Pepsico Shows Why Growth is Better Than Value
The Growth vs. Value debate was raging last weekend, with many pundits thinking value stocks are due to rise. Pepsico (PEP) is a great example of why that thesis is flawed.
Conservative Portfolio
Is Passive Investing Hurting Factset Research?
Is passive investing — i.e. people putting money into index funds and ETFs — hurting Factset Research (FDS)? Yes. But the pendulum is about to swing the other way.
Shares of Costco Down On Amazon Whole Foods
Shares of Costco (COST) are down on news Amazon is looking to buy Whole Foods. Meanwhile, Costco’s profits rose a robust 12% last qtr. Time to Buy?
TD Delivers its Third Straight Double-Digit Profit
TD Bank (TD) is doing real well, its grown profits at a double-digit rate the past three qtrs. And with a P/E of 12 the Canadian bank is undervalued eh
Ross Stores Stock is Down, But Results Are Up
Ross Stores (ROST) stock has fallen from $65 to $55 the past few months. But even in this harsh retail environment the company grew profits 12% last qtr.
Hormel Just Delivered a Turkey of a Quarter
Hormel (HRL) just delivered a turkey of a qtr with -3% profit growth. The cause was is Jenny-O turkey division, which is dealing with too many turkeys.
Dollar General Has Lost All Momentum
Dollar General (DG) has lost all momentum as profit growth fell to 0% last qtr. But with the stock hitting support at $70, is the stock a bargain right now?
Housing Market is Perfect for Home Depot
A solid housing market is perfect for Home Depot (HD) as people are willing to spend on improving their homes if the homes are increasing in value.
Disney Continues to Digest its Prior Gains
Disney (DIS) surprised investors with 10% profit growth last qtr, but the stock hasn’t been going anywhere lately as it digests its gains from 2012-2015.
Ball Seeing Strong Demand in Craft & Mexican Beer
Ball (BLL) is the largest manufacturer of beverage cans in the world, and is seeing strong demand in craft beer, super premium beer and Imported Mexican beer.
Becton Dickinson Makes a Great Buy of C.R. Bard
Becton, Dickinson (BDX) is acquiring C.R. Bard, which is a great move. Both companies have steady business providing medical products to hospitals.
Fiserv Helps Banks Improve Their FinTech
Fiserv (FISV) provides financial software for banks, and now with mobile transactions becoming more mainstream FISV’s business should remain strong.