Posted on 6/16/20
More Hertz Stock Won't Save Hertz Stock
SummaryThere's a stylized case that Hertz's equity offering out of bankruptcy isn't as ridiculous as skeptics claim.Even if that's true, however, the offering is too little, . . .
Posted on 4/15/19
At 10-Year Lows, Rite Aid (Still) Isn't Cheap Enough
As Rite Aid's (RAD) shares have plunged over the past two-plus years, the problem has remained rather consistent: over that stretch, RAD's stock simply has never . . .
Posted on 1/30/19
McCormick: Just Enough Concerns Even After The Pullback
It hardly seems a surprise that McCormick (MKC) has pulled back sharply. By any reasonable fundamental metric, the stock looked overvalued at recent highs. As attractive . . .
Posted on 11/19/18
How Much Higher Can McCormick Stock Realistically Go?
There has been one constant in this market over the past few years, particularly in the second half of the nearly decade-long bull run. If you . . .
Posted on 11/16/18
J&J Snack Foods Has To Pull Back, Right?
SummaryJJSF has risen nicely since the recession, buoyed by ever-expanding multiples.The market even shrugged at a disappointing Q4 that capped off a rather weak fiscal 2018.At . . .
Posted on 7/5/18
Q2 Shows Why McCormick Is, And Should Be, Priced As An Outlier In CPG
As a stock, McCormick (MKC) is a clear outlier in the CPG space. In the screen I ran of 25 CPG stocks with a market cap . . .
Posted on 2/21/18
Rite Aid: It's Time To Move On
I sincerely feel for Rite Aid (RAD) shareholders. Two and a half years ago, Walgreens (WBA) offered $9 per share for all of Rite Aid. RAD . . .
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