Article Archive: Commentary

Title Collection Author Date
Big-Ticket Consumer Spending Remains Solid at Home Depot Commentary Jaime M. Katz, CFA 05/19/15
Fretting Over Currencies? Commentary Jeffrey Ptak, CFA 05/19/15
Berkshire Places Bigger Bets on IBM, Wells Fargo Commentary Greggory Warren, CFA 05/18/15
U.K. Investors Vote Against Uncertainty Commentary Emma Wall 05/18/15
Managers See Reforms Driving Growth in Asia Commentary Christine St Anne 05/18/15
Verizon's Video Play in AOL Deal No Sure Thing Commentary Michael Hodel, CFA 05/12/15
Lowering Twitter’s Fair Value Commentary Rick Summer, CFA, CPA 04/29/15
Market Undervalues Merck’s Pipeline Commentary Damien Conover, CFA 04/28/15
Increasing Apple’s Fair Value Estimate, But Shares Fully Priced Commentary Brian Colello, CPA 04/27/15
Amazon’s Moat Reinforced in the Cloud Commentary R.J. Hottovy, CFA 04/24/15
Microsoft Exceeds Low Expectations; Shares Fairly Valued Commentary Norman Young 04/24/15
Currency, Investment Headwinds Don't Curb Our Enthusiasm for Google Commentary Rick Summer, CFA, CPA 04/24/15
P&G Shares Look Attractive as Strategic Efforts Take Hold Commentary Erin Lash, CFA 04/23/15
Facebook Pleasantly Surprises Us, Shares Fairly Valued Commentary Rick Summer, CFA, CPA 04/23/15
Coke Begins Transition Year on Strong Note Commentary Adam Fleck, CFA 04/22/15
Amgen Shares Still Look Undervalued Commentary Karen Andersen, CFA 04/22/15
As Market Loses Appetite, Chipotle Shares Get More Interesting Commentary R.J. Hottovy, CFA 04/22/15
GE Executes Where It Counts Commentary Barbara Noverini 04/17/15
Strong Start to 2015 for Netflix, But Shares Overvalued Commentary Neil Macker, CFA 04/16/15
Bank of America’s Slow Recovery Continues in the First Quarter Commentary Jim Sinegal 04/15/15
Intel Adjusts to Weak PC Demand Commentary Abhinav Davuluri 04/15/15
Low-Cost Deposits Continue to Flow to Wells Fargo Commentary Jim Sinegal 04/14/15
Headwinds Still Blowing on J.P. Morgan Commentary Jim Sinegal 04/14/15
Caution: Slowing Growth Ahead for J&J Commentary Damien Conover, CFA 04/14/15
Plan to Shrink GE Capital a Needed Shot in the Arm for GE Commentary Barbara Noverini 04/10/15
BG Is a Bargain, But Shell Still Overpays Commentary Stephen Simko, CFA 04/08/15
TNT Deal Will Enhance FedEx’s Moat Over Time Commentary Keith Schoonmaker, CFA 04/07/15
UnitedHealth Acquires Catamaran, Creating a Top-Tier PBM Commentary Vishnu Lekraj 03/30/15
Heinz-Kraft Deal Strengthens Competitive Advantages Commentary Erin Lash, CFA 03/25/15
Buffett Bags Another Elephant as Heinz Merges With Kraft Foods Commentary Greggory Warren, CFA 03/25/15
Apple Watch Could Be Accessory to Profits Commentary Brian Colello, CPA 03/09/15
Banks Breeze Through Fed's Annual Stress Tests Commentary Dan Werner 03/05/15
HP: Turnaround Progressing But Shares Still Overvalued Commentary Peter Wahlstrom, CFA 02/25/15
Sale of Energy Stocks the Biggest Highlight in Berkshire's 4Q Equity Portfolio Commentary Greggory Warren, CFA 02/18/15
3 Ways to Bring Fund Fees Into the Light Commentary Paul D. Ellenbogen 02/17/15
Coke's 4Q Growth and Margins Improve, but Shares Look Fairly Valued Commentary Adam Fleck, CFA 02/10/15
Despite a Strong Quarter, We Still See Risks at Twitter Commentary Rick Summer, CFA, CPA 02/06/15
Pfizer's Acquisition of Hospira Strengthens Its Moat at a Fair Price Commentary Damien Conover, CFA 02/05/15
Lofty Expectations for Chipotle Leave Little Room for Error Commentary R.J. Hottovy, CFA 02/04/15
High-Quality Disney No Bargain Commentary Neil Macker, CFA 02/04/15
Why Google Is Better Than It Looks Commentary Rick Summer, CFA, CPA 01/30/15
Amazon Answers Critics in Fourth Quarter Commentary R.J. Hottovy, CFA 01/30/15
Near-Term Concerns Rise for Alibaba, but Wide Moat Intact Commentary R.J. Hottovy, CFA 01/29/15
No Signs of Weakness at Facebook, But Shares Still Too Pricey Commentary Rick Summer, CFA, CPA 01/29/15
Pfizer May Go Shopping for Growth Commentary Damien Conover, CFA 01/27/15
Strong Dollar Weighs on P&G, But Wide Moat Intact Commentary Erin Lash, CFA 01/27/15
Optimism for Apple Is Justified Commentary Brian Colello, CPA 01/27/15
Microsoft's Transition Remains on Track Commentary Norman Young 01/27/15
Rock-Tenn Marriage to MeadWestvaco a Good Move for Both Commentary Todd Wenning, CFA 01/26/15
Wide-Moat GE Shows Resilience in 4Q Commentary Barbara Noverini 01/23/15