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Enter ticker(s) QQQQ: 55.40 0.00%   SPY: 166.94 +0.97%

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Icahn Shakes Up Motorola, B of A on the Move (SFN, MHS, ESRX, GRO, SCHL, MMI, PM, AAPL, BAC)

Posted by Eric Monte at 2:57PM on July 21st

The markets continue to trade higher on Thursday after the Philadelphia Fed’s Business Outlook rebounded from -7.7 in June to 3.2 in July. Another reason for the move higher may be that details are beginning to emerge regarding the steps…

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Morning Spy: Searching For Direction (COOL, GLUU, SINA, QPSA, MCC, MVC, EDU, CEU, SODA, FIZZ, ERJ, HPQ, GOOG, GLD, SLV, JPM, C, BA, PEP, PM)

Posted by Eric Monte at 11:41AM on June 6th

Monday has started with the markets searching for direction. Early in trading the markets are flat and are looking to rebound from the poor performance of last week. No economic news or key earnings will be announced today to help…

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Value Guru Notes ‘Deeply Undervalued’ Stocks Hard to Find (TBGVX, TWEBX, CSCO, JNJ, SKM, BAX, COP, DVN, WMT, UNP, PM, BRK.A, KOF, BRK.B)

Posted by Jason Smith at 9:09AM on May 12th

Even as the market continues its bull market run, value investors are still seeking attractive opportunities in select names.

One such investor is the prominent value-oriented firm, Tweedy Browne, which, in its most recent letter to investors, noted “deeply undervalued securities…

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Value Guru Sees Opportunity in ‘Globally Diversified’ Names (TBGVX, TWEBX, JNJ, FII, SKM, BAX, COP, DVN, WMT, UNP, PM, BRK.A, KOF, BRK.B)

Posted by Jason Smith at 9:58AM on February 11th

Even as the market closed 2010 with a strong run higher, value investors are still seeing attractive opportunities in select names.

One such investor is the prominent value-oriented firm, Tweedy Browne, which, in its most recent letter to investors, highlighted “big,…

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High-Yield Plays in a Sluggish Sector (LO, MO, BTI, UVV, PM, AOI)

Posted by Ryan Patel at 8:49AM on December 2nd

Due to the nature of their products and their historically big dividends, components of the tobacco sector are often considered defensive plays and are known on Wall Street for their reliable cash flows. However, select players in the segment underperformed…

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Prominent Pro Still Sees Reasonable Valuations (TBGVX, TWEBX, BAX, COP, JNJ, PM, DVN, HD, WMT, UNP, BRK.A, KOF, SKM, BRK.B)

Posted by Max Magee at 9:13AM on November 9th

Even as the market has made some runs higher in 2010, persistent volatility and concerns about a tepid economic recovery have spelled opportunity for value investors looking to pick up quality names at bargain prices.

One such investor is the prominent…

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Investors Eye Earnings In High-Yield Tobacco Space (PM, RAI, VGR, MO, LO, UVV)

Posted by Owen Vater at 10:27AM on October 21st

Tobacco stocks are some of Wall Street’s favorite “defensive” equity sectors, and two large-cap players announced their quarterly results before the bell on Thursday.

Philip Morris International (PM) posted net income of $1.82 billion, or 99 cents per share, compared to $1.79…

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Analyst Sees Limited Upside For Two High-Yield Tobacco Stocks (MO, RAI, CIGX, AOI, LO, PM, VGR)

Posted by Jason Smith at 3:37PM on September 30th

Deutsche Bank took Altria (MO) and Reynolds American (RAI) to “Hold” from “Buy” on Thursday, noting that valuations near the high end of historic cash flow multiples suggest “a more balanced risk/reward.” The firm maintained the stocks’ respective $25 and $65 price…

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Two High-Yield Sectors On The Move (AOI, CIGX, LO, UVV, RAI, MO, PM, WIN, VZ, T)

Posted by Ryan Patel at 9:48AM on September 23rd

Given their reliable cash flows, high-yields and dependable business models, stocks in the telecom and tobacco segment tend to be less volatile than some of their other equity peers. However, as the market staged its strong rally over the past…

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Tobacco Plays Stage Strong Rebound Amid Recent Market Rally (VGR, MO, AOI, UVV, RAI, PM)

Posted by Ryan Patel at 9:03AM on September 10th

Given the nature of their products and their historically high dividends and cash flow rates, tobacco firms are often considered defensive plays and therefore tend to be less susceptible to major price swings in bull or bear markets. However, as…

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