This Elephant can Dance

  To market to market to buy a fat pig. Earnings galore coming from the US. What a time to be alive! Not because companies are releasing earnings, they do that every quarter. But because the earnings coming through are looking fantastic. Alphabet (Google) grew sales by 24% off a massive base. This equated to … Continue reading This Elephant can Dance

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Big Johnson

"He (Robert Johnson) went into business with a fellow called Seabury, back in 1873, selling medicated plasters. In other words, the precursor to the bandaid. In a few short years they were a global business, Robert promptly went to the World Fair in Philadelphia in 1876, where a large gathering of doctors (the biggest in … Continue reading Big Johnson

20 000!

"You can check out another *nice* milestones piece, from the first time the Dow crossed 1000 points in 1972 to present day. 1000 point milestones of The Dow, and then a table for ease of use The Dow's milestones. Just inside of 15 years to double from 1000 to 2000 points. From 2000 to 4000 … Continue reading 20 000!

Johnson!

"The company has more cash than any of their peers, 40 billion Dollars relative to a market cap of 318 billion sounds a little like a tech business, not so? And a bit of a "lazy" balance sheet. The conclusion of the piece is that the shift towards the biggest division, the pharma division, is … Continue reading Johnson!

Amgenerous

  "The numbers quick sticks, for the full year, as those are available. The company produced revenues of 21.662 billion Dollars, an increase of 8 percent on the year. The company spends an enormous amount on R&D - Research and Development (looking for the next huge therapy), 18.7 percent of all revenues. That is a … Continue reading Amgenerous