I always like a good restructuring story especially where a company has good assets, a strong balance sheet and solid Free Cash Flow generation potential. Royal Dutch Shell fits the bill in my view. It is one of the largest energy producers in the world that operates in 140 countries, has a total proved reserve base of over 13 Billion Barrels of Oil Equivalent....
I like the long-term story of Panera and the price on a pullback. Earlier this week, on CNBC's Fast Money Halftime, Mike Murphy and I debated the bull vs. bear case on Panera. I was the bull. It was ahead of the company's 4Q earnings report and although I'd like to take credit for saying to buy it ahead of the print, I didn't. My positive position really was more longer term, not quarter-specific...
Chevron's strong asset base, robust balance sheet, impressive shareholder returns and exposure to rising commodity prices makes this stock a solid, longer-term position.
TheStreet's Dan Dicker and Stephanie Link reveal their stock picks as President Obama gets ready to approve the Keystone pipeline and increase CAF requirements in 2015.
Natural gas prices hit fresh highs as traders focus on a chilly forecast but there may be more to the story.
Coca-Cola shares are down almost 4% today following its disappointing 4Q results. Underneath the surface there were puts and takes to the quarter but investors are focused on the disappointing 1% total volume growth for the quarter (expectations were for 2-3%) and the 1% decline in North America volumes.
The truck cycle is starting to show signs of improvement. Several data points have shown up recently with the most compelling being the ACT Heavy Duty Class 8 Industry wide data showing a 51% year over year increase in January units to 34,7000 vs. 31,800 units in December - the fourth consecutive month above 20,000 units and the largest figure since April 2011.
Year to date both Home Depot and Lowe's are off 7% on concerns about the lackluster demand from the consumer and the potential negative impact from the cold/wet weather that has been seen around the country in December, January, and the first part of February.
After a strong recovery in 2013 for the auto makers, the recent data points haven't been favorable for the group on fears of higher incentives, rising inventory levels and a fragile consumer.
Jill Malandrino and Stephanie Link discuss why the financial and industrial sectors could outperform around taper headlines.