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

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

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

Alphabet: Path To $1,000

After another strong earnings report, Alphabet (GOOGL) is up $12 today to $829. The stock appears on a path to $1,000. RBC Capital Markets tech analyst Mark Mahaney places a $1,025 target on the stock. Alphabet trades at a meager 20 forward P/E multiple making one wonder if the inability to obtain a higher multiple is related to the market cap of nearly $560 billion or the potential problems in

Twitter: Re-Accelerating User Growth Keys Q3 Results

Twitter reported that Q3 results beat estimates, but the market focused on a lack of revenue guidance for Q4. The social-media giant generated further growth in key user metrics that is far more important than revenues at this point. The stock remains one to own around the recent lows. After an initial positive reaction to Q3 results, Twitter (NYSE:TWTR) is trading mostly flat. The

Freeport-McMoRan: Proving The Cash Flow Thesis

Freeport-McMoRan missed Q3 analyst estimates. The copper miner made huge strides in proving the cash flow thesis. The stock trades at an attractive valuation now that cash flows are set to pay for debt reduction. Freeport-McMoRan (NYSE:FCX) spent the last year cutting capital expenses and reducing costs to improve cash flows. The biggest story in the next few quarters is to see whether

Weatherford: Bottoming Process

Weatherford International (WFT) reported some horrible Q3 numbers, but the stock rebounded solidly on the news. The daily low of $5.26 test the lows for the last few months to only see the stock rebound near the highs of the day. The interesting part of the story is that the industry sees the market bottoming out. Maybe even more important, a competitor like Halliburton (HAL) is shifting
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