Posted on 9/13/19
AT&T's World Was Shaken This Week
SummaryAT&T received a letter from activist investor Elliott Management that outlined a detailed plan for a turnaround.The company has failed to retain market share, grow earnings . . .
Posted on 8/12/19
Exxon Mobil: Get Away From This Yield
SummaryExxon Mobil has seen a considerable decline since mid-April.Macroeconomic concerns are plentiful, but none cater to disruptions in crude oil to supply at this time.Sustained lower . . .
Posted on 8/6/19
GE Requires More Patience, But Progress Has Been Made
Summary GE reported Q2 earnings, satisfying street expectations and showing better than expected Industrial free cash flow. The Power division continues to lag, which is concerning . . .
Posted on 8/6/19
GE Requires More Patience, But Progress Has Been Made
SummaryGE reported Q2 earnings, satisfying street expectations and showing better than expected Industrial free cash flow.The Power division continues to lag, which is concerning ahead of . . .
Posted on 10/18/18
Kraft Heinz: Not Cheap Enough
Summary Kraft Heinz doesn't trade at a steep discount to peers where value investors can make a compelling argument. The company continues to struggle with both . . .
Posted on 10/18/18
Kraft Heinz: Not Cheap Enough
SummaryKraft Heinz doesn't trade at a steep discount to peers where value investors can make a compelling argument.The company continues to struggle with both top-line and . . .
Posted on 10/17/18
PPG: Not The Time To Own This
Summary PPG pre-released Q3 earnings and highlighted several problems including margin compression and lower international profitability. Higher input prices are squeezing PPG, a trend that investors . . .
Posted on 10/17/18
PPG: Not The Time To Own This
SummaryPPG pre-released Q3 earnings and highlighted several problems including margin compression and lower international profitability.Higher input prices are squeezing PPG, a trend that investors should expect . . .
Posted on 10/16/18
PPG: Not The Time To Own This
Paint and coatings stocks aren’t something the average investor looks at, but they’re important barometers of both cost inflation and the business cycle. Last week, we . . .
Posted on 10/16/18
PPG: Not The Time To Own This
Paint and coatings stocks aren’t something the average investor looks at, but they’re important barometers of both cost inflation and the business cycle. Last week, we . . .
Posted on 5/18/18
American Water Works: Negative Outlook And Lower Earnings
With rates starting to accelerate higher, I think it’s not the best time to be holding American Water Works (AWK). The current point in the cycle . . .
Posted on 2/23/18
Kraft Heinz: What's The Problem?
Kraft Heinz (KHC) is at 52-week lows and this blue-chip stock, while looking due for a turnaround, has a multitude of problems. After missing the mark . . .
Posted on 2/5/18
GE: Exercise Caution, But There Will Be A Buying Opportunity
I stare at the chart of General Electric (GE) daily as the significant drawdown experienced over the last two years of a well-known blue-chip makes me . . .
Houston
