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- Rockwell Collins: The Best Offense Is a Good Defense
- Chuck Carnevale submits: Rockwell Collins COL is a large mid to small large-cap company that provides smart communications and aviation electronic solutions to the world’s leading aerospace and defense companies. Although operating in a cyclical industry, Rockwell Collins possesses all the attributes you want in a growth stock. Their business...
- External links 2009-06-11
- McDonald's vs. H.J. Heinz: When More Dividends Are Less Dividends
- Chuck Carnevale submits: Rightfully, investors are attracted to stocks that pay a dividend and increase it every year. This is especially true in today’s low interest rate environment. Currently, due to historically low valuations, many blue chip companies can be purchased with a dividend yield close to what...
- External links 2009-09-25
- We Like Walgreen but Market Prices Cannot Be Trusted
- Chuck Carnevale submits: Even after almost 40 years in this business, I still don’t get the peculiar illogic of Wall Street. Last week, the market trounced Research in Motion RIMM, a stock we hold in client portfolios, on what we felt was a very strong quarter. Even weirder, this is...
- External links 2009-09-30
- Johnson & Johnson: Well Positioned for Growth
- Chuck Carnevale submits:A Knocking Opportunity Answered We believe Johnson & Johnson JNJ is making all the right moves, and at the right time. Its healthy balance sheet, cash horde and consistent cash flow generation has empowered the company to exploit significant opportunities created by the worldwide recession. Through numerous small...
- External links 2009-10-01
- Google: 'Wave' of the Future?
- Chuck Carnevale submits: Historical Valuation Since going public just over five years ago, Google GOOG has grown to over a $120 billion dollar market cap powerhouse. Today Google trades at what is historically a very low valuation. In Figure 1 below we plot Google’s earnings per share growth...
- External links 2009-10-08
- eBay: Growth at the Right Bid
- Chuck Carnevale submits:eBay EBAY is a truly great American success story. According to eBay's March 2009 Three-Year Roadmap for Growth: "We are positioning this company to compete and win across a range of profitable ecommerce platforms focused on connecting buyers and sellers across the platform of their choice." Founded in...
- External links 2009-10-15
- Nike: Growing Earnings and Increasing Dividends
- Chuck Carnevale submits:Industry LeaderWe like industry leading companies. You don’t become the top company in a competitive sector by accident or luck. It takes skill, ability, and a commitment to customers to get to the top, and even more so to stay there. Nike NKE clearly dominates the athletic...
- External links 2009-10-20
- Redux: Future S&P Returns Could Be Extraordinary
- Chuck Carnevale submits:On June 18, 2009, we posted the article “Future S&P Returns Could be Extraordinary.” Although four plus months later hardly qualifies as the future, enough has changed to make it interesting to re-visit. Figure one below reproduces our Graham Dodd adjusted earnings correlated graph dated June 15, 2009....
- External links 2009-10-29
- Manitowoc: Cyclical Bottom, Building a Higher Future
- Chuck Carnevale submits:Historical Perspective Manitowoc MTW, as the dominant manufacturer of building cranes, has long been considered a cyclical company. In recent times, the company has been working to reduce the cyclicality of their business. They divested their legacy Manitowoc Marine business and greatly expanded their Manitowoc’s Foodservice business with...
- External links 2009-10-29
- ITT Educational Services: Strong Earnings Growth at a Reasonable Price
- Chuck Carnevale submits: Expanding Minds an Expanding Business Thanks to the recession, more and more people nationwide are making the “smarter” move. They are going back to school, that is, in order to increase their value and attractiveness in a distressed workplace environment. This is proving to be a boom...
- External links 2009-11-12
- Buffett and Gates at Columbia ? The Markets Have Bottomed!
- Chuck Carnevale submits:Warren Buffett told an audience of cheering Columbia University students last night that the worst of the financial global crisis is over. Moreover, he also said that stocks have bottomed out. His advice was not to pass on something attractive today. He was joined by Bill Gates, who...
- External links 2009-11-13
- Charles Schwab: The Investment Advisor's Choice
- Chuck Carnevale submits: Considering the carnage in financial markets, people today need financial advice perhaps more than they ever have. Unfortunately, it was mainstream Wall Street, the traditional dispersers of financial advice, that let investors down. Consequently the highest earning and theoretically best advisors are leaving the big name firms...
- External links 2009-09-04
- Amphenol Corporation: Connecting Our Future
- Chuck Carnevale submits: In 1979 James Burke a British broadcaster, science historian, author and television producer of the documentary Connections made an uncannily accurate forecast of a future world connected. In only 30 years we have evolved from that relatively “unconnected” age, to where we now live in “The World...
- External links 2009-08-27
- Stryker is a Recession Resistant Business On Sale
- Chuck Carnevale submits: Although few companies can claim totally immunity to the economy, some are less affected than others. When in a severe recession as we are today, it makes sense for the long-term investor to seek companies that have some immunity to the economy. Stryker, one of the largest...
- External links 2009-06-15
- Future S&P Returns Could Be Extraordinary
- Chuck Carnevale submits: I am going to offer a perhaps less sophisticated but I believe more practical forecast than most on expected returns for the S&P 500 over the next 5 years or so. This article is in the spirit of the “Buy American, I Am” article that Warren Buffett...
- External links 2009-06-18
- Fiserv: Part of the Financial Services Industry's Solution, Not the Problem
- Chuck Carnevale submits: Background Founded in 1984 and headquartered in Brookfield, Wisconsin, this heartland based company brings sophisticated solutions to Main Street and Wall Street financial institutions. Fiserv FISV helps small, medium and large financial intuitions operate more profitably and provide superior customer service -- even better than they...
- External links 2009-06-19
- L-3 Communications: Extremely Undervalued?
- Chuck Carnevale submits: Background: L-3 Communications (NYSE: LLL), the sixth largest defense company in the United States is in the sweet spot for today’s defensive budget. Under President Obama’s proposal for 2010, the defense budget actually contains modest increases for several items in the aerospace/defense industry. Although Defense...
- External links 2009-06-25
- Cramer Is Wrong: Why NII Holdings Is a Buy
- Chuck Carnevale submits: While I have enormous respect for Jim Cramer’s marketing and promotional skills, I often have strong disagreements with his buy and sell advice. I felt his recommendation to sell NII Holdings NIHD on his Monday show was not only wrong, but based on faulty reasoning and...
- External links 2009-06-26
- Medco Solutions: A Healthy Choice
- Chuck Carnevale submits: Macro-Economic Growth Opportunities Medco Health Solutions, Inc. MHS, is the #1 pharmacy benefit manager in the country and as a corporation, ranks #45 on the Fortune 100 list. We believe they are extremely well positioned as an excellent long-term investment choice. by Chuck Carnevale
- External links 2009-07-05
- Danaher:Â Skillfully and Profitably Piecing It Together
- Chuck Carnevale submits: Danaher DHR has built a terrific company by piecing together and then improving the business prospects of numerous acquisitions. In the early ‘90s, Danaher was a conglomerate of cyclical businesses. In the mid ‘90s, their corporate vision morphed based on a concept they call “The Danaher...
- External links 2009-07-08
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