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Why Amazon Will Not Kill This Business

Tesco is a great example of how one should be very careful judging a company’s fundamental performance by looking solely at the performance of its stock. The company reported another great quarter with a lot of “increases”: total sales increased 4.3%; same stores increased 0.9%; store traffic increased (it has been increasing for many quarters […]

Bad News at Tesco Could Be Good News for Investors

Sir John Templeton, father of international investing, coined the term “points of maximum pessimism” — you want to buy when the news flow is horrible, because the bad news is likely to be more than priced into the stock. This is where I feel Tesco is today

Time to Buy Former Retailing Darling Tesco

Analyzing a company is like putting together a jigsaw puzzle that you bought at a garage sale — some pieces will always be missing. No matter how hard you try, you’ll never have a complete picture. But the beauty of investing is that to succeed you don’t need all the pieces, just enough to see […]