On Wednesday, Cadbury Schweppes CSG reported first-half results, offered additional perspective on the chocolate recall in the United Kingdom, and reaffirmed a generally positive outlook for the second half of the year, despite a challenging commodity environment. Our fair value estimate remains ...
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Simple formulas for foreign exposure lose luster.
British Delicacies at Myers of Keswick
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A look back at the winners and losers of the final quarter of a tumultuous year.
Our top managers continue to focus on higher-quality businesses rather than seeking out bargains in a market that (in many of their minds) has become fully valued.
Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.