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Consumer Cycling
The Conference Board Consumer Confidence Index, which had increased moderately in June, posted another slight increase in July. The Index now stands at 106.5 (1985=100), up from 105.4 in June. Earnings...
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Large Cap Watch List
We asked, but no one answered. So we are taking our own counsel and breaking our Watch List into three portfolios: Small Cap, Mid Cap and Large Cap. Each will be tracked against the relevant S&P...
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Large Cap Watch List Changes
With the end of the first quarter approaching, it is time to adjust the names in our Watch Lists. We will price all the new lists as of the close on Friday, March 30. Today we present our planned...
View ArticleThe Week Ahead – 21 July 2007
The Economic Calendar is quiet in the early part of this week but there are important reports at the end of the week. On Thursday is the Durable Goods report, for which the consensus estimates a 2.0%...
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UN: Pulling the Lever for Unilever
The following is a reprint of my January 14, 2008 RealMoney column. Unilever (UN) is one of the leading providers of consumer staples worldwide. Some of its brands include Lipton, Breyers, Hellmann’s,...
View ArticleCL: It’s Worth Brushing Up on Colgate
My latest column is up at RealMoney. In summary, I think Colgate (CL) looks good relative to its peers on the basis of cash flow, earnings quality and estimate revisions. Downside from current stock...
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