Friday, September 16, 2011

Recent Articles

Here are links to some recent articles that we have written.

9/15/11 Ranking America's Dollar Stores Before The Double Dip Hits

9/7/11 5 Beaten Dow Dividend Stocks That Will Soon Turn Around 

9/6/11 Nike, Under Armour Battle Rages As Back-to-School Sales Impress 

8/30/11 12 Dividend Stocks Capable Of Weathering Storms For Decades

8/26/11 3 Global-Minded, High-Yielding U.S. Companies To Beat The Weak Dollar
8/25/11 Railroads: The Best Investment For The Economic Downturn

8/18/11 A Sirius Step Back: Evaluating Future Growth

8/11/11 Johnson & Johnson: One Stock Cramer and I Agree On

8/8/11 4 Great Stocks You Can Buy for Cheap Right Now

Wednesday, August 17, 2011

Re-Power Your Portfolio With 3 Uranium Plays

The global economy is still recovering from the effects of the Japanese earthquake in March 2011, but none more than the uranium industry. When the tsunami ripped through the Fukushima Daiichi nuclear plant, it damaged the reactors and in particular the Number 3 reactor. Worldwide panic swept across financial markets as fears of a major meltdown shook investor's confidence. In turn, uranium stocks plummeted across the board, most losing more than 50% in price. While most companies bounced back from their March 2011 lows, uranium miners have not. However, there are promising signs from the industry. For more information, click here.

As you can see, the article was featured on Seeking Alpha's front page. It was considered one of the premium articles on energy investment ideas during the week.

Friday, August 12, 2011

3 Must Have Consumer Staples for the Current Downturn

Over the past few days, the economic environment has turned quite sour. Equity and Treasury market swings have been remarkable these past few trading sessions. In this analysis, I hope to touch on a few different companies that would serve as ideal investments in this uncertain economic environment. The article can be found here.

Wednesday, August 10, 2011

Ford Drives Toward Profitability and the Possibility of a Dividend By Year's End

There appears to be some good value in the automotive manufacturing industry. Looking at the entire industry, vehicle sales were up quite noticeably in July, surprising some analysts. After declining for three months, sales turned higher amid strong demand. With that being said I am going to advocate Ford Motor Company as a strong buy. The article can be found here.

Tuesday, August 9, 2011

Gold's Bullish Outlook: A Good Opportunity to Buy Miners

Over the past few weeks, markets have been thrown into disarray amid concerns over the United States' ability to repay its debt. Investors have searched for a safe haven bid as equity prices tumbled and Treasuries see-sawed back and forth before yields plummeted on concerns of a weakening US economy. The article examines one asset that has performed extremely well. The article can be found here.

Monday, August 8, 2011

Texas Roadhouse: Great Food and Decent Yield Make for a Strong Investment

A recent outing to Texas Roadhouse preceded this article and I discovered that their food is as good as their stock prospects. The article examines their plan for new store openings, their decision to being franchising more, and their new dividend policy. The article can be found here.

Friday, August 5, 2011

A Sirius Decline: Warranted or Outside Market Conditions?

Sirius has gotten rocked recently because of the debt ceiling legislation. This articles examines why their drop in price has nothing to do with the stock and all do with outside market conditions. It can be found at Seeking Alpha.

Thursday, August 4, 2011

8 Dividend Champs to Pick Up During Market Turmoil

The market is a mess right now and it may certainly be time to flock to safety. These 8 stocks, though not necessarily poised for huge capital gains, offer investors the ability to sleep at night knowing that their yields are not going anywhere. It can be read by clicking here.

Monday, August 1, 2011

Restaurant Review: What's Cooking and What's Not

Amongst the economic turmoil people are still eating. This article looks at the restaurant industry as a whole, broken down by restaurant type. It can be found at

Sunday, July 31, 2011

Wednesday, July 6, 2011

Why I Am Optimistic About the Second Half of 2011 and How to Play It

The first half of 2011 was not pretty for the stock market and several huge news stories kept the country's attention away from a stagnant economy. However, I am personally optimistic about the rest of the year, and you can find out why at Seeking Alpha.

Tuesday, July 5, 2011

The 4 Best Professional Services Dividends of the S&P 500

This article examines a recent list published by Bloomberg ranking the dividends of the S&P 500 by industry. Here are the top four from the professional and commercial services. The article can be found at

Monday, July 4, 2011

3 Dividend Stocks Worth Buying in the Current Soft Patch

As an investor, diversification and growth prospects are two key indicators I look for when constructing the optimal portfolio. In this commentary, I hope to highlight companies that pay out respectable dividends, have enticing growth opportunities and are trading relatively cheaply compared to their peers. The article can be found at

This article was one of the most popular on Seeking Alpha, with over 15,000 page views through Sunday.

