Commodity companies

Today another post, which is not strictly company-specific so doesn’t brings investment ideas, nevertheless I hope you will find it interesting. Before I started building my portfolio (well it is so expensive that it will take more time than I expected) I was...

Just some evening thoughts

Today I will share with you some of my evening thoughts… Firstly let’s see Valuation table here. If only it works properly (I have no idea why CL is not updating, maybe some issue with data provider) then on the bottom you can see some valuation metrics....

W.W. Grainger – fall, fall, please…

I analyzed Grainger for the first time not so long ago – at the beginning of April (read more). It seemed for me as neutrally valued company with huge buybacks coming. Share are still way above January lows, mainly because oil prices rebounded and there are...

Wal-Mart – finally above expectations!

It were a difficult weeks for many retailers. After Target published weak financial results yesterday share price of Wal-Mart was struggling at around $63 and everyone was expecting today’s results to be weak (or very weak). And then financial results come with +9%...