Anjali Paliwal
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2 Hotel Stocks to Buy, 1 to Avoid
By Anjali Paliwal - October 19, 2012 | Tickers: H, MAR, HOT, WYN
The shares of hotel companies like Marriott International (NYSE: MAR), Starwood Hotel and Resorts Worldwide (NYSE: HOT), Hyatt Hotels (NYSE: H) and Wyndham Worldwide Corp (NYSE: WYN) have all shown solid performances over the last 3 months. The following chart summarizes the stock price movement of these companies with respect to the S&P500 over the last 3 months.
As a result, these companies are gaining investors’ attention. I see more »
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This Pizza Stock Can Sustain Its Momentum
By Anjali Paliwal - October 19, 2012 | Tickers: DPZ, PZZA, YUM
Domino’s Pizza (NYSE: DPZ) recently reported strong Q3 results, and the company's shares have gained ~8% in a single day after the earnings announcement. The company’s reported Q3 EPS of $0.43 was above the consensus estimates of $0.41 and represents an impressive year over year growth of 22.5%. The EPS beat can be attributed to higher than expected same store sales growth and new more »
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This Food Stock Has Good Near-Term Upside Potential
By Anjali Paliwal - October 19, 2012 | Tickers: CAG, GIS, K
Most of the food giants, including General Mills (NYSE: GIS), ConAgra Foods (NYSE: CAG) and Kellogg (NYSE: K), have suffered a great deal over the last year and their shares have significantly underperformed the broader markets. The following chart summarizes the stock price movement of these companies over the last 12 months.
We can see that while the S&P 500 has gained more than 17% over the last year more »
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3 Dividend Ideas From Warren Buffett's Portfolio
By Anjali Paliwal - October 18, 2012 | Tickers: COP, JNJ, PG
Warren Buffett is widely realized as the most successful of 20th century. He is known for his value investing style and picking up good companies with stable businesses and good dividend yields. I scanned portfolio of his investment firm Berkshire Hathaway for dividend ideas and following three stocks look compelling.
Company Name
Shares Held
Dividend Yield
Payout Ratio
The Procter & Gamble Company (NYSE: PG)
59,602,203
3.30 more »
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Grab These 2 Consumer Stocks at Bargain Prices
By Anjali Paliwal - October 18, 2012 | Tickers: AVP, HLF, NUS
The shares of direct selling companies like Nu Skin (NYSE: NUS) and Herbalife (NYSE: HLF) have been under pressure since May for various reasons. The following chart summarizes the price movement of these companies since May.
We can see that both these companies have extensively underperformed the broader markets over this period. While S&P500 has gained more than 3% over this period, Herbalife and Nu Skin have corrected 25 more »
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Three Dividend Ideas From George Soros
By Anjali Paliwal - October 18, 2012 | Tickers: GE, PEP, CLX
George Soros is a prominent hedge fund manager and American Hungarian business magnate. He is also known as “The Man Who Broke the Bank of England” because of his $1 billion profit during UK currency crisis in 1992. Although he closed down his hedge fund for outside investors in 2011, he still manages his family wealth in Soros Fund Management LLC. I scanned his top 20 portfolio holdings for dividend more »
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Goldman is Recommending These 2 Oil Companies With Huge Dividends And Giant Buybacks
By Anjali Paliwal - October 18, 2012 | Tickers: BP, XOM, MPC
Goldman Sachs' Robert D. Boroujerdi and his team recently published a report recommending the 27 best stocks with high dividend yield and significant potential accretion from buy backs. The following are two Oil & Gas stocks which are featured in the list:
Company Name
Dividend Yield
EPS Accretion From Buybacks
Accretion + Yield
ExxonMobil Corporation
(NYSE: XOM)
2.40%
4.70%
7.10%
Marathon Petroleum Corp
(NYSE: MPC)
2.20%
6.40 more »
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Dividend Reinvestment In These Stocks Will Double Your Money!
By Anjali Paliwal - October 16, 2012 | Tickers: MCD, PM
Most investors love dividends as they provide the investors with cash to pay their bills. However, reinvesting dividends, rather than spending them, is almost always the best choice during one's working years. Reinvesting dividends helps you obtain shares at varying price points. When prices are low you buy more shares, and when prices are high you buy fewer shares so you are regularly dollar cost averaging back into your more »
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3 Consumer Stocks With Huge Dividends and Giant Buybacks
By Anjali Paliwal - October 16, 2012 | Tickers: CPB, KO, WSM
Goldman Sachs' Robert D. Boroujerdi and his team recently published a report recommending the 27 best stocks with high dividend yield and significant potential accretion from buy backs. The following is a list of 3 consumer stocks which are featured in the list:
Company Name
Dividend Yield
EPS Accretion From Buybacks
Accretion + Yield
The Coca-Cola Company
(NYSE: KO)
3%
6.70%
9.60%
Williams-Sonoma
(NYSE: WSM)
2%
6.40%
8 more »
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What to Expect From This Restaurant Stock
By Anjali Paliwal - October 15, 2012 | Tickers: DNKN, MCD, YUM
Americans spent a lot of money eating out each year and thus, investors who buy restaurant stocks have the potential to make a great deal of money. However, it is imperative for investors to understand the major growth drivers before investing in any business. I was looking at PE ratios of various fast food restaurant chains and found that the PE of Dunkin Brands (NASDAQ: DNKN) is higher than McDonald more »
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Don’t Overlook This Highly Undervalued Dividend Stock
By Anjali Paliwal - October 15, 2012 | Tickers: COST, TGT, WMT
The shares of Target (NYSE: TGT), the second largest retailer in the US, have outperformed the broader markets this year and have gained more than 19% as compared to S&P500’s 13% year to date gain. Despite the recent gain, I think Target is still highly undervalued. Rather than realizing the long term growth potential, the market seems to be focusing on the short term challenges faced by the more »
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2 Web 2.0 Companies To Buy Cheap, 1 To Avoid
By Anjali Paliwal - October 15, 2012 | Tickers: FB, GRPN, ZNGA
Most of the companies which were considered cheerleaders of Web 2.0 revolution a couple of years ago have seen their stocks plummet after listing. The current situation is eerily similar to the post 2001 dot com bust. Companies like Amazon and Yahoo had corrected ~95% from their peak value by 2002. To some extent this was justified as they were significantly overvalued to begin with. However, the market reacts more »
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Should You Be Buying This Restaurant Stock?