Friday, July 1, 2011

The Best Telecom Dividends on the S&P 500

A look into the telecom industry, including both wired and wireless services, and analyzing the dividends of such. Big names included are Verizon, AT&T, and CenturyLink. The article can be found at

Wednesday, June 29, 2011

3 Strong Dividend Stocks for the Everyday Investor

After running a dividend screen through the companies that encompass the S&P 500 (SPY), 169 companies were highlighted that pay higher dividends than the average of their respective sectors. In this commentary I will produce two different lists with analysis on the top 3 companies that should be included in your portfolio. Check out the article at Seeking Alpha to find out the lists and companies being recommended.

Economic Downturn: The Red Flags and What They Mean

The recent flare up in Europe has made markets jittery and in turn ignited the risk-off trade (See 10-year yield). The S&P has lost roughly 6% since late April while the 10-year Treasury touched 2.88%, the lowest rate since December 2010. But let's put aside the European turmoil and government intervention and look at some raw indicators that may be able to provide better guidance for the months ahead. Check out the article at Seeking Alpha to find out what we we think.

Tuesday, June 28, 2011

Ford and GM: Driving Your Portfolio Returns

Over the past few months, the earthquake in Japan has caused enormous supply chain disruptions that are showing up in most economic indicators. However, the largest impact has been in the auto industry. Power outages, difficultly obtaining supplies and poor communication has put Japanese automakers in a tough position and will likely do so for the foreseeable future. This leaves the proverbial door open for U.S. automakers to gain back market share and put Detroit back on the map. Check out the article at Seeking Alpha to find out.

Sweet Dividend Contenders: Ranking the Sugared Foods Stocks

Food stocks should have a place in any dividend portfolio for obvious reasons. Consumers cannot go without eating, but different types of foods prosper in different economic environments. This article looks specifically at companies reliant on sugar and the sweet dividends that they pay out. You can find it in whole at Seeking Alpha.

Thursday, June 23, 2011

Chipotle vs. Panera: Battle of the Fast Casual Restaurants

Both Chipotle and Panera have been on magnificent runs over the last few years and each stand well above their 200 day moving averages. The question is thus, which is a better play right now for the future. Check out the article at Seeking Alpha to find out.
Front page on Seeking Alpha:

Friday, June 17, 2011

A Sirius Look at the Pandora IPO

Pandora's IPO this last week was extremely disappointing and while they are not an actual competitor of Sirius/XM Radio the similarities cannot be overlooked. This article looks at each of these companies, mainly the strengths and weaknesses of their can be found here.

Thursday, June 9, 2011

12 Dividend Stocks You Must Own Regardless of Age

This article looks to simplify the art of asset allocation, finding 12 stocks that can be bought at any age that will offer both capital appreciation and a strong growing, dividend yield. The list is an attempt at diversification covering pharmaceuticals, telecom, energy, vices, consumer staples, manufacturing, technology, and of course, McDonald's. It can be read in full at Seeking Alpha.

Wednesday, June 8, 2011

Yum Brands: Still Profiting Off Chinese Growth

This is a second article re-examining a past pick. In the last thirteen months, since calling it a buy, YUM has risen from $39 to touching $54 and this was fueled by expansion in China (and the awesome Charles Barkley Taco Bell commercial.) Luckily, there is still plenty of room for YUM to grow. Couple that with a refining of their American franchises and you have a winner. The article can be read at in completion at Seeking Alpha.

RightNow Technologies Still a Worthy Growth Pick

About a year ago we examined RightNow Technologies at the height of the cloud computing frenzy and found it to be a buy. Since then it has doubled; despite this there may still be room to grow. You can find the article at Seeking Alpha.

Friday, June 3, 2011

4 Railroad Shippers as Defensive Plays With Major Upside in Turbulent Times

Railroad stocks could offer a prudent investment opportunity as the economy chugs along and deals with the repercussions of recent natural disasters. This article looks at the big four: Union Pacific, CSX, Canadian National, and Norfolk Suffolk. Combined they cover all of North America and could certainly benefit if housing starts are at a bottom. The full article can be found at Seeking Alpha.

Thursday, June 2, 2011

Re-Evaluating Reynolds, Altria and Philip Morris as Quasi-Cigarette Companies

Their has been recent state level legislation banning where individuals are allowed to smoke. This may have come as a hit to the cigarette industry, but fortunately for the big three, they are heavily invested in smokeless tobacco products. An article looking at these products and their effects on the stocks themselves can be found at Seeking Alpha.

