Saturday, June 24, 2017

General Mills (NYSE:GIS)

  • General Mills' stock price has declined over thirteen percent over the last 52 weeks.
  • We see this weakness in the shares as an opportunity to pick up the consumer foods company at a fair price.
  • When markets are at all-time highs and valuations are stretched, we think it makes sense to overweight the consumer staples sector which is more immune to pullbacks.

See Full Article HERE

Monday, June 12, 2017

Cisco Systems, Inc. (NASDAQ: CSCO)

  • The earnings drop provides an opportunity to buy the shares of a company that has consistently maintained impressive profit margins and now offers investors an attractive dividend yield.
  • With investments in growth areas Cisco is hoping to achieve revenue growth which has stalled recently.
  • Despite the weaker than expected guidance, investors should note the continued impressive cash generation of Cisco.

Full Seeking Alpha article: HERE

Monday, June 5, 2017

Evolution Petroleum (NYSEMKT:EPM)

  • While we are not excited about the sector as a whole, we are long Evolution Petroleum due to its ability to generate cash despite the low oil prices.
  • Evolution Petroleum offers an attractive dividend with a low payout ratio.
  • The lack of debt and outstanding current ratio are especially rare for the industry.

Read the full Seeking Alpha article HERE

Monday, May 29, 2017

Tyson Foods (NYSE: TSN)

  • The AdvancePierre acquisition will add many new brands to Tyson’s portfolio.
  • The recent decline in price is an opportunity for investors to initiate a position in a consistent performer that still has room to grow.
  • We see the earnings growth continuing, which will allow Tyson to increase its dividend and buy back shares in the years ahead.
See the full Seeking Alpha Article HERE

Monday, May 22, 2017

Dean Foods (NYSE: DF) - Milk Money

  • Dean Foods is down over 8% in the last six months providing an entry point.
  • We like the strategic plan presented at their annual meeting in which they discuss building and buying strong brands.
  • The industry is extremely competitive but we think the Friendly’s acquisition and Organic Valley Joint venture are positive first steps to strategically grow revenue for the years ahead.
Read the full Seeking Alpha article:  HERE

Tuesday, May 16, 2017

Verizon (NYSE: VZ)

  • Verizon’s (VZ) revenues had been increasing for the last six years until it reported the first decline in 2016.
  • As we can see from the graph below the decline in revenues has been significant with a corresponding drop in the share price.
  • While recent acquisitions are making headlines, investors should consider the relative size of these investments and the long term outlook and impact on growth and market share.

Read the full Seeking Alpha article HERE

Monday, May 15, 2017

Gilead Sciences (NASDAQ:GILD)

  • Gilead (GILD) revenues have been declining every quarter for some time now.
  • As long term and recent shareholders are well aware, this has had a very negative impact on the share price.
  • Despite declining revenues from HCV sales, we believe that the company will eventually succeed in diversifying itself and finding new revenue streams.
See the full Seeking Alpha article HERE