BB&T's loan book has remained conservative, even as its deposit base grew and sketchier loans became tempting. A push towards fee-based revenues has made services to banking customers add up to around 30% of revenues, adding some nice diversification that comes with hefty profit margins.
With a balance sheet that's in solid shape and dividend payout tipping 2.47% right now, we're betting on this bank.
BB&T shows up on a list of
5 Bank Stocks Bernanke Can't Hurt Anymore
(YHOO - Get Report)
continues to grab the headlines, most recently for unloading half of its stake in Alibaba for around $7.1 billion. The move is a big one -- in total, the deal means that close to half of Yahoo!'s market capitalization is now made up of cash or marketable investments. And according to management, almost half of that will be returned to shareholders.
So even though the firm continues to struggle right now, there's good reason to pay attention to this stock.
>>3 Tech Stocks Hedge Funds Are Buying
When Marissa Mayer moved from
to the CEO chair at Yahoo!'s Sunnyvale, Calif.-based offices, the firm sent a big message to investors -- they confirmed that the dot-com survivor was still capable of courting top talent. Now, it's a question of what they'll do with it. It's already evident that acquisitions are on the table with the firm's huge cash position, something that normally strikes fear in the hearts of investors; the possibility of overpayment is a big unknown.
That said, sentiment remains poor for equities, so the premiums on M&A deals are lower than they've been in years past. That and Mayer's experience at a successful acquisition-hungry firm should help to make the right decisions about what they buy.
Ultimately, Yahoo! still has a strong search business that attracts more than 650 million unique visitors per month. It's easy to write off Yahoo!, but the bottom line is that the firm still makes money. That, coupled with investors' anxiety over this stock's future makes it an interesting contrarian name this week.
It's been an impressive year for industrial name
(IR - Get Report)
. Shares of the $13.6 billion firm have rallied more than 45% since the start of the year, outperforming the S&P 500 by a factor of more than 3. IR manufactures a large number of well-known brands, ranging from Club Car golf carts to Schlage locks to Trane air conditioners.