Tuesday, May 31, 2011

7 Dividend Winners in Big Pharma

After a bit of a study hiatus, the Matador Group is back writing stock analysis. This article examines the 7 largest companies in pharmaceuticals and the strength of their dividends. It can be found at

Wednesday, April 20, 2011

The Apple Shuffle - 3-4% 2 Day Play

Apple’s Q2 earnings are expected to be announced after market hours today. This article is a simplistic approach to identifying an opportunity to earn a 3-4% return in one day. Earnings are one of the most closely followed financial indicators found in a company’s income statement. This statement is especially true for Apple, a company whose share price fluctuates with announcements of white iPhones, Verizon contracts, and Steve Jobs’ blood pressure.

If history shows us anything, we can expect between a 3 and 4 % climb in Apple’s stock price as a result of tonight’s earnings announcement. The graph below represents a portion of the data I used to analyze Apple’s share price during the earnings announcements over the past 5 years. Measuring the closing price the day before and after the earnings announcement, I computed the average return. Entry points, shares purchases, and commissions are obviously variables which influence your overall return. Assuming your investment is large enough to minimize commissions and you entered at a good price, the odds are in your favor based on these historical results:
• 3.28% Average One Day Return for past 20 earnings.
• 3.56% Average One Day Return for past 10 earnings.
• 3.91% Average One Day Return for past 5 Q1 earnings.

What happens if history doesn’t follow this pattern or you find a bad entry or exit point? Don’t sweat it, just hold your position in Apple. I won’t tell you the story you’ve heard from everyone and their mother that Apple is going to reach 400, then 500, then infinity and beyond. But I will share some newer data for those who wish to hold onto Apple past the 3-4% one day return.

The Product Segmentation Data in the graph below details a 93% 2 year revenue growth rate for the iPhone. This statistic is prior to the iPhone’s addition to the Verizon network. This past January, the iPhone became available for Verizon customers, resulting in pre-ordering and subsequently backlogs. Interestingly enough, this cycle will likely re-occur in the summer when the iPhone 4G is released. Verizon’s smartphone penetration is only at 26%. Additionally, smartphones make up 49% of Verizon’s phone sales. These percentages are sure to rise as Blackberry, Droid, and other smart phone users convert and new smart phone customers choose the iPhone.

Apple released the original iPad in April 2010, and 3 million units were sold in the first 80 days. Apple sold 14.8 million iPads worldwide in 2010, producing nearly $5 billion in revenue and representing 75% of tablet PC sales during the year. The iPad 2 was introduced and went on sale last month. By that time, more than 15 million of the original iPads had been sold, which is more than all other tablet PCs combined. The iPad 2 already has a 4-5 week waiting period and stores are as crowded as a Best Buy on Black Friday with customers trying to get their hands on an iPad 2. Additionally, it was recently announced that Apple filed suit against Samsung over their Galaxy line for copyright infringement of Apple’s iPhones and iPads, signifying Apple is committed to protecting their intellectual property from competitors looking to blatantly steal Apple’s ideas and market share.

It is hard to find someone who would argue with the purchase of Apple, whether it be for the 3-4% opportunity available now or the long term possibilities. Analyst recommendations currently show 49 Buys, 5 Holds, and 0 Sells. With over $15B in free cash flow in 2009, the whole line of apple products are sure to see upgrades as is customary with Apple products and we may be introduced to another groundbreaking tech device. The market and tech sector have been falling recently with the turmoil in the Middle East and disaster in Japan. But with recent housing and employment numbers showing signs of life, I believe this to be a strategic time to buy. Apple is around $333, about 30 points off their February high.

- Geoff

Sunday, April 3, 2011

Sirius Anti-Trust Lawsuit Offers Buy Opportunity

Sirius/XM took a sirius hit to their share price today on the news that their anti-trust suit had advanced to the next level of litigation. But based on the findings of the lower court Sirius seems to be in pretty good shape and the price reaction was grossly overstated. The whole article can be read at Seeking Alpha.

- Jeff

Wednesday, March 30, 2011

Why Supreme Court Case Should Have Wal-Mart on Everybody's Watch List

Oral arguments were recently heard on the Wal-Mart sexual discrimination suit, which could result in the largest such claim in history with the potential of over a million plaintiffs. Luckily for Wal-Mart the Supreme Court is distinctly conservative and it is unlikely the class-action will be certified. The whole article can be found at Seeking Alpha.

- Jeff

Friday, March 25, 2011

The Best Dividends in Restaurants

This article looks at the top 8 dividends in the restaurant industry including Yum! Brands (YUM), Darden Restaurants (DRI), Brinker International (EAT), and the best in terms of yield and growth: McDonald's (MCD). The list can be found at Seeking Alpha.

