While the sell decision is usually one of the more “opaque” and uncertain decisions a portfolio manager can make, (and…
These used to be the Top 10 names by market cap in the SP 500. Procter & Gamble and Visa…
The SP 500 earnings yield has retreated again down to close to 5% at 5.20%. This level is always worrisome.…
Doug McMillon has done a great job focusing on Walmart on the e-commerce threat and opportunity, but over the long…
When Cisco nearly hit $60 per share in July, 2019, the 19% EPS growth generated in fiscal 2019 by the…