Weekly Wreck

Delivered to major institutional investors and parties interested in proxy matters; our recommendations are received by most major investors.

Alphabet - Risky Investment?

March 13, 2018
With its dual-class voting structure and subsequent control of the company by a few insiders in management Alphabet [GOOGL] has always been a questionable company from a governance standpoint. This, the lack of a dividend and the many expensive and questionable "other bets" probably explain why t... Read More

Fluor Corporation - soon to be the first casualty of the trade war?

March 05, 2018
With the newly imposed tariffs on steel and aluminum imports into the US and the resulting price increases and trade disruptions, it’s hard to guess which company will feel the worst effects first. One likely candidate is construction and engineering giant Fluor Corporation [FLR]. With a on... Read More

Broadcom - Is its Takeover of Qualcomm DOA?

February 26, 2018
Qualcomm [QCOM] hasn't had a very good year. We don't see anyone either inside or outside of the firm saying they are "happy" with shareholder return over the last year. Obviously the ongoing and as yet unsettled Apple suit is not helping. All of this provides the opportunity for a big player to... Read More

Fujifilm - will it be forced to make a better offer?

February 21, 2018
With Fujifilm's announced acquisition of partner firm Xerox, doubt about the transaction seems to be significant in the case of more than one major shareholder. Both Carl Icahn and the firm's third-largest shareholder, Darwin Deason have expressed doubts about the transaction. Indeed Darwin Deas... Read More

Lockheed Martin - is its technology out of date?

February 12, 2018
With the successful launch and technology demonstrations of SpaceX's new Falcon Heavy, the natural question is who stands to lose business to this new rocket and the follow-on BFR (Big "Falcon" Rocket). While all the legacy players stand to lose, probably the biggest impact will be on NASA/DOD c... Read More

Wynn Resorts - can Steve Wynn remain CEO?

February 06, 2018
As Wynn Resorts [WYNN] faces ever increasing headwinds from allegations of impropriety by its CEO, Steve Wynn, his ability to continue to lead the firm has become a pressing question. With a drop in the price of its stock from over $200 per share on January 25th to the current $170 or so, investo... Read More

Intel - are its best day's behind it?

January 29, 2018
Looking at a stock chart of Intel [INTC] one might be tempted to think that the company can do no wrong. Looking at the headlines, however, is apt to give one reason to pause and think. The Spectra and Meltdown bugs have hit the industry hard and as the industry leader, Intel is likely to incur m... Read More

Facebook - Critical Infrastructure or Public Menace?

January 22, 2018
As Facebook's [FB] Marc Zuckerberg seeks to prove wrong the suggestion by Tristan Harris and others that using Facebook is not time well-spent questions around the firm's flagship platform continue to increase. While Facebook has continued to grow and make ever greater profits this very growth no... Read More

American Outdoor Brands Corporation - The Stock Exception under a Trump Presidency

January 16, 2018
As was often noted during the Obama administration, nothing was better for gun sales than having Democrats in office. Unfortunately for gun stock owners, those days are over. With the Republicans in control gun sales are down, way down. American Outdoor Brands [AOBC], owner of Smith and Wesson i... Read More

Valeant Pharmaceuticals International - Troubled Past, Troubled Present

January 08, 2018
Canadian Pharmaceutical firm, Valeant Pharmaceuticals [VRX] continues to try to escape the misdeeds of its past. After losing 90% of its value in 2016 as well as its CEO, Valeant managed to make small positive gains in 2017 with significant gains in its stock price. The combination of a possible... Read More