Out Fox The $treet

Summary More evidence of a slow shift to natural gas as a transportation fuel for trucks. WSJ uncovered some unexpected roadblocks to the switch to natural gas. Clean Energy Fuels continues to face an uphill climb. The shift to natural gas fueled trucks has taken a lot longer than most expected causing the stock of Clean Energy Fuels (NASDAQ: CLNE ) to become a hotly debated topic. The sector soared to highs back in early 2012, but it eventually plunged to new lows when the market forecasts for growth were never met. Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Summary Travel fears with limited long-term impact have hit airline shares. Operating margins, new airplanes, and refinery success provide Delta Air Lines with an attractive stock price. Investors should continue holding Delta stock until it reaches a market multiple. When reviewing the stock gains of Delta Air Lines (NYSE: DAL ) over the last two years, one probably questions whether it is too late to invest in this airline or the sector in general. The stock has seen phenomenal gains, yet it still trades at an appalling low multiple of earnings. The recently reported second-quarter earnings were chock full of numbers that suggest the stock has a much longer runway for improving the bottom line. Read the full article at Seeking Alpha. Disclosure: Long AAL. Please review the disclaimer page for more details. 

Summary CenturyLink reported Q2 '14 earnings. Solid results back opinion that investors should continue owning the stock. Research anticipated that results would be unexciting, but strong enough to produce returns for shareholders. Read the full update on Seeking Alpha.  Disclosure: Long CTL. Please review the disclaimer page for more details.           

Summary Jack in the Box reported Q3 '14 earnings. The recommendation remains that the concept is attractive, but the valuation is rich. The strong turnaround of the Qdoba concept was not anticipated.          Read the full update at Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Summary Demandware reported Q2 '14 earnings. Solid earnings continue to suggest that the stock is a buy in the low $50s. Original research suggested the company would see an acceleration in revenue, making the stock attractive.          Read the full update at Seeking Alpha.  Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Summary Potash Corp generally exceeded Q214 estimates based on strong cost controls. The potash market to remain under pressure even if new growth targets are hit. Investors should consider the recent rebound in Potash Corp a gift that is contrary to the long-term fundamentals in the main fertilizer. The latest quarterly report from Potash Corp (NYSE: POT ) shows some improvements in the fertilizers markets. In a previous article , the question was whether any value existed in the potash stocks going forward. The real concern is that large miners like Rio Tinto (NYSE: RIO ) and BHP Billiton (NYSE: BHP ) have sights clearly on establishing potash mines and expanding market in this area due to historically higher margins. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Summary Twenty-First Century Fox's pursuit of Time Warner probably isn't over. Valuations in the group are becoming stretched. Time Warner solidly beat Q2 '14 earnings estimates, increasing the value of the company to a bidder. A few weeks ago, the revelation that Twenty-First Century Fox (NASDAQ: FOXA ) (NASDAQ: FOX ) offered to purchase Time Warner (NYSE: TWX ) sent the latter's stock surging roughly 17% for the day. The stock sat around the offer price of $85 for a few weeks providing the opportunity to sell it at a solid price before the 12% drop today. The offer for the content giant is another step in the cable wars though it may not materialize into a merger now. The initial moves to consolidate the cable networks in the case of Comcast (NASDAQ: CMCSA ) (NASDAQ: CMCSK ) buying Time Warner Cable (NYSE: TWC ) is leading the content providers to look into ways of bulking up. Read the full article at Seeking Alpha....