T. Rowe Price – time to buy has come?

As you know I write about asset managers probably too much considering I am only analysing two companies TROW and BEN. My last post was a little bit over month ago and I wrote my conclusion: Surely you should never put all eggs in one basket, but objectively for now I...

Ecolab – boring and expensive…

Ecolab is quite a boring business (read more) for many investors – stable, steadily growing but with little upside for dynamic acceleration. Most of revenues are recurring and business is rather safe. This is why investors pay a premium in valuation and shares are...

General views on the market & strong Apple

Dear Readers, it was a pleasure for me to receive some emails from you regarding why there were no new posts in the last days – well I had some break of around 2 weeks after a quite intensive August. I didn’t write posts but it doesn’t mean I was not...

PPG Industries – business momentum is still strong!

Since February when I wrote a last post (read more) shares are performing really well and again I was wrong – or too conservative. Quarter by quarter company is increasing adjusted EPS in a double-digit pace, which is an outstanding result for old-economy company:...

Lowe’s – what after Q2 miss?

In long term Lowe is highly correlated with Home Depot due to similar business factors (both are home improvement retailers). This year to date performance is also similar, but we can see that Lowe is performing worse in last month – this is due to weak Q2 results. Is...

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...