SunPower (SPWR) is on my “Very Short List” of about 100 stocks that can lead in the next decade. It is now a holding of mine, as the October $7 puts I sold about a month ago were assigned to me on Friday. I am very happy with a net cost a […]
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Our bar for buying any stock is that we believe it has a reasonable chance to offer a triple or more in the next several years.
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SuperValue is the nation’s largest wholesale grocer and also a retailer. The stock has been beaten down on pessimism in the space and the impending arrival of the Amazon and Whole Foods tie-up. Several grocers are dramatically undervalued, SuperValue is one of them. There is likely at least one and […]
As you probably read last month, I got beat up pretty badly for saying to sell some of folks favorite dividend stocks. On August 4th, in “3 Supposedly Safe Dividend Stocks to Dump Now” I said to sell Coca Cola (KO), Procter & Gamble (PG) and Verizon (VZ). Since then, […]
Blackstone (BX) has been adding natural gas investments for a few years now. It’s latest investment was to pay $1.57 billion for a 32.4% stake in the Rover Pipeline being built across Ohio. It’s pipeline investment is a signal to investors to follow suit. Hello, your membership does not give you access […]
When I pick dividend stocks, I am looking for companies that can grow those dividends over time. That means that somehow the company has to be able to see increasing revenues, without taking on massive debt, over time. Below are twelve companies that fit the bill. Make sure you read […]
8point3 Energy (CAFD) [the symbol cutely refers to “Cash Available For Distribution”] is on the opposite side of a merger. It is essentially a solar utility that holds completed projects, collects the income and pays out a dividend. Hello, your membership does not give you access to this page. Please […]
CenturyLink (CTL) and Level 3 (LVLT) appear to have cleared all of their merger hurdles and that’s good. Now that CenturyLink shares have sunk on fears about the customer complaint lawsuits, I am very much interested in it again. The huge dividend is probably secure, but if not, will still […]
Potash Corp (POT) is merging with Agrium (AGU) imminently. This will create an awesome vertical structure for the new company as Agrium has a large retail network for the combined company’s products. The wholesale distribution of Agrium has the potential to really charge sales of the combined product line. Hello, […]
I am stealing an idea from another Seeking Alpha author who follows REITs almost exclusively. The stock is Store Capital (STOR) which Warren Buffett just bought a stake in. I am going to refer you to a pair of pieces on Seeking Alpha to get to know the company. Hello, […]
The “Internet of Things,” a phrase I hated a few years ago because it sounded a little too clever and pithy to me, is quickly becoming one of my favorites. The connected world, for any trepidation I might have about it personally, is becoming a foregone conclusion. Hello, your membership […]
While I still very much like the CenturyLink and Level 3 merger, I am bothered by the complaint against the company regarding sales practices. I do not think there will be permanent damage to the company, however, I am not interested in taking punishment from the market while things shake […]
The energy sector is getting beat up again, especially oil. The charts show a fairly strong support level for oil in the middle $40s which we have discussed before. While there might be a bit more downside if there is strange news out of the Middle East short-term, I think […]