Friday, August 18, 2017

Cabot Corp (NYSE:CBT)

  • Cabot Corporation is undervalued even if you use the low end of their projected growth forecasts.
  • It appears that achieving its growth targets is probable given the global demand outlook for its products along with their global presence.
  • Cabot’s chemicals and performance materials are used in a broad range of industries including transportation, infrastructure, environment and consumer goods such that they are not overly reliant on one industry.
See Full Seeking Alpha Article HERE

Monday, August 7, 2017


  • The company has kept up a trend of increasing revenues, generating nice cash flow, and has no debt.
  • Thanks to the current negative sentiment towards retail in general and specifically footwear retailers, we think investors are now offered a good entry price to acquire shares in DSW.
  • While DSW was overvalued in the past, the heavy decline has brought them within value territory.

See Full Seeking Alpha Article HERE

Friday, August 4, 2017

Delta Air Lines, Inc.(NYSE:DAL)

  • The stock’s decline after announcing second quarter earnings is overdone.
  • We prefer Delta due to its stronger balance sheet compared to some competitors.
  • The growth estimates being used by analysts are not only achievable but offer a strong potential for Delta to deliver an upside surprise.

See Full Seeking Alpha Article HERE

Monday, July 31, 2017

Canadian Imperial Bank Of Commerce (NYSE: CM)

  • CIBC is too cheap to ignore based on a discounted cash flow analysis which shows the bank is undervalued even under the low growth forecasts.
  • When growth estimates are as low as they are for the fifth largest Canadian bank, it becomes a lot easier to produce an upside surprise.
  • Investors can collect the dividend while waiting for the market to revalue this company.

Read the Full Article HERE

Sunday, July 23, 2017

Taiwan Semiconductor Mfg. Co. Ltd. (ADR) NYSE: TSM

  • Taiwan Semiconductor Manufacturing Company appears undervalued based on a discounted cash flow analysis warranting a further dive into the company.
  • Invest in the low cost producer.
  • We think the company known as the first semiconductor foundry is poised to benefit from the future wave of technology developments.

Read the Full Article HERE

Monday, July 17, 2017

Eastman Chemical (NYSE:EMN)

  • Surprisingly, in an expensive market, some of the big chemical companies are still selling at attractive valuations.
  • This $12.39 billion chemical company still has plenty of room to grow keeping in mind that Dow Chemical has a market cap of $78.69 billion.
  • Given the growth expectations along with the current PE of 14.28, there is still room to go in the stock price.

See Full Article HERE

Sunday, July 9, 2017


  • The decline in the share price of Ebix is an opportunity to pick up the shares at an attractive price.
  • The market segment it is targeting is worth $60 billion in the US alone.
  • We like the rapid growth as seen in the steadily increasing revenue and net income as well as recent acquisitions.

See Full Seeking  Alpha article HERE