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.
Conservative Portfolio
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.
Weakening Dollar & Amazon Are Catalysts for Nike
A weakening U.S. dollar could mean more profits and sales for Nike (NKE). Also, Nike will start selling a limited number products directly on Amazon.com.
Ecolab Sees Growth Improving Through the Rest of 2017
Ecolab (ECL) predicts demand for its chemicals and cleaning products to increase during the remainder of 2017. But is the good news already priced in?
Starbucks Continues to Grind Out Profit Growth
Starbucks (SBUX) continues to grind out double-digit profit growth. Last qtr the company grew profits 15% helped by Mobile Order and Pay as well as China.
TJX Experiencing Slower Sales and Profit Growth
TJX (TJX) is having a slow-down in terms of sales and profit growth. And management just lowered next qtr’s estimates. Is it time to sell this long-term winner?
CVS is Dead Money For Now, But 2018 Should Be Good
CVS (CVS) is dead money for now as profit growth looks to be flat this year. But profits could grow 10% in 2018, and that could bring life into the stock.
O’Reilly Automotive Tanks After Profits Come Up Flat
O’Reilly Auto Parts (ORLY) tanked after it missed last qtr’s profit estimates badly. Now investors are questioning the entire industry.
MasterCard Continues to Climb Higher
MasterCard (MA) shares continue to climb higher. Profits rose 17% last qtr as the number of transactions grew 17%. But with a 19 P/E is MA too high?
Celgene Breaks Out As Biotechs Break Out As Well
Shares of Celgene (CELG) broke out to a new 52-week high yesterday on high volume as the Biotech sector roared higher — and broke out as well.
Express Scripts Expects To Lose Anthem’s Business
Express Scripts (ESRX) expects to lose its business customer Anthem. But with ESRX down so much, it’s selling for just 9 times earnings. Is it a value?