Is Monster Beverage a Value Investment?

Buffett loves to invest in “toll-booth companies;” such as Coke and Pepsi, that control the gateway to an industry. A gateway company does not have to worry about next-generation competitors; because it can simply charge them a toll, if they want to sell through its market channels.

Read more

Is UPS Making Money?

Currently, I’m leery of both UPS and FedEx because of the danger they are in, in a changing retail market. Threats to these companies abound from both new businesses and new technologies.

Read more

Does Intuit Make Money?

The Republicans efforts at “tax reform” are likely to make the tax code even more confusing and cumbersome, creating more demand for Intuit’s tax-preparation software. That means Intuit will end up selling more copies of Turbo Tax and Quick Books next year.

Read more

Is Kansas City Southern on Track to Stock Market Catastrophe?

Those who doubt that American stocks might be in a potentially catastrophic bubble need to take a look at the Kansas City Southern (NYSE: KSU). The railroad makes little money, yet its stock is dangerously overpriced.

Read more

Waste Management, is Garbage the Ultimate Value Investment?

Okay, the elevator pitch for Waste Management sounds good, but does it make money? Yes, it does, but it has a hard time keeping that money.

Read more

Wells Fargo and the Future of Monster Banking

The potential challenges Wells Fargo faces are vast. The greatest of these is falling revenues, which probably reflects the growing implosion of the mortgage market.

Read more

Bank of America Has Turned Around

That indicates Bank of America’s current operations might be unsustainable. It may need to cut back on some activities or close a lot of branches just to survive. A big problem here is that brick and mortar bank branches might no longer be profitable. Perhaps they should be closed and replaced with automatic teller machines.

Read more

Can Barnes & Noble be saved??

Nordstrom has demonstrated that retailers like Barnes & Noble might have more value than many people think. Unfortunately, that value is not presently being exploited in any sort of meaningful way. Barnes & Noble is doomed without an acquisition or a radical change in business plan.

Read more

Is Income Inequality Profitable at Rent-A-Center?

Income inequality should be a blessing for companies like Rent-A-Center because it should provide them with more customers. Unfortunately, that does not seem to be the case because Rent-A-Center’s revenues are in free-fall.

Read more

Is Equifax Making Money?

Equifax has all the characteristics of a neat-little value investment, save one; it is grossly overpriced. My take is that EFX is still overpriced at $94.47 a share and it will drop a lot further.

Read more