Category Archives: Articles

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.

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.

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