Ford: Buy for the Value, Keep for the Dividend [Sold]

By David Shakirov UPDATE 04/29/2019: After a run up from $7.60 (original publication of article) to $10.20 (as of 03/29/2019) — a 37% dividend-adjusted gain — the author recommends selling Ford stock due to macroeconomic concerns, including a late cycle position, geopolitical risks, and recession risk. This books a significant capital gain of 37%, or Read more about Ford: Buy for the Value, Keep for the Dividend [Sold][…]

Micron: Finally A Value Stock? [Sold]

By David Shakirov   UPDATE 03/21/2019: After a rise in the stock after earnings on 03/21/2019, I recommend to unload shares at $43.50, booking a 27.5% gain. An uncertain semiconductor supply/demand dynamic and higher valuation results in a more subpar risk/reward ratio. However, the gain booked from this article is an impressive 15% above the Read more about Micron: Finally A Value Stock? [Sold][…]