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  • How General Electric is Re-Positioning Itself for Dividend Growth

    Published December 3rd, 2016 by Bob Ciura


    The U.S. is now seven years out from the official end of the Great Recession. But despite this, bad memories still linger for General Electric (NYSE:GE) investors…

      


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    This is called creating a "fat adapted metabolism" and you do this by reducing your overall carb intake and simultaneously increasing your healthy fat intake. This doesn't mean you need to go extremely low in carbs like Atkins, but just a LOT lower than the average carb addict, which is pretty much everyone eating a modern virilax diet. By relying mostly on healthy fats for energy instead of carbs, this balances your hormones and gives you VERY stable blood sugar levels throughout each day, allowing you to also have VERY stable energy levels throughout each day without the typical spikes and slumps in your energy that most carb addicts feel every single day.


    http://www.hitssupplements.com/virilax

      


  • test

    Now I’ve written at least one other article on this: Numerator vs Denominator. (If you have time, it is a good summary article.) The basic idea is this: in the long-run stocks benefit from growth in the economy. In the short-run, growth in the economy can push up the demand for capital because new and existing businesses need investment, and the cost of capital rises as a result. Second, as the economy grows, sometimes resources other than capital are proven to be in short supply, e.g., labor and resources. GDP may grow, but in certain contexts, profits as a share of GDP can shrink, and the share going to wages, resources, and interest may grow.


    I write this for a few reasons:

      


  • http://supplement4help.com/diabazole-reviews/

    Remember that your mind is very powerful and can be your main enemy when it comes to losing weight. What you think of yourself and Diabazole Reviews what you tell yourself can have negative repercussions. Keep your thoughts positive.


    1. Eat breakfast every day something nutritious

      


  • Warren Buffett Shares His Thoughts About the Election

    Lost in the commotion after the election was an interview of Warren Buffett (Trades, Portfolio) sharing his thoughts about the outcome. I was not aware of it. In the video posted below, interviewer, Poppy Harlow, asks questions covering President Elect Trump’s proposals during the campaign, why Buffett supported Hillary Clinton, the stock market, and President Obama’s legacy. It’s clear Buffett tries to be as non-controversial as possible as he deflects questions intended to make him voice any fears about a Trump presidency. As hard as Buffett tries to deflect concerns about Trump’s temperament, he still admits that rogue nations like North Korea concern him.


    When asked about the stock market, Buffett gives his standard answer that the stock market will be higher irrespective of who’s in the White House. When asked if a Trump presidency will change the way he does business, it seems like Buffett is in the same boat as everyone else. He expects the campaign rhetoric to differ drastically from the post-election proposals but he doesn’t know what the final proposals will actually look like. Buffett adds that he was buying certain stocks prior to the election with the expectation that Clinton would win. He continued adding to the same positions after the Trump victory.

      


  • stocknote

    Comments
    Fair value: $3.75  


  • Weekly Top Insider Buys Highlight for the Week of Dec. 2

    Weekly Top Insider Buys Highlight for the Week of Dec. 2


    The largest Insider Buys were for The Home Depot Inc (NYSE:HD), Sempra Energy (NYSE:SRE), Analog Devices Inc (NASDAQ:ADI), and Edwards Lifesciences Corp (NYSE:EW).

      


  • Fluidigm Corp (FLDM) President & CEO Stephen Christopher Linthwaite Bought $349,800 of Shares


  • Jokes, Analogies and Anecdotes in Warren Buffett’s Shareholder Letters

    In the previous article we collected the jokes that Warren Buffett (Trades, Portfolio) used in his shareholder letters. He also used a lot of analogies and anecdotes in his shareholder letters. He likes to use simple analogies to make his ideas easy to understand. These are of those he used in his shareholder letters.  


  • Low-Priced Retail Stocks Gurus Shopped for Ahead of Holiday Season

    Those interested in out-of-favor stocks can’t look much further than retail. In a market routinely hitting all-time highs, the consumer discretionary sector’s 1.42% one-year return makes it the worst performing, second only to health care. But the statistics for apparel and department stores are much worse, and the upcoming crucial holiday season may not help.


