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Large Cap Watch List Changes
With the end of the first quarter approaching, it is time to adjust the names in our Watch Lists. We will price all the new lists as of the close on Friday, March 30. Today we present our planned...
View ArticleU.S. Investors Say Get Us Out of Here!
Stock market uber-blogger Charles Kirk said yesterday that despite the current rally, the U.S. market is looking Like A Bad Stock: The U.S. market continues to act like a bad stock in a really great...
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Small Cap Watch List Changes
With the end of the first quarter approaching, it is time to adjust the names in my Watch Lists. I will price all the new lists as of the close on Friday, June 29. Today I present my planned updates to...
View ArticleThe Week Ahead – 21 July 2007
The Economic Calendar is quiet in the early part of this week but there are important reports at the end of the week. On Thursday is the Durable Goods report, for which the consensus estimates a 2.0%...
View ArticleDiscretionary Spending Hanging On Under Pressure
With the consumer high on everyone’s mind, I thought it a good time to take a look at some companies exposed to discretionary spending to see what they are saying. Estee Lauder’s (EL) three percent...
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UN: Pulling the Lever for Unilever
The following is a reprint of my January 14, 2008 RealMoney column. Unilever (UN) is one of the leading providers of consumer staples worldwide. Some of its brands include Lipton, Breyers, Hellmann’s,...
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TUP: Tupperware Looks Even Better When Considering Options
This article is a reprint of my February 7, 2008 RealMoney column. When Tupperware (TUP) reported $0.93 per share in quarterly earnings last week, it marked at least the fourth consecutive double-digit...
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NTY: Too Early to Buy NBTY
This article is a reprint of my March 4, 2008 RealMoney column When I started looking at NBTY (NTY) when it showed up on one of my screens recently, I realized a good chunk of my typical Whole Foods...
View ArticleNTY: NBTY Catches an Upgrade Rally
When I said it was too early to buy NBTY (NTY), unfortunately I didn’t mean a day or two early. The stock was up nicely this morning after an analyst upgrade. Analyst Upgrades NBTY, Stock Surges:...
View ArticleCL: It’s Worth Brushing Up on Colgate
My latest column is up at RealMoney. In summary, I think Colgate (CL) looks good relative to its peers on the basis of cash flow, earnings quality and estimate revisions. Downside from current stock...
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