May 8, 2022Lululemon ($LULU) — a High Risk Choice for the RecessionIn the long term, I am bullish on this steady-growing, increasingly profitable company with an expanding moat. But a recessionary environment could pose huge short term threats. Revenue and Earnings: Past and Future As seen above, revenues have consistently grown at around 15% per year. While this is a strong…Investing5 min readInvesting5 min read
May 2, 2022Visa: One to Hold ForeverWith consistent sales and earnings growth, rapid dividend growth and secular growth trends in the coming decades, V is an obvious choice… but what about valuation? Revenue and Earnings Growth As we can see, Visa has consistently grown revenues at around 10% per year for the past decade, taking advantage…Dividend Investing5 min readDividend Investing5 min read
Apr 25, 2022Colgate-Palmolive: No Bite Left?Colgate-Palmolive ($CL) sits at a crossroads. With long-term avenues for growth, but limited short-run opportunities and a hefty debt load, is it worth holding? Income Statement As one might imagine, Colgate’s short-term growth opportunity is quite limited. Those segments of the population that can afford (and hopefully choose to) use…Value Investing5 min readValue Investing5 min read
Apr 21, 2022Evercore ($EVR) — Banking on Rapid Dividend GrowthWith a 10-year dividend growth CAGR of 13.6% and expanding profitability, Evercore is hanging near March 2020 P/E levels. Why? About Evercore From their 2021 10-K: “Evercore is the leading independent investment banking advisory firm in the world based on the dollar volume of announced worldwide merger and acquisition (“M&A”)…Dividend Stocks4 min readDividend Stocks4 min read
Apr 20, 2022Winnebago: Gaining Traction?Winnebago stock is down 22% year-to-date, but with secular growth trends on it’s side, is it undervalued? As most of us know, Winnebago sells RVs and trailers for those seeking to upgrade their outdoor adventures. As most of us also know, there has been a pandemic the last couple years…Winnebago4 min readWinnebago4 min read
Apr 19, 2022The Lovesac Company ($LOVE) — An Exciting NON-TECH Growth StockThe Lovesac Company (Ticker LOVE) presents a unique opportunity — to pick up a recently-profitable, fast-growing company in a boring industry. The company has two product lines, called “Sacs” and “Sactionals.” …Stocks3 min readStocks3 min read
