Out Fox The $treet

After the market selloff, very few stocks are still overvalued. Chipotle Mexican Grill (CMG) is one of those stocks as the restaurant company continues to trade at extreme premium valuations.

The New Dogs of the Dow had a solid Q1 gain that surpassed the benchmark Dow. The average stock in the Net Payout Yields based list had a yield of 9.2% to start Q2. Due to a large buyback, United Technologies overtook the lead with the highest yield at 13.1%. This article will focus on the quarterly returns and changes in the new "Dogs of the Dow" strategy originally introduced (see  The New Dogs Of The Dow - 2015 ) last January. The goal of the series is to highlight that the old theory of buying the Dow stocks with the highest dividend yields is outdated. The more modern version involves using the Net Payout Yield (NPY) that adds the net stock buyback yield to the dividend yield. This yield more accurately reflects the modern corporate structure that utilizes a large amount of stock buybacks. Read the full article on Seeking Alpha.  Disclosure: Long AAPL, CAT, IBM, TRV. Please read the disclaimer page for more details.

The New Dogs of the Dow had substantial Q3 losses similar to the benchmark Dow. The average stock in the Net Payout Yields based list has a yield of 9.1% to start Q4. Even after a small gain in Q3, Travelers continues to top the list with a 12.1% yield. This article will focus on the quarterly returns and changes in the new "Dogs of the Dow" strategy originally introduced (see The New Dogs Of The Dow - 2015 ) back in January. The goal of the series is to highlight that the old theory of buying the Dow stocks with the highest dividend yields is outdated. The more modern version involves using the Net Payout Yield (NPY) that adds the net stock buyback yield to the dividend yield. This yield more accurately reflects the modern corporate structure that utilizes a large amount of stock buybacks. Read the full article on Seeking Alpha. Disclosure: Long AAPL, CAT, IBM, TRV. Please review the disclosure page for more details....

Summary The New Dogs of the Dow had Q2 returns that exceeded the gains of the DJIA, but it failed to match the rebound of the Dogs of Dow theory. The average stock in the Net Payout Yields based list has a yield of 8.3% starting Q3. After a large loss in Q2, Travelers tops the list with a 12.3% yield.    This article will focus on the quarterly returns and changes in the new "Dogs of the Dow" strategy originally introduced (see The New Dogs Of The Dow - 2015 ) back in January. The goal of the series is to highlight that the old theory of buying the Dow stocks with the highest dividend yields is outdated. The more modern version involves using the Net Payout Yield (NPY) that adds the net stock buyback yield to the dividend yield. This yield more accurately reflects the modern corporate structure that utilizes a large amount of stock buybacks. Read the full article on Seeking Alpha .   Disclosure: Long AAPL, CAT, IBM, T...

Summary Habit Restaurants reported strong Q1'15 earnings. The company surged to nearly $40 after the release of the turnaround plan by McDonald's. Investors shouldn't chase the stock as the PS multiple gets stretched.    After a solid Q1 earnings report , Habit Restaurants (NASDAQ: HABT ) bounced around until it soared 12.5% on Monday. The premium hamburger joint presumably surged due to the McDonald's (NYSE: MCD ) turnaround plan falling short of expectations , but one has to wonder if it really justifies a surge in the stock price.  Read the full article on Seeking Alpha.   Disclosure: No positions mentioned. Please read the disclaimer page for more details.

Even though the Image Activation program has only begun to start in earnest, Wendy's ( NASDAQ: WEN     ) has already generated a habit of beating expectations. In reality, the restaurant chain hasn't generated mind-boggling comps growth yet, but Wendy's has been performing better than management's plan expected. When the investment community has confidence in a company's plan, the company's stock tends to perform better. In 2012, Wendy's undertook its Image Activation plan to modernize the look of its restaurants and spent heavily to innovate new products that included the pretzel bun. The 6,550-store restaurant chain has seen its stock appreciate roughly 100% in the last year on improved results and excitement over the updated corporate strategy. Read the full article here . Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Small Cap Insight Over the last couple of years Jack in the Box ( JACK ) has over gone a corporate shift that has helped push the stock higher. Now with the CEO leaving and a store shuffle on going at the Qdoba subsidiary, can the stock shoot even higher? The San Diego based company operates and franchises over 2,250 Jack in the Box (JIB) restaurants in 21 states and around 600 Qdoba Mexican Grill restaurants in 45 states. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

At the recent investor presentation in June, Wendy’s (NASDAQ: WEN ) gushed about all the positives of brand reimaging, bringing amazing benefits to updated stores. In fact, some of the initially updated stores saw a 25% increase in revenue that came from higher traffic, as prices haven’t been raised. Wendy’s is a well-established QSR burger brand with around 6,500 restaurants, of which around 22% are company-owned. Anybody more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Recently Jack in the Box  (NASDAQ: JACK ) disclosed that it would close 67 Qdoba stores for a cost of $40 million in impairment and severance charges. With a turnaround at the Jack in the Box concept, one has to wonder if management knows how to operate Qdoba. The company operates and franchises Jack In the Box restaurants with more than 2,250 restaurants in 21 states. Additionally, the company operates more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

After the close last Wednesday, Jack in the Box (NASDAQ: JACK )   reported smashing results that easily beat analyst estimates. In fact the company has been on a tear lately of easily surpassing those estimates in each quarter during 2012. The company operates and franchises Jack In the Box restaurants with more than 2,200 restaurants in 21 states. Additionally, the company operates and franchises Qdoba Mexican Grill with more than more » Disclosure: No positions mentioned. Please review the disclaimer page for more details.