Vitaliy Katsenelson
CEO’s Responsibility
I wrote an a short post Great Job Bob!, this is a responce to to reader's comments on that post.
CNBC Interview: Oil, diapers and US economy
In this CNBC interview I discussed what I wrote for FT Oil, Diapers and US economy.
Great Job Bob!
Herb Greenberg wrote a wonderful column and said something I've wanted to say for a long time, that blaming Bob Nardelli for the lackluster performance of Home Depot's (HD) stock is just plain silly.
Pfizer: Blockbuster success is a double-edged sword
I wrote this article for FT in 2005, but after reading news on Pfizer it feels like I could have written it today.
It Is Not the Cards You are Dealt; But is How You Play Them
Over a lifetime, active investors will make hundreds, often thousands of investment decisions. Not all of those decisions will work out for the better. Some will lose and some will make us money.
Wal-Mart So Far So Wrong
My thesis for buying Wal-Mart (WMT) was very simple: once it improves its store appearance and merchandise, existing customers will spend more money and new customers will start spending new money on higher margin merchandise.
Interview with Vitaliy Katsenelson
I was interviewed by CFA Society of Colorado, a society I am a proud member of.
Excited… Synergy… CVS/Caremark
I am trying to make up my mind about the CVS (CVS) - Caremark (CMX) deal. So far I have more questions than answers.
US Bancorp’s Glass Is Half Full
One nice thing about owning US Bancorp (NYSE: USB) is that you know you won't blow up when it reports earnings.
Need I say more?
Walgreens (WAG) comments on Wal-Mart (WMT) "will put them out of business strategy" on the company conference call:
Oil, diapers and US economy
Are low oil prices good for the US economy? Of course. But are they good for retail stocks? That depends on the retailer, and on the mental account that consumer spending is coming from.
Don’t Hit the Panic Button Just Yet
This morning, Walgreen(NYSE: WAG) and CVS(NYSE: CVS) investors found their stocks chopped up by a bit of news from Wal-Mart(NYSE: WMT).
Brilliant!
I wrote this article on the impact that Wal-Mart’s (WMT) brilliant (I think it’s a stroke of genius) actions will ...
Russian Thievery
The Russian government's threat to suspend licenses for two giga-billion projects by TNK-BP, in part owned by BP (BP) and Royal Dutch Shell (RDS-A), is not uncharacteristic of Russia and its very short term thinking.
Reaction to Toll
After reading my comments on Toll Brothers (TOL), I got the following argument from a reader that I thought was interesting:
Mr. Toll at “It” Again
I wrote about Mr. Toll, CEO of Toll Brothers (NYSE: TOL) before. But Mr. Toll still keeps amazing me. Reader sent me the following link to Mr. Toll's latest interview.
The Best of: Dell, Not Yet?
Dell (Nasdaq: DELL) is hitting multi-year lows and, at 16 times trailing earnings, is attracting value investors that have coveted the stock from afar for years.
Jos. A. Bank: You Betcha!
Jos. A. Bank (Nasdaq: JOSB) has reported its second-quarter numbers, and they aren't good -- they're great! To start with, sales were up 20.8%, and gross and operating margins improved, mainly driven by maturation of the company's fairly new store base.
Jos. A. Bank: You Betcha!
Jos. A. Bank (Nasdaq: JOSB) has reported its second-quarter numbers, and they aren't good -- they're great!
Russian Oil Production
Paint me a skeptic or perhaps it's just from being born in Russia, but I think Russian oil production is very likely to decline in the future. Why?
China stuck in overdrive
The Chinese economy reminds me of the movie "Speed", where Dennis Hopper wires a bus with explosives and sets them to blow if the bus goes slower than 50 miles per hour.
