Posted on 7/1/20
Hanesbrands: Bad Balance Sheet Could Cause Dividend Cut
SummaryHanesbrands has long been on my watch list. The share price is now almost 70 percent off its high.The dividend and the fair value model also . . .
Posted on 6/9/20
AT&T Is One Of The Most Underrated Aristocrats In Town
SummaryAT&T has lost touch with the rally of the broader stock market since March/April.The fears concerning AT&T financial stability were partly justified, but that should no . . .
Posted on 3/19/20
IBM Is A Clear Buy With Share Prices In The Double Digits
SummaryThe markets are experiencing rarely seen volatility but I think that investors should not lose sight of the big picture.According to fundamental parameters, IBM is undervalued . . .
Posted on 12/17/19
AT&T: There Are Catalysts For Further Growth
SummaryAfter AT&T shares gained more than a third in value this year alone (excluding dividends), the question naturally arises as to whether catalysts are available for . . .
Posted on 12/13/19
Reassessing My Live Nation Entertainment Investment Thesis
Live Nation Entertainment (LYV) is the world's largest producer of live entertainment. Consisting of Live Nation, Ticketmaster and Front Line Management Group, the company is the . . .
Posted on 12/12/19
Cree: Great Opportunities But Their Realization Remains Unclear
SummaryThe start to 2019 was really great for Cree shareholders. Unfortunately, the company has meanwhile lost all the price gains achieved in 2019.According to my three-grade-rating, . . .
Posted on 11/5/19
Genuine Parts Company: Actually Not That Bad
SummaryGenuine Parts has a fantastic track record.While the car industry is somewhat underrepresented in my retirement portfolio, I am looking for a good long-term fit.According to . . .
Posted on 10/11/19
AT&T: Big Recent Developments Tire Me Out
SummaryAfter the USD 85 billion Warner merger was approved, it has become relatively quiet around AT&T.But then it became public that the hedge fund Elliott acquired . . .
Posted on 9/4/19
IBM's Big Billion Bet On Automotive Data Monetization
SummaryEurope has now politically decided to support 5G versus Wifi for Automotive.This will create a mega market in which many companies would like to participate and . . .
Posted on 6/24/19
If Hasbro Was Cheaper, I Would Buy Before The Q2 Results
SummaryHasbro shares have been trading in a downward trend since the beginning of 2017. In recent weeks, however, the share price has significantly exceeded this trading . . .
Houston
