Christopher F. Davis
Seeking Alpha
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Past articles by Christopher:
Apollo Residential Mortgage: What Happened?
AMTG was a best-of-breed name.Its Q4 earnings were mostly strong with a couple key weak points.I discuss the critical key metrics you need to be aware of.The ta → Read More
Popeyes: Are You Serious?
PLKI is down 13% in just a few days. Its been a great stock to trade lately but each time its back to present levels around $54 a share I have reiterated my buy → Read More
Campbell Soup: More On The Controversy
I was asked to follow-up on the “controversial Campbell Soup Co”.The stock is up 37% since my buy call last year.Q2 earnings suggest the slow growth may not jus → Read More
Lowe's: Let's Be Clear
I recently covered Home Depot as a blue chip that I want to own.Lowe's has reported its Q4 earnings and it has for the second quarter in a row broke the long cy → Read More
Home Depot: A Blue Chip I Want To Own
The Home Depot continues to be my home improvement store of choice and the stock has my interest.Q4 earnings are out and I discuss the critical metrics.I discus → Read More
Frontier Has Done It
I have covered Frontier in the past and thought it had a competitive edge with its purchase of Verizon assets.Q4 results are out and I discuss the key metrics.I → Read More
Invesco Mortgage: Is The Dividend Safe?
Invesco Mortgage has been getting hurt over the last few months after yet another dividend cut.Q4 earnings are out and the stock is rising sharply on the back o → Read More
Ellington Residential: Say It Isn't So
Q4 earnings are out and they surprisingly bucked the sector trend.I discuss the critical metrics.The dividend must be safe as it has been covered every single q → Read More
Prospect Capital Does It Again
Prospect Capital shares got crushed in January and February.Management has stepped up to seize the opportunity.I discuss the opportunity buys purchased and the → Read More
Deere: Make No Mistake
Deere & Co. Stock has been flat for months overall, favorable for traders but frustrating for investors.Fiscal Q1 earnings are out and I discuss the critical me → Read More
Pan American Silver: What's Crushing The Company?
I have held a hold rating on Pan American Silver for nearly a year.After setting annual production records I was eagerly awaiting the Q4 financial report which → Read More
Armour Residential REIT Has Done It
I have been perennially sour on ARR.However in Q3 I began to look for a turn-around and now Q4 numbers are out.I discuss the critical key metrics and the 21% yi → Read More
Chimera: How Can This Be?
I am on record of calling for a dividend hike or special dividend in the name.Q4 earnings are out and they impact this call.How can it be that the company conti → Read More
What Is Driving Hatteras Financial?
I have substantial concerns over Hatteras Financial's ability to cover its dividend as performance has gotten progressively worse for the last 18 months. Q4 201 → Read More
CYS Investments: What To Make Of This
CYS usually sets the expectations for mREITs in earnings seasons, but this quarter it has reported a bit later. Q4 earnings are out and I discuss the key metric → Read More
AT&T: Unprecedented Innovation
I am trying to establish the thesis that AT&T is changing.Having covered game-changing moves of late, the company just announced another innovative experiment i → Read More
Prospect Capital: Are You Serious?
PSEC shares have been getting crushed, seemingly over uncertainty on the income front and on asset quality. Recent news of an SEC investigation added fuel to th → Read More
CVS Health: A Bargain Under $90
CVS Health stock has been crushed in the last few months.Facing competitive pressure, is the company still a prescription for growth?Q4 earnings are out and I d → Read More
Coca-Cola: The Pain Is Real
I opened coverage last fall on Coca-Cola with a buy if you could get shares under $40, but we haven't seen that yet.The Q4 earnings report shows the pain of cur → Read More
AT&T: A Potentially Groundbreaking Development
At the center of AT&T's growth is the DirecTV purchase.I have opined that the company has changed the game with its move to highlight its mobile content by also → Read More