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

Sunday, May 7, 2017

Vale SA

A look at Vale SA provides a lesson in risk and volatility.

  • Vale is not a stock for the conservative defensive investor.
  • Consider the company’s longer term track record before investing.
  • Options provide an interesting alternative to purchasing the shares.

Monday, March 27, 2017

CNO Financial Group Inc. (NYSE:CNO) – Mid-Cap Value Opportunity

  • A look at the company’s current financial ratios and metrics indicate the shares are in value territory.
  • CNO Financial Group is a profitable company trading below book value in a historically highly valued market.
  • Investors can acquire shares at a significant discount using options.

See the full Seeking Alpha Article here:  CNO Financial Group

Monday, March 20, 2017

Essendant (NASDAQ:ESND) - Profit from the Volatility

  • Essendant is a wholesaler of a wide range of office, facility, industrial, and automotive supplies.
  • The stock has fallen substantially recently and currently provides an interesting opportunity for value investors.
  • The recent stock price decline means the company is trading under book value and has resulted in an attractive dividend yield of 3.63%.
See full analysis here:

Tuesday, March 14, 2017

Consumer Portfolio Services, Inc.(NASDAQ:CPSS)

New Seeking Alpha article on Consumer Portfolio Services, Inc.(NASDAQ:CPSS)

See Full Analysis here:  Full Analysis and Recommendations


Consumer Portfolio Services (NASDAQ:CPSS) purchases and services automobile contracts originated at automobile dealers.
Consumer Portfolio Services is trading at a discount to peers and the general market on most metrics despite strong gains in the stock in the last 12 months.
This company is generating impressive cash flow while selling for less than its intrinsic value even if you consider a future with little to no growth.