Article Archive: Commentary

Title Collection Author Date
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
Microsoft Layoffs Don't Change Our Valuation of the Stock Commentary Norman Young 07/17/14
3 Reasons to Stay Bullish on eBay Commentary R.J. Hottovy, CFA 07/17/14
Legal Costs Continue to Weigh on Bank of America Commentary Jim Sinegal 07/16/14
Yahoo's 2Q Is Long on Promise, Short on Evidence for a Turnaround Commentary Rick Summer, CFA, CPA 07/16/14
Intel Reports Solid Second-Quarter Results; Shares Now Appear Overvalued Commentary Andy Ng 07/15/14
Apple's Deal With IBM Should Strengthen Its Narrow Moat Commentary Brian Colello, CPA 07/15/14
J&J's Strong 2Q Led by Pharmaceuticals Commentary Damien Conover, CFA 07/15/14
JPMorgan Performance Is Acceptable, but Not Exceptional Commentary Jim Sinegal 07/15/14
Where Is Japan Headed? Commentary Francisco Torralba, Ph.D., CFA 05/03/14
Where It Pays to Be an Active Fund Picker Commentary Lee Davidson 02/16/14
The Economic Implications of an Older World Commentary Paul Kaplan 02/15/14
Be Thankful for These 3 Stocks Commentary Jeremy Glaser 11/28/13
What Investors Were Researching in September Commentary Jeremy Glaser 10/13/13
The Good Guys Win Commentary Don Phillips 10/12/13
What Investors Were Researching in August Commentary Jeremy Glaser 09/08/13
What Price Advice? Commentary Don Phillips 08/31/13
3 Undervalued Dividend Payers Commentary Jeremy Glaser 08/18/13
Home-Court Advantage Commentary John Rekenthaler 08/17/13
3 Undervalued, Well-Managed Firms Commentary Jeremy Glaser 08/11/13