SELL CONE as growth is estimated to decline dramatically
I sold CONE today at an average price of $69.2. * * * CONE grew nicely in the fourth quarter of 2019 (18% increase in EBITDA and FFO per share), but like the other companies…
Articles by Yinon Arieli
Is CONE on sale again?
The relatively low valuation at which CONE trades again attracts buyers who see the huge potential of the company in the long-term. This time the companies Blackstone, KKR, and Stonepeak were mentioned as potential buyers….
VOYA and BHF Q4 2019: Growth and increased buyback plan
VOYA continues to grow and buyback its shares VOYA continued to grow nicely in the fourth quarter of 2019. Full-service deposits grew by 10.7%, investment management assets grew 1.8% and Employee Benefits grew 10.3% in…
Fiat Chrysler Q4 2019: Strong Jeep sales but weak Asia results
Fiat Chrysler posted mixed results for the fourth quarter of 2019. On the positive side, the company continues to expand its operations in North America and improve operating profitability (9.1%), mainly due to the high…
Strong Q4 2019 FCF for GrafTech; the stock is deeply undervalued
Whoever expected growth of the graphite electrode maker GrafTech in the fourth quarter, was disappointed. The company posted similar results for the third quarter of the year, which is a 22% decrease in sales to…
Market valuation: How much upside has left for stocks?
In this review, I’ll present the highlights of what I said at the annual meeting of the service that held last week in Tel Aviv. * * * Five years ago, when you bought a…
Facebook – A great company at a great price
Yesterday, my younger son, who just celebrated 8 years two weeks ago, first opened an account on WhatsApp (all of his friends already have an account there), just on the day that I bought Facebook…
Sell VST and RVRA, Buy FB
Sell the traditional energy stocks VST and RVRA When investing in stocks you have to be smart, but sometimes even if you are smart you will have to wait a long time for the market…
Is John Dorfman’s Robot Portfolio worth your money?
Everyone knows the story of the monkey (which represents the passive investor) who beat the active investment manager, a story that has been repeated many times throughout history. But, it’s well known that most investment…
Sell CEIX as the pressure on coal miner increases
In May 2018, I sold half of the position in CEIX (at an average price of $44.3), and today I sold the rest of the holding at an average price of $11.9. To be honest,…