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Allergan: Quality Pharma With Lots Of Upside Post Pfizer http://seekingalpha.com/article/3966922-allergan-quality-pharma-lots-upside-post-pfizer?source=feed_tag_editors_picks Apr 21, 2016 - Allergan stock appears oversold after the Pfizer deal broke up as arbs blew out of the equity. Allergan is a high quality, growth pharma with a huge drug development pipeline, trading well below its p
Short Marathon Oil - My Favorite Post-Doha Idea http://seekingalpha.com/article/3966345-short-marathon-oil-favorite-post-doha-idea?source=feed_tag_short_ideas Apr 19, 2016 - Oil outlook continues to look gloom following Doha. Marathon underlying business remains weak despite asset sales. MRO will not go bankrupt but that doesn't mean it can't fall back to near its lows fo
Texas Roadhouse Posts 24th Consecutive Quarter of Sales Growth http://www.gurufocus.com/news/407384/texas-roadhouse-posts-24th-consecutive-quarter-of-sales-growth Apr 17, 2016 - Texas Roadhouse Posts 24th Consecutive Quarter of Sales Growth, Stocks: TXRH, release date:Apr 17, 2016
Orexigen Pulls The Plug On Post-Marketing Cardiovascular Trial http://seekingalpha.com/article/3965636-orexigen-pulls-plug-post-marketing-cardiovascular-trial?source=feed_all_articles Apr 15, 2016 - Orexigen's first CVOT trial was halted because company released data early. Orexigen was forced to start a second trial and pay for it. When Takeda walked away from Contrave, Orexigen halted the secon
Updating Aircastle Post Analyst Day http://seekingalpha.com/article/3965356-updating-aircastle-post-analyst-day?source=feed_tag_long_ideas Apr 15, 2016 - Aircastle hosted its analyst day yesterday, and made a solid case for continued growth and conservative capital allocation.With a 4.4% dividend yield, and at 12x cash earnings, AYR is optically somewh
Ford Posts Another Impressive Month In March http://seekingalpha.com/article/3965205-ford-posts-another-impressive-month-march?source=feed_tag_long_ideas Apr 14, 2016 - Ford posted an 8% increase in U.S. auto sales during March 2016 compared to March 2015, which came in slightly below estimates.After a slow month in January, the Mustang, F-Series, and other SUVs post
Peabody Energy: Post Mortem http://seekingalpha.com/article/3964924-peabody-energy-post-mortem?source=feed_all_articles Apr 13, 2016 - Peabody Energy files for bankruptcy protection.I discuss the filing itself and the lessons to be learned for the future.I also discuss the impact of Peabody's filing on the remaining players.
AUD/USD - Aussie Posts Gains On Strong Business Confidence Report http://seekingalpha.com/article/3964657-aud-usd-aussie-posts-gains-strong-business-confidence-report?source=feed_all_articles Apr 12, 2016 - By Kenny Fisher The Australian dollar has posted considerable gains on Tuesday, continuing the upward movement which started late last week. AUD/USD is trading at 0.7660 in the European session. In ec
Adjusted Metrics Reveal Danaher's True Post-Acquisition Value http://seekingalpha.com/article/3963341-adjusted-metrics-reveal-danahers-true-post-acquisition-value?source=feed_all_articles Apr 05, 2016 - Using adjusted earnings, Danaher’s adjusted return on assets is 16% for 2015 – significantly higher than the traditional 5% ROA most financial databases report.This is primarily caused by DHR’s $26.4b
Annaly Capital's BV, Dividend, And Valuation Compared To 19 MREIT Peers (Post Q4 2015 Earnings) - Part 2 http://seekingalpha.com/article/3962835-annaly-capitals-bv-dividend-valuation-compared-19-mreit-peers-post-q4-2015-earnings-part-2?source=feed_all_articles Apr 04, 2016 - This article compares NLY’s recent dividend per share rates, yield percentages, and several dividend sustainability metrics to nineteen mREIT peers. This article also explains why NLY had a stable div
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