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May 22, 2015
Hewlett-Packard Still Not Our Favorite Tech Idea
Let’s take a dive into Hewlett-Packard’s most recent quarterly results. May 21, 2015
Target or Walmart?
It may not matter. Both have questionable prospects over the long haul. May 20, 2015
The Tax Man Cometh Anyway?
Yahoo! may not be able to ditch the IRS. What does it mean for Alibaba? May 14, 2015
The Invincible S&P 500?
The broad US markets continue to climb. Is the mutual fund investor a victim of misinformation? May 12, 2015
Turnaround Plan at McDonald's Does Not Fly With Franchisees
The answer to the troubles at McDonald's may not rest with this iteration of its turnaround plan. We think the best time to own McDonald's equity has passed. May 11, 2015
Dividend Increases/Decreases for the Week Ending May 8
Let's take a look at companies raising/lowering their dividends this week. May 10, 2015
The Continued Rise of Pizza and How to Play It
Can something that's "old" news be the next big thing? May 8, 2015
Priceline Sets Up for Second-Quarter Beat
The Best Ideas Newsletter portfolio holding exceeds expectations, and management sets the stage for another beat. May 4, 2015
Dividend Increases/Decreases for the Week Ending May 1
Let's take a look at the list of firms raising/lowering their dividends this week. May 1, 2015
Chevron: Cash Flow and Dividends Are Inextricably Linked
Let’s walk through the story arc with Chevron to illustrate the importance of cash-flow based dividend growth analysis.
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