Alphabet – do you like ads?

In my previous post I looked at Microsoft and I found company neutrally valued (there were some pros and cons and as I know company from investment side not too long I prefer cautious approach).  Today we will have a look on Google / Alphabet. Not long ago I read a...

Microsoft – shows that all you need to grow is moat!

Yesterday I pointed out that when there is nothing going on the market it might be a good idea to have a look on companies out of my coverage. Well, truth to tell I prefer investing in Aristocrats as I believe in their strong and sustainable financial position. On the...

Nucor – weak week or bigger weakness coming?

There is nothing going on the market lately and truth to tell I have no inspiration to write posts. I mean, if I think that shares are expensive and they are barely moving there is nothing which can potentially change my mind in short term. This is why I prefer...

Hormel Foods – it is all about multiple…

Having no idea to which company might be a potential buying opportunity (probably I should further expand my coverage spectrum) I went through best and worst performing companies over some periods of time. One which brought my attention was Hormel with a very weak 1...

Time to sell – Apple

“I will buy shares forever, keep it till retirement and live off dividends.” Well… NO. Today I sold entire position in Apple at open @$140.74. Why I did that? Well, there are several reasons. First of all I would like to note that I truly believe that Apple shares...