Frank Constantino

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  • Starbucks Still Serves Up Hot Growth

    By Frank Constantino - February 24, 2013 | Tickers: MCD, SBUX, YUM

    Since 1971, Starbucks (NASDAQ: SBUX) has been serving up hot, premium coffee for its patrons, but that's not the only thing Starbucks is serving.  The company still has plenty of room to serve hot growth for investors.  The company ended its fiscal year with 18,066 company-operated and licensed stores, adding more than 1,000 company-operated and licensed stores in fiscal 2012.

    Hot Business

    Starbucks seems to be firing more »

  • Time for Investors to Go to the Movies

    By Frank Constantino - February 19, 2013 | Tickers: CNK, RGC

    The movie theater business is one that has always intrigued me.  I'm not a movie buff and on average I probably go to the movies four times a year.  That number seems below average from what friends and family tell me.  However, I see the power in the theater business. 

    Movie theaters are durable businesses that have high margins, generate lots of cash, and have high barriers to entry more »

  • Outfitting Your Portfolio For Growth

    By Frank Constantino - January 7, 2013 | Tickers: CAB, DKS, WMT | Editor's Choice

    Cabela's (NYSE: CAB) is a small-cap retailer with big plans.  The company already calls themselves the "World's Foremost Outfitter."  While it can't be said that Cabela's is a household name around the world, or across the country for that matter, it holds a unique place in the hearts -and wallets- of many outdoor enthusiasts.

    About Cabela's

    Cabela's was founded by Dick Cabela in 1961 more »

  • Digging for Deep Value in Caterpillar

    By Frank Constantino - December 15, 2012 | Tickers: CAT, DE

    Located in Peoria, Illinois, Caterpillar (NYSE: CAT) is the worldwide market leader in construction and mining equipment.  The company also manufactures and markets diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives.  Through its financial products arm, Caterpillar offers retail financing of its equipment, engines, and vehicles.  Its large, yellow earth-moving machines are identifiable in almost any part of the world.  Though capital intensive, Caterpillar's business is more »

  • Can Dick's Sporting Goods Keep Sprinting Ahead?

    By Frank Constantino - December 10, 2012 | Tickers: CAB, DKS, HIBB | Editor's Choice

    While investors are busy hanging on every word that comes out of Washington that even remotely rhymes with cliff, consumers have been busy filling shopping carts with gifts this holiday season.  A recent trip to my local Dick's Sporting Goods (NYSE: DKS) revealed to me that most consumers aren't remotely thinking of the "fiscal cliff."  Consumer confidence numbers show the U.S. consumer is pretty happy where things more »

  • Cliff or no Cliff, This is One Energy Stock to Own

    By Frank Constantino - December 1, 2012 | Tickers: COP, MPC, PSX, VLO

    Breaking up is hard to do.  That may be the case, but sometimes it’s for the best.  Such is the case with the spin-off of Phillips 66 (NYSE: PSX) from parent ConocoPhillips (NYSE: COP) in April.  ConocoPhillips, the integrated oil company, had been a laggard.  The stock never recovered to where it traded before the financial crisis.  The spin-off of the refining unit lifted a burden off the back more »

  • Time to Grab Nike Shares off the Sale Rack

    By Frank Constantino - July 5, 2012 | Tickers: NKE, UA

    No other sports and apparel brand is as well known as Nike (NYSE: NKE) around the globe.  The venerable brand reaches almost every corner of the world and encompasses nearly every major sport.  That global presence hasn't helped shares of the company this year.  In fact, 2012 has been quite unfriendly to Nike.  After hitting a high of $114.81 in early May, shares traded well below $90 last more »

  • Get Ready for Summer: Add Scotts Miracle-Gro to your Portfolio

    By Frank Constantino - May 21, 2012 | Tickers: MON, SMG

    You don't have to love the smell of fresh-cut grass to love shares of The Scotts Miracle-Gro Company (NYSE: SMG).  However, if you are proud of your green thumb, you probably use their products - and may swear by them.  In talking with lawn and garden enthusiasts for this article, I came to realize that Scotts has a loyal customer base that believes in their premium quality merchandise.

    Scotts develops more »

  • Apple: 'If Only It Were Cheaper'

    By Frank Constantino - May 8, 2012 | Tickers: AAPL

    When I'm talking to friends and fellow investors the conversation almost always seems to turn to Apple (NASDAQ: AAPL). Apple is, by far, the most covered stock - and why not?  It's the largest company in the world and virtually everyone, it seems, owns at least one Apple device.  Many of these friends and investors don't own any Apple stock, yet they still want to talk about it more »

  • Waste Management: Turning Trash Into Cash

    By Frank Constantino - April 30, 2012 | Tickers: RSG, WCN, WM | Editor's Choice

    Trash is a certainty in life and there are limited options for getting rid of it.  The non-hazardous solid waste industry generates $50 billion in annual revenues doing just that.  It's an industry that grows slowly and produces mountains of cash for its operators.  It's also an old industry going through big changes.

    Waste Management (NYSE: WM) is the leading provider of comprehensive waste management services in North more »

  • LSI Corp: Strong Earnings; Cheap Stock

    By Frank Constantino - April 26, 2012 | Tickers: LSI

    LSI Corp (NASDAQ: LSI) reported Q1 earnings after the bell on Wednesday.  The company handily beat analyst's expectations, reporting non-GAAP earnings of $0.20 per share on $622 million revenue.  Wall Street had expected the company to post earnings of $0.14 per share on revenue of less than $600 million.

    LSI is a worldwide leader in the development and marketing of semiconductors and software for hard disk drives more »

  • Stick With Mickey D's

    By Frank Constantino - April 23, 2012 | Tickers: MCD, SBUX

    Mickey D's, as McDonald's Corporation (NYSE: MCD) is affectionately called, has long been one of my favorite stocks.  I first started writing favorably about the company (in another forum) more than a year ago.  At that time McDonald's was trading at $74.21 per share, nearly 30% lower than Friday's closing price.  There are many attributes about the company that I like, the most of which more »

  • Seagate Technology: A Dividend Stock Significantly Undervalued

    By Frank Constantino - April 19, 2012 | Tickers: STX, WDC

    Companies that have strong earnings, great cash flow, and shareholder friendly policies are hard to come by these days.  Pair those attributes with one of the cheapest price-to-earnings ratios in tech, and you actually don't have to look as hard as you think.  Seagate Technology (NASDAQ: STX), the maker of hard disk drives, fits the bill on all counts.  Seagate reported Q3 earnings on Tuesday after the bell.  The more »

  • Oil States International: Selling Shovels in a Gold Rush

    By Frank Constantino - April 16, 2012 | Tickers: OIS

    During the California Gold Rush in the late 1840's, Sam Brannan, a local merchant, became the richest man in California.  Brannan never struck gold.  Why dig for the elusive yellow metal when everyone else needs tools?  Sam Brannan became the richest man in California by selling shovels in a gold rush.

    Today's gold rush is of an entirely different kind.  Companies are rushing to extract enough fossil fuels more »