    Belying the worsening picture for traditional retailers were a 0.8% rise in retail and food services sales in October and 2.9% increase for the 10 months ended in October, compared to the comparable periods. At the same August-October period, clothing and accessories eked out a 0.5% gain, and sales at in general merchandise including department stores were dropping 5.2%, according to data from the Census Bureau.

      


  • How Can Value Screener Record Trends Explain Market Valuations?

    As we approach the end of 2016, we can review the value screener record trends to further understand global market valuations and the predictability of companies. Each value screener lists stocks meeting specific criteria. Some value screeners list companies trading at deep discounts while others focus on the company’s predictability rank.


    Intelligent investor seeks net-net bargains

      


  • Why Facebook Inc (NASDAQ: FB) Stock is under pressure

    Facebook Inc (NASDAQ: FB) stock lost over 2.9% on December 1st, 2016 (Source: Google finance) due to concerns over their fake stories. Facebook acknowledges that the fake news is a big problem that it must be dealt with. But, the group reported that they are taking measures to face this issue like building systems to detect fake stories before users flag them which would involve Artificial Intelligence (AI).


    Facebook, already has several people across the globe to monitor content on the site, but is now in the “research stage” of using AI to automatically detect depictions of violence and other problem in live videos.

      


  • US Market Indexes Mostly Higher on Friday

    U.S. market indexes were mostly higher on Friday with stocks lower for the week.


    The Dow Jones Industrial Average closed at 19,170.42 for a loss of 21.51 points or 0.11%. The Standard & Poor's 500 closed at 2,191.95 for a gain of 0.87 points or 0.04%. The Nasdaq Composite closed at 5,255.65 for a gain of 4.55 points or 0.09%. The VIX Volatility Index was higher for the day at 14.12 for a gain of 0.05 points or 0.36%.

      


  • MFP Investors Buys 7 New Holdings

    Michael Price (Trades, Portfolio), who runs hedge fund MFP Investors LLC, invested in seven new holdings in the third quarter. Price’s estimated net worth is $1.2 billion; MFP Investors has $1.6 billion under management, much of it Price’s money.

    His largest purchase was 521,500 shares of Regions Financial Corp. (NYSE:RF), a financial services company based in Birmingham, Alabama, for an average price of $9.36 per share. The deal had a 0.68% impact on the portfolio.  


  • Barrick Repurchases $595 Million of Corporate Loan

    Barrick Gold Corp. (NYSE:ABX) reported Friday the conclusive results of its tender offer to buy back a certain amount of its 4.40% notes with maturity in 2021, 4.10% notes with maturity in 2023 and 3.85% notes with maturity in 2022.


    The company announced on Nov. 17 that it would increase the amount of the notes to be repurchased from $350 million, as originally planned, to $650 million. Friday the gold miner announced the extinguishment of $595,328,000 of its corporate loan consisting of 4.40% notes with maturity in 2021.

      


  • 23 Questions With Bakul Lalla

    1. How and why did you get started investing? What is your background?


    I started investing for savings to maintain future purchasing power against my personal lifestyle inflation rate. Savings are primarily earmarked for future consumption such as retirement and college education. My background comes from a family of farmers migrating from the Asian continent to the African continent, and finally to the United States. Formal background is in electrical and computer engineering.

      


  • Qualcomm: Balance Sheet, Dividend Yield Make It Attractive

    Large-cap technology stocks are a great place to look for dividend growth investors.


    Income investors traditionally have not been able to rely upon tech stocks for dividends. Even the tech stocks that do pay dividends usually have short dividend histories.

      


  • Apple: A Dividend Achiever in the Making

    (Published Dec. 2 by Bob Ciura)


    In the realm of dividend investing, a track record means everything.

      


  • Neiman Marcus Debenture Bonds Yielding 8%

    According to a recent filing of Longleaf Funds, the fund has bought junk bonds in Neiman Marcus. Since they are Rule 144 (meaning only institutions can buy them), we will focus on another series. Neiman is owned by the private equity fund Ares and by the Canadian Pension Fund.


