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...