Chad Henage

Editor's Choice

  • 4 Reasons To Buy, But There Is Still One Problem

    By Chad Henage - June 17, 2013 | Tickers: MO, LO, PM, RAI | Editor's Choice

    Sometimes doing well in the stock market is less about finding a good company, and more about realizing that there might be someone better. A great example of this at work, is Reynolds American (NYSE: RAI) seems like a great opportunity until you realize this is not the only option in the tobacco industry. In fact, looking at the company’s recent earnings, investors could logically assume that Reynolds American more »

  • It’s Hard To Discount This Type Of Performance

    By Chad Henage - June 13, 2013 | Tickers: KSS, ROST, TGT, TJX | Editor's Choice

    Who would have thought that a company that sells things other stores don’t want could be such a good investment? I guess in hindsight anyone could have seen this, as The TJX Companies (NYSE: TJX) have been in the business for years. While The TJX Companies could be a good investment in its own right, the company I believe investors should check into immediately is Ross Stores (NASDAQ: ROSTmore »)

  • What’s in Your Portfolio?

    By Chad Henage - June 11, 2013 | Tickers: AXP, BAC, COF, DFS, JPM | Editor's Choice

    I know what you are thinking, and believe me, I find it hard to believe as well. However, I’ve been following many banks for a while, and I believe there is an argument to be made that Capital One (NYSE: COF) has the potential to be one of the best investments of the bunch. The fact that I didn’t really start following Capital One until last year might more »

  • Who Wins And Who Loses When This Battle Is Done?

    By Chad Henage - May 17, 2013 | Tickers: AMZN, BBY, EBAY, TGT, WMT | Editor's Choice

    When a $226 billion a year business is about to change, it makes sense for investors to pay close attention to the potential winners and losers. This is exactly what's happening with Internet sales and the potential behind the "Marketplace Fairness Act." If passed, this act would require sales tax collection from any online retailer with sales over $1 million. This bill has the potential to change how customers more »

  • The Strongest Big Bank Still Has 2 Huge Problems

    By Chad Henage - May 8, 2013 | Tickers: BAC, C, JPM, WFC | Editor's Choice

    It's pretty amazing that Bank of America (NYSE: BAC) could be called the “strongest big bank,” but I can honestly suggest that with a straight face. Like a phoenix rising from the ashes, Bank of America has transformed from a company investors thought might not make it, to a financially sound financial institution. That being said, the bank has two big problems that it must overcome if it wants more »

  • If This Is The New Normal, This Company Is In Trouble

    By Chad Henage - May 8, 2013 | Tickers: BJRI, EAT, CMG, PNRA | Editor's Choice

    If the last several years have taught most companies one thing, it's to make sure you are staffed correctly. When the Great Recession began, thousands of companies were forced to eliminate positions to save money. While it's painfully slow for the economy to heal itself, in the end, “right-sizing” a workforce is tremendously important to a company's future. Unfortunately, not all companies learned this lesson, and BJ more »

  • Do Investors Realize What's Going On?

    By Chad Henage - April 29, 2013 | Tickers: AAPL, BBRY, GOOG, MSFT | Editor's Choice

    Depending on the direction of Apple's (NASDAQ: AAPL) stock in the next few months, we may hit a tipping point where the market assigns a value that is unheard of. Based on at least one metric, Apple stock is almost as cheap as one of their struggling competitors. The company's growth may be slowing, but through share repurchases and dividend increases, management is proving its commitment to shareholders more »

  • Google: You Proved Your Point, Now Pay Up!

    By Chad Henage - April 29, 2013 | Tickers: AAPL, FB, GOOG, MSFT | Editor's Choice

    For a while investors wondered if Google (NASDAQ: GOOG) was still a growth company? They seemed to stumble a bit as paid clicks increased, but the cost per click declined. In hindsight, it appears that Google was just protecting their market share. In the current quarter, Google proved once again that they are still a growth company. However, the company is one of the last holdouts in the technology field more »

  • This Company Holds The Key To The Future Of Computing

    By Chad Henage - April 19, 2013 | Tickers: AAPL, GOOG, MSFT, NUAN | Editor's Choice

    In talking with a friend about different technology companies, he made a comment that stuck with me. He said that in his eyes, Apple (NASDAQ: AAPL) has sort of perfected the touch interface. While Google (NASDAQ: GOOG) has done a good job with its Android operating system, everyone else is basically playing catch up.

    When I asked him his thoughts about Microsoft (NASDAQ: MSFT) and their Windows 8 product, he more »

  • The Fastest Growing Bank Isn't A Bank After All

    By Chad Henage - April 19, 2013 | Tickers: BBT, COF, SCHW, ETFC, AMTD | Editor's Choice

    Having worked for a bank for over 10 years, I follow quite a few financial stocks. There were two things that my years in banking taught me. First, change is constant. Second, you need to get to know your client, because if you don't, your competition will take them away. Bankers need to learn a new rule as well, competition doesn't just come in the form of a more »

  • No Competition And Huge Growth? Sign Me Up!

