Article Archive: Commentary

Title Collection Author Date
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
J&J Faces Headwinds in 2015 Commentary Damien Conover, CFA 01/20/15
Schlumberger Preparing for Downturn Commentary Jason Stevens 01/16/15
Intel Has Solid 2014 But Shares Still Pricey Commentary Peter Wahlstrom, CFA 01/16/15
Time for Tax Fairness for Fund Investors Commentary Scott Cooley 01/16/15
Bank of America Not Out of the Woods Yet Commentary Jim Sinegal 01/15/15
JPMorgan Chase Still Not Firing on All Cylinders Commentary Jim Sinegal 01/14/15
Minimizing Manager Risk Commentary Michelle Ward, CFA 12/27/14
Where We See Opportunity in the Oil Price Slide Commentary 12/02/14
Integrated Oils May Offer Safe Harbor Commentary Allen Good, CFA 12/02/14
Midstream Energy Sell-Off Has Been Overdone Commentary Jason Stevens 12/01/14
One Risk You Can Control: Bad Timing Commentary Haywood Kelly, CFA 11/19/14
Why You Should Be a Risk-Taker Commentary Jason Stipp 11/17/14
Berkshire Likes Express Scripts--and So Do We Commentary Greggory Warren, CFA 11/14/14
What Does Buffett See in Batteries? Commentary Greggory Warren, CFA 11/13/14
Investment Losses Overshadow Berkshire's Third-Quarter Results Commentary Greggory Warren, CFA 11/07/14
Alibaba’s Results Reinforce Our Wide Moat Rating Commentary R.J. Hottovy, CFA 11/04/14
Investor Jitters Could Create Facebook Buying Opportunity Commentary Rick Summer, CFA, CPA 10/29/14
Twitter Shares Still Too Pricey Commentary Rick Summer, CFA, CPA 10/28/14
Death of Active? Commentary Jeffrey Ptak, CFA 10/26/14
Amazon's Wide Moat Intact, but Capital-Allocation Questions Intensify Commentary R.J. Hottovy, CFA 10/24/14
Solid Quarter for Microsoft, But Shares Fairly Valued Commentary Norman Young 10/24/14
Caterpillar Unearths Another Upbeat Earnings Report Commentary Kwame Webb, CFA 10/23/14
Undervalued Coke Shares May Be Worth a Sip Commentary Adam Fleck, CFA 10/21/14
Slow Turnaround for Fast Food Giant McDonald’s Commentary R.J. Hottovy, CFA 10/21/14
Chipotle Continues to Impress Commentary R.J. Hottovy, CFA 10/21/14
Apple: Likely to Lift Fair Value Commentary Brian Colello, CPA 10/20/14
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