Subject: Donut Holes: Beware Dunkin's Balance Sheet

Also on the blog: Cal-Maine Foods and more | View this email in your browser
 
           
 
 
Beware Dunkin's Balance Sheet
dunkin donuts

The rationale for investing in Dunkin Brands Group (DNKN) at their current valuation is for their long-term growth. However, the company's fiscal strategy may be putting that future in danger in exchange for rewarding current investors. Duncan Weinstein explains.

 
Read the Blog Post
 
 
Why The Shorts Are Wrong About Cal-Maine Foods
cal-maine
 

Cal-Maine Foods (CALM), the country's largest egg supplier, has excellent fundamentals and a strong position within a cyclical industry. It also has a high short interest, leaving the possibility of a short squeeze. We explore why you should consider adding Cal-Maine to your flock.

 
Why Cal-Maine Foods
 
 
 
 
Our Survey Says...
 
A few weeks back we ran a survey to take the pulse on our two membership options and help us map out our future priorities. We want to thank everyone that took the time to contribute and we'd like to take a moment to share some of the results and respond to what we heard.
 
Survey Debrief
 
 
 
 
Railroad Industry Pessimism Has Left Greenbrier Undervalued
greenbrier
 

Rail stocks have taken a beating recently, with shares prices down 10-20% this year. Greenbrier (GBX) has been a part of that trend, losing 20% since June 1. That drop has left Greenbrier significantly undervalued, and the company has the catalysts in place to prosper in a cyclical industry. Learn more about this promising pick.

 
More on Greenbrier
 
 
 
 
The Anthem/Cigna Acquisition Saga
cigna
 

We think it's fair to say that the general reaction to Cigna (CI) rejecting Anthem's (ANTM) takeover offer has been disappointment. Cigna's share price, which shot up on news of Anthem's bids, has come back down to earth. Some have accused Cigna's board of greed, but we have a different take: Anthem buying Cigna would take away a quality opportunity.

 
More on the Saga
 
 
 
 
AmEx Is Overvalued, Here's Why
amex
 

Warren Buffett remains confident in American Express (AXP), which is down 15% this year. We think investors could be doing much better with similarly valued competitors Capital One (COF) and Discover (DFS), or pricier alternatives Visa (V) and Mastercard (MA).

 
Read More on AmEx
 
 
 
 
Two New Metrics in Stock Rover
new metrics
 

You can now add 5 Year EPS Growth Estimate and Next Report Date to your table in Stock Rover. To add these columns to any view, use the Add Column searchbox in the Table's header. Next report date (earnings report date) is also available in the insight panel.

 
Login for the New Metrics
 
 
 
 
Stock Rover Receives Best of Braintree Award!
best of braintree
 

With our headquarters in Braintree, MA, we're proud to report that Stock Rover has been selected for the 2015 Best of Braintree Award in the Investing Services category by the Braintree Award Program. The program awards companies that "have achieved exceptional marketing success in their local community and business category."

 
See the Press Release
 
 
 
 
Thank you for being a Stock Rover member.

Wishing you a productive week,

The Stock Rover Team

www.stockrover.com

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