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Exxon Mobile Think Again | Vitaliy Katsenelson Contrarian Edge

General Electric’s collapse should have served as a reminder that buying a company based solely on past reputation and dividend yield is a dangerous endeavor. GE is also a great example that dividends are not paid out of earnings, especially massaged-to-death non-GAAP earnings, but from free cash flows. GE’s non-GAAP earnings were double its dividend payment. This brings us to another American icon Read more about Exxon Mobile Think Again | Vitaliy Katsenelson Contrarian Edge[…]

Exxon Mobile Think Again | Vitaliy Katsenelson Contrarian Edge

General Electric’s collapse should have served as a reminder that buying a company based solely on past reputation and dividend yield is a dangerous endeavor. GE is also a great example that dividends are not paid out of earnings, especially massaged-to-death non-GAAP earnings, but from free cash flows. GE’s non-GAAP earnings were double its dividend payment. This brings us to another American icon Read more about Exxon Mobile Think Again | Vitaliy Katsenelson Contrarian Edge[…]

How Amazon could lose its health-care bid while drug distributor stocks win

Amazon.com has been one of the most innovative and disruptive companies of this century, with incredible success in areas that lie outside of what has been historically perceived as its core business (book selling). Thus every announcement or speculation that Amazon will enter into a particular industry sends stocks of that industry into a tailspin. Investors Read more about How Amazon could lose its health-care bid while drug distributor stocks win[…]