“[POOL] I can’t ignore it’s valuation anymore”

by Marketing | Dec 24, 2022 | Market Notes, Media Notes

Three Stock Lunch: CHEMED, Pool Corp. and Fidelity National     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only...

“Doing a great job managing expectations is really the first step for a stock and company to regain their credibility”

by Marketing | Dec 9, 2022 | Market Notes, Media Notes

Three Stock Lunch: DocuSign, Lululemon and Broadcom     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and the...

“These numbers are in the past; you really have to start focusing on the future”

by Marketing | Aug 19, 2022 | Market Notes, Media Notes

Three Stock Lunch: Cisco, Walgreens Boot Alliance and Verizon     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...

“Multiples can expand because they are great at cost cutting initiatives”

by Marketing | Jul 29, 2022 | Market Notes, Media Notes

Three Stock Lunch: Broadcom, Cirrus Logic and Skyworks     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and...

“Verizon looks pretty, pretty, pretty good”

by Marketing | May 20, 2022 | Market Notes, Media Notes

Three Stock Lunch: JP Morgan, Verizon, and Novartis Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and the opinions,...