Blog

31Mar

Two Growth Stocks With Over 100% Upside

In a month in which the S&P 500 fell nearly 3%, many investors are finding themselves a bit on edge. The weakness this month was primarily led by increasing fears of a “trade war” with China and the Facebook (FB) data security crisis. While it is easy to become fearful when stock market volatility increases, we always […]
16Jan

Dividend Capture Trading (Bought MAIN)

2018 is going to be a challenging year for growth and we think that this is a great time to own some quality dividend paying stocks. As you may already know, when the price of a stock goes down and the dividend payout stays the same (or increases like the stocks we own in our […]
12Jan

Facebook: An Opportunity Today

After Zuckerberg’s comments Facebook remains below our fair value estimate in our conservative scenario. Shares of Facebook (FB) fell roughly 5% as Zuckerberg announced that the company would refocus this next year on making sure that time on Facebook is “well spent.” Latest Quarter Ad revenue was over $10B in the latest quarter with +16% […]
15Dec

Starbucks: 21% Upside

note: published on Seeking Alpha: Dec. 15, 2017 11:49 AM ET We view Starbucks (SBUX) as one of the strongest businesses that remains undervalued by the market today. Through top-line growth and margin expansion with smaller-store formats, drive-throughs, kiosks, greater throughput with technological advancements such as Mobile Order & Pay – Starbucks is a compelling […]
15Dec

China Mobile: Seeking Value

China Mobile has a very strong balance sheet with a payout ratio significantly below other wireless companies. Strong subscriber growth and a protectionist Chinese government provide a narrow economic moat around their long-term business sustainability. Fixed line growth has accelerated and is taking share from the largest competitors in this space – this suggests China […]