Posted on 9/9/20
CVS Health: Business Takes Off, Stock Remains A Riddle
SummaryThere seems to be no bearish argument justifying the current stock price - neither the competition nor the trouble brick-and-mortar stores are facing.The debt levels are . . .
Posted on 7/10/20
Estee Lauder: Strong Business, But Still Overvalued
SummaryThe Estee Lauder Companies is one of the world's leading manufacturers and marketers of quality skin care, makeup, fragrance, and hair care products.The company has a . . .
Posted on 7/9/20
Estee Lauder: Strong Business, But Still Overvalued
SummaryThe Estee Lauder Companies is one of the world's leading manufacturers and marketers of quality skin care, makeup, fragrance, and hair care products.The company has a . . .
Posted on 5/29/20
Hidden Stock Market Gems: Waters Corporation
SummaryWaters Corporation is a technology company that is manufacturing and selling analytical laboratory instruments and software.Growth potential for the industry and a wide economic moat around . . .
Posted on 2/26/20
Johnson & Johnson: Solid, But Not Great
SummaryJohnson & Johnson is the largest healthcare company in the world and has a pretty diversified business.The company still has a competitive advantage, but lawsuits as . . .
Posted on 11/19/19
CVS: Still A Buy
SummaryCVS Health reported solid third-quarter results with Health Care Benefits even outperforming expectations with the retail pharmacy segment meeting expectations.Especially the CVS MinuteClinic, the HealthHUB and . . .
Posted on 10/9/19
Bed Bath & Beyond: Torn Between A Rock And A Hard Place
Summary Last week, BBBY reported quarterly results and with declining sales and declining margins, the quarterly results were once again not the source for enthusiasm. Management . . .
Posted on 10/9/19
Bed Bath & Beyond: Torn Between A Rock And A Hard Place
SummaryLast week, BBBY reported quarterly results and with declining sales and declining margins, the quarterly results were once again not the source for enthusiasm.Management is focusing . . .
Posted on 10/1/19
Tiffany: Reasonably Valued, But Losing Out To Its Peers
SummaryThe second quarter results were rather a disappiontment as Tiffany had to report a decline in revenue in all regions and also declining comparable sales.But Tiffany . . .
Posted on 8/28/19
Bristol-Myers Squibb: Great Deal On Celgene And Undervalued
Summary In January 2019, Bristol-Myers Squibb announced it will acquire Celgene and the acquisition will be closed at the end of 2019 or beginning of 2020. . . .
Posted on 8/28/19
Bristol-Myers Squibb: Great Deal On Celgene And Undervalued
Summary In January 2019, Bristol-Myers Squibb announced it will acquire Celgene and the acquisition will be closed at the end of 2019 or beginning of 2020. . . .
Posted on 8/28/19
Bristol-Myers Squibb: Great Deal On Celgene And Undervalued
SummaryIn January 2019, Bristol-Myers Squibb announced it will acquire Celgene and the acquisition will be closed at the end of 2019 or beginning of 2020.With important . . .
Posted on 7/2/19
CVS Health: Trapped Between Growth Expectations And Uncertainty
SummaryJudge Leon will decide about the CVS-Aetna merger in July, and there is a lot of uncertainty what will happen if the merger is blocked retroactive.At . . .
Posted on 4/29/19
The Past And The Future Of Bed Bath & Beyond
Summary Although Bed Bath & Beyond has outperformed the S&P 500 since its IPO, the stock was a horrible investment in the last three years. Declining . . .
Posted on 4/29/19
The Past And The Future Of Bed Bath & Beyond
SummaryAlthough Bed Bath & Beyond has outperformed the S&P 500 since its IPO, the stock was a horrible investment in the last three years.Declining gross and . . .
Posted on 6/5/18
Celgene: Mr. Market Is Knocking, Presenting A Buying Opportunity
Founded in 1986, Celgene (Nasdaq: CELG) is a leading research company for medicines treating cancer and inflammatory disorders. For many years, Celgene was one of the . . .
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