Article Archive: Commentary

Title Collection Author Date
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
Break These Financial Habits in 2016 Commentary Susan Dziubinski 01/19/16
With Fixed Income, Active Might Be Better Commentary John McLaughlin, CFA 01/17/16
Wells Fargo's Balance Sheet Growth Sets the Stage for Higher Earnings Commentary Jim Sinegal 01/15/16
Headwinds Won't Rattle JPMorgan Commentary Jim Sinegal 01/14/16
Can Tactical Asset Allocation Work? Commentary Jeffrey Ptak, CFA 01/03/16
What It Takes to Succeed With Active Funds Commentary Jeffrey Ptak, CFA 01/02/16
Investors Still Hungry for International Equity Funds Commentary Alina Lamy 12/19/15
Rising Interest Rate Environment a Mixed Bag for Asset Managers Commentary Greggory Warren, CFA 12/15/15
Don't Expect Kinder Dividend to Bounce Back Soon Commentary Stephen Simko, CFA 12/09/15
The Appeal of Sustainable Investing Commentary Jon Hale 12/06/15
Allergan Buy Strengthens Undervalued Pfizer's Moat Commentary Damien Conover, CFA 11/23/15
Gap Presents Very Compelling Risk/Reward Opportunity Commentary Bridget Weishaar 11/19/15
Reversal of Fortune in Fund Flows Commentary Alina Lamy 11/19/15
Market Still Not Giving Wal-Mart Enough Credit Commentary Ken Perkins, CFA 11/17/15
3 Signs of a Safe Dividend Commentary Susan Dziubinski 11/17/15
Starwood Acquisition Strengthens Marriott's Brand Advantage Commentary Dan Wasiolek 11/16/15
Nordstrom Shares on Bargain Rack? Commentary Bridget Weishaar 11/13/15
Priceline Sell-Off a Good Buying Opportunity Commentary Dan Wasiolek 11/09/15
Heinz True Up Masks Lackluster Quarter for Berkshire Commentary Greggory Warren, CFA 11/06/15
Disney Shares Look Attractive Commentary Neil Macker, CFA 11/06/15
Lowering Our Outlook for Whole Foods Commentary Ken Perkins, CFA 11/05/15
Facebook: One of the Best Businesses in the Internet Sector Commentary Rick Summer, CFA, CPA 11/05/15
High Opportunity Cost for Activision Acquisition Commentary Neil Macker, CFA 11/04/15
The Real Driver of Tesla's Valuation Commentary David Whiston, CFA, CPA, CFE 11/03/15
What Looks 'Good and Cheap' Today? Commentary 11/03/15
Visa Pays Full Price for Visa Europe Commentary Jim Sinegal 11/02/15
Exxon Stands Aparts From Its Peers Commentary Allen Good, CFA 11/02/15
4 Reasons to Celebrate an Interest-Rate Hike Commentary 11/02/15
Lowering Valeant's Fair Value Estimate Commentary Michael Waterhouse 10/30/15
Solid Quarter for Wide-Moat LinkedIn: Shares Fairly Valued Commentary Rick Summer, CFA, CPA 10/30/15
Starbucks Shows One of the Widest Moats in Consumer Stocks Commentary R.J. Hottovy, CFA 10/30/15
Chevron: One of the Better Opportunities in Energy Commentary Allen Good, CFA 10/30/15
Twitter Struggles to Gain Altitude Commentary Rick Summer, CFA, CPA 10/28/15
Undervalued Apple Still Shines Commentary Brian Colello, CPA 10/27/15