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...