The Value Investor
Contributor since: 2011
Latest Articles
NovoCure: Interesting Cure For The Portfolio
Adient: Falling Out Of My Seat
II-VI - What About The Finisar Deal?
Kraft Heinz - Volume Growth Returns, At A Price
Leggett & Platt: Dividend Aristocrat On Sale, Cheap Enough?
Flowers Foods: Wrong Bake
Newell Brands: What's New?
GrafTech - Strong Profits, For How Long?
AdvanSix - Not Really Advancing
Puma Biotechnology: Dismal Growth, Some Silver Linings
Quad/Graphics: LSC Deal Risky At First, Worthwhile In The Long Run?
FTS International: Less Profits, But Still Big Profits
GE: Challenges Continue
Chesapeake: Management Goes Wild On WildHorse
IBM: Red Hat, Red Hot?
3M: Rightfully Getting Less Love?
Gilead: More Of The Same
Caterpillar - Value On The Rise
Yeti: Emerging Premium Brand, Or A Fad?
U.S. Silica: Adding On The Dip
Polaris Industries: Buying The Dip
IBM: Disappointing, Again
Procter & Gamble: Strong Quarter, Market (Over)Reaction?
Twilio: SendGrid Deal Sends Shares Lower
SolarWinds: Headwinds For This Offering
SI-BONE: Fairly Valued Medtech After Opening Day Jump
Anaplan: What's The Plan?
Livent: Alive And Well?
TransDigm: Making Another Purchase, A Big One
SMART Global: Smart To Buy?
PepsiCo: Strong Growth Offset By Other Headwinds
Cloudera & Hortonworks - Looks Better On Paper, But Good Enough?