Research

Investment Ideas of the Week 11-12-12

Top 5 ideas of the week:

 Novo Nordisk (NVO)

A Play on the Worldwide Obesity Pandemic: We were glad to see that Novo Nordisk (NVO) was able to generate such strong performance in YTD 2012 despite facing continued macroeconomic headwinds such as the European debt crisis and national socialized healthcare laws (negative 1.5% impact on NVO’s revenues this year after 2.5% last year). READ MORE

 Exelon Corporation (EXC)

We think Exelon Corporation’s (EXC) Chief Lobbyist Elizabeth Moler said it best when she said that Exelon is “The President’s Utility.” President Obama was the most popular political figure during the summer of 2008 and Exelon’s stock had reached a peak of $92.13 in July 2008. In our widely followed analysis and evaluation of Exelon’s performance, we were amused at some of the responses we have seen from Exelon’s stockholders with regard to our evaluation of EXC’s performance. READ MORE

 Berkshire Hathaway (BRK.B,BRK.A)

When thinking about the performance of Berkshire Hathaway (BRK.B,BRK.A) and its famous CEO Warren Buffett, we are reminded of an apocryphal quote about Detroit Tiger Hall of Famer Ty Cobb. When Cobb was asked why he could only hit for a .290 batting average against modern pitchers when he hit for a career record .366 batting average over his 24-year career, Cobb stated it was because he was 72 years old. READ MORE

 Pitney Bowes Inc. (PBI)

We first heard of Pitney Bowes Inc. (PBI) in the 1990s because it was well-known for its postage meters and other corporate and business mailing solutions. Pitney Bowes was also a solid performing company to invest in at the time as it received a 4 star performance rating and a “thumbs up” rating to its Dividend Reinvestment Plan in Charles Carlson’s book Buying Stocks Without a Broker in 1996. READ MORE

 Apple Inc (AAPL)

In our previous reports on Apple Inc (AAPL), we have been focusing primarily on the performance of its cutting edge, innovative, wildly popular iOS devices (iPhone and iPad). We have primarily focused on the iPad and iPhone because those products account for 72% of Apple’s revenue in its most recent quarter. READ MORE