Chevron – trend to be changed soon?

I didn’t look on Chevron for quite a long time (almost year). Since that time a lot has changed – oil and up and the same is true for CVX, which rallied from around $85 to around $110. Let’s see how business and valuation looks like. Low oil prices are obviously bad...

Is S&P500 ready for 2300?

Sometimes, when I have no company to write about (I mean there is always something to write about, but when I see no investment opportunity) it is worth to have a look on broad market and think a little bit (here I would like to mention multipl.com website where I can...

Medtronic – here it comes again @$75!

In my last post I was complaining a little bit about high valuation of Medtronic and now I see that share price is down from around $88 to around $75, which is a pretty nice discount of around 15%. Let’s have a closer look on recent events and valuation. Well, last...

Clorox – more and more attractive!

As you know I was quite bearish on Clorox in my previous posts (here and there). Now shares are traded significantly lower with drawdown from the top of around 15%. Well, if you look at KMB chart it is quite similar pattern to CLX. Let’s see whether it is a right time...

Netflix – is it future of TV?

As you know I am first and foremost interested in Dividend Aristocrats/companies with long history and stable businesses. Sometimes it is good to have a look at other companies too. Once I looked at Facebook and I found it not interesting. The other time I looked at...

Kimberly-Clark – is some -10% YTD an opportunity?

In my last post I asked a question: Is flat YTD performance an opportunity? And I answered KMB is a good and long lasting business, but currently I see no reason to buy shares. Well, now the question is: Is some -10% YTD an opportunity? Let’s try to answer. First...

Sysco – up, up… and then what?

So far I looked at company only once in February (read more). It is a high time to revisit company and have a closer look, although share price is doing well, is around all-time highs and probably it will not be a hot investment idea for me. If we look on results for...

HCP – company which lost The Dividend Aristocrat status

On 31st October HCP successfully accomplished a spin off and investors were granted 1 share of QCP for 5 shares of HCP. As I was writing in my last note “(…) this deal seems reasonable, nevertheless I think that dividend cut can be adversely taken by investors.”. The...

Some market thoughts after Trump’s election

Well, there is lots of going on in last week on financial markets. There is a lot to think about, but below I present some of my thoughts. Financial markets were very volatile on Monday – market was very weak on pre-market trading with futures on S&P500 even at...

Coca-Cola – is Warren Buffett happy?

There is only one answer on question stated in headline – obviously he is! It is one of his biggest investments and he earned lots of money on it. So why am I stating this question? Well, look at share price – it is the same as peak in 2014. In long term growing...

AbbVie – time to buy is coming?

AbbVie share price has come to my investable level – it doesn’t mean that I am closing my eyes and buying immediately. It means that it is a high time to have another look at company. I wrote in my last note: From financial perspective company is paying a decent yield...