From the man who at the end of March emailed me and said “I am all in” ……..what a call.
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From the man who at the end of March emailed me and said “I am all in” ……..what a call.
We have referenced this chart in the past and it bear looking at again. It is from Dow Chemical’s (DOW) earnings presentation today
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Phillip Morris International Reports
Strong Q. Increasing dividend, $1.5B in share repurchases, 18% eps growth (ex currency) and full year forecast raised.
Keys: Sales up, Volume up, Price up, Costs down $3.5B and the Operating Rate rose to 78%. The bad news? This is a global, not a US story. That matters if you are using Dow for a proxy…
Must see….
Must see….
This is a very entertaining read…
Talking about the market and a recent buy…
News from Washington today can only be encouraging…for a change.
News from Washington today can only be encouraging…for a change.
Every time I listen to Compass Diversified’s (CODI) CEO I like him more….he is a patient guy. For those not familiar, here is why we bought. (Hit the tag for all posts on the company)
Every time I listen to Compass Diversified’s (CODI) CEO I like him more….he is a patient guy. For those not familiar, here is why we bought. (Hit the tag for all posts on the company)
We first posted this about a year ago, but since we have been talking so much about him recently, it is worth another look.
I can’t stress the importance of this enough, especially today. Credit/Debt markets are changed for several years to come and perhaps permanently. The strength of a company’s balance sheet is going to become of a primary importance as we go forward.