Posted on 2/27/19
Kraft Heinz: The Biggest Risk
SummaryKraft Heinz was slashed by one-third in three days.Will the company lose its investment-grade credit rating?This article discusses the critical metric to watch.Looking for a portfolio . . .
Posted on 2/25/19
Kraft Heinz: Buy Or Sell?
SummaryKHC is down nearly 30 percent.Kraft Heinz announced an SEC investigation, missed both top- and bottom-line estimates, slashed its dividend, and recorded a major impairment charge. . . .
Posted on 2/15/19
Philip Morris: Sell
SummaryPhilip Morris stock has increased along with the general market.Five reasons indicate its recovery was unwarranted.Forecast includes significant downside risk.Looking for a portfolio of ideas like . . .
Posted on 8/20/18
Will Philip Morris Bounce?
SummaryPhilip Morris continues to underperform.Despite rosy predictions, fundamentals have deteriorated further.One key market will negatively impact results in the coming months.Will the credit agencies soon downgrade . . .
Posted on 4/24/18
Will Philip Morris Recover?
What's NewPhilip Morris (PM) shares sank 16 percent, or the biggest daily fall in a decade:PM Price data by YChartsThe shares have continued to decline since . . .
Posted on 2/16/18
Tesla & T. Rowe: Valentine's Day Edition
Within 45 days after the end of each quarter, institutional investors with at least $100 million in assets under management are required to file a Form . . .
Posted on 1/1/18
Altria: Consider Selling
Altria has significantly outperformed its peers, as predicted.The company now trades at fair valuation, given growing revenues and profits, but also rising risks.Although still the preferred . . .
Posted on 11/27/17
Philip Morris: Curious Case Of The Currency Adjustment
Every multi-national company is subject to fluctuations in currency values in their markets. This is true for both exporters and importers, but a given change in . . .
Posted on 10/25/17
Coca-Cola Might End Buybacks
The Coca-Cola Company's (KO) balance sheet is showing signs of stress. I recently read three articles discussing the company's dividend, but none of the articles even . . .
Posted on 9/25/17
Is Altria A Cigar Butt?
I explained the primary significance of the recent FDA announcement for cigarette company shareholders in my recent article, Cigarette Companies Have A Problem, so I won't . . .
Posted on 8/1/17
Under Armour: What Happened?
Under Armour stock is down 7% premarket on the back of better-than-expected earnings, but abysmal guidance.
Posted on 7/20/17
Tesla Ownership: T. Rowe Price Sells, What's Next?
There have been claims in articles and comments here that T. Rowe Price, a long-time investor in Tesla (TSLA), is bailing on the company. Since some . . .
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