Posted on 8/19/19
Verisk Analytics: Great Company, Expensive Stock
Summary Verisk is a rare company that faces very little competition. Company has strong growth and high margins. Stock looks expensive in absolute and relative terms. . . .
Posted on 8/19/19
Verisk Analytics: Great Company, Expensive Stock
SummaryVerisk is a rare company that faces very little competition.Company has strong growth and high margins.Stock looks expensive in absolute and relative terms.Verisk Analytics (NASDAQ:VRSK) is . . .
Posted on 7/15/19
Legg Mason's Stock Is Cheap. But Probably For Good Reason
Summary Legg Mason's asset management business remains under pressure. LM has managed to stabilize asset flows, but margins are still a concern. Given industry challenges, the . . .
Posted on 7/15/19
Legg Mason's Stock Is Cheap. But Probably For Good Reason
SummaryLegg Mason's asset management business remains under pressure.LM has managed to stabilize asset flows, but margins are still a concern.Given industry challenges, the stock looks cheap . . .
Posted on 12/15/18
Northrop Grumman: Price Is Lower Despite Less Risks
Since our previous article in August, Northrop Grumman's (NYSE:NOC) stock is down about another $37 per share to $263. The company now trades at a forward . . .
Posted on 5/10/18
Can Advance Auto Parts Turn Itself Around?
We have been invested in Advance Auto Parts (NYSE:AAP) since 2016, shortly after new management took over. We believe that there was (and is) ample opportunity . . .
Posted on 3/28/18
Huntington Ingalls Industries: Valuation Risk But Great Moat
Huntington Ingalls Industries (NYSE:HII) is one of the smaller major defense contractors with only a $12B market cap compared to industry behemoth Lockheed Martin (NYSE:LMT) with . . .
Posted on 2/20/18
Madison Square Garden: Still Undervalued
It's been two years since we published our last in depth look at Madison Square Garden (MSG). Since becoming a separately publicly traded stock, MSG has . . .
Posted on 11/29/17
Comcast: Attractive Valuation Despite Troubled Sector
Comcast (CMCSA) is a stock we are considering adding to our Dividend Portfolio, especially after its relative under-performance this year and recent fall from all time . . .
Philadelphia