    I found these notes while perusing Longleaf Funds Quarterly holdings at the Securities and Exchange Commission. Longleaf owns: Neiman Marcus Group LTD LLC 8.00% 144A Senior Notes due Oct.15, 2021. I also see a series due June 1, 2028 with a cusip of 640204ab9. The bonds yield almost 8% and have a coupon of 7.125. Standard & Poor has them rated as B-. The bonds trade at around 92. Back in 2009, they fell to 30.

      


  • Competitor Performance Is Eating Nike’s Lunch

    Nike’s (NYSE:NKE) shares are now trading very close to its 52-week low of $49.01. Considering the direction in which Nike’s sales and future orders have gone in North America, it is clear the stock may continue the downward trend that started in November last year. Nike has lost more than 22% of its valuation since then, but recovery seems to elude the world’s largest sports footwear maker as competitors keep nipping at its heels.


    Nike has now missed future orders estimates more than three times in a row. Future orders is a key metric that shows the demand for a product in the market. It counts the number of orders the company received from buyers in advance of actual consignments being shipped out.

      


  • Insiders Roundup: Alphabet, Scripps, Phillips 66

    The All-in-One Screener can be used to find insider trades from the past week. Under the Insiders tab, change the settings for All Insider Buying to “$200,000+” and the duration to "November 2016" and “December 2016” and All Insider Sales to “$5,000,000+.”


    According to the above filters, the following are trades from company insiders in the past week.

      


  • Cyber Weekend: Amazon’s Biggest Validation to Date

    Amazon (NASDAQ:AMZN) practically dominated cyber weekend sales, capturing 31% of online spending, while Best Buy (NYSE:BBY) came in a distant second with 7.4%. Apart from these two companies, no other retailer was able to capture more than 5% of sales during the weekend, validating Amazon's dominance in online sales.


    As an e-commerce giant, such numbers are indeed expected from Amazon, but the problem for other retailers is that, despite having a clear edge in terms of physical stores around the country and pumping billions of dollars into developing their online stores, they are still far from competing with Amazon on a level playing field.

      


  • Oaktree Reduces, Eliminates Multiple Positions in the 3rd Quarter

    Howard Marks (Trades, Portfolio) is the chairman of Oaktree Capital Management LP, which was founded in 1995. The firm made the following trades in the third quarter:


    The firm almost closed its position in Allergan PLC (NYSE:AGN), cutting it by 93.18%. The transaction had an impact of -3.07% on the portfolio.

      


  • Gold Industry Down as Uncertainty Mounts

    The -7.9% collapse in gold prices in November is attributed to several factors. First, the growing expectation that the Federal Reserve will increase the interest rate. Also, a stronger U.S. dollar against the euro and other currencies was induced from assumptions based off an oil production agreement made by OPEC members at a meeting in Vienna on Nov. 30. Gold prices may have been affected by mounting expectations of President-elect Donald Trump and the impact his administration may have on the global economy. Finally, fears of negative repercussions on the financial markets from the result of a constitutional referendum Italians will vote on Dec. 4 have also had an influence.


    Gold has not stopped weakening. Yesterday, the precious metal fell 1.4% from the previous trading day to $1,173 per troy ounce on the London Bullion Market.

      


  • Smith & Wesson Reports Strong Quarter, but Stock Suffers Post Election

    Smith & Wesson (NASDAQ:SWHC) released its second-quarter earnings for fiscal 2017 on Thursday.


    The well-known gun manufacturer reported an increase in profits and revenue. For the quarter, it reported a profit of $32.5 million, or 57 cents per share, up from $12.5 million, or 22 cents per share, a year earlier. The company reported revenue between $230 million and $240 million. Analysts forecasted $237.7 million. Sales climbed 63% to $233.5 million.

      


  • 6 Things That May Surprise You About Building Wealth

    Wealth is almost universally appealing.


