Posted on 7/31/20
Qualcomm May Have Further To Run
SummaryThe licensing settlement with Huawei takes a big uncertainty off the table.5G rollout will be a multi-year process encompassing more than phones. Analysts may be underestimating . . .
Posted on 2/26/20
Warren Buffett Shouldn't Wait More Than 3 Years For His Elephant
SummaryBerkshire Hathaway has accumulated over $125 billion in cash and T-bills.Using Berkshire's huge cash hoard for an acquisition vs. returning it to shareholders has been a . . .
Posted on 10/28/19
Thermo Fisher Scientific: Moving From Inorganic To Organic Growth
Thermo Fisher Scientific (NYSE:TMO) provides laboratory equipment, consumables, and services predominantly in the healthcare sector but in other manufacturing applications as well. After several years of . . .
Posted on 10/7/19
PepsiCo Is Getting Ahead Of Itself
SummaryPepsiCo has 4% revenue growth but sales by volume are down in several divisions. Operating profit also is down in North American Beverages and Quaker Foods.Growing . . .
Posted on 10/3/19
United Technologies - Still A Buy Based On Merger Prospectus
Summary United Technologies and Raytheon released their merger prospectus in September. Pro forma financials in the prospectus provide data to help value Carrier, Otis, and the . . .
Posted on 10/3/19
United Technologies - Still A Buy Based On Merger Prospectus
SummaryUnited Technologies and Raytheon released their merger prospectus in September.Pro forma financials in the prospectus provide data to help value Carrier, Otis, and the combined RTX.Current . . .
Posted on 10/2/19
United Technologies - Still A Buy Based On Merger Prospectus
United Technologies (UTX) and Raytheon (RTN) released their joint merger prospectus on September 10. As a reminder of what current shareholders will receive if they hold . . .
Posted on 6/17/19
United Technologies: Buying Carrier And Otis At A Discount
Summary United Technologies is spinning off its Carrier and Otis divisions with the remaining aerospace business set to merge with Raytheon. The merger exchange ratio of . . .
Posted on 6/17/19
United Technologies: Buying Carrier And Otis At A Discount
SummaryUnited Technologies is spinning off its Carrier and Otis divisions with the remaining aerospace business set to merge with Raytheon.The merger exchange ratio of UTX shares . . .
Posted on 6/14/19
RLJ Lodging Trust: Improving Resilience To A Low-Growth Environment
Summary Proceeds from asset sales to optimize the portfolio following the merger with Felcor Lodging Trust have strengthened RLJ Lodging Trust’s balance sheet. Growth forecasts for . . .
Posted on 6/14/19
RLJ Lodging Trust: Improving Resilience To A Low-Growth Environment
SummaryProceeds from asset sales to optimize the portfolio following the merger with Felcor Lodging Trust have strengthened RLJ Lodging Trust’s balance sheet.Growth forecasts for the hotel . . .
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