by Erik Kobayashi-Solomon | Jul 28, 2017 | Research
Zimmer Biomet announced second quarter earnings Thursday morning and we took the opportunity to look through the 1H17 results and compare our projections from December of last year to the…
by Erik Kobayashi-Solomon | Jul 26, 2017 | Research
A good idea takes time, and I am still mulling over what to do with a bearish Caterpillar investment that is…frustrating…at present. I will post a new Tear Sheet and…
by Erik Kobayashi-Solomon | Jul 25, 2017 | Research
Caterpillar announced second quarter earnings Tuesday morning and management raised its revenue growth and EPS guidance for the year. The stock is soaring now, and, from our perspective, is solidly…
by Erik Kobayashi-Solomon | Jul 23, 2017 | Research
GE announced second quarter earnings Friday morning and looking through the numbers, we see some encouraging things on the top-line but think that profitability may come in close to our…
by Erik Kobayashi-Solomon | Jul 21, 2017 | Research
This is the third article so far in a series showing the practical steps one can take to re-position a Salad Bar portfolio. You can see the progression of this…
by Erik Kobayashi-Solomon | Jul 20, 2017 | Research
Union Pacific announced second quarter earnings this morning and a brief look at the numbers encourages us in our bearish position. UNP’s actual results are tracking very closely to our…
