Posted on 10/9/18
Hasbro: Catalysts On The Horizon
I last wrote on Hasbro (NASDAQ:HAS) in early August in a piece titled "Hasbro: Further Upside Possible," when it was trading for $98.82. Subsequently, the share . . .
Posted on 5/21/18
Campbell Soup: Avoid
Campbell Soup (CPB) fell 11 percent as of writing in the morning of May 18, 2018. The triggers for the plunge were the disappointing Q3 results . . .
Posted on 5/10/18
Under Armour: Brighter Days Ahead
Under Armour (UAA)(UA) reported Q1 2018 results on May 1, 2018, that beat on both revenue and EPS. Having surpassed consensus expectations, the stock initially popped . . .
Posted on 5/7/18
Teva: A Better Entry Point Post-Results
Unjustified Sell-down Post-Q1 2018 Results AnnouncementTeva Pharmaceutical (TEVA) reported market-beating Q1 2018 results before the market opened on Thursday. While its share price expectedly gained as . . .
Posted on 4/23/18
Teva Continues To Deliver But Analysts Stay Bearish
Teva Remains Mired In A DowntrendThe share price of Teva Pharmaceutical (TEVA) remains mired in a downtrend that began in 2015. A dividend cut announced to . . .
Posted on 3/22/18
Ralph Lauren: Taking Profit
Investment ThesisThe share price of Ralph Lauren (RL) has rebounded 40 percent in the past one year. This is a commendable effort considering that the broader . . .
Posted on 1/16/18
IBM's China Foray Derailed
In October last year, I wrote about the ambitious cloud-computing moves by Alibaba (BABA). In a span of a few days in October, Alibaba announced a . . .
Posted on 10/26/17
Hasbro: Highest Earnings Quarter - So What?
Plunge Post-Earnings AnnouncementIn early September, as the news of Toys "R" Us filing for bankruptcy broke, I wrote an article discussing the implications of the development . . .
Posted on 10/23/17
IBM: Selling Impetus For Warren Buffett
Buffett Is Not A Buy-and-Hold Forever InvestorContrary to popular belief, Warren Buffett is not a buy-and-hold-forever investor. Perhaps the most ardent subscriber of the “never-sell” investing . . .
Posted on 10/6/17
Under Armour: China Beckons
The share price of Under Armour (NYSE:UAA) (NYSE:UA) has retreated 68% from its record high established in the second half of 2015. Sure, the company has . . .
Posted on 10/6/17
Teva: The FDA's Bombshell
FDA Approves Mylan's Generic Version Of CopaxoneInvestors woke up to the news today that the U.S. Food and Drug Administration (FDA) has approved Mylan N.V.'s (NASDAQ:MYL) . . .
Posted on 9/13/17
Teva: Caution Is Warranted
In early August, I wrote an article recommending Mylan (MYL) instead of Teva Pharmaceutical Industries (TEVA) for those who would like to play the possible recovery . . .
Posted on 9/8/17
Hasbro And Mattel: Implications Of Woes Facing Lego And Toys 'R' Us
Introduction - Mayhem from Lego Retrenchment Exercise and Toys 'R' Us Possible BankruptcyEmployees in toy companies returned to work after the Labor Day holiday to the . . .
Posted on 9/6/17
Hasbro: Value Has Emerged
IntroductionThe share price of Hasbro (HAS) has undergone a correction in the past two months, ostensibly due to some profit-taking after it hit an intra-day record . . .
Posted on 8/8/17
Teva Plunged More But Mylan Still The Better Pick
Article BriefSince late 2013, the share prices of the two leading generics names, Teva Pharmaceutical Industries (TEVA) and Mylan (MYL), have moved largely in tandem with . . .
Posted on 7/5/17
Mattel-Hasbro Merger Getting Improbable
The share price of Mattel, Inc. (NASDAQ:MAT) recovered some ground yesterday, rising 3.2% to $21.53 on the final day of the first half of 2017. Since . . .
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