TerraForm Power Article for Seeking Alpha

TerraForm Power: An Undervalued Renewable Energy Growth Story

Check it out before it goes behind the paywall. TerraForm Power Inc. (NASDAQ: TERP) is a renewable energy yieldco sponsored by Brookfield Renewable Partners (NYSE: BEP). TerraForm Power owns wind and solar power assets, primarily in North America and Europe, with steady cashflows supporting a growing dividend. A recent large European acquisition positions them to take advantage of the trend toward renewable energy.

As always, feel free to look at my portfolio and see how I’m doing. Usually I own or plan to own stock in many of the companies I write about. Specific numbers I reference may not be completely accurate; different online financial sources often have somewhat conflicting information. Verify information via multiple sources you trust. Please READ MY DISCLAIMER. Do not take action in the market simply because of what you read here. I write about what I am doing and what I think, I am not advising anyone to do anything. Make your own decisions, do your own research, and never rely on any single source for information. Some of my ‘picks’ and strategies WILL lose money, that’s the way the market works. I am not a financial professional; do not rely on me as such.

Thank you,

Michael, the Stock Picking Bartender,

Reno, Nevada

CVS Health Article for Seeking Alpha

CVS Health: Becoming A Healthcare Powerhouse

Check it out before it goes behind the paywall. CVS Health (NYSE: CVS) is transforming from a retail pharmacy into a healthcare powerhouse with its acquisition of Aetna (NYSE: AET). This is a follow-up to a Seeking Alpha article I did on CVS 6 months ago. It’s working out very well so far.

As always, feel free to look at my portfolio and see how I’m doing. Usually I own or plan to own stock in many of the companies I write about. Specific numbers I reference may not be completely accurate; different online financial sources often have somewhat conflicting information. Verify information via multiple sources you trust. Please READ MY DISCLAIMER. Do not take action in the market simply because of what you read here. I write about what I am doing and what I think, I am not advising anyone to do anything. Make your own decisions, do your own research, and never rely on any single source for information. Some of my ‘picks’ and strategies WILL lose money, that’s the way the market works. I am not a financial professional; do not rely on me as such.

Thank you,

Michael, the Stock Picking Bartender,

Reno, Nevada

Sprouts Farmers Market Article for Seeking Alpha

Sprouts Farmers Market: Execution And Growth

Check it out before it goes behind the paywall. Sprouts Farmers Market (NASDAQ: SFM) is a natural and organic focused grocery store chain operating approximately 315 stores in 19 states. Their growth runway combined with their push into higher margin store brand goods makes me very bullish on this company. I own it, I want to own more. Check it out.

As always, feel free to look at my portfolio and see how I’m doing. Usually I own or plan to own stock in many of the companies I write about. Specific numbers I reference may not be completely accurate; different online financial sources often have somewhat conflicting information. Verify information via multiple sources you trust. Please READ MY DISCLAIMER. Do not take action in the market simply because of what you read here. I write about what I am doing and what I think, I am not advising anyone to do anything. Make your own decisions, do your own research, and never rely on any single source for information. Some of my ‘picks’ and strategies WILL lose money, that’s the way the market works. I am not a financial professional; do not rely on me as such.

Thank you,

Michael, the Stock Picking Bartender,

Reno, Nevada

Sierra Wireless Article for Seeking Alpha

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Sierra Wireless: Q3 Overreaction Creates An Opportunity

Check it out before it goes behind the paywall. Sierra Wireless: a Canadian pure play IoT company transitioning from an OEM connectivity hardware company into a subscription-based recurring revenue business model. Things are headed in the right direction for this company, except for the stock price. I believe that will change.

As always, feel free to look at my portfolio and see how I’m doing. Usually I own or plan to own stock in many of the companies I write about. Specific numbers I reference may not be completely accurate; different online financial sources often have somewhat conflicting information. Verify information via multiple sources you trust. Please READ MY DISCLAIMER. Do not take action in the market simply because of what you read here. I write about what I am doing and what I think, I am not advising anyone to do anything. Make your own decisions, do your own research, and never rely on any single source for information. Some of my ‘picks’ and strategies WILL lose money, that’s the way the market works. I am not a financial professional; do not rely on me as such.

Thank you,

Michael, the Stock Picking Bartender,

Reno, Nevada

 

Mednax, Inc. Article for Seeking Alpha

 

MD Chart

Mednax: Solid Business With Questionable Capital Allocation Priorities

Check it out before it goes behind a paywall. In this article I go over why I’m not a buyer of Mednax at these levels, despite the declining stock price and stable cashflows. This neonatal focused medical company has some positives, but I’m not convinced now is the time to buy.

As always, feel free to look at my portfolio and see how I’m doing. Usually I own or plan to own stock in many of the companies I write about. Specific numbers I reference may not be completely accurate; different online financial sources often have somewhat conflicting information. Verify information via multiple sources you trust. Please READ MY DISCLAIMER. Do not take action in the market simply because of what you read here. I write about what I am doing and what I think, I am not advising anyone to do anything. Make your own decisions, do your own research, and never rely on any single source for information. Some of my ‘picks’ and strategies WILL lose money, that’s the way the market works. I am not a financial professional; do not rely on me as such.

Thank you,

Michael, the Stock Picking Bartender,

Reno, Nevada

CVS Health Article for Seeking Alpha

CVS Health: A Store-Level Look At The Proposed Healthcare Giant

My latest article is up on Seeking Alpha. CVS Health (NYSE: CVS) is bidding for Aetna (NYSE: AET), America’s third largest health insurer. I take a look inside the average CVS retail store to see where the synergies are. Expanded heath services at the store level should be key to lowering customer costs and growing business. Insurance, pharmacy, and retail can benefit.

As always, feel free to look at my portfolio and see how I’m doing. Usually I own or plan to own stock in many of the companies I write about. Specific numbers I reference may not be completely accurate; different online financial sources often have somewhat conflicting information. Verify information via multiple sources you trust. Please READ MY DISCLAIMER. Do not take action in the market simply because of what you read here. I write about what I am doing and what I think, I am not advising anyone to do anything. Make your own decisions, do your own research, and never rely on any single source for information. Some of my ‘picks’ and strategies WILL lose money, that’s the way the market works. I am not a financial professional; do not rely on me as such.

Thank you,

Michael, the Stock Picking Bartender,

Reno, Nevada

HCP Healthcare REIT Article for Seeking Alpha

My new article at Seeking Alpha is up.

https://seekingalpha.com/article/4140179-hcp-streamlining-assets-cleaning-house

Note that Seeking Alpha has started putting articles behind a PRO subscription paywall, so after a certain amount of time you may not be able to view this article. HCP, Inc. (NYSE: HCP) is a healthcare REIT going through changes, streamlining its asset base and cleaning its balance sheet. I own it, and I’m looking to buy more.

As always, feel free to look at my portfolio and see how I’m doing. Usually I own or plan to own stock in many of the companies I write about. Specific numbers I reference may not be completely accurate; different online financial sources often have somewhat conflicting information. Verify information via multiple sources you trust. Please READ MY DISCLAIMER. Do not take action in the market simply because of what you read here. I write about what I am doing and what I think, I am not advising anyone to do anything. Make your own decisions, do your own research, and never rely on any single source for information. Some of my ‘picks’ and strategies WILL lose money, that’s the way the market works. I am not a financial professional; do not rely on me as such.

Thank you,

Michael, the Stock Picking Bartender,

Reno, Nevada