Posted on 9/22/20
Altria's Dividend Is Fine
SummaryI think the "cigarette sales are on the decline" story is very, very old and has limited relevance to investors in companies like this today.Comparing the . . .
Posted on 6/26/20
Hasbro Inc. Is A Buy
SummaryI think Hasbro Inc. is a great company with a rock solid dividend. In spite of slight overvaluation, I'm buying because of the generous dividend yield.I . . .
Posted on 5/26/20
Kraft Heinz Is A Buy
SummaryI think shares of Kraft Heinz are trading at ridiculously low valuations at the moment, and I think investors would be wise to buy.I think the . . .
Posted on 1/13/20
McCormick Is Overpriced
Over the past year, the shares of McCormick & Co. Inc. (MKC) are up about 20%, and I thought I’d check in on this dividend superstar . . .
Posted on 10/7/19
Avoid Kirby Corporation At These Levels
SummaryI think Kirby Corporation's business is interesting in that it, like the railroads, is a linchpin of the U.S. economy.The problem is that the shares are . . .
Posted on 6/17/19
Changing My Mind On Tabula Rasa HealthCare Inc.
Summary Since I published my bearish piece on Tabula Rasa, the shares are down ~47%. The company has since published two sets of financial statements, so . . .
Posted on 6/17/19
Changing My Mind On Tabula Rasa HealthCare Inc.
SummarySince I published my bearish piece on Tabula Rasa, the shares are down ~47%. The company has since published two sets of financial statements, so it's . . .
Posted on 9/13/18
Sell Tabula Rasa HealthCare Inc.
SummaryIn my view, the results are and will continue to be too unpredictable given the changes in consideration for the SRx acquisition.The market is wildly optimistic . . .
Posted on 8/2/18
Universal Corp.: Buy In Slowly, But Buy In
SummaryI think investors would do well starting a position in Universal at these levels.In my view, the dividend on this high yield stock is sustainable. Some . . .
Posted on 7/11/18
Nexstar Media Is A Buy
Over the past year, the shares of Nexstar Media Group Inc. (NASDAQ:NXST) are up about 27%. Although I’m late to the party, I think the shares . . .
Posted on 6/5/18
Moving From Buy To Hold On Nutrisystems
Since my bullish piece on Nutrisystem (NASDAQ:NTRI) a few months ago, the shares are up about 28%. While that's gratifying, as I pointed out in my . . .
Posted on 1/26/18
CSX Corporation Is Worth Between $45 And $50
I am an enormous fan of the railroads, and I’m about to write a series of articles about all of the Class 1 rails, along with . . .
Posted on 1/22/18
IBM Is On Sale
In my view, shares of International Business Machines Corporation (IBM) represent excellent value at these levels. I'll go through my reasoning by focusing on the (disappointing) . . .
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