Notable Insider Buys and Sells Week Ending May 3, 2019 or Sell in May, Go Away

  Several new buys this week signaled a return to animal spirits for a small group.  The majority of corporate America beat the drum beat, sell in May, Go Away. The market marched to a new high…


Seeking Blue Revisit

We developed an investment thesis based on the discounted cash flow valuations of some of the most credit worthy companies in the S&P 500.  All of them blue chips, trading at substantial…


Blue Chip Is The New Alpha - Seeking Alpha

We loved this provocative article from Seeking Alpha, especially the quote from Alexander Graham Bell.  We may be biased though as we are also long JPM,K,MSFT, INTC, MCD, PG and BP and the author,…


Proctor & Gamble still worth $75 if they shrink revenues by 1% a year for next seven years

Looks like Bill Ackman has been following our blog and has seen the light with P & G.  The stock is up 6% since we first posted about it (many thanks to Mr. Ackman; up 4.3% so far today) and is…


Kellogg Rockets On Announced Purchase Of Pringles

Kellogg (K) shot up over 5% on news that the food manufacturer would take over Diamond Food's (DMND) failed deal with the chip company.  Kellogg will pay P&G almost 2.7 billion for  ownership of…


A race down the down-staircase

Read this excellent article that outlines the dynamics taking place in the market now.  When Domino Pizza stock doubles in the year the U.S. gets downgraded, market dynamics are at work. It's a race…