November 10, 2004 – TheStreet.com: Street Insight Consumers have carried the U.S. economy on their backs for a long time, but lately they are showing signs of fatigue. Consumers’ response to higher food prices shows how frail they really are. Food distributor Sysco (SYY), which reported 5.9% food inflation in the latest quarter, has [...]
November 7, 2004 – RealMoney.com Values are a very rare occurrence in this market unless an investor is willing to go down on the quality curve. In the quest for value, we seek gems that have collected the dust of confusion and misunderstanding. A Dusty Gem IMS Health (IMS) is one such gem. On the [...]
November 5, 2004 – TheStreet.com: Street Insight Predictability of revenue and earnings along with a likely dividend increase make BDX an appealing investment. It is hard not to be impressed with Becton, Dickinson (BDX) and its management. The company is producing consistent organic growth in both the top line and bottom line through innovation. It [...]