Yeah, yeah it’s Warren Buffett week. The Oracle held his annual meeting over the weekend and sat down with CNBC’s Beck Quick yesterday, offering wide ranging thoughts on his holdings, the health of the economy and a …
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Last night on CNBC’s Fast Money Carter Worth of Cornerstone Research laid out the case for buying the “Dogs of the Dow”. The strategy entails buying the worst performing stocks in the Dow Jones Industrial …
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CNBC.com has a fun little tool they call the Berkshire Hathaway Portfolio Tracker, and based on the latest SEC filings, it does exactly what the title suggests. Of the list, the top 10 holdings range …
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In early August we placed a bullish trade in a defensive stock that we thought had been adequately punished for the better part of 2015, Proctor & Gamble (PG), read here. We decided to add …
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Today’s price action in U.S. stocks is confounding to say the least. The pre-opening 2% sell off from the highs on the worse than expected Sept jobs data made sense in the context of our …
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We have been picking on Procter & Gamble (PG) all year. We’ve done it near its all time highs in January when the stock was just shy of $90 (read here) and most recently prior …
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Last night on CNBC’s Fast Money we had a discussion about the impact of imploding commodity prices on the economy and the financial markets. I am the farthest thing from an economist, but since crude …
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Procter & Gamble (PG) reported fiscal Q4 earnings this morning, and that coupled with guidance was nothing short of a mixed bag. The strength of the dollar continues to weigh on sales and earnings, which was generally …
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Consumer staples, as a sector in the U.S. has been the poster-child for the sort of headwinds facing our multinationals, with many large components like Proctor & Gamble (PG) down 13% from its all time highs made …
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If you are looking at the recent new all time highs in Disney (DIS), Facebook (FB), Nike (NKE), Starbucks (SBUX) and of course Apple’s (AAPL) 15.5% year to date gains to glean the health of …
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