Wells Fargo: Is That What You Call Success?

Wells Fargo reported Q4 results that missed analyst estimates. The large bank still trades at the high end of sector valuations, despite a relative underperformance over the last three months. Investors should remember that success is all relative. Before the open on Friday, Wells Fargo (NYSE:WFC) reported quarterly earnings along with a group of large financials. The troubled bank

CenturyLink: The 9% Dividend Steal

CenturyLink ended 2016 down at the lows, as the market was unimpressed with the company's decision to purchase Level 3. The 9% dividend appears easily supported after the deal closes, based on free cash flow analysis. A recent analyst price target provides ample upside that is a bonus with the large dividend. CenturyLink (NYSE:CTL) ended 2016 in the dumps. The market didn't fondly view

Nvidia: Pump The Brakes

Nvidia hit a new high to start trading Wednesday to cap a remarkable run from the lows to start 2016. Despite the excitement over end market opportunities, most of the stock gains came from multiple expansion. The analyst community became too bullish allowing for a contrarian play by Citron Research to easily take down the stock. When a stock soars and analysts upgrade the price target,

Transocean: No Reason For Excitement

Transocean reached yearly highs last week. The recent production cuts agreed to by oil producers around the world shift drilling towards domestic shale producers. The deepwater drilling market still remains far from a recovery as Transocean continues to face a declining backlog. On the back of more oil production cuts, Transocean (NYSE:RIG) soared to multi-year highs this week. The news

Amazon: First Drone Delivery

Amazon (AMZN) released the following video of the first drone delivery in the UK. The PrimeAir customer delivery is part of an initial test with some apparent limitations. Packages have to be less than 5.75 lbs and the test includes an area with large fields and limited homes. The package landed on a spot laid out in the yard far from the house. Very few homes in the US would offer such a landing

FinTech – Improved Regulatory Environment Is Bullish

Trump hasn't even taken office yet and the Federal regulators are already proposing regulations that will make it more efficient for FinTechs to operate. The Office of the Comptroller of the Currency proposed allowing FinTech firms to obtain a national bank charter. Firms from LendingClub (LC) to OnDeck Capital (ONDK) to Square (SQ) and numerous private FinTechs could benefit from have more

Why Freeport-McMoRan Isn’t Expensive Even Above $20

Copper prices have rocketed above even the targets used in the copper miners' presentations. Freeport-McMoRan is highly cash flow positive at copper prices around $2.50 pound. The stock offers interesting value even after the huge surge in the stock price. The recent copper rally apparently caught most investors and analysts off guard. Analysts are either scrambling to upgrade the stock

Allergan: One Impressive Plan

Allergan recently missed Q3 estimates that should mostly be ignored. The growth pharma has a huge capital return plan that overrides current earnings weakness. The net payout yield will push into one of the top yields in the current market. Allergan (NYSE:AGN) hit our radar screen due to the combination of two key signals: plunging stock price and massive capital return plans. The market

Disney: The Problems At ESPN

Based on Nielsen's November estimates, ESPN owned by Disney (DIS) is collapsing faster than expected. The networks of ESPN, ESPN2, and ESPNU all lost over 600K subscribers for November alone. Expect Disney to trade weak next week as this next speeds up the cord cutting desire to avoid the high costs of ESPN at the same time that the cable sports network spent billions on rights fees for

Weatherford: Recovery Starts Now

Weatherford reported disappointing Q3 results. The company has left the stock for dead while the market is starting to rebound. The stock remains a speculative play in the sector for a catch-up trade. As other industry players trade near multi-year highs, Weatherford International (NYSE:WFT) is still trading at the lows. The recent quarterly results weren't the best, but the market
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