Out Fox The $treet

Windstream reported mixed Q4 results, but the stock rallied as cash flows continue to cover the large dividend. The telecom provider made several capital return moves suggestive of an oversold stock. Ultimately, the stock offers a limited margin of safety with the current balance sheet. In my  last article , I highlighted how Windstream Holdings (NASDAQ: WIN ) offered a large dividend backed up by solid free cash flow. The biggest concern with buying the stock was whether the market could handle the mounting losses reported by the telecom provider.  Read the full article on Seeking Alpha.  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

Baidu soared on solid Q4 results and guidance for Q1. The Chinese Internet search giant will benefit from multiple efforts to remove costs from the financials. The recommendation is to own Baidu as operating margins rebound going forward. Despite obvious value, Baidu (NASDAQ: BIDU ) traded near its lows over the last few months. The fears over the Chinese economy have overshadowed the company's incredible growth rates and the shift in the economy towards services and domestic consumption that benefits Internet-based businesses.  Read the full article on Seeking Alpha.  Disclosure: Long BIDU. Please read the disclaimer page for more details.

More questions swirl about the ETE and Williams deal. A termination fee paid to Williams would quickly shore up dividend coverage and funding requirements of the next year or more. Based on the news, Williams is a stock to avoid unless more details emerge suggesting a termination fee is actually forthcoming that would provide an opportunity for the company. Despite a market rally on Thursday,  Williams Cos. (NYSE: WMB )  traded down over 3% on a couple of headlines that reinforce the risk surrounding the stock. My  previous questions regarding the risk in the stock are only magnified now. Read the full article on Seeking Alpha.  Disclosure: No postions mentioned. Please read the disclaimer page for more details.

Sprouts Farmers Market crushed Q4 estimates while the stock ironically traded towards the post-IPO lows. The company benefits from a focus on affordable produce and reasonable margins to drive traffic growth. The stock is recommended long-term holding, but investors shouldn't chase the stock higher at the current levels. Over the last six months, I encouraged investors on multiple occasions to not view  Sprouts Farmers Market (NASDAQ: SFM )  so negatively ( here  and  here ). Outside of the flash crash, the stock traded down to $20 on two occasions providing attractive entry points.  Read the full article on Seeking Alpha.  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

Lowe's generated substantial comp sales growth during Q4 due to warm weather over the holidays. The purchase of RONA, subsequent exit of an Australian business, and reduced stock buybacks are all warning signs. The recommendation remains to avoid the richly priced home improvement retailer benefiting abnormally strong comp sales growth. Despite generally positive  Q4 earnings ,  Lowe's (NYSE: LOW )  traded mostly tepid for the next couple of days. Even with the ongoing positive results, the stock is struggling per my  prior warning .  Read the full article on Seeking Alpha.  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

Glu Mobile has a big plan for celebrity games. The original revenue targets appear farfetched, but the social followers and mega stars might provide more staying power than market expectations. The stock remains amazingly cheap, considering another hit celebrity game and plenty of catalysts throughout this year. With the initial success of another celebrity game, Glu Mobile (NASDAQ: GLUU ) investors can finally start viewing the possibility of a long revenue stream from celebrities. Going over 18 months without a successful celebrity-based game launch since the original  Kim Kardashian: Hollywood  made it impossible for the market to embrace Glu's vision. The stock paid the price, trading below $2 recently.  Read the full article on Seeking Alpha.  Disclosure: Long GLUU. Please read the disclaimer page for more details.

Macy's easily surpassed reduced Q4 results due to a snapback in sales from cold weather in January. Even after the recent rally, the stock trades far below the intrinsic value of the real estate assets and a profitable retail operation. With several catalysts in 2016 and beyond such as the new store concepts and capital returns, the stock is a core position in a value portfolio. The  final Q4 results  for  Macy's (NYSE: M )  indicates that weather truly impacted the apparel business over the holidays. The limited cold weather in the prime Northeast stores prior to the holidays was highly harmful to results.  Read the full article on Seeing Alpha.  Disclosure: Long M. Please read the disclaimer page for more details.