China Mobile has a very strong balance sheet with a payout ratio significantly below other wireless companies. Strong subscriber growth and a protectionist Chinese government provide a narrow economic moat around their long-term business sustainability. Fixed line growth has accelerated and is taking share from the largest competitors in this space...
Let's take a look at how one of our largest holdings, Visa (V), is doing. Back in April we had written an analysis article breaking down Visa's Q2 2017 earnings report in the article: "Visa: Growth Reaffirmed." Prior to that article, we had written another one analyzing Visa and its...
How long is Starbucks (SBUX) going to consolidate sideways before it finally breaks free? It has been nearly two years since we've seen Starbucks stock trade outside of the range of $52 to $62 per share. Finally in late May to early June, we saw Starbucks stock breakout above $62...
PepsiCo (PEP) is a great investment and is headed higher. Despite what sell side analysts trying to invoke fear will say, PepsiCo is a great investment. The issue most investors have, is that they lose site of the real reason they buy a stock like PepsiCo in the first place....
When Buffett acquired Benjamin Moore in 2000, Buffett assured the independent dealers that they will not sell their paint through rivals Home Depot (HD) and Lowe's (LOW). In 2012, the CEO almost ruined Buffett's promise, which was later halted, creating distrust and turmoil at Moore. Between 2000 and 2013,...
Chipotle Mexican Grill (CMG) has had a swarm of negativity around the business and the brand in the last few years. In 2016, Chipotle's profit plummeted 95% as a result of the health scare, if you had bought CMG five years ago and were to check on the stock...
Tencent Holdings Ltd ADR (OTCPK:TCEHY) will continue to dominate the global gaming market in the future and take advantage of the rise in eSports. Per Wikipedia, eSports "are a form of competition that is facilitated by electronic systems, particularly video games; the input of players and teams as well...
Yesterday, Nike (NKE) confirmed in their earnings call that they are piloting a limited assortment with Amazon (AMZN). This does not surprise me as Nike has discussed previously their plans to build out their online and direct-to-consumer channels. Our view is that this is not a zero sum game...
We could be going out on a limb here, but we believe Freeport-McMoran (NYSE:FCX) is a buy. This former "Trump Trade" darling that was up 95% in 2016, has been a dud thus far in 2017 - down 13%. Part of what moved this stock higher was the belief that...
In case you have been living under a rock for the past few days, you have probably heard that Amazon (NASDAQ:AMZN) plans to acquire Whole Foods Market (NASDAQ:WFM) in a deal worth $13.7 billion. The Amazon acquisition of Whole Foods makes a lot of sense. Amazon has completely changed...