    By Chad Henage - April 15, 2013 | Tickers: KBH, LEN, PHM, TOL | Editor's Choice

    I've been pounding the table to buy Toll Brothers (NYSE: TOL) for a while now. I picked TOL in August 2011 to outperform the market on CAPS, and the shares have more than doubled since that pick. While some might fear they have missed the opportunity to buy, it's not too late. The same positives that I saw in 2011 are still present today. Even more more »

  • No Competition And Huge Growth? Sign Me Up!

    By Chad Henage - April 15, 2013 | Tickers: KBH, LEN, PHM, TOL | Editor's Choice

    I've been pounding the table to buy Toll Brothers (NYSE: TOL) for a while now. I picked TOL in August 2011 to outperform the market on CAPS, and the shares have more than doubled since that pick. While some might fear they have missed the opportunity to buy, it's not too late. The same positives that I saw in 2011 are still present today. Even more more »

  • 3 Reasons It's Time for a Rest for This Stock

    By Chad Henage - April 3, 2013 | Tickers: GE, JCI, BA, UTX | Editor's Choice

    Let me be clear, I don't believe in trying to time the market, but I do believe in looking at stocks relative to their peers and assessing how attractive they are. Sometimes this means you'll find an opportunity where the market is underestimating an opportunity. However, what I've found also are times where the best thing investors can do is wait to add to a position. This more »

  • These 3 Numbers Make This High-Yield Stock A Buy

    By Chad Henage - March 19, 2013 | Tickers: NLY, CMO, HTS, IVR | Editor's Choice

    High yielding stocks get a lot of attention these days, because of the low interest rate environment. The challenge for investors is, discovering which high yield will hold up. The REIT business holds many high yield candidates, but from what I can see, there are three numbers that make Hatteras Financial (NYSE: HTS) a buy at these levels.

    An Idea As Old As The Market Itself
    It's ironic that more »

  • A Match Made In Beverage Heaven

    By Chad Henage - March 7, 2013 | Tickers: KO, GMCR, SODA, SBUX | Editor's Choice

    I honestly can't imagine a better potential merger. It's rare when you come across two companies that would seem to complement each other so perfectly. To be clear, I haven't heard this potential combination mentioned, but imagine what a merger of Green Mountain Coffee (NASDAQ: GMCR) and SodaStream (NASDAQ: SODA) could accomplish!

    Two Criticized Businesses Could Be The Best Thing That Ever Happened To Each Other
    To more »

  • A Utility For The Long Haul?

    By Chad Henage - February 19, 2013 | Tickers: ED, DUK, TEG, SO | Editor's Choice

    When a company has raised its dividend for the 39th consecutive year, you might assume investors could count on the company well into the future. Since Consolidated Edison (NYSE: ED) just accomplished this feat, the company is in rarified air when it comes to dividend increases. However, in investing we are constantly reminded that past results are not an indication of future returns. Investors should question not only the sustainability of such a streak, but also the wisdom of investing in a utility in the current market.

  • A Good Value, But I've Got 2 Better Ideas

    By Chad Henage - February 15, 2013 | Tickers: AAPL, GOOG, MSFT | Editor's Choice

    I'll state the obvious, Google (NASDAQ: GOOG) has been on quite a run recently. I remember not long ago when some investors including myself were questioning if the company's growth was slowing down. The shares were languishing, and investors seemed to be asking what's next? Over the last few months, this uncertainty seems to have melted away, and the company's current earnings paints a picture of healthy growth. However, because of the stock's run to new highs, I have to say, I see two other companies that look like better values.

  • Who's The Top Big Bank?

    By Chad Henage - February 12, 2013 | Tickers: BBT, JPM, USB, WFC | Editor's Choice

    Big banks and safety aren't always terms that go together. I've made the case several times that BB&T (NYSE: BBT) could be the best investment in the banking industry. BB&T has consistently delivered strong organic deposit and loan growth, along with good credit quality. However, there is one bank that based on recent results looks poised to take BB&T's crown. U.S. Bancorp (NYSE: USB) has the potential to take over as my favorite bank investment, and the race is already very close.

  • Apple: 3 Numbers You May Have Missed

    By Chad Henage - February 8, 2013 | Tickers: AAPL, BBRY, MSFT, NOK | Editor's Choice

    I've seen a lot written about Apple (NASDAQ: AAPL) and their last earnings report. Some analysts suggested that Apple stock was too widely held. Many have also said that this was an adjustment in expectations and not a real problem. Amongst all of the hoopla around Apple's earnings reports, there are three specific numbers that investors might have missed, and their effect on the stock's value could be profound.

  • These 3 Charts Tell A Story, Are Investors Listening?

    By Chad Henage - February 6, 2013 | Tickers: AMZN, EBAY, WMT | Editor's Choice

    Before we get to any numbers, charts, of information, let's establish one basic premise. Just because a company offers customers a great value does not automatically mean the stock is a buy. Investors have to understand that great businesses don't always make great investments. Peter Lynch outlined this concept perfectly when he talked about companies from Polaroid to RCA, that were world famous brands, but the stock got ahead of the fundamentals. The stocks were bid up to many times their expected growth rate, but when their growth slowed, their stocks either went sideways or nosedived. I know some will say I'm crazy, but there are cold hard facts that suggest (NASDAQ: AMZN) may be on the path to being one of these companies.

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