Stock Analysis

Blame Home Depots Board_ Not Nardelli

Blame Home Depot’s Board, Not Nardelli

The ousting of Bob Nardelli sent a wrong message to American CEOs: it taught them an incorrect lesson – manage the stock, not the company.

CEOs Responsibility

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

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!

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

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.

Wal-Mart So Far So Wrong

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

Interview with Vitaliy Katsenelson

I was interviewed by CFA Society of Colorado, a society I am a proud member of.

Excited Synergy CVS Caremark

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 Bancorps Glass Is Half Full

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

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

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.

Dont Hit the Panic Button Just Yet

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

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

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

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

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: 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: You Betcha!

Jos. A. Bank (Nasdaq: JOSB) has reported its second-quarter numbers, and they aren't good -- they're great!

Russian Oil Production

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

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

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.