Out Fox The $treet

Anybody following the offshore drilling market knows that CEO Fredrik Halvorsen of Seadrill Limited ( SDRL ) is an aggressive operator. Not only does the company pay substantial dividends unlike the competition, but it also continuously wheels and deals rigs, divisions, and subsidiaries. The company is a leading offshore deepwater drilling expert with a fleet of drillships, jack-up rigs, and semi-submersible rigs operating in Northern Europe, U.S. Gulf of Mexico, Mexico, South America, West Africa, Middle East, and Southeast Asia. The company owns positions in numerous other drilling oil services firms including 75.7% of Seadrill Partners ( SDLP ) that alone is worth nearly $1 billion. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Back on the Q113 earnings report , CenturyLink, Inc. ( CTL ) defied the critics by announcing that the company had already repurchased $682 million worth of stock through May 7, 2013. Remember the company had slashed the dividend back in February, in order to better allocate cash and implement a more flexible stock buyback plan (see Did CenturyLink Just Become A Gold Mine To New Investors? ) Critics at the time suggested that the company would never actually repurchase shares. The mega-cap stock plunged 26% that day, but it has since rebounded to nearly $38 from the lows below $32. The third-largest telecommunications provider in the U.S. has already provided savvy investors with a nearly 20% gain from those first-day lows not even counting dividends. Read the full article at Seeking Alpha. Disclosure: Long CTL. Please review the disclaimer page for more details. 

One of the biggest surprises this month had to be the announcement by Delta Air Lines (NYSE: DAL ) that it planned to return as much as $1 billion to shareholders over the next three years. How could it be possible that one of the worst industries around is now able to return cash to shareholders? The airline sector has seen a major shift towards profitability after the financial crisis forced more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

After recent weakness in the Wi-Fi solutions providers, do any of the stocks provide bargains now? Both Aruba Networks (NASDAQ: ARUN ) and Ruckus Wireless (NYSE: RKUS ) have been absolutely crushed recently while Ubiquiti Networks (NASDAQ: UBNT ) has been the lone winner in the sector. One big question is whether the big boy in wireless network gear, Cisco Systems has returned to reclaim market share in the sector. Through most of more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Williams Companies ( WMB ) has consistently missed earnings estimates over the last year, but the company has a ton of growth opportunities in the decade ahead. The company has been hit with lower natural gas liquids (NGL) margins and Ethane rejections along with higher natural gas prices. Williams has one of the leading energy infrastructures in North America. It owns interests in, or operates, 15,000 miles of interstate gas pipelines, 1,000 miles of NGL transportation pipelines, and more than 10,000 miles of oil and gas gathering pipelines. It owns more than 70% of Williams Partners L.P. ( WPZ ) , one of the largest diversified energy master limited partnerships. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.

After the close on Thursday, Pandora Media ( P ) reported some encouraging trends that sparked the stock higher in after-hours trading. The company though continues to lose money questioning the validity of any rally on whether meaningful profits will ever be produced. The company is a leader in custom-radio internet services. Even with competitors such as Google ( GOOG ) venturing into the online radio market, Pandora continues to trade towards the all-time highs around $20 back after the IPO in the summer of 2011. The question is whether this service has a profitable future. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Now that SodaStream ( SODA ) has finally regained some interest from the market, the analyst community can't wait to downgrade the stock. The company continues to under promise and over deliver with results beating expectations quarter after quarter. The stock though recently stalled at $65 or only roughly 20x this year's "real" earnings estimates. The company is a leading manufacturer of home beverage carbonation systems sold at major retailers around the world with a primary target on growing in the Americas where soda usage is significantly higher than in Western Europe. The stock has historically traded at sub-growth rate multiples for various reasons whether from the company reporting in Euros or the current focus away from adjusted earnings. The question is whether the stock will reach multiples compared to its historical and forecasted growth rates or will it remain at a cheap valuation that appears crazy. Read the full article at Seeking...