The company has messed up badly, but I think this is now a splendid opportunity to buy one of the premier stocks of the next decade.
Yearly Archives: 2011
1060 posts
The well-documented missteps at Hewlett Packard provided us with what we feel is an opportunity to buy shares in a company that remains competitive in most of its business lines, generates a lot of free cash flow, and has a sterling balance sheet.
PetSmart (PETM) remains strong as Americans resist cutting back their purchases for Fido during any recession.
Being greedy when others are fearful may be wise, but it doesn’t come easy. It is not human nature.
In a rare public appearance by Eddie Lampert, the famed hedge fund manager clashes with Larry Summers over the value of long-term investing and thinking.
Neither the earnings discussion nor the possibility of a hard landing in China have found their way into mainstream media yet, which is concerning.
Bob Gay is founder of Global Equity Analytics and Research Services [GEARS]. He manages 4 investment models on Covestor.
Lewis finds at the heart of the economic crisis nothing less than a moral and intellectual breakdown from the very beacons of western civilization.