Stock Analysis
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 ...
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.
Jos. A Bank Is a Patient Joe
A Foolish investor must be strong enough to change his or her mind when a stock's underlying facts change -- or hang on tight, even in the face of a share-price decline, when they don't.
Random Thoughts: China; Ebay; Intel vs AMD and HP vs Dell
Let's say the scenario that I described in this article plays out, the Chinese economy slows down, its massive operational and financial leverages create deflationary pressure on the companies forcing them to lower prices in an attempt to stimulate sales growth.
Random Thoughts: Lion’s Gates; Life Centence; Danger of Cheap Stocks; Large and in Charge
At MIM2 (Minyanville in the Mountains 2) Jeff Macke and I discussed how being a public company impacts management's decisions, where management may do things that are not necessarily good for the long run of the business to please the short-term, result hungry Wall Street.
Dividends on the Ride Down
Cedar Fair is known as a pure-play, profitable, well-managed company that has paid and raised dividends every year for the past 19 years.
Fall in love again with a bellwether friend
Love was in the air, birds were singing, price/earnings ratios were growing and the stock prices of large-cap, bellwether companies such as Microsoft, Wal-Mart and Johnson & Johnson were rising as if dotcom had become their middle name.
Being Contrarian With Jos. A. Bank
Jos. A. Bank (JOSB) is up close to 6% after reporting truly unbelievable sales numbers for July: same store sales were up 16% and total sales were up 28%. July's performance has validated my view on the stock that you are about to read.
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.
