Has BHF reached the bottom?
One of the weakest shares of the portfolio is Brighthouse Financial (BHF). BHF’s activity is very simple – it offers its customers life insurance and annuities for a monthly premium. In practice, its financial statements…
Articles by Yinon Arieli
SELL LILAK as uncertainty in Latin America continues
I know John Malone (the owner of Liberty Latin America) wouldn’t agree with this, but I decided to sell LILAK at an average price of $18.96. Despite the return to normal activity in Puerto Rico after the hurricane…
Buy the commercial centers REIT Retail Value
I bought Retail Value (RVI) to the portfolio at an average price of $33.3. I think the stock is worth at least $50 even in a conservative scenario and over $60 in an optimistic one….
Brief Updates
About a year and a half after spinning off from the parent company, the retail electricity provider Vistra Energy is much more familiar company among investors. Eleven analysts review it with an average target price…
What is a Net-Net stock and why it’s so attractive?
The (imaginary) shoe company “The Green Shoe” has managed to increase its sales and profits every year, and its shares price has increased accordingly. And then, surprisingly, its largest customer, consisting approximately 60% of its…
Is BHF a value play or value trap?
Shares of the insurer Brighthouse Financial (BHF) are experiencing a negative trend recently. On the one hand, the share seems undervalued by any parameter you look at, but on the other hand, at least until…
Can Vistra Energy go higher?
The integrated power company Vistra Energy (VST) released excellent results for the first quarter of the year, but the real story is what will happen next. Now that the merger with Dynegy has been completed,…
Is Cars.com going to be acquired?
Cars.com reported yesterday that it had signed an agreement with investment bank JPMorgan to find strategic options for the future, including an option to sell the company. I have no doubt that the reason for…
Q1 2018 updates
CONE – Strong growth continues. The stock is recommended for long-term holding. The data storage REIT CONE maintained its strong growth rate in the first quarter of the year. In my opinion, the current valuation…
Can APVO go much higher?
APVO has more than doubled since it entered the portfolio. This is not surprising in view of its success in realizing its holding in its three profitable drugs for about $75 million and as a…