Watchlist

Watchlist
HP Inc. (HPQ)
HP Inc., Where's Your R&D?
Under legendary Bill Hewitt and David Packard, HP Inc. ( HPQ ) pioneered the personal computer. HP Inc's creative genius birthed Agilent ( A ), Broadcom ( AVGO ), and HP Enterprises ( HPE ). Unfortunately, Hewitt and Packard's legacy is being neglected: Today's HP Inc. underinvests in the ne…
73 Dividend Growth Stocks Going Ex-Dividend Next Week
Introduction The information presented below was created based on combining the "U.S. Dividend Champion" spreadsheet compiled by David Fish hosted here with upcoming dividend information from the Nasdaq . This meshes metrics about companies with dividend growth history with upcoming divid…
A Drawn-Out Reset Of Expectations Should Lead To Better Days For Lenovo Shares
Lenovo 's (LNVGY) bold and controversial decisions to try to work its PC magic in the mobile handset and server markets has thus far proved the doubters right. Margins have eroded since the acquisition of IBM 's ( IBM ) x86 server business and Alphabet 's (GOOG) (GOOGL) Motorola business, a…
3D: Rise Of The Metal Printing Machines
You wouldnt know it from financial reports from Stratasys ( SSYS ) and 3D Systems ( DDD ), but the 3D printing industry is alive and well and growing. According to The Information Networks report entitled "3D Printing: Material and Equipment Opportunities, Trends, and Markets…
35 Stocks For December 2017
In this report, we highlight stocks that demonstrate solid growth prospects at a reasonable price (GARP) and provide an update of last month's report and our November 30 rebalancing note . For older reports, you can visit this link . Methodology Our criteria for selecting stocks in…
Diebold Nixdorf: Acquiring Revenue Can Quickly Destroy Shareholder Value
This firm moved to bolster its position within its market by acquiring a competitor in 2016, but it paid too high a price. In addition, the expected synergies from the deal have not come to fruition and the profitability of the combined firm has fallen instead of rising. Despite the struggles,…
HP Inc. Needs To Spin Off Printing
Congratulations to Meg Whitman for her fine work at HP - and creating so much for value for shareholders! And kudos for following the advice I offered 6 years ago: Stop HP's horribly destructive M&A and spin off its enterprise, services and software divisions. Indeed, the old HP brok…
The Good Business Portfolio: 2017 3rd Quarter Earnings And Performance Review
This article gives a review of the 2017 third-quarter earnings and 2017 YTD performance of the Good Business Portfolio (My IRA portfolio). Earnings data will be looked at for some of the top positions in the portfolio and for recent changes to the portfolio. Guidelines (Company selection) …
Apple: Macs Don't Get Enough Love
With most of Apple's ( AAPL ) key products firing on all cylinders, from the new iPhone line-up to the Apple Watch and even the once fast-declining iPads , Macs have not been getting much love lately. I have never seen an investment thesis on Apple, whether bullish or bearish, lean heav…
HP Inc. - The Better-Looking Twin With 3% Yield
Both HP Inc. (NYSE: HPQ ) and HP Enterprise (NYSE: HPE ) reported earnings, and the ongoing trend of the year continues: the dull business of selling PCs and printers at HP Inc., originally thought to be the "legacy" business, has actually outperformed relative to HP Enterprise. The latter i…