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Showing posts with the label Long Ideas.

IB Net Payout Yields Model

Cisco Systems: Repatriation Tax Hit

Cisco Systems faces a large tax bill from the mandatory repatriation of foreign earnings. The tech giant has one of the largest cash balances impacted by the tax law. The current capital return plan is solid, but the net payout yield fails to impress. One company flying under the radar of the mandatory tax repatriation of foreign earnings is  Cisco Systems  ( CSCO ). The market constantly focuses on the other tech giants like  Apple  ( AAPL ) and  Microsoft  ( MSFT ) or new tech companies, but Cisco Systems actually has one of the largest balances of cash stashed in international locations. Read the full article on Seeking Alpha.  Disclosure: Long AAPL. Please review disclaimer page for more details. 

Is This Retailer Gunning for Amazon?

Is it possible that this down and out retailer has a game plan to take on Amazon.com ( NASDAQ: AMZN     ) ? Amazon is by far the leading online retailer, but it might surprise most investors that Sears Holdings (NASDAQ: SHLD) is considerably along the path toward being a leading online retailer. No matter what investors think of the plans that CEO Eddie Lampert has undertaken by limiting spending on sprucing up stores, the company has made plans to become a leading online retailer. Sears has even recently advanced fulfillment services to include same-day delivery or in-store pickup that might offer a compelling advantage over Amazon. Read the full article here . Disclosure: Long SHLD. Please read the disclaimer page.

Republic Unloads Struggling Frontier to Provide Better Focus

After years of attempting to turn around Frontier Airlines, Republic Airways ( NASDAQ: RJET     ) ( NASDAQ: RJET     ) ( NASDAQ: RJET     ) made a move that should have surprised no one in the industry. The operator of fixed-fee flights for partner airlines agreed to sell  Frontier to a group run by William Franke, the former chairman of Spirit Airlines ( NASDAQ: SAVE     ) ( NASDAQ: SAVE     ) ( NASDAQ: SAVE     ) . Exiting the troubled subsidiary allows Republic to focus on the profitable fixed-fee segment, but the airline failed to obtain anything significant for its four years of work attempting to make Frontier viable. Read the full article here . Disclosure: No position mentioned. Please read the disclaimer page for more details.