    Even if you live a nonmaterialistic lifestyle, you can’t argue with the fact that more money would allow you to do more of what you want – whether that is traveling, starting new organizations or helping your loved ones out of tight financial jams. We live in a capitalistic society in which people envy and strive for wealth; whether you think this is “right” or “wrong,” it is the culture in which we live, and millions of Americans wake up each morning wanting to build a wealthy lifestyle for themselves.

      


  • This Junior Gold Miner Will Soon Show Its Mettle

    Gold has long been considered a “safe haven" for investors in times of uncertainty. With Donald Trump’s unexpected electoral win already taking the financial markets by storm, some analysts are pointing toward gold being a good bet for the next four years.


    If you’re not willing to start hoarding bullion or bars, gold miners make a sensible way to play a run-up in gold. The name of the game, however, is finding one that’s not overpriced.

      


  • National Stock Exchange (NSE) Holidays 2016 Schedule, Stock Market Holidays

    NSE Trading Hours

    Regular hours for the National Stock Exchange Holidays extend from an opening time of 9:15 a.m. to a closing time of 3:30 p.m. local time (11:45 p.m. to 6:00 p.m. EDT, or 10:45 p.m. to 5:00 p.m. EST), Monday through Friday. The National Stock Exchange will be closed for trading to observe a number of holidays throughout the calendar year. Below you will find the NSE holidays schedule for 2016.

      


  • Carl Icahn Takes 15% Stake in Enzon Pharmaceuticals

    After selling out in the second quarter, Carl Icahn (Trades, Portfolio) acquired an even larger position in Enzon Pharmaceuticals (ENZN) on Nov. 28.


    He bought 6,598,886 shares for an average cost of 41 cents per share. This represents nearly 15% of the company’s outstanding shares but only accounts for 0.01% of his total assets managed.

      


  • An Undervalued MLP With Appealing Distribution Yield

    Even with turmoil in the oil and gas industry, World Point Terminals LP (NYSE:WPT) is giving 7% cash distribution yield to its investors and is undervalued compared to its peers.


    The MLP has outperformed its peers based on the per unit decline in price and is worth investigating further for key growth drivers and reasons why investors can be long on this not-so-famous name.

      


  • Thoughts on the Election

    I wrote a note to my clients last week regarding my general thoughts on the presidential election, some broader historical reference points as well as how I tend to think about these major political and macro-oriented events from my perch as an investor in stocks at Saber Capital Management.


    I spend most of my free time doing the same thing I do when I’m working: reading and thinking about businesses and possible investments. But I keep tabs on sports and politics quite closely; sports I sometimes reference here, but politics I never do. BHI (Base Hit Investing) is and will remain completely free of such opinions. The futility of political discourse seems to increase with each passing election cycle. I can’t think of many greater drags on human productivity than the time spent and ink spilled opining on why one politician is better than the other (note: there isn’t much difference).

      


  • Foot Locker's Great Performance Leads It to One-Year High

    Foot Locker (NYSE:FL), the $9.8 billion shoe retailer, delivered its third-quarter and year-to-date results on Nov. 18. The shoe company reported sales growth of 4.6% to $5.65 billion.


    Foot Locker also delivered good profit growth of 24% to $475 million year to date despite a 2.4% increase in business-related expenses.

      


  • Aussie Recovery Subdued as Traders Wait for Short Entries

    The Australian dollar/U.S. dollar has remained subdued as people flock to the dollar when employment data are released.


    Trading at around 0.7386 for most of Thursday's European session, it is apparent that the recovery from the low of 0.7372 was capped at 0.7419, which is also the 200MA on the H1 chart. The bullish recovery took part for most of the Asian session, but that ended almost exactly as Thursday’s European session opened.

