April 28, 2004 – TheStreet.com: Street Insight The most recent Barron’s contains a favorable article about Colgate by senior editor Jacqueline Doherty. The gist of the article is that Colgate is cheap, its recent quarter sub-par earnings growth just a short-term setback, and it should return to its long-term growth target of 11% next year. [...]
April 28, 2004 | Posted in Stock Analysis | Read More »
April 1, 2004 – TheStreet.com: Street Insight We look at risk differently than most investors do. Rather than considering risk to be volatility or beta, we distinguish between “observed†risk and “hidden†risk. Hidden risk is not much different from observed risk – except it has not yet surfaced. Yogi Berra put it very eloquently: [...]
April 1, 2004 | Posted in Stock Analysis | Read More »
