SSYS) continues to produce new printers. The new Infinite-Build & Robotic 3D Demonstrator printers are very revolutionary looking. Now can Stratasys usher in the next growth phase?






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


Tuesday, August 23, 2016

Boeing: The Big Picture

Boeing has an order issue that most manufacturing firms would gladly accept.
The massive backlog over rides any concerns regarding short-term order issues.
The large capital returns suggest the stock remains undervalued.
Any manufacturing firm lives off of orders so obsessing over monthly and quarterly numbers has some validity. A problem though occurs when investors don't view the big picture of the magnitude of the backlog.
Read the full article on Seeking Alpha. 

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


Wednesday, August 17, 2016

Home Depot: Small Raise Isn't Enough

Home Depot had a surprising quarterly report with only in line numbers.
The home improvement retailer has seen a period of strong EPS growth topped by further multiple expansion.
Several signs are starting to point towards the end of the glory days.
Home Depot (NYSE:HD) continued a recent tradition of raising EPS estimates, but the stock is trading down on the news. After years of outsized stock gains, one has to wonder if the glory days are over.
Read the full article on Seeking Alpha. 

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


Wednesday, August 10, 2016

LendingClub: Platform Investors Reengage

LendingClub reported mixed Q2 results.
The online lending platform made progress in reengaging investors that left after the founding CEO was forced out.
The stock remains appealing below $5 as the platform rebuilds.
For LendingClub (NYSE:LC), the best hope on for Q2 results were some sort of stability that the company could build on going forward. The departure of the founding-CEO left the online lending marketplace on shaky ground.
Read the full article at Seeking Alpha. 

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


Wednesday, August 3, 2016

Airline Investors Aren't Rational

The question investors need to ask is why are they sold the legacy airlines based on one number and not the complete picture. This interview with the Delta Air Lines (DAL) CEO should've had investors rushing back into the stock today. Ironically though, the stocks didn't gain until oil prices rose.




My Net Payout Yields portfolio continues to hold American Airlines Group (AAL) and United Airlines (UAL) due to massive stock buybacks. These dips in the sector are actually good for those stocks. The cheaper the better for the stock buyback plans.


Disclosure: Long AAL and UAL. Please review the disclaimer page for more details. 


Monday, August 1, 2016

Baidu Will Thrive After Difficult Period

Baidu reports mixed results for Q2 while the market focuses on the length of the regulatory impacts.
The stock continues to trade favorably to domestic Internet companies not facing short-term regulatory impacts.
A couple of catalysts will provide ultimate upside for the stock once this difficult period passes.
Tighter regulation in China continues to impact Baidu (NASDAQ:BIDU) at the same time that Facebook (NASDAQ:FB) and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) are still experiencing explosive growth. The global economy continues shifting aggressively to digital and especially mobile advertising that should ultimately benefit Baidu.
Read the full article at Seeking Alpha. 

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