- Jeff

Tuesday, March 22, 2011

Verizon Investors Shouldn't Worry: Recent Telecom M&A Is No Threat

Two days ago AT&T surpassed Verizon as the nation's number one cellphone service provider with their purchase of T-Mobile. But given the success of Verizon Fios, the room to grow in the smartphone industry, the Verizon iPhone sales, and a 5.4% dividend yield; Verizon is still a stock to be holding. The full article can be found here.


Thursday, March 17, 2011

Analysis of the Shipping Market: Eyeing Drybulk Carriers

An in depth look into the global shipping market...the article can be found at


Tuesday, March 15, 2011

Is B&G Foods' 4.6% Dividend Worth the Gamble?

This article looks at the amazing run B&G Foods has been on since raising their dividend 24% on 2/2/11 and announcing stellar earnings on 3/1/11. But now that their price has caught up their increase in yield is there room for further growth? You'll have to read it at Seeking Alpha to find out.


Thursday, March 10, 2011

In Defense of Johnson & Johnson: Half a Century of Increasing Dividends

Johnson & Johnson has been taking a lot of heat recently from the media and analysts a like, but JNJ has been one of the greatest companies in the country for well over a century. Aside from that they offer a lucrative dividend that has been increasing for 48 years with a rise coming next quarter. A breakdown of some of their threats and why they are still a buy can be found here.


Front Page Exposure

A strong article, written by Andrew, made it to the front page of Seeking Alpha . Congratulations!

-The Matador Group

Wednesday, March 9, 2011

How to Play the End of QE2

In this article we explore possible investment strategies and ways to profit off the ending of the Fed's so-called QE2. The full article can be read here.


Tuesday, March 8, 2011

Adding American Vices to Your Dividend and Growth Portfolios

Right the market is very shaky so it is important to invest in companies who provide products with strong brand names and price inelasticity. The best examples are liquor and cigarettes. Liquor consumption will remain relatively constant despite an economic turn down, offering a good growth play for investors and cigarette stocks offer amazing dividend yields which are helpful in generating current income in times like these. The whole article can be found at Seeking Alpha.


Railroad Stocks: 2 Strong Engines for Every Investor's Portfolio

As the rail industry continues to expand, a few interesting investment opportunities have presented themselves. This article explores 2 companies that will become profitable as our country continues to expand out of the worst recession since the 1930s. The whole article can be found at Seeking Alpha.


Monday, March 7, 2011

Ranking the Discount Variety Retailers

This article takes a look at the three biggest names in the Discount Variety Retail industry: Wal-Mart (WMT), Costco (COST), and Target (TGT). We first see that there are many more Wal-Mart's than Costco's or Target's, especially outside of the country. The article then looks to explain why Costco may not be your best bet given their recent run and the dips of the other two which may offer some very solid entry points. The article can be found at Seeking Alpha.


Friday, March 4, 2011

Results Page!

To see how our stocks have been performing, please click here . The graphs will show how almost all our picks are up considerably. Our analysis and research is second to none.

4 Stocks I Wouldn't Mind Picking Up Near 52 Week Highs

It is not often advised to buy a stock at a 52 week high. But there are exceptions to this, mainly when you a picking a strong company, with dominant brands, and proof of earnings growth. In these cases you may have to invest in an unconventional way to profit and here are four companies that you may have missed out on if you waited for a dip. The article can be found at Seeking Alpha.

This article also made the Editors' Picks list right above someone clearly speaking blasphemy on JNJ.

It also found a way onto the Most Popular Articles list.


Thursday, March 3, 2011

4 Golden Apples for Every Food Industry Investor

When a new investor comes to the market with hard earned income, it can be quite overwhelming when deciding where to put this money. Does one invest in bonds, stocks, currencies, commodities, etfs...ect? Of course, the option does depend on your preference of yield and risk. The point being there are many different options available, and viable ones indeed. The purpose of this commentary is to provide a list of companies that will make great additions to one's portfolio, no matter your preference of risk or investment experience. I will begin with my usual macro-analysis and then outline an industry that is certain to benefit from improved consumer demand across the globe: Food. The article can be found here at Seeking Alpha .


Wednesday, March 2, 2011

How Fast Food Restaurants Are Dealing With the Cost of Beef

Commodities prices have been soaring as of late and volatility is incredibly high because of political unrest overseas, but American fast food companies have found a way to combat this by raising prices. The article also takes a look at 5 big names in the industry with short assessments. The article can be found here at Seeking Alpha.


Molson Coors: Increasing Market Share and Dividends

The writers on this blog are hockey fans/players above all else so I took the opportunity to look into the NHL's new seven year deal with Molson Coors, who has a 42% stake in its America joint venture, Miller Coors. Looking past the deal, TAP is poised for long term growth with a strong market share in North America and their sound fundamentals. The entire article can be found here at Seeking Alpha.

The article was also featured on a list along side James Altucher, one of my favorite financial writers.