      


  • HCP and QCP article, Dec. 1

    Your contributor is woefully misinformed when saying that HCP continues to be a dividend aristocrat. In fact, HCP reduced its dividend from the previous 0.575 to 37 cents in its latest quarterly payout. So, it no longer qualifies as a dividend aristocrat. If comparative market values of the two stocks after the spinoff are any guide, then QCP is less than 9% of the previous value of the two names combined. Yet. HCP reduced its dividend not by 9%, but more like 35%. And, QCP's dividend policy, if any, remains unclear, and it has even said, in SEC filing, that it may not remain a REIT. So, when you consider all of these verifiable facts, there is no way HCP is a dividend aristocrat now.

      


  • Dr. Michael Burry of 'The Big Short' Buys Only One Stock as He Further Cuts Portfolio

    Dr. Michael Burry, an investor best known for being portrayed in the movie “The Big Short,” but who became a legend for shorting the mortgage market in 2007, has continued his trend of making sweeping changes to and slimming down his portfolio each quarter at his reborn fund, Scion Asset Management.


    In the recent third quarter, Burry sold out of four positions and made one new buy, leaving him with only three long equities. His new position, Coty Inc. (NYSE:COTY), also became his largest, at 40.2% of the portfolio’s assets, followed in size by Alphabet Inc. (NASDAQ:GOOG) and HCA Holdings Inc. (NYSE:HCA). The value of the stocks had also dwindled to $32 million. Burry has not responded to request for comment on whether he has withdrawn from the market because he sees danger ahead or simply moved assets elsewhere.

      


  • US Market Indexes Mixed on Thursday

    U.S. market indexes were mixed on Thursday with the Dow Jones Industrial Average reaching a new high.


    For the day, the Dow Jones Industrial Average closed at 19,191.93 for a gain of 68.35 points or 0.36%. The Standard & Poor's 500 closed at 2,191.08 for a loss of 7.73 points or 0.35%. The Nasdaq Composite closed at 5,251.11 for a loss of 72.57 points or 1.36%. The VIX Volatility Index was higher at 14.05 for a gain of 0.72 points or 5.40%.

      


  • FDA Orphan Drug Designation for AbbVie's Risankizumab

    AbbVie (NYSE:ABBV) announced through PR Newswire Wednesday that risankizumab (ABBV-066; formerly BI 655066), an interleukin-23 (IL-23) inhibitor, received the Orphan Drug Designation status from the U.S. Food and Drug Administration (FDA) for the treatment of Crohn's disease in patients who are younger than 18 years.


    ABBV-066 targets the cytokines of interleukin IL-23, known as a key role player in inflammatory and immune responses, will also be assessed in other autoimmune diseases – which are psoriasis, psoriatic arthritis and asthma.

      


  • Titlis AG Has Been Growing With Swiss Skiing

    Bergbahnen Engelberg-Truebsee Titlis AG (XSWX:TIBN) is a Swiss small cap stock that specializes in operating gondolas and hotels. It Is a one of a kind company and is quite profitable. The stock is a holding of Wintergreen Fund.


    The company calls itself Titlis so we'll use that name. Titlis has 672 million shares, the stock trades for 352 Swiss francs ($364.95), and the market cap is 236.5 million francs. Trailing 12-month earnings per share are 31.03 francs, and the price-earnings (P/E) ratio is 11.34. The dividend was 8 francs, and the dividend yield is 2.27%. The reports are in German so I'm not crazy about translating.

      


  • Innovating to Protect and Grow Its Dividend

    (Published Dec. 1 by Bob Ciura)


    Philip Morris International (NYSE:PM) built a cigarette empire, but it is increasingly looking toward a post-cigarette future.

      


  • Wilbur Ross Sells 2 Holdings, Trims Another


    “Part of the reason why I’m supporting Trump is that I think we need a more radical, new approach to government, at least in the U.S., from what we’ve had before.” – Wilbur Ross, June 2016

      


  • HCP Spins Off Quality Care Properties

    (Published Dec. 1 Bob Ciura)


    HCP Inc. (NYSE:HCP), a health care real estate investment trust, recently made a huge decision that affects all of its shareholders. In response to deteriorating performance at HCR ManorCare, one of its biggest tenants, HCP spun off its ManorCare portfolio into a separate company.

