Posted on 12/5/18
Church & Dwight: When An Excellent Business Meets A Lofty Valuation
Summary Church & Dwight has put together an exceptional business and investment record in the last decade. On the shareholder side, this was driven, to a . . .
Posted on 11/28/18
TJX: The Anatomy Of A Terrific Compounder
SummaryTJX has put together an exceptional historical record on both the business and security sides.This article looks at how those returns came about.In addition, expectations for . . .
Posted on 10/10/18
5-Component Investing With T. Rowe Price
When you’re looking at a potential investment, it can be challenging to come up with a “base case” scenario. There’s so much information to consider, and . . .
Posted on 10/9/18
Johnson & Johnson: Focusing On The Process
Johnson & Johnson (JNJ) is the model of consistency, with earnings and dividends marching upward year after year for decades. The company is predictable, in a . . .
Posted on 10/9/18
Johnson & Johnson: Focusing On The Process
Johnson & Johnson (JNJ) is the model of consistency, with earnings and dividends marching upward year after year for decades. The company is predictable, in a . . .
Posted on 4/4/17
Johnson & Johnson: Selling And Still Getting Richer
Recently I was paging through a Tony Robbins book and came across the following idea: "You and I know why people don't do well financially… there's . . .
Posted on 3/27/17
Citigroup And Unfortunate Predictions
I recently finished reading Randy Cepuch's book, "A Weekend With Warren Buffett And Other Shareholder Meeting Adventures." In this piece, Cepuch details his experience at Berkshire . . .
Posted on 1/30/17
T. Rowe Price As A 'Low Bar' Investment
Maryland-based asset management firm T. Rowe Price (NASDAQ:TROW) strikes me as a "low bar" type of investment for a number of reasons. What I mean by . . .
Posted on 12/8/16
Under Armour: The Valuation Is Getting Better
Back in September of 2015 I wrote an article titled: "Under Armour: Great Goal, But The Valuation Is Still A Drag." The idea was straightforward: Under . . .
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