By Anjali Paliwal - October 13, 2012 | Tickers: CMG, JACK, YUM
Greenlight Capital's founder and president, David Einhorn made a short case for the shares of Chipotle Mexican Grill (NYSE: CMG) at the value investing congress earlier this month and as a result the stock has seen a ~10% downfall. This is not the first time Einhorn has publicly bashed a company. He received extensive coverage in the financial press for short selling stocks like Allied Capital, Lehman Brothers and more »
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3 Long Ideas From Warren Buffet's Favorite Low PE Stocks
By Anjali Paliwal - October 13, 2012 | Tickers: DTV, GCI, GD
Stock Markets have turned volatile again after touching their 52 weeks high last month. With earnings season starting and upcoming election, this volatility may continue. Also, after an 11% gain in the S&P since June, there are not many value picks available and one needs to be stock specific at this point in time. I scanned value investing guru Warren Buffett’s portfolio for investing opportunities. The following holdings more »
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Grab This Cheap Retail Stock
By Anjali Paliwal - October 12, 2012 | Tickers: GPS, KSS, M
September sales were nothing to brag about for the retail industry. And to some extent I believe that the market was already well aware of the tough set-up, including a challenging year ago comparison and unfavorably warm weather. Retailers reported September same store sales growth of 3.6% (excluding drug stores) against last year's difficult comparison of 6.4% and consensus expectations of 3% growth. Trends at the beginning more »
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3 High-Dividend Stocks With Upside Potential
By Anjali Paliwal - October 12, 2012 | Tickers: MO, AVP, LO, PBI, RAI
After touching a 52-week high last month the S&P 500 has turned volatile again. Given the significant run up which the market has already seen and the upcoming election uncertainty, its best to shift one’s portfolio towards high quality stocks. I would suggest investors to consider investing in some high yield dividend stocks at these levels. Since the consumer sector is a relatively stable sector, I analyzed the more »
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2 Recent Long Ideas From David Einhorn
By Anjali Paliwal - October 11, 2012 | Tickers: CI, F, GM
David Einhorn’s shorts get extensive media coverage and attention from the investor community. He is so popular among short sellers that even a small question from him on Herbalife’s earnings call lead to the stock plummeting 10%. And when he didn’t mention Herbalife in his latest presentation at the Value Investing Conference, the stock gained. This reputation is well deserved after his stupendous success with GMCR’s more »
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This Restaurant Stock is Highly Undervalued
By Anjali Paliwal - October 11, 2012 | Tickers: DRI, MCD, RT
A lot has been happening in the restaurant sector lately. McDonald's (NYSE: MCD) which has been a darling of defensive investors over the last 2 decades announced a 10% increase in its quarterly cash dividend to 77 cents a share. The announcement of the dividend raise has brought the company’s 2012 anticipated total cash return to stakeholders to more than $5.5 billion via share repurchases and dividends more »
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Why This Stock is a Good Long Term Buy
By Anjali Paliwal - October 11, 2012 | Tickers: BEAM, BF-B, DEO
Brewers and distillers are often considered as a safe set of stocks. Alcohol companies offer good stability as alcohol consumption is relatively immune to the overall economy. Consumers buy alcohol in good times to celebrate, and to wash out their sorrows in bad times. Let's examine the stock price movement of alcohol companies like Beam Inc (NYSE: BEAM), Diageo plc (NYSE: DEO) and Brown-Forman Corporation (NYSE: BF-B) over the more »
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You Can Still Join Einhorn’s Side on This Stock
By Anjali Paliwal - October 11, 2012 | Tickers: CMG, GMCR, YUM
David Einhorn’s bearish presentation on Green Mountain Coffee Roasters (NASDAQ: GMCR) at the Value Investing Conference last year made him an instant hero among Wall Street professionals. Green Mountain Coffee Roaster’s stock has corrected more than 70% since then. He still remains bearish on GMCR citing its capital expenditure, doubtful accounting practices and unfavorable competitive landscape. However, there is another consumer stock where Einhorn's bearish bet is more »
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