Grab Another High Yield On The Dip
Looking around the market, I see the private equity stocks trading a lot closer to their 52-week lows than their highs. This is an opportunity
Keep Reaching For Yield
We started rotating the portfolio toward higher-yielding stocks on Friday with ICMB, which raised our average passive income close to 2 percentage points to keep
Let’s Reach For Yield
Dividend stocks are getting a higher profile as investors reckon with interest rates hitting a ceiling. Since income investing is one of the things we
Good Earnings from Honeywell
Honeywell (HON) opened higher this morning but tapered off in late-morning trade with the market. The company reported first-quarter EPS of $2.25, vs. $2.07 last
Take Big Food Profit
Kraft-Heinz (KHC) has been a beneficiary of the recent shift from NASDAQ heavyweights into more value-oriented names. It feels good to make reasonable money here.
PEP Reports First Quarter Earnings
PepsiCo (PEP) had a good first quarter, with EPS of $1.61 representing a 7% increase above expectations of $1.52. The top line was also good
Big Earnings, Big Win
General Parts (GPC) is getting extremely favorable response to its first-quarter numbers as the company raises EPS guidance for the year. It’s just what we
Cash LEVI As A Big Win
We’ve had a great run in the last few months with Levi Strauss (LEVI), beating the broad market in a relatively brief holding period. This
Cash Our Big Oil Win
Exxon Mobil (XOM) has been trading better recently, and we have a gain of over 6% in our trading position including a dividend paid in
Time To Let FIS Go
Fidelity Information Services (FIS) is up today on an aggressive 2024 outlook even though fourth-quarter earnings came in below expectations. However, I am troubled by
SON and GPC Post Mixed Earnings Results
Two of our Value Authority stocks announced quarterly results, with one missing estimates and one beating expectations. Let’s take a closer look at both reports
Kraft Heinz Reports Fourth-Quarter Results
This morning, Kraft Heinz (KHC) reported fourth-quarter EPS of $0.78, vs. $0.85 last year, which was $0.01 better than expectations. Earnings fell primarily due to there