Stocks
Drink Up This Must-Have Water Stock
Water is a precious resource that humans can’t live without. So it stands to reason that a diversified portfolio should contain a high-quality water stock. Read more
Johnson & Johnson Earnings Beat Estimates
It’s easy to be disappointed by second-quarter Johnson & Johnson earnings based on the headline numbers, but it’s important to look at the big picture. Read more
The Top 2 Obamacare Stocks
With the Supreme Court effectively upholding Obamacare in June, I’m reminded that Larry Robbins has been plugging Obamacare stocks for several years. Read more
Pentair: The Next Serial Acquirer?
After losing its public battle to break up DuPont, activist investor Trian Fund Management is trying a different tact with pump and valve maker Pentair. Read more
Curtain Is Lifted During Pepsi Earnings Call
Every once in a while, you get to see a different side of a company than you are used to. Such was the case with the second-quarter Pepsi earnings… Read more
Ride Out the Market’s Bumps With US Growth Stocks
The Greek debt crisis and the bloodbath in the Chinese stock market is opening up some interesting opportunities in U.S. growth stocks. Read more
Why I’m Not Buying the Top Media IPO in Years
Though little known to the general public, this could be the biggest media IPO we’ve seen in years, suggesting that broadcast media is still alive and well. Read more
Walgreens Earnings Reflect Boots Merger, Strong U.S. Sales
The fiscal third-quarter Walgreens earnings report, released Thursday, reflects both its robust U.S. same-store sales and growing international footprint. Read more
ConAgra Gives Up on Private-Label Food Business
Jana Partners is pushing ConAgra to make changes, and it might get its wish. ConAgra will reportedly sell Ralcorp Holdings, its private-label food business. Read more