Posted on 7/14/20
Comcast: Elbowing Its Way Into The Streaming Wars
SummaryComcast derives the majority of its earnings from its cable and internet business.Although cord-cutting is accelerating, Comcast is positioning itself well to maintain its revenue and . . .
Posted on 7/10/20
ViacomCBS: Value In Plain Sight
SummaryViacomCBS has one of the best content libraries in the business.The company is carrying an excess of debt, but its liquidity position is adequate.Not much has . . .
Posted on 5/19/20
Recent Turmoil Highlights Etsy's Strengths
In keeping with the theme of my recent research, I'm writing about a company today that has seen a massive uptick in its business due to . . .
Posted on 5/21/18
Stanley Black & Decker: 175 Years Of Success
Continuing my series on the best of the best industrial companies, today, I want to look at Stanley Black & Decker (SWK), another large diversified industrial . . .
Posted on 11/8/17
Has Hasbro Entered Value Territory?
Hasbro (NYSE:HAS) is a leader in toys and gaming with a market cap of ~$11B and a dividend increase streak of 14 years. The company owns . . .
Posted on 10/4/17
Honeywell: Another Double Digit Dividend Hike
Honeywell (NYSE:HON) is a best-in-class industrial conglomerate that I have admired for a long time. I wrote an article last October calling the stock a buy . . .
Posted on 8/23/17
Can PPG Get Back To Growth?
PPG Industries (NYSE:PPG) is one of the largest companies in the highly fractured paint and coatings industry. It has spent a great deal of effort and . . .
Posted on 8/17/17
TJX: Solid Beat And Raise
TJX Companies (NYSE:TJX) is the leading international off-price retailer, with stores in nine countries. The company has an amazing track record for same store sales growth, . . .
Posted on 7/13/17
Can Duke Keep Up With Peers?
Duke Energy (NYSE:DUK) is one of the largest regulated utilities in the country, and it is in the middle of transforming itself. Following the acquisition of . . .
Posted on 7/10/17
Dominion: Strong Growth Outlook
This article is part of a series covering a group of utilities, including PPL Corp. (NYSE:PPL), Consolidated Edison (NYSE:ED), Scana (NYSE:SCG), NextEra Energy (NYSE:NEE), Dominion Resources . . .
Posted on 5/31/17
TD Bank: Moving Past The Scandal
This is the second article in a series covering the big 5 Canadian banks, if you missed the first one on the Canadian Imperial Bank of . . .
Posted on 4/4/17
T. Rowe Price: A Beaten Down Dividend Aristocrat On Sale
The investment management business has been shifting for some time, and I'm sure that doesn't come as a surprise to much of anyone. Ever since the . . .
Posted on 3/6/17
TD Bank: Great Results, Is Now The Time To Buy In?
This is an article covering the investment prospects and performance of Toronto-Dominion Bank (NYSE:TD). It is the third in a series covering the big 5 Canadian . . .
Posted on 10/13/16
TJX: Don't Discount This Retailer
TJX Companies (NYSE: TJX) is a large-cap apparel retailer started in 1919 as a ladies hosiery business. Starting in the 1970's, the company shifted to what . . .
Posted on 10/11/16
PPG To Post Quarterly Loss, Should Investors Sell Now?
This morning, Seeking Alpha reported PPG Industries (NYSE: PPG) was being sold off 9% due to a warning about their Q3 EPS forecast. I recently did . . .

