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Oct 26, 2013
Microsoft Sets Six-Year Price High; You Knew It Was Going to Happen
We haven’t been saying that Microsoft is one of the biggest bargains on the market for no reason. Oct 25, 2013
Dividend Increases for the Week Ending October 25
Let's take a look at dividend increases for the week ending October 25. Oct 25, 2013
Surveying a Few Consumer Staples: Hershey, Colgate-Palmolive, and Unilever
Let’s see what a few consumer staples are saying. Oct 25, 2013
The Tale of Three Valuentum Buying Index Ratings of 9
Let’s take a look at how three firms with near-perfect VBI ratings performed in their respective third quarters: Deluxe, NASDAQ OMX, and USG. Oct 24, 2013
“Green Letter Day” for Industrial Best Ideas Portfolio Holdings; Record Results for Ford and Precision Castparts
Let’s take a look at the results of two holdings in our Best Ideas portfolio that have helped generate tremendous alpha in the past couple years. Oct 23, 2013
Caterpillar Misses on Both Top and Bottom Lines
Caterpillar disappoints again. Oct 23, 2013
Surveying 3Q Performance from the Large Defense Contractors
Let’s take a look at recent trends in the defense arena. Oct 22, 2013
One of Our Top Housing-Related Ideas Surges
Let’s take a look at Whirlpool’s third-quarter results. Oct 22, 2013
Don't Take Our Word For It; Ask CEO Reed Hastings; Netflix's Shares Are Overpriced
Netflix remains one of the most overpriced stocks on the market, and CEO Reed Hastings agrees! Oct 22, 2013
Evaluating Third-Quarter Performance of a Few Bellwethers
Let’s take a look at the third-quarter performance of a few industry bellwethers: DuPont (chemicals), Kimberly-Clark (household products), and United Technologies (industrials).
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