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British American Tobacco: Still Not Worth Investing (NYSE:BTI)
Introduction British American Tobacco (NYSE:BTI) (OTCPK:BTAFF) continues to be an investor's favorite, mainly due to the staple nature of the…
The Dawn Of Wicked Asset Classes
Stupidity is our destiny. - Acadian Asset Management The painful experience of Greenlandic stamps In my younger days (much younger),…
CrowdStrike: Record-Breaking Q1 Earnings, My Thoughts On Valuation (NASDAQ:CRWD)
Investment Thesis CrowdStrike (NASDAQ:CRWD) delivers to investors everything they could have wished for. A beat on the top, the bottom,…
Estee Lauder: Time For A Turnaround? (NYSE:EL)
My original thesis on buying The Estée Lauder Companies (NYSE:EL) was a variant of the dogs of the Dow theory,…
Intel: Poised For A Recovery (Upgrade) (NASDAQ:INTC)
The stock price of Intel Corporation (NASDAQ:INTC) plummeted a cool 30% since I took a small position in the chip…
Reckitt Stock: Attractive Price For Its Stable Of Brands (Rating Upgrade) (OTCMKTS:RBGLY)
Consumer goods producer Reckitt Benckiser (OTCPK:RBGLY) has had a very bumpy few months. I last covered the name in November,…
Coterra Energy: Improved 2024 Oil Production Guidance (CTRA)
Coterra Energy (NYSE:CTRA) reported Q1 2024 production that exceeded expectations, despite it deferring 12 of its Marcellus wells until the…
Tracking Al Gore’s Generation Investment Management Portfolio – Q1 2024 Update
This article is part of a series that provides an ongoing analysis of the changes made to Generation Investment Management's…