Article Archive: Commentary

Title Collection Author Date
Right Direction, But Tougher Road Ahead for IBM Commentary Rick Summer, CFA, CPA 10/20/14
The Global Financial Cycle: Where Are We Now? Commentary Francisco Torralba, Ph.D., CFA 10/18/14
GE Reports Solid Profitability Gains Commentary Barbara Noverini 10/17/14
Google: Slowing Growth, Higher Expenses No Cause for Alarm Commentary Rick Summer, CFA, CPA 10/17/14
EBay: Marketplaces Volume and Margins Raise Concerns Commentary R.J. Hottovy, CFA 10/16/14
Netflix's Third-Quarter Subscriber Growth Disappoints Commentary Peter Wahlstrom, CFA 10/15/14
Citi’s Simplification Not Driving Growth Commentary Jim Sinegal 10/14/14
Wells Fargo Deepens Its Funding Moat Commentary Jim Sinegal 10/14/14
Cost Management Will Be Key for JPMorgan Valuation Commentary Jim Sinegal 10/14/14
Led by Drug Sales, J&J Posts Solid Third Quarter Commentary Damien Conover, CFA 10/14/14
What Gross Hire Could Mean for Janus Commentary Greggory Warren, CFA 10/06/14
Lowering Our Allianz Fair Value Commentary Vincent Lui, CFA 10/06/14
HP Split the Right Move Commentary Peter Wahlstrom, CFA 10/06/14
Berkshire’s Entrance Won’t Radically Alter Dealership Landscape Commentary David Whiston, CFA, CPA, CFE 10/02/14
Planes, Trains, and Automobiles: Buffett Adds Car Dealership to Berkshire's Collection Commentary Greggory Warren, CFA 10/02/14
PayPal Spin-Off Won’t Dent eBay’s Moat Commentary R.J. Hottovy, CFA 09/30/14
PIMCO Outflows Will Hurt Allianz Commentary Vincent Lui, CFA 09/26/14
Gross a Coup for Janus Commentary Greggory Warren, CFA 09/26/14
Alibaba Proceeds Not a Cure-All for Yahoo Commentary Rick Summer, CFA, CPA 09/18/14
Innovation Mojo Boosts Apple’s Fair Value Commentary Brian Colello, CPA 09/10/14
Why Apple Pay and PayPal Could Be 'Frenemies' Commentary R.J. Hottovy, CFA 09/09/14
What Apple’s Payments Play Means for Credit Cards Commentary Jim Sinegal 09/09/14
A Birthday Gift Buffett Would Truly Appreciate Commentary Jeremy Glaser 08/30/14
Don't Be Scared of Rising Interest Rates Commentary David Falkof 08/24/14
Bank of America Settlement Not the End Commentary Jim Sinegal 08/21/14
More Work, But Plenty of Opportunity Ahead for HP Commentary Peter Wahlstrom, CFA 08/21/14
A Few Picks to Tide Over the Bargain-Hunters Commentary Jason Stipp 08/17/14
Wal-Mart Shares Look Undervalued Commentary Ken Perkins 08/14/14
Despite Headwinds, Cisco Still Dominant Commentary Michael Hodel, CFA 08/14/14
Kinder More Valuable Together Than Apart Commentary Jason Stevens 08/13/14
Congrats, Mr. Kinder, You Solved the Growth Problem Commentary Jason Stevens 08/11/14
Walgreen Moves No Game Changer; Shares Still Not Compelling Commentary Vishnu Lekraj 08/06/14
'Frozen' Heats Up Disney's Third Quarter; Shares Fairly Valued Commentary Neil Macker, CFA 08/06/14
Regulatory Rebuke for Big Banks Commentary Jim Sinegal 08/05/14
Berkshire's Second-Quarter Results on Target Commentary Greggory Warren, CFA 08/01/14
P&G Shares Still Attractive as Management Breaks From the Past Commentary Erin Lash, CFA 08/01/14
Are McDonald's and Yum Opportunities Today? Commentary R.J. Hottovy, CFA 07/31/14
Twitter Shares Overvalued, Despite Increase in Fair Value Commentary Rick Summer, CFA, CPA 07/30/14
Cost-Cutting Offsets Increased Incentives in Visa's 3Q Commentary Jim Sinegal 07/25/14
Amazon's Long-Term Potential Overshadows Near-Term Worries Commentary R.J. Hottovy, CFA 07/25/14
GM Still Has a Bright Future Commentary David Whiston, CFA, CPA, CFE 07/24/14
Shift in Wireless Plans Creates Messy Quarter for AT&T Commentary Michael Hodel, CFA 07/24/14
Facebook Shows Why It's a Giant in the Mobile Space Commentary Rick Summer, CFA, CPA 07/24/14
We’re Boosting Our Fair Value as Microsoft Becomes a More Focused Operation Commentary Norman Young 07/23/14
Apple’s Results a Mixed Bag, But All Eyes on iPhone 6 Commentary Brian Colello, CPA 07/22/14
We Remain Encouraged by Coke’s Cash Flow Commentary Adam Fleck, CFA 07/22/14
Netflix Has a Robust Growth Profile, but Upside Is Priced In Commentary Morningstar 07/22/14
Chipotle Continues to Build Case for an Economic Moat Commentary R.J. Hottovy, CFA 07/22/14
What Will Undo the Low-Rate Environment? Commentary Francisco Torralba, Ph.D., CFA 07/19/14
A Lot to Like in Google's Second Quarter Commentary Rick Summer, CFA, CPA 07/18/14