There are four principles of investing that everyone should have a firm understanding of if they want to be a great investor. These principles are not complicated by any means, but they are GUIDELINES for you to follow to help you invest successfully for years to come.
Invest Regularly, Regardless of...
A watched pot never boils. PepsiCo (PEP) is an investment that will continue to reward the patient and punish the impatient. PepsiCo shares have had a lackluster 2018 as the market has been overly negative on the business. Today, PepsiCo surprised with a sales and earnings beat. In the...
Since Twitter (TWTR) went public in November 2013 (when its shares surged nearly 73% on the first trading day), excitement has fizzled as the lofty expectations from analysts have not been met. In 2015, CEO Dick Costolo stepped down and now that Dorsey has taken reign as CEO (he...
To come up with this list I first sought international opportunities with a strong history of sales growth and a forward sales growth trajectory. Then, I wanted to focus on profitable growth examining various operating performance metrics. This moved me towards a growth region that should be of no...
In a month in which the S&P 500 fell nearly 3%, many investors are finding themselves a bit on edge. The weakness this month was primarily led by increasing fears of a “trade war” with China and the Facebook (FB) data security crisis. While it is easy to become fearful when...
2018 is going to be a challenging year for growth and we think that this is a great time to own some quality dividend paying stocks. As you may already know, when the price of a stock goes down and the dividend payout stays the same (or increases like...
After Zuckerberg's comments Facebook remains below our fair value estimate in our conservative scenario.
Shares of Facebook (FB) fell roughly 5% as Zuckerberg announced that the company would refocus this next year on making sure that time on Facebook is "well spent."
Latest Quarter
Ad revenue was over $10B in the latest...
note: published on Seeking Alpha: Dec. 15, 2017 11:49 AM ET
We view Starbucks (SBUX) as one of the strongest businesses that remains undervalued by the market today. Through top-line growth and margin expansion with smaller-store formats, drive-throughs, kiosks, greater throughput with technological advancements such as Mobile Order & Pay...
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...
