Coca-Cola – why should I buy shares?

It is hard to grow when you are leader. Nevertheless with high quality companies like Coca-Cola it is possible. Just look on Q2 results: Reported net revenues declined 5% and organic revenues grew 3% in the quarter. Reported EPS was $0.79 and comparable EPS was $0.60...

Colgate-Palmolive – quality costs (too much?)

I didn’t look for a company for quite a long time, as my last post was in December 2015 (read more) and I found company rather expensive. I must admit that having investable levels in my docs is quite convenient tool as I do not lose my time for companies which I will...

AT&T – is business really growing?

I was very skeptical when I first analyzed AT&T at the end of 2015 (read more). Well, I was wrong as company is YTD +24% (after recent slide) What’s happened in multinational telco company that share price went up so significantly? Looking on chart in 5 years...

McDonald’s – is recent weakness a buy signal?

Last weeks are quite tough for McDonald’s shareholders. After a rally from around $100 to around $130 now shares are back at $115. What’s going on? Lately there is much talk about fitness trackers which were added to happy meals but finally some skin irritations of...

Wal-Mart – positive surprise again!

Wal-Mart presented a very good set of results (again). Well it was a definitely a right decision to buy WMT as business momentum has changed from negative to positive. What’s happened in Q2? Well, graphics below presents a key financial metrics: As we can see revenues...

3M – is share price performance justified?

3M is one of these companies which I do not follow on a regular basis. This is because when I first analyzed company (read more) I found it rather expensive and since that time share are up by around 20% so it would be very difficult for me to buy shares. Reminding,...

Sanofi – interesting European opportunity?

After going through Dividend Aristocrats I decided to look on some big names in Europe. One of them is Sanofi, which is traded in Paris (there are also ADRs in US, but maybe it is a good idea to have some assets in non-USD currency). Sanofi is a big pharmaceutical...

Exxon Mobil – why oil is low and shares are high?

I haven’t looked at company since the end of 2015 and I decided it is a high time to make some update. IH of the year was very good for shareholders as price went up from around $75 to around $95 as oil price rebounded. Lately oil prices declined from around $53 to...

Quick overview on Asset Managers (TROW and BEN)

Inspired by recent buy of Evan @ Building Income Investments (read more) I decided to look again at T. Rowe Price. First I looked at company when share price was around $73 (read more) and I came to conclusion that I like both TROW and BEN, but it is BEN which is...

Gilead Sciences – good idea for long term investor?

I am considering buying Gilead Sciences. The reason is that company is really cheap as it comes to valuation… but starting from the beggining…. Gilead Sciences is a big American biopharma company, which is concentrated on antiviral drugs (HIV, hepatitis B,...

Franklin Resources – decent results in tough quarter

Current season of publishing financial results is going quite well for my investments. Firstly Apple published results and they were very good. Then it was time for Franklin Resources and again I was positively surprised. What’s happened in case of BEN? Main...