Article Archive: Commentary

Title Collection Author Date
4 Smart Questions to Ask About Strategic Beta Commentary Paul Kaplan 04/30/16
We’re Boosting Our Fair Value as Amazon Delivers Commentary R.J. Hottovy, CFA 04/29/16
Facebook Shines, But Shares Overvalued Commentary Neil Macker, CFA 04/27/16
Twitter's User Growth Remains a Concern Commentary Neil Macker, CFA 04/27/16
Despite Near-Term Headwinds, We Still See a Shiny Apple Commentary Brian Colello, CPA 04/26/16
P&G’s Competitive Edge, Future Sales Growth Underappreciated Commentary Erin Lash, CFA 04/26/16
Will the Election Impact Healthcare Earnings? Commentary Rob Wherry 04/24/16
Buying Opportunity for Wide-Moat Starbucks Commentary R.J. Hottovy, CFA 04/22/16
Alphabet Earnings Miss Doesn’t Change Our View Commentary Neil Macker, CFA 04/21/16
Microsoft Solidifies Its Competitive Position Commentary Rodney Nelson 04/21/16
Coke Still on Track; Shares Fully Valued Commentary Adam Fleck, CFA 04/20/16
Steady Growth at J&J Reinforces Wide Moat, But Shares Overpriced Commentary Damien Conover, CFA 04/19/16
Netflix: 'Skinny Launches' Will Dampen Global Expansion Commentary Neil Macker, CFA 04/18/16
IBM: Pullback Hasn’t Created Buying Opportunity Commentary Andrew Lange 04/18/16
Market Underappreciates Citigroup Commentary Jim Sinegal 04/15/16
Wells Breezes through Tough First Quarter Commentary Jim Sinegal 04/14/16
Bank of America Positioned for Consumer Rebound Commentary Jim Sinegal 04/14/16
Jain's Promotion Alters Berkshire Succession Debate Commentary Greggory Warren, CFA 04/12/16
New Fiduciary Rules More Lenient Than Expected Commentary Michael Wong, CFA, CPA 04/06/16
Allergan Still Undervalued as Likelihood of Pfizer Deal Fades Commentary Damien Conover, CFA 04/05/16
Apple Looks Undervalued as It Tunes Up Lineup Commentary Brian Colello, CPA 03/21/16
Investors Turn to Taxable-Bond, Commodity Funds in February Commentary Alina Lamy 03/20/16
Valeant's Disappointing Outlook Raises Default Fears Commentary Michael Waterhouse 03/15/16
Will Robo-Advice Replace Human Advisors? Commentary Hal Ratner 03/05/16
Signs of Progress at Undervalued Gap Commentary Bridget Weishaar 02/26/16
Don’t Count Out Weight Watchers Yet Commentary R.J. Hottovy, CFA 02/26/16
Coffina: Baidu Should Reject Insider Offer For Video Site Commentary Matthew Coffina, CFA 02/22/16
Despite Rocky Market, Few Surprises in January's Fund Flows Commentary Alina Lamy 02/20/16
Attractive Risk/Reward Opportunity in Wal-Mart Commentary Ken Perkins, CFA 02/18/16
Trading Away Pensions Commentary Aron Szapiro 02/14/16
Despite Headline Risk We Still See Value in Boeing Commentary Chris Higgins 02/12/16
The Force Is With Undervalued Disney Commentary Neil Macker, CFA 02/10/16
Unjustified Panic Creates Opportunities in U.S. Bank Stocks Commentary Jim Sinegal 02/09/16
Coke Still Has Room to Boost Profitability, But Shares Fairly Valued Commentary Adam Fleck, CFA 02/09/16
Still No Margin of Safety in LinkedIn Shares Commentary Neil Macker, CFA 02/05/16
Exxon Girds for Lower-for-Longer Oil Prices Commentary Allen Good, CFA 02/03/16
Long-Term Investors: Don't Write Off Chipotle Commentary R.J. Hottovy, CFA 02/03/16
BP's Dividend at Risk? Commentary Stephen Simko, CFA 02/02/16
Pfizer Looks Undervalued Commentary Damien Conover, CFA 02/02/16
Wide-Moat Alphabet Reports Mixed End to 2015 Commentary Neil Macker, CFA 02/01/16
Pullback in Amazon Shares Creates Buying Opportunity Commentary R.J. Hottovy, CFA 01/29/16
Microsoft’s Cloud Transition On Track Commentary Rodney Nelson 01/29/16
Apple Is Bruised but Not Rotten Commentary Brian Colello, CPA 01/26/16
Market Still Underestimates P&G Commentary Erin Lash, CFA 01/26/16
Steady Growth Supports J&J’s Wide Moat Commentary Damien Conover, CFA 01/26/16
Starbucks Shares Look Attractive Commentary R.J. Hottovy, CFA 01/22/16
American Express Turns to Cost-Cutting as Growth Slows Commentary Jim Sinegal 01/21/16
Netflix Grows Subscribers, but Shares Still Overvalued Commentary Neil Macker, CFA 01/20/16
Near Term Looks Tough, but Citigroup Stock Is Cheap Commentary Jim Sinegal 01/20/16
Wait for a Wider Margin of Safety on IBM Commentary Rick Summer, CFA, CPA 01/19/16