Sysco – A Tasty Choice?

There is a feature article in Barron’s today on Sysco the food service giant. A goal of this blog is to identify good candidates to research for possible investment. Often stocks are recommended in the media based on momentum. Those ideas are for day traders. This blog is dedicated to the long-term investor. Today’s video looks a[…]

Talking Turkey!

In the spirit of the Thanksgiving Day feast, I thought it would be fun to review some food stocks. What you see may surprise you. Today’s video looks at Hormel Food Corp, producer of hams and other Thanksgiving treats and Smithfield Foods and their Butterball Turkey brand. Best when viewed in full youtube screen. Happy[…]

Dell Gets Beat Up!

What a difference a day makes. Dell, Inc. reported disappointing earnings today. However, they did report earnings, not losses. Of course, the so-called market is taking their stock down over 9%. Dell’s intrinsic value didn’t change that much today, but price action is. Today’s video looks at Dell and two large competitors for perspective. Best when[…]

Utilities for Income?

With interest rates at historic lows, investors seeking income may find certain Utility stocks of interest. Ten year T-bonds are yielding 3.4% today. Certain well known utilities are yielding close to 5% or more. Today’s video looks at how three well known Utility stocks measure up versus T-Bonds.. Best when viewed in full youtube screen.[…]

Let the Sun Shine In

Investors in the truest since evaluate fundamentals. Earnings & cash flows ultimately determine long term returns. Speculators will often buy the story and ignore the facts. Solar stocks may hold promise, however very few solar companies have as of yet made any money. Today’s video looks at a few prominent solar companies based on earnings. Best[…]

Tech Truths!

Technology stocks are commonly thought of as growth stocks. However, in reality, many high profile tech stocks are very cyclical or even slow growers. Hewlett-Packard recently announced the purchase of 3Com. This will position them to compete more effectively with Cisco. Today’s video looks at the Hewlett-Packard buy of 3Com, as well as a few possibly[…]

Here’s How They Got So Rich!

 I watched Bill Gates’ and Warren Buffett’s interview last night. Here is how they got so rich: They both started, and therefore, held two great businesses. Today’s video looks at Microsoft and Berkshire Hathaway correlated to earnings. Best when viewed in full youtube screen. These guys started two great businesses. However, it was the earnings power of those[…]