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CyberArk: Free Cash Flow Opportunity After The Dip

CyberArk continues struggling to gain traction despite the cybersecurity focus of the Chinese President's visit to the U.S. Several analysts have upgraded the stock after the recent dip below $50. The privileged account specialist provides a compelling free cash flow story though short-term issues will impact the stock for now. With the U.S. visit of the Chinese President, cybersecurity is back in prime focus. However, stocks of the related cybersecurity companies aren't trading as well. One stock getting a lot of analyst praise lately is CyberArk (NASDAQ: CYBR ). Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Ordering Pizza With An Emoji

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Has anybody used the pizza emoji to order from Domino's Pizza (DPZ) ? If they take my kids away from me... Too funny! Disclosure: No positions mentioned. Please read the disclaimer page for more details. 

FireEye: CFO Change Provides Opportunity

FireEye announced a new CFO who is expected to join the company on September 21. The stock has failed to keep up with industry peers in a large part due to a lack of financial discipline. Investors should keep an eye on the company with an opportunity to scoop up cheap shares if the new CFO can keep growth and instill discipline. The hiring of a new CFO is a big step forward for FireEye (NASDAQ: FEYE ). Normally, the abrupt exit of a CFO is a major red flag, but the hiring of a replacement doesn't garner much interest. Due to the unique situation of the cybersecurity stock and frustrations over financial discipline, this hiring has more than the normal relevance. Read the full article on Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

AT&T: Questionable Synergy Prospects Don't Change Value

AT&T has questionable prospects for achieving the targeted DirecTV synergies. Even coming up short on the synergies still leaves the company on track for pro-forma EPS estimates of $3. The stock remains exceptionally cheap and offers a 5.8% dividend yield. Back on September 16, AT&T (NYSE: T ) CFO John Stephens spoke at the Goldman Sachs Communacopia Brokers Conference. The main crux of the conversation with the Goldman Sachs analyst was regarding the integration and synergy benefits of the DirecTV merger. Read the full article on Seeking Alpha. Disclosure: Long T. Please review the disclaimer page for more details. 

Fitbit: Were You Paying Attention?

Fitbit has soared this week on the bullish news of a new corporate customer. The stock has gained nearly $2.5 billion in valuation on a deal that has a maximum impact of $20 million in revenue. Investors need to pay attention to quality stocks and buy on dips and not after the stock soars. For investors wanting to get into the Fitbit (NYSE: FIT ) craze, the numerous stock drops toward the $30 level provided the ultimate entry point. With some good corporate news and bullish analyst coverage, the stock exploded higher this week providing another solid example of pouncing on dips of good stocks. Read the full article on Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Vodafone: Enjoy The Dividend While Waiting

Liberty Global continues pursuing a deal with Vodafone despite regulatory concerns and disagreements on asset values. The stock continues trading toward multi-month lows on market weakness and the lack of merger news. Vodafone remains attractive with solid growth catalysts and a big dividend. The  unsurprising news  of the week is that Liberty Global (NASDAQ: LBTYA ) is finding it difficult to work out a deal with Vodafone (NASDAQ: VOD ). To most investors it shouldn't be a shock that the companies are struggling to find common ground on a deal in the midst of stricter regulatory scrutiny of related mergers in Europe. The original  investment thesis  surrounding this potential deal back in June questioned some of the logic supportive of a workable deal. Read the full article on Seeking Alpha.  Disclosure: Long VOD. Please review the disclaimer page for more details. 

Williams: Some Answers

Williams finally issues Q3 dividend amount. The company hasn't answered the long-term questions surrounding the impact of the fee cuts. The stock remains difficult to own until more questions are resolved. As the market was closing for the week, Williams Cos. (NYSE: WMB ) left shareholders in the dark regarding the upcoming dividend and the strategic alternatives resolution. In Williams: Negative Implications Of Chesapeake Deal , the research highlighted some of the issues with the fee cuts from the Chesapeake Energy ( CK ) deal. Long after the market closed on Friday, the company and market news sources provided some more information. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.