Monday, June 12, 2017

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.



CVS Health: Is The Amazon Threat Realistic?

Amazon continues working on initiatives to explore the pharmacy sector.
CVS Health trades near multi-year lows in part due to the Amazon threat.
The net payout yields offer a positive signal if the e-commerce giant isn't a problem.
CVS Health (NYSE:CVS) continues to trade down towards multi-year lows as weak earnings and fears of Amazon (NASDAQ:AMZN) entering the pharmacy space have weighed on the stock. The company though is raking in billions in free cash flow and returning that cash to shareholders, making the stock appealing on several metrics.
Read the full article on Seeking Alpha. 

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


Friday, June 9, 2017

Under Armour: Can Curry 4 Make A Difference?

Under Armour is rallying due to positive data points from Steph Curry and his latest shoe.
The stock suffered partly due to the failure of the Curry 3.
Footwear remains a category where the company has tremendous growth opportunities, though the on-the-court numbers don't support a big uptick from Curry.
Over the last couple of days, Under Armour (NYSE:UA)(NYSE:UAA) has gotten a bid from excitement surrounding Steph Curry. The combination of his team on the verge of another championship and some excitement surrounding the launch of his new shoes in the fall naturally has investors perking up to the possibilities that the athletic apparel company has a bright future.
Read the full article on Seeking Alpha. 

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


Monday, June 5, 2017

Zynga: Game Tailwinds

The continual shift to mobile makes Zynga an attractive stock.
The soft launch of a previous hit web game left for dead provides a catalyst for the stock.
The strategy to recapture lost users of the decade could benefit operating metrics and boost the stock.
The biggest issue with Zynga (NASDAQ:ZNGA) over the last couple of years was the shift away from online platforms. All of the success on mobile was mostly hidden by the declines in revenues and users from games on Facebook (NASDAQ:FB) and other web platforms.
Read the full article on Seeking Alpha. 

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


Citigroup: Expect Another Big Dividend Hike To Move Stock

Citigroup has recently held up better than other large financials.
A big dividend hike at the last CCAR was a catalyst for the stock.
The large financial appears best positioned to hike the capital return this year, providing a catalyst for the cheap stock.
Despite obvious value and still trading below book value, Citigroup (NYSE:C) has struggled to move beyond $62. The large financial hasn't been hit by the general weakness in the sector, though one shouldn't see that as reason for the stock to not rally.
Read the full article on Seeking Alpha. 

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


Sunday, June 4, 2017

Albert Pujols: Why You Don't Sign A 32-Year Old To A Mega Contract

As everybody celebrates that Albert Pujols joined the 600 home run club, the real news is the ultimate failure of the Los Angeles Angels during his tenure with that team.



Back before the 2012 season, LAA signed Pujols to a mega 10-year, $240 million contract based on his massive success in St. Louis. He led the Cardinals to 3 World Series appearances, winning both in 2006 and 2011.

His stats were phenomenal during that time period. Pujols was nearly a .330 hitter in STL and regularly led the league in key offensive categories like SLG and OPS due to his high batting average and power numbers.


Friday, June 2, 2017

BlackBerry: About That $20 Target

Citron Research published a $20 price target on BlackBerry.
The stock is already up significantly off the recent lows and trades at a market multiple for a growth company.
BlackBerry has upside potential on momentum, but the stock lacks the multiple expansion of Nvidia.
Citron Research published a report placing a $20 target on BlackBerry(NASDAQ:BBRY). The opinion was shaped on the back of the incredible gains of Nvidia (NASDAQ:NVDA) as the market made a sea change rerating of the stock, based on limited revenue growth and the recent buyout of Mobileye(NYSE:MBLY) at a lofty valuation.
Read the full article on Seeking Alpha. 

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


Wednesday, May 24, 2017

Glu Mobile: New Era

Glu Mobile reported strong Q1 bookings and increased guidance for the year.
The new CEO is correctly focused on building live operations for existing platform games to further reduce the need for a mega hit.
The stock remains extremely cheap despite a recent 30% surge in price.
The recent Q1 results for Glu Mobile (NASDAQ:GLUU) were a huge departure from past quarterly reports. The new CEO actually delivered on smashing booking forecasts without having a mega hit for a one-time bump to results making my investment thesis for buying the stock at $2.
Read the full article at Seeking Alpha. 

Disclosure: Long GLUU. Please read the disclaimer page for more details. 


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.