Guess's Dividend Looks Sustainable

Some companies rely on non-GAAP EPS gimmicks to make their earnings looks pretty; others rely on stock buybacks to reduce the number of shares outstanding; a third group of companies merely adds back everything it believes is not part of SG&A to boost its bottom line... and then there is IBM which does all three at unprecedented levels. Recall that last quarter, just as IBM's revenue was plunging, the company "beat" courtesy of a collapsing tax rate. This is what we reproted last quarter:

Twitter Inc (NASDAQ:TWTR) stock has seen quite a turbulent after-market; it fell right after the company announced its quarterly earnings, but later skyrocketed more than 10%, after the company reported a staggering 97% year-over-year (YoY) growth in its revenue as well as earnings per share (EPS) that were double that of market consensus.

Yahoo! Inc. (NASDAQ:YHOO) announced earnings results for the fourth quarter of 2014 (4QFY14) after the markets closed yesterday. The Sunnyvale-based tech company’s shares gained as much as 6% after the company beat both profit and sales estimates.

Washington-based Amazon.com, Inc. (AMZN) is set to report its second-quarter earnings for its fiscal year 2014 (2QFY14, ended June 30, 2014) after markets close tomorrow. The stock gained $1.1, increasing 0.3% to close at $360.84 yesterday.

By Jin She:In this article, I will run you through some financial and valuation metrics for 3 small/mid-cap stocks that I believe are trading at excessively discounted prices but with robust profitability and very healthy liquidity positions. Although your further research is warranted, I believe this article will serve as a helpful introductory for identifying undervalued investment opportunities.

Israel advanced driver assistance systems (ADAS) manufacturer, Mobileye NV (NYSE:MBLY), announced results for the fourth quarter of its fiscal year 2014 (4QFY14) before the market opened today. The stock is trading up 3.5% after it managed to beat both revenue and earnings estimates.

Double Dividend Stocks submits: If you're looking for the crossroads between dividend paying stocks and undervalued earnings growth, one corner of the market to check out is the Consumer Goods sector, more specifically, the apparel stores sub-industry.

Philip Mause submits: The most important issue facing market strategists today is the significance of extraordinarily low interest rates for equity valuations. There are a number of schools of thought on this - under the Tobin Q methodology and the 10 year trailing PE approach, current interest rates are completely irrelevant. On the other hand, the "Fed model" puts interest rates at center stage and uses them to derive equity PEs.