      


  • Balance Sheet Can Buffer Losses Until Acquisitions Bear Fruit

    Cisco (NASDAQ:CSCO), the bruised networking giant, has come a long way from the lows it reached in February. The stock is now showing a year-to-date return of nearly 9%, and its dividend yield of 3.52% is mouth-watering. In the first quarter of 2017 Cisco’s revenues grew by 1% after being stuck at $49.2 billion in 2015 and 2016.


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  • Ford’s Fortunes Rise, Fall Like a Tide

    The share price of the second-largest automaker in the U.S., Ford Motor Co. (NYSE:F), jumped by more than 6% in the early hours of trading Dec. 1.


    Buoyed by strong demand for F-series pickup trucks, Ford’s overall November sales numbers accelerated by 5%. Total sales increased to 197,574 vehicles as F-series posted 11% growth, the truck line’s best November sales since 2001.

      


  • Jeff Auxier Curbs Multiple Positions in 3rd Quarter

    Jeff Auxier (Trades, Portfolio) manages the  Auxier Focus Fund.The guru made the following reductions during the third quarter:


    The investor reduced his position in Molson Coors Brewing Co. Class B (NYSE:TAP) by 3.21%. The trade had an impact of -0.1% on the portfolio.

      


  • Morgan Stanley Cuts Price Targets for Goldcorp, Barrick Gold and Newmont Mining

    As reported by Barrons.com, Morgan Stanley has cut the target price for Goldcorp Inc. (NYSE:GG), Barrick Gold Corp. (NYSE:ABX) and Newmont Mining Corp. (NYSE:NEM) by 27%, 30% and 29%. The main reason for these negative corrections in the target price lies in a forecasted “lower longer-term price” of gold, according to Evan Kurtz, an analyst at Morgan Stanley.


    For Goldcorp, Morgan Stanley confirms its latest rating as overweight and set the target price at $16 per share. This is 24.4% lower than the average analyst price target of $19.74 per share.

      


  • John Paulson's Largest 3rd Quarter Trades

    John Paulson (Trades, Portfolio) is the president and portfolio manager of Paulson & Co. Inc. The guru’s largest trades during the third quarter were the following:


    The investor exited his stake in Starwood Hotels & Resorts Worldwide Inc. (NYSE:HOT) with an impact of -3.46% on the portfolio.

      


  • Energy Sector Showing Good Value Potential

    As of Dec. 1, the U.S. stock market’s total market cap to gross domestic product is 123.5%, about a 5% increase from Nov. 4 valuations. Even though the overall stock market is overvalued, some sectors are relatively undervalued. Among the sectors, the energy sector has the lowest median Shiller price-earnings ratio, suggesting potential value-increasing opportunities.


    Overall stock market overvalued according to Buffett and Shiller

      


  • Matthews Pacific Tiger Fund Comments on Orion Corp

    To further highlight, we were disappointed by the performance in one of our consumer discretionary businesses. Orion (XKRX:001800), a South Korean snack and confectionary company, is coping with a slowdown in China and also investing to launch new products to gain market share and expand their distribution channel. This negatively impacted Orion’s earnings and, hence, the stock was very volatile this quarter. We view this as only a short-term disruption in its business trajectory and not a long-term impairment.

      


  • Matthews Pacific Tiger Fund 3rd Quarter Commentary

    Performance figures discussed in any of the Fund Manager Commentaries reflect that of the Institutional Accumulation Class Shares (USD)

    For the quarter ending 30 September 2016, the Matthews Pacific Tiger Fund (Trades, Portfolio) returned 7.27%, while its benchmark, the MSCI All Country Asia ex Japan Index, returned 10.25%.  


  • Matthews China Fund Comments on CITIC Securities

    In recent months, life insurance stocks also provided strong performance as people started to focus on the long-term product improvements offered by insurers rather than focusing on shorter-term investment returns. CITIC Securities (SHSE:600030), a leading brokerage, was the major absolute detractor as volumes in China’s domestic stock markets remained weak and investors remained unwillingly to look past what we believe is a short-term issue.

      


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