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Jeremy Johnson

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Crocs: Growing Brand At A Fair Price
on Sun, Mar 10 • CROX • 3 Comments
Valuing The Yen
on Thu, Feb 28 • JYN, FXY • 30 Comments
Cheap Valuation Makes Molson Coors Worth A Look
on Thu, Jan 31 • BUD, TAP, SBMRY.PK • 11 Comments
Whirlpool: Expected Shareholder Returns Appear Low, Bonds Offer Relative Value
on Wed, Jan 23 • WHR • Comment!
CA Technologies: A Business In Transition
on Sun, Nov 11, 2012 • CA • 4 Comments
Evaluating THQ's Financial Position And Enterprise Value
on Fri, Nov 9, 2012 • THQIQ.OB • 17 Comments
Valero And The Shale Oil Revolution
on Wed, Jun 27, 2012 • VLO • 2 Comments
Reconsidering Walgreen In Light Of Alliance Boots
on Tue, Jun 26, 2012 • ESRX, WAG • 28 Comments
Losing Egypt Won't Be A Disaster For Apache
on Tue, Jun 19, 2012 • APC, DVN, EOG • 16 Comments
Sizing Up Chesapeake's Permian Basin Asset Sale
on Fri, Jun 15, 2012 • APA, CXO, DVN • 36 Comments
Assessing Walgreen's Franchise And Market Value
on Tue, Jun 5, 2012 • WAG • 34 Comments
Making Sense Of Amazon's Market Value
on Sun, May 20, 2012 • AMZN • 56 Comments
Con Edison: A Fairly Valued, Low Risk Utility
on Tue, May 1, 2012 • ED • 6 Comments
Senior Housing: The Importance Of Depreciation In Assessing The Dividend
on Fri, Apr 27, 2012 • WYNN, SNH • 21 Comments
Public Service Equity Is Attractively Priced
on Wed, Apr 25, 2012 • EXC, PEG • 4 Comments
3 Issues With Senior Housing Properties Trust Worth Considering
on Tue, Apr 24, 2012 • FVE, HCP, SNH • 42 Comments
A Mixed Set Of Economic Reports For Investors In China
on Thu, Apr 19, 2012 • GM, FXI • Comment!
Solera Holdings: Intangible Assets Key To Value
on Wed, Apr 18, 2012 • ADP, SLH • 2 Comments
YPF Sociedad Annima: The Problem With Turning Out The Lights
on Tue, Apr 17, 2012 • EEM, REPYY.PK, YPF • 6 Comments
Scripps Networks Growth Profile Underappreciated
on Fri, Apr 13, 2012 • SNI • 2 Comments
Time Warner's Shares Represent Good Value
on Thu, Apr 12, 2012 • TWX • Comment!
Ingram Micro: Historical Stability At An Attractive Valuation
on Wed, Apr 4, 2012 • SNX, IM • 9 Comments
Avnet Shares Show Long-Term Promise, Despite Short-Term Headwinds
on Tue, Apr 3, 2012 • SNX, AVT • 7 Comments
Arrow Electronics' Price Looks Attractive Long Term
on Tue, Apr 3, 2012 • SNX, HPQ, IBM • 8 Comments
TRW's Low PE Ratio Is Deceptive
on Thu, Mar 29, 2012 • TRW • 4 Comments
Autoliv's Shares Appear Cheap, But Trade Near Fair Value
on Thu, Mar 29, 2012 • ALV • 1 Comment
Long Road To Recovery For Panasonic
on Fri, Mar 2, 2012 • PCRFY.OB • 2 Comments
Canon's Shares Show Potential On Capital Efficiency And Strong Market Position
on Thu, Mar 1, 2012 • CAJ • Comment!
Yahoo Japan: A Better Play On The Promise Of Yahoo
on Wed, Feb 29, 2012 • YHOO, YAHOY.PK • 2 Comments
Nidec: Hard Disk Drive Market Recovery Embedded In Share Price
on Wed, Feb 29, 2012 • WDC, STX, NJ • 2 Comments
Hitachi: Optically Cheap, But Current Valuation Justified
on Wed, Feb 29, 2012 • WDC, HTHIY.PK • 1 Comment
Kyocera: Long-Term Play On Japanese Corporate Restructuring
on Sun, Feb 26, 2012 • KYO • 2 Comments