AWS's elongated sales cycle was not unique in the cloud provider market, since peers such as GOOG and MSFT reported a similar phenomenon. Click here to read more.Read full newsRead More
Changes are in store at Newpark, including a possible sale of the fluids business. NR is trading at an attractive valuation and should experience solid growth in 2023. Read more here.Read full newsRead More
Annual rebalancing and subsequent changes to the S&P 500 Dividend Aristocrats Index have produced a new list of 67 stocks called the Dividend Aristocrats. Click here to see them.Read full newsRead More
CoreCivic's latest earnings report shows that CXW's financials are beginning to stabilize. Read more here.Read full newsRead More
The strong dollar was a headwind in '22, although its real impact is on Coca-Cola margins from COGS impact. Read why I'm bullish on KO stock.Read full newsRead More
Q4 numbers reveal Yellow Corp. is losing momentum. Tonnage per workday fell significantly during each month in the reporting period. Read more here.Read full newsRead More
We will go over our thesis as to how a diversified income method with low volatility could make you financially independent. Click here for our strategy.Read full newsRead More
Jim Chanos is bearish on some property sectors. He seems especially bearish about NYC office and data centers. Click here for more on REITs.Read full newsRead More
The Taxable Account generated $1,250.56 of dividend income for January 2023 compared with $1,072.22 of dividend income for January 2022. Click here to read more.Read full newsRead More
BLV ETF provides exposure to long-duration treasury bonds and investment-grade corporate bonds. It pays a trailing 4% distribution yield. Read more about the ETF here.Read full newsRead More
Enbridge common stock continues to perform in bond-like fashion with minimal capital appreciation and a tiny dividend increase. See why I prefer ENB preferreds.Read full newsRead More
Ralph sales increased by 1% with a positive adj. operating margin. Ralph Lauren exceeds Wall Street consensus estimates, but 9-month earnings were down by -15%. Read more here.Read full newsRead More
Listen on the go! A daily podcast of Wall Street Breakfast will be available this morning on Seeking Alpha, iTunes, Stitcher and Spotify.Read full newsRead More
HUBS has undergone a transformation from a single-product company to a CRM platform. However, its SMB and European exposure are worrisome. Read more here.Read full newsRead More
High frequency indicators give us nearly up-to-the-moment view of the economy. Metrics are divided into long-leading, short-leading, and coincident indicators. Read more here.Read full newsRead More
CareTrust REIT has weathered past 3 years rather well and has raised its dividend every year since 2014. Read more here.Read full newsRead More
Starwood has solid credit risk metrics. Unless there is a deep recession, credit defaults shouldn't be a major issue. Read more here.Read full newsRead More
Those of you who have been following me for years know I love a good contrarian buy. Well, I just bought back in to Ford Motor Company. Click here for my case for F.Read full newsRead More
OneMain Holdings offers a very attractive, growing dividend yield with share repurchases. OMF recently reported solid results. Click here for our review.Read full newsRead More
ADSK's average annual return has doubled the S&P 500's, and Apple's has tripled it. Read more here.Read full newsRead More