Tom Landstreet in Forbes: Texas Roadhouse And Other Restaurants Posting Strong Earnings, Thanks To Cheap Meat

Many of my readers know that I have been all over the ramifications of the ethanol mandate, the effects it has had on the agriculture sector, and where I think investors can make money. We have been focused on restaurants – specifically protein heavy restaurants – that stand to benefit the most from falling commodity prices. In my latest piece on Forbes, I discuss the companies that have reported earnings already, and preview the ones coming up.

Tom Landstreet in Forbes: The Agriculture Bubble Is Bursting : Corn, Pork & Beef Prices Will Sink With It

If you’ve read some of my prior pieces, you know that I believe the entire agriculture commodity complex is in a historic bubble – a bubble created by the Ethanol Mandate. You can read about it in my Forbes article to see why prices are set to come down and where investors can make money off this major market shift.

In Forbes – Finding Stocks That Pay High Dividends V.3

Check out this top ten list of GARY stocks. The GARY concept (Growth At The Right Yield) was developed by Frank Gristina of Tell-tale Capital as a way to identify stocks that pay extraordinarily high dividend yields. This article describes the process and identifies ten GARY-type stocks. The most important feature of these stocks is that the dividend is rich and management is committed to it at all costs.

Tom Landstreet in Forbes – Creative Destruction in the IT Industry

Check out my piece on 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 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.

Thomas Landstreet – Connecting The Dots

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