Posted on 12/18/19
Kraft Heinz Company Could Potentially Spin Off Kraft As A Separate Company
SummaryKraft Heinz can't afford its dividend if it wants to pay down debt. I have written several articles here showing this. The Q3 numbers confirmed this.However, . . .
Posted on 9/23/19
Exxon Mobil's Stock Would Benefit From Larger Buybacks
SummaryExxon's stock has not risen much in 10 years. On Sept. 18, 2009, the stock closed at $69.99. That means it has risen 3% over 10 . . .
Posted on 9/20/19
AT&T Revised Model Based On Elliott Management Plan: $59.41
SummaryI revised my model for AT&T using some assumptions based on the Elliott Management Corp. plan for the next two years.The plan envisions asset sales, buybacks, . . .
Posted on 8/9/19
Discovery Is A Free-Cash-Flow Machine
Summary Discovery Communications reported stellar second-quarter financials including free cash flow up 14% to $596 million. At this rate, the company will produce $2.2 billion in . . .
Posted on 8/9/19
Discovery Is A Free-Cash-Flow Machine
SummaryDiscovery Communications reported stellar second-quarter financials including free cash flow up 14% to $596 million.At this rate, the company will produce $2.2 billion in free cash . . .
Posted on 7/16/19
Discovery Communications Is Severely Undervalued
Summary Discovery Communications is moving from strength to strength as margins increase and free cash flow surges this year. Our valuation of the stock's true value . . .
Posted on 7/16/19
Discovery Communications Is Severely Undervalued
SummaryDiscovery Communications is moving from strength to strength as margins increase and free cash flow surges this year.Our valuation of the stock's true value is $48.62, . . .
Posted on 7/12/19
Jefferies Financial Group Continues To Trade Well Below Its Real Value
SummaryJefferies Financial announced its Q2 earnings and our analysis is that the stock is still selling well below its inherent true value.We have raised our valuation . . .
Posted on 6/5/19
Kraft Heinz Is Still Overvalued. Wait For More Clarity
SummaryKraft Heinz's recent $15.4 billion write-down shows that Kraft is the problem. In-store research shows that Kraft is still being out-played by competitors.The accounting standard for . . .
Posted on 11/9/18
Berkshire Hathaway's Share Buyback Not That Significant
SummaryBerkshire Hathaway’s (BRK.B) 2018 quarterly report shows it bought back shares for the first time on a net basis since 2014.The amount involved and percentage of . . .
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