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Richard RobinsonRichard Robinson

, Ph.D., Equities Analyst


McDonald’s: The Next Fast-Food REIT?

With bond yields at historic lows, normally conservative investors have been forced to accept risks outside of their comfort zone. These conditions are pushing activist investors to radically change the market’s landscape with creative financial engineering. Just look at the increasing pressure placed on restaurant chains. Activist investors are forcing restaurants to spin off their...

Strong Dollar Blamed for Tiffany Revenue Dip

Tiffany & Company (TIF) shares dropped nearly 4% on Friday. Shares closed at $82.93, or $3.44 lower than the previous day. The stock is now down more than 22.3% this year. That puts it just above Tiffany’s 52-week low of $82.75. The sudden dip came on the heels of the company’s fourth-quarter earnings report. Tiffany...

Will Starbucks CEO’s Latest Move Hurt Shares?

Politics and corporate boardrooms don’t often make for good bedfellows. Look at Starbucks (SBUX) CEO Howard Schultz, who is encouraging the company’s baristas to scribble “Race Together” on customers’ cups. His goal is to spark conversations about race relations between patrons and staff. Now, while the idea may be a noble concept, are consumers prepared...

Macerich Declines Simon’s $91-Per-Share Bid

After the 2008 financial crisis, hostile corporate takeovers fell out of favor. The high debt loads associated with them simply turned companies off. But after several years of the Fed’s zero-interest-rate policies and strengthening corporate balance sheets, investors are starting to see hostile activity ratchet up significantly. Now, once a company starts aggressively pursuing another,...

Timeless Secrets of Warren Buffett’s Mentor

As the “father of value investing,” Benjamin Graham made his reputation on the back of consistent outperformance. From 1936 to 1956, Graham’s investment firm posted annualized returns of about 20%. That significantly outperformed the 12% return of the broader market. There’s no question that the system works. Graham was Warren Buffett’s mentor, after all. But...

Can Tyson Foods Dodge the H5N2 Bullet?

On Wednesday, the U.S. Department of Agriculture (USDA) confirmed the discovery of highly pathogenic H5N2 avian influenza in a commercial turkey flock in Arkansas. Famous chicken company Tyson Foods (TSN), which is also based in Arkansas, saw shares drop more than 5.6% on the news. No Tyson birds are known to be carrying the H5N2...

Akorn Fights Off Competitive Drugmakers

Prescription drug costs rose 13% in 2014. That’s the biggest year-over-year increase since 2003. And the prices of specialty medicines for rare or hard-to-treat conditions jumped by 31%! Now, the higher prices are fueling fierce competition between drugmakers – giving consumers more options. It’s simple supply and demand. Growing profits attract pharmaceutical firms looking to...

Putin Puts U.S. Titanium at Risk

Technological advances in the United States have made fracking a cost-effective alternative to absolute reliance on Middle East oil. However, as the United States gains independence in the energy market, the country is also becoming more dependent on other countries for metal production. Especially when it comes to metals needed for industry and defense. For...

Joy Global Suffers From Dying Coal Industry

Back in 2013, Duke University found that 9% of U.S. coal-fired electricity plants weren’t efficient enough to remain profitable. But nearly everyone underestimated the challenges that the U.S. coal industry would face. Fast-forward to today, and the Obama administration is tying an even tighter noose around coal producers’ necks. Obama has tasked the Environmental Protection...

Springleaf: Largest U.S. Subprime Lender

On Tuesday, Wall Street celebrated the creation of the nation’s largest subprime lender. Citigroup (C) announced that it’ll sell its subprime unit, OneMain, to Springleaf Holdings (LEAF) for $4.25 billion. Keep in mind, Springleaf was the former subprime unit of American International Group (AIG). And both Citigroup and AIG cost America $100 billion in bailouts...