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Luke Neely

Luke Neely

LukasNeely

Recent articles

spin-off

What the DuPont-Dow Chemical Merger and Spin-Off Mean for Investors

Shares of Dow are down 24.4% while shares of DuPont are down 26.8% since the announcement of their proposed merger in late 2015.


3 Takeaways From Union Pacific's Q4 Report

Union Pacific recently reported disappointing quarterly figures as the company continues to hit new 52-week lows.


Is GE a Buy Post-Reorganization?

Shares in GE have underperformed for years as the market tries to understand the company's future. To that end, the company has made it known that it's getting back to its roots.


Why the Market Is Dead Wrong About Posco

Shares are trading at a fraction of tangible book value. The market may be missing something in this best-in-class steel producer.


Will Seadrill Need "Evasive Action"?

Recently, JPMorgan Chase’s Daniel Butcher and team said they think “major evasive action will be required to avoid covenant breaches in 2016 or 2017.“

Should Investors Really Be Concerned With Bankruptcies in the Oil and Gas Sector?

Oil prices have hit a 12-year low, sparking fears of bankruptcy.


What Does Alcoa's $1.5 Billion Deal With General Electric Mean for the Spin-Off?

Alcoa announces a $1.5 billion long-term supply contract with GE's aviation unit. What does it mean for the spin-off of Alcoa?


Does the Shell/BG Group Deal Make Sense With Oil at These Levels?

Shell's bid for BG Group has brought about skepticism from the market.


Is Chevron Corporation's Dividend Safe?

Recently, Chevron reported a big earnings miss, with its worst quarterly profit in 13 years.


Does the FedEx-TNT Express Deal Make FedEx a Buy?

The deal recently cleared EU approval, which possibly set the stage for the deal the complete.

Does Monsanto Have a Margin of Safety at Current Levels?

A recent restructuring announcement, along with slowing revenue growth, is causing uncertainty to surround the company. Shares have dropped 22% over the past 12 months. Is there a margin of safety at current levels?


Is Now the Time to Buy Freeport-McMoran?

Shares in this beaten-down copper miner are down more than 80% over the past 12 months. The company is cutting costs aggressively and is being pressured by activist Carl Icahn. Although the company is priced for failure, the FCX has guided for roughly $2.8 billion in free cash in 2016 after the massive drop in CapEx, which would have shares trading at a P/FCF of <2 at current levels. The stock trades at a P/TBV of 0.39.


4 Reasons Seadrill Presents an Opportunity at Current Levels

As a leader in ultra-deepwater rigs, Seadrill looks like a good pick in a depressed energy environment.