Tom Landstreet in Forbes – Creative Destruction in the IT Industry

Check out my piece on Forbes.com about how adoption of cloud technology causes lower IT spending, and therefore squeezed margins for legacy IT providers. These vendors will no longer be able to enjoy the large margins of their traditional technologies, and even though they are moving into the cloud, these margin changes will alter their financial make-up – and they will miss estimates as a result.

Tom Landstreet in Forbes – Avoid Consumer Discretionary Stocks

Visit Forbes.com to see my analysis of why rising prices and falling incomes are hammering consumers, especially in the low-end. Consequently, companies that depend on these consumers for profits will suffer as consumers pull-back their spending levels. Some companies are already feeling the pinch, having recently missed their earnings estimates, and I expect this consumer effect to harm consumer discretionary stocks in the near-future.

Tom Landstreet in the Tennessean: Food, energy prices are result of bad policy

Check out my editorial in the Tennessean about how rising food and energy prices are the result of bad government policy. Many pundits believe this is due to inflation, but it’s not!! Just a few policy changes could drop these prices and prove inflation is not the culprit.

About Regulatory Policy

Government regulations always rearrange incentives for consumers and corporations, while simultaneously affecting asset prices, for better and for worse. We analyze how changes in regulation affect prices and where investors can capitalize on these price changes.

About Monetary Policy

Governments have the ability to effect several factors in the economy through changes in monetary policy. They can adjust interest rates, unemployment and inflation by changing the supply of money circulating in the economy. These changes affect consumers incentives to buy and invest in certain products, and we analyze these changes to provide clients with optimal investment opportunities.

Top Ten GARY Stocks for June 2014

Take a look at Tell-tale Capital’s top dividend paying stocks for June 2014, found using their GARY (Growth at the Right Yield™) methodology:

The charts below illustrate GARY, which identifies companies with historically low share prices but paying historically high dividend yields. These stocks all screened in the top quartile in Tell-tale’s GARY screen, which measures the growth, profitability and dividend characteristics of over 1500 companies. Read our full write-up for June on Forbes.

For a full explanation of how GARY works, read our Forbes article from April 2014.

Chart 1 (click to expand):

ESV

Chart 2:

FIG

Chart 3:

QSII

Chart 4:

DRI

Chart 5:

SPLS

Chart 6:

CBRL

Chart 7:

Mattel

Chart 8:

Big5

Chart 9:

SWM

Chart 10:

IGT

 

Tom Landstreet in Forbes – High Food Prices: An Investor’s Dilemma

Check out our recent Forbes article describing for investors why food prices are reaching all time highs. The EPA’s pending decision about the ethanol mandate will likely lead to price movement for select stocks and commodities. We believe Tyson’s recent acquisition of Hillshire Brands might be a defensive move against extremely volatile commodity food prices. See how we make the case with charts and graphs.

 

 

 

WSJ: The Ethanol Election Delay

The Ethanol Election Delay
Wall Street Journal
This summer’s once-in-a-half-century Midwestern drought caused global prices for staple food products to soar by 10%—and corn in particular to jump by 25%, according to the World Bank. The food shortages across Africa, the Middle  Last October, the 
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