Posted on 9/29/20
AmerisourceBergen Will Soon Be Rewarded For Quietly Growing Profits
SummaryThe current stock market is still expensive by historical standards, but deals do occasionally appear.AmerisourceBergen's earnings have mostly been unaffected by COVID-19 and continue to grow . . .
Posted on 8/18/20
My Process For Taking Profits In Hologic
Over the years, I have observed that investors have a much more difficult time assessing when to sell a stock than they have assessing when to . . .
Posted on 9/11/19
Hershey: A 10-Year, Full-Cycle Analysis
This analysis of Hershey stock uses a 10-year time frame and assumes a recession will occur at some point over that period.It projects expected returns from . . .
Posted on 8/26/19
McCormick: A 10-Year, Full-Cycle Analysis
This analysis of McCormick stock uses a 10-year time frame and assumes a recession will occur at some
Posted on 4/17/19
AmerisourceBergen: 10-Year, Full-Cycle Analysis
SummaryThis analysis of AmerisourceBergen uses a 10-year time frame and assumes a recession will occur at some point over that period.It analyzes expected returns from sentiment . . .
Posted on 12/19/18
Here's The Price I'll Start Buying Tiffany & Co.
SummaryBack in April, I wrote an article warning investors that during a bear market Tiffany's stock price could fall 45-65% off its highs.Currently, Tiffany's stock is . . .
Posted on 10/22/18
Buying State Street
SummaryBack in May, I wrote an article on State Street warning investors about how far the stock could fall in the event of a downturn.In that . . .
Posted on 7/20/18
Why Berkshire's Buyback Change Is A Good Idea
SummaryBerkshire Hathaway recently announced that it is changing its buyback policy to give Warren Buffett and Charlie Munger more flexibility regarding buying back shares of the . . .
Posted on 5/31/18
Campbell Soup: Cyclical Value Or Falling Knife?
IntroductionCampbell Soup (CPB) stock has been crushed lately in the market. The stock price is down nearly 50% in the past year and its CEO just . . .
Posted on 5/20/18
How Far Could T. Rowe Price Fall? (And When I'll Start Buying)
For the past several years, I have specialized in researching cyclical stocks.My research has mostly focused on finding the best way to profit from quality stocks . . .
Posted on 4/11/18
Death, Taxes And Coca-Cola
IntroductionI've been presenting a lot of alternative investment ideas on Seeking Alpha, lately. In 2018 alone, for around 20 different stocks, I've suggested that investors should . . .
Posted on 4/2/18
Target Vs. TJX: Which To Buy During The Next Downturn?
IntroductionIn 2018, I began publishing a series of articles that focus on how far certain popular stocks that have recently experienced all-time highs might fall during . . .
Posted on 3/30/18
Target Vs. TJX: Which To Buy During The Next Downturn?
IntroductionIn 2018, I began publishing a series of articles that focus on how far certain popular stocks that have recently experienced all-time highs might fall during . . .
Posted on 2/26/18
How Far Could United Technologies Fall?
IntroductionA few months ago, I wrote an article titled "How Investors Could Have Easily Avoided Chicago Bridge & Iron's Sell-Off." My basic thesis was that if . . .
Pittsburgh
