Facebook Stock During a Recession
I want to add a thought to my Facebook commentary that I posted earlier this week. Part of the reason why Facebook has seen its price climb from a low of $17.50 in 2012 to $97.54 now is that overall...
View ArticleThe Other Coca-Cola
Although most of you reading this are probably already aware of this fact, most people in the world are not: Shareholders of The Coca-Cola Company (KO) that buy a bottle of Coke off the Piggly Wiggly...
View ArticleAnheuser-Busch Inbev: Beer Industry Consolidator
Anheuser-Busch Inbev (BUD) has announced the terms of financing for its $104 billion acquisition of SABMiller for $68 per share (it works out to 44 pounds per share on the London Stock Exchange.)...
View ArticleBuying Microsoft Stock: From 2000 Through Today
There is almost no business in the world that is as great as Microsoft. If presented with a scenario where I could make ten investments at fair value to hold for a lifetime, Microsoft would be one of...
View ArticleBuying Stocks: Looking at Revenue Growth
The rise of Apple, Amazon, Alphabet, Facebook, and Microsoft over the most recent investment generation has led to perhaps an uneven view of American growth. From 2010 through 2020, the S&P 500...
View ArticleAnnuities and the Cost of Guaranteed Income for Life
Over the past few months, the largest annuity provider in the United States has been training its advisers to take advantage of the current global health crisis to sell their clients annuities....
View ArticleThe Big Oil Crash of the 1990s
It is critical for long-term investors not to be swayed by what other people think, what the rest of the world thinks, or anything like that. This is obviously easier said than done. I’d like to direct...
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The Coffee Can Portfolio Approach To Investing
Robert Kirby, a professional manager whose heyday was in the 1970s and 1980s, once wrote an article titled “The Coffee Can Portfolio” which focused on the importance of letting winners run as the most...
View ArticleAltria Stock: Those Big Tobacco Dividends
Between 1964 and 1987, almost eight hundred cases made it to various Courts of Appeals throughout the United States that sought to hold tobacco companies liable for damages resulting from smoking. The...
View ArticleAT&T: Bright Future After The DirecTV Acquisition
Over the past five years, AT&T only managed to grow earnings at 1% per year. You got to collect a 5% or 6% dividend along the way, which was a nice offset, but ultimately core business was not...
View ArticleWealth Creation Through Repeatability of Sales
When you look at Microsoft over the past ten years, the reason why it has managed to grow profits per share at a high double-digit rate is because it dramatically increased the repeatability of its...
View ArticleAn Easy Way To Go Broke
Since I began covering stocks in 2011, almost every company imaginable has gone through an unpopular period. People didn’t want to touch Johnson & Johnson for a while, as a string of manufacturing...
View ArticleA Toast To Nike Exceptionalism
Get this: 73% of people who currently use Tide laundry detergent report that it was the detergent of choice in their household growing up. This is an important part of a business model–when you own a...
View ArticleYes, You Have Enough To Get Started Investing
It is common to hear people say that they do not have enough money to start investing. I hate hearing people say this because it is not true. One of my favorite investment stories involves the life of...
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Buying Dividend Aristocrats: Patiently Making More Money
Dividend Aristocrats is the trademarked name that Standard & Poors uses for its list of companies that have raised dividends annually for 25 years or more. Needless to say, being able to not only...
View ArticleCoca-Cola Stock: Why 2020-2030 Will Be A Better Decade
Over the past five years, Coca-Cola has been gaining an enormous competitive advantage of its peers. And it does not involve the sale and manufacture of the syrup concentrates for which it is famous....
View ArticleWhen You Should Not Reinvest Dividends
BP shareholders learned a hard lesson in 2010 about the risks that do not show up on balance sheets. If you had to choose between Chevron, Exxon, Royal Dutch Shell, and BP on January 1st, 2010, it...
View ArticleNew Google Consumer Survey Trial Run
Three years ago, Google launched a new advertising product called “Google Consumer Surveys” that websites were encouraged to use as an alternative to putting up a paywall. The gist of it is that upon...
View ArticleWalgreens Boots Alliance: What The Rite Aid Buyout Means For You
For some of you reading this, it is no secret that the big drug stores have been a great way to make lots of money over the second half of the 20th century through today. During the past thirty years,...
View ArticleHershey Stock: Great Growth, Great Dividends, Nice Price
Yesterday’s selloff in Hershey stock was downright silly. Some analysts have sounded the alarm bell on the stock, “downgrading” it in notes to investors on the theory that the 1.5% sales growth in the...
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