$AZO EPS +33.7%, Domestic Same-Store Sales increase of 9.5%.
Big Day for Big Oil Stocks – 30% Upside $XOM
Collins Stewart oil and gas analyst Katherine Lucas Minyard this morning reiterated her “Buy” recommendations on several oil majors. The fundamentals of the business are improving, she writes, with West Texas Intermediate and Brent crude prices average $78 and $79 per barrel, respectively, in the second quarter, which was higher than her $75 estimate. Refining margins are up 14% from year-ago levels, she notes. And the stocks offer a fat dividend, at 4.6%, on average. The one fly in
Ball Corporation’s ($BLL) EVA Discipline Made Management Partners w/Shareowners
David Hoover, current CEO of EVA company Ball Corp (BLL) is retiring. Hoover is famous for suggesting that he hopes to be the one to own the last share of BLL when asked about the company's aggressive share buyback and capital structure. Here's an excerpt from a recent article about his tenure at BLL and how his successor, John Hayes, will stay the course:
The Best Value Based Management (#VBM) Manager Alive $SHLD $AZO
Sears Holdings' Eddie Lampert's Letter/March 15, 2006 Success must include profitable growth. As a team, we are aligned around the goal of increasing our EBITDA. We are not focused on sales or sales growth as an end in itself. Nor will we spend capital on stores simply because we have the capital available to invest or because everyone else does it. Rather, we are investing in our stores where
The Procter & Gamble Company (NYSE:$PG) Creating Wealth and Trading at a Discount
The best tools on the web to help us identify strong economic performance plus low valuations are at AFGView.com. We have been using the tools for almost 8 years and they have been the core of our ValueAligned® Investing Process - where we own stocks of great companies to make sure our clients have enough income to maintain their dignity and independence in retirement. Here's an analysis from their website on the relative attractiveness
Best Buy ($BBY) Prepares for the Holidays
ValueAligned Portfolio 3rd Qtr Letter #stocks
David L. Berkowitz Portfolio Manager & Advisor VALUE ALIGNED PORTFOLIO THIRD QUARTER 2010 Dear Friend, For the 3rd quarter, the S&P Total Return Index ended up +11.3%. The ValueAligned Folio was up
Fred on the Why of the Poor Job Market
"...It's not the individual tax rates as much as it is individual tax rates, plus corporate tax rates - second highest in the world - plus all the regulation. All that creates an environment that makes job creation an impossibility..." Fred Thompson via www.fredthompsonshow.com
In this Present Crisis Big Government, Big Business and Big Labor are the Problem
International Growth Highlights Wal-Mart’s 2Q
We own WalMart (WMT) because it adopted value-based management a few years back. It made return on invested capital its overarching objective. The result was a change in strategy. Instead of driving sales growth by investing vast amounts in new stores in already saturated markets, WMT cut back on domestic capital spending and drove US productivity.
