Ford Motor Company and My Position
I have been invested in Ford Motor Company (NYSE:F) for some time now. I made my fist small investment in F three years ago, and mostly over the last two years I have increased my holding. As can be seen from previous articles I have written, I have been a bull of the company. At the current time I do not consider the stock a buy based upon an appreciation in the stock price, but I do think the stock is a good investment for the dividend. Ford trades at a very low PE ratio of 5.86, and I consider the stock to be low0risk at the current levels, which I will explain later on. The company offers a yield of close to 5%, and that is excluding the special dividend. I have included in the article more on the dividend and special dividend and how Ford has prudently chosen to compensate shareholders.
My Position
Unfortunately I have not always been correct on my bullish thesis. Being wrong has cost me some money over the last couple of years. The first area that hurt my bull thesis is the slow growth that the company has experienced in China. I expected the growth and profitability of the Chinese market to be much better that it has been for Ford. While there has been growth in China, it was not nearly as strong or as profitable as I anticipated. I also thought that the dividend payment would support the stock price from dropping to the levels that it has. There are a lot of yield-hungry investors, and I thought the price of the stock would be supported around the 4% yield range, which would put the stock price at $15 a share (not including the special dividend). Instead the yield currently sits at 4.9%.
what is equity market: Brown & Brown, Inc.(BRO)
Advisors’ Opinion:
- [By Ben Levisohn]
BMO also upgraded Arch Capital Group (ACGL), Brown & Brown (BRO), and Travelers (TRV).
Shares of American International Group have declined 0.4% to $65.60 at 3:36 p.m. today, whileArch Capital Group has gained 2% to $87.90,Brown & Brown has advanced 0.5% to $44.65, andTravelers has risen 1.3% to $120.79.
what is equity market: EnLink Midstream Partners, LP(ENLK)
Advisors’ Opinion:
- [By WWW.MONEYSHOW.COM]
EnLink Midstream Partners (ENLK) is sponsored by independent oil and gas exploration giant Devon Energy (DVN), the owner of this acreage.
These basins offer superior economics and EnLink’s close relationship with Devon provides leveraged exposure to the upstream operator’s accelerating activity in these plays.
what is equity market: Waste Management, Inc.(WM)
Advisors’ Opinion:
- [By Brian Feroldi]
Investors in their 60’s should start to favor low-risk stocks that offer up big dividend payouts. Below are three stocks — Waste Management (NYSE:WM), United Parcel Service (NYSE:UPS), and Welltower (NYSE:HCN) — that perfectly fit that description.
- [By Lisa Levin]
Some of the stocks that may grab investor focus today are:
Wall Street expects Avon Products, Inc. (NYSE: AVP) to report quarterly earnings at $0.10 per share on revenue of $1.62 billion before the opening bell. Avon Products shares rose 2.39 percent to $6.00 in after-hours trading.
Analysts expect MGM Resorts International (NYSE: MGM) to report quarterly earnings at $0.20 per share on revenue of $2.44 billion before the opening bell. MGM shares rose 1.01 percent to $29.90 in after-hours trading.
Cisco Systems, Inc. (NASDAQ: CSCO) reported better-than-expected results for its second quarter and raised its quarterly dividend to $0.29 per share. Cisco shares rose 2.13 percent to $33.52 in the after-hours trading session.
Before the markets open, Dean Foods Co (NYSE: DF) is projected to report its quarterly earnings at $0.41 per share on revenue of $2.01 billion. Dean Foods shares rose 0.49 percent to $20.55 in after-hours trading.
Tripadvisor Inc (NASDAQ: TRIP) posted weaker-than-expected results for its fourth quarter on Wednesday. Tripadvisor shares dropped 5.60 percent to $49.75 in the after-hours trading session.
Analysts are expecting Waste Management, Inc. (NYSE: WM) to have earned $0.77 per share on revenue of $3.42 billion in the latest quarter. Waste Management will release earnings before the markets open. Waste Management shares rose 2.27 percent to $72.97 in after-hours trading.
Find out what's going on in today's market and bring any questions you have to Benzinga's PreMarket Prep.
- [By John Bromels]
The stock of the country’s second-largest waste management company,Republic Services(NYSE:RSG), has been on a tear this year, up nearly 30%. That rivals the performance of its larger competitorWaste Management(NYSE:WM), which is up about 33% for the year.
what is equity market: Celanese Corporation(CE)
Advisors’ Opinion:
- [By Ben Levisohn]
Time To Favor Optionality: Most macro data are similar to, or better than, when the merger was announced. As a result, the same returns have been obtainable, with significantly less stress, simply through owning 3M (MMM) or a basket of chemical companies that approximate the Dow-DuPont portfolio. Relative to the chemical sector, performance has been average, leverage appears reasonable but near-term FCF less-than compelling partly due to new capacity ramping. With the merger likely to close in the near-term (90% chance, in our view), we believe Dow-DuPont will have an opportunity to show how scale creates optionality. The overhaul at Celanese (CE) over the past few years shows the way.
