McDonald’s is Now A Technology Stock
McDonald’s (MCD) quick embrace of electronic ordering kiosks and UberEATS has made it somewhat of a technology stock. And tech stocks deserve higher multiples.
Conservative Stocks
Perhaps It’s Time Microsoft Stock Simmered Down
Microsoft’s (MSFT) up around 25% during the last year — as profits rose 19% on a 5% gain in sales. But with a P/E if 22 and profits set to decline, MSFT could take a breather.
BlackRock Has the Wind at its Back With ETFs
BlackRock (BLK) has the wind at its back as investors are going more-and-more towards index funds and ETFs — which is two-thirds of BlackRock’s business.
McCormick Scores With Frank’s Red Hot
McCormick (MKC) is acquiring French’s Mustard and Frank’s Red Hot Sauce, but the big positive is the decline of the U.S. dollar which could help profits grow 10% this year.
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.
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.