SUPERVALU: Merger Rumors, Management Changes And Debt Refinancing
We noticed that Supervalu (SVU) saw a bump in its share price Read more …
Best Buy Might Want To Accept Richard Schulze’s Buyout Offer
We were surprised that Richard Schulze was willing to pay Read more …
Accenture Is An Undervalued, Best-Of-Breed IT Consulting Company
We have been long attracted to Accenture plc (ACN) because it is Read more …
Apple: Samsung Ripped Off The iPhone
In our August 10th report on Apple Inc.’s (AAPL) decision Read more …
CenturyLink Got A Better Deal From Verizon Than FairPoint
We had previously written upon the dealings between Verizon Communications (VZ) and Read more …
Hewlett-Packard: Value, Or Value Trap?
We were pleased that Hewlett-Packard (HPQ) decided to suck it up Read more …
Citigroup Passed Its Stress-Test ‘Make-Up Exam’
We previously published our report based on our thesis that the Federal Read more …
Investment Ideas of the Week 9-3-12
Top 5 ideas of the week: KHD Humboldt Wedag International Read more …
Accenture’s Diversified Portfolio Is Well Positioned For Current Environment
In a market where plenty of uncertainty is ahead of Read more …
KHD Humboldt Wedag: Mixed Results, Favorable Long-Term Outlook
On August 15th, KHD Humboldt Wedag International AG (US OTC Read more …
LPL Financial: Our Comparative Analysis of LPL versus Its Peers
We previously analyzed and evaluated how LPL Financial (LPLA) was Read more …
Exelon: Wisconsin Energy Generates Electrifying Performance Compared To Exelon
In June, we analyzed and evaluated Exelon Corporation (EXC) versus Wisconsin Energy Read more …
Investment Ideas of the Week 8-27-12
Top 5 ideas of the week: LPL Financial (LPLA) We Read more …
LPL Financial: Growing Pains for this Mid-Cap Independent Brokerage Firm
We were first acquainted with LPL Financial (LPLA) back in Read more …
Research In Motion: Don’t Follow Prem Watsa Into RIM
We still find ourselves amused that the name of the Read more …
Amazon: It Is Amazing How Overvalued Its Share Price Is
We were impressed with the fact that Amazon.com (AMZN) was Read more …
Why Berkshire Sold Most Of Its Johnson & Johnson Holdings
We are amazed that Johnson & Johnson (JNJ) has seen Read more …
Kraft Foods – Solid Performance From A World-Class Food Company
On Aug. 2, Kraft Foods (KFT) reported its latest quarterly Read more …
Alcatel-Lucent: Tough Times For This Telecom Equipment Company
We have been following Alcatel-Lucent (ALU) and its predecessor Lucent Technologies since Read more …
Evaluating AT&T’s Ability To Pay Its Dividend
We previously published an article analyzing AT&T’s (T) recent financial performance. We Read more …
Cisco’s 75% Dividend Increase Bodes Well For Investors
On August 15th, Cisco Systems (CSCO) announced better than expected Read more …
Philip Morris International And The Australian Plain Packaging Law
We were disappointed when we read that the Australian High Read more …
Investment Ideas of the Week 8-20-12
Top 5 ideas of the week: Apple Inc. (AAPL) We Read more …
AGNC: Our Perspective On AGNC’s Recent Downgrade
In our reports on American Capital Agency (AGNC) and other mREITs, Read more …
Chesapeake’s Asset Sales Are Offsetting Declining Operating Income
We are amazed at how Chesapeake Energy (CHK) has gone Read more …