To market to market to buy a fat pig. Phew, we survived super earnings Thursday. Given their huge growth rates, coupled with high expectations, tech stocks are always the most exciting earning events. It has been known to happen where a tech stock, particularly those belonging to 'FANG', can rocket 20% or slump 20% … Continue reading Swipechain
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
"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
"The business more importantly over time has taken control over production during the last few years, everything from tomato paste to fries to muffins to cheese. All big inputs where they can control the quality of the products, and more importantly, for the franchise owners not to get worried about the product delivery and stock. … Continue reading Dine for the Bottom Line
"On Tuesday the company released first quarter numbers for 2017. Sales increased by 1.6% to $18.8bn, $9.4bn of that was in the US, $3.9bn in Europe, $3.1bn in Asia and Africa and $1.4bn in the Western Hemisphere excluding the US. This is a pretty decent sales mix. I always get encouraged when US companies still … Continue reading Healthy Numbers
"JNJ suggests that this will add 35 to 40 cents EPS immediately. And it will "use" a lot of external US cash, this company is in Switzerland. The expectations are for growth rates to be 1.5 to 2 percent above the long term consensus. I think that this is good for JNJ, which is the … Continue reading JNJ Handling the Pressure
"You can check out another *nice* milestones piece, from the first time the Dow crossed 1000 points in 1972 to present day. 1000 point milestones of The Dow, and then a table for ease of use The Dow's milestones. Just inside of 15 years to double from 1000 to 2000 points. From 2000 to 4000 … Continue reading 20 000!
"The stock trades on a 17.2 multiple, hardly expensive for a quality business. Whilst the stock and the company may not display the explosive growth prospects of some of their peers, this is definitely a "safe as houses" investment. In fact, I would go further and say that it is safer than houses, you can … Continue reading J$J for the grandchildren
"The business is split into three segments, a devices and diagnostics business (as a standalone the biggest in the world), a well known pharma business which most investors associate with and lastly a business that consumers know and trust well, that covers every thing from bandaids to child care." To market to market to … Continue reading JNJ Leading the Way
"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!