The Value Investor
Contributor since: 2011
Viasat: A Big Launch
Sonoco Products: Solid Performance
Colgate-Palmolive: No Smiles Yet
Gilead Sciences: Becoming A Cure
Kimberly-Clark: No Clean Sheet
Procter & Gamble: Defensive, Other Than The Yield
Neogen: A Mess, Appears Priced In
Union Pacific: Moving Along, At A Slower Speed
Carnival: Making Water
Oracle Stock: Not An Oracle
Kaman: Failing To Take-Off
John Bean Technologies: No Harvesting Time
AMD: Chipping Away
Broadcom: Impressive
Aveanna Healthcare - In Need Of Help
Ligand Pharmaceuticals: Struggling Along
Nvidia: Intelligent Now?
AdvanSix: No Longer Advancing
Harmony Biosciences: In Harmony
McKesson: Right Medication
Cadence Design: Too Strong
Central Garden & Pet: Appealing Despite Stagnating Results And Cash Flow Conversion Concerns
Microsoft: Re-Rating
IDEX: Value Creator At Work
Adobe: Too Creative?
Meta Platforms: A Mixed Bag
Inogen: Little Breathing Room
Astronics: Flying Low
Federal Signal: A Solid Sign
Clarivate: A New Analysis
ABM Industries: A Clean Place
Church & Dwight: Adding Another Brand
McCormick: Too Spicy For Me
Hydrofarm: Caution Saves The Day
Commercial Metals Company: Very Impressive
Aris Water Solutions: Interesting Water Play
EnPro Industries: Successful Transformation
Avient: Completing Its Transition
FARO Technologies: Not Living Up To Its Promises
PerkinElmer: Focusing, Appealing