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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[…]

Welch vs Bezos | Vitaliy Katsenelson Contrarian Edge

I am going to be in South Florida February 21-25 (Wednesday-Sunday). I will spend a few hours in Fort Lauderdale on Wednesday afternoon. I am attending a conference in South Beach Wednesday-Friday and then will spend Friday-Sunday in the Delray Beach area. I’ll try to organize reader get togethers while I’m in Florida, but I’m not Read more about Welch vs Bezos | Vitaliy Katsenelson Contrarian Edge[…]

I Left My Heart …

I had a short meeting in San Francisco on Sunday. I absolutely hate travelling alone, and this time I was joined by daughter Hannah and my aunt. I always look for an excuse to visit San Francisco. We arrived on Sunday morning. I had a business lunch meeting in Sausalito and then we had the Read more about I Left My Heart …[…]