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Introduction The outperformance of pharmaceutical company Eli Lilly and Company (LLY), due in large part to its diabetes and obesity franchise (Trulicity/dulaglutide and, more...
Investment Thesis The past month has been tumultuous for electric utility companies in Florida as they raced against time to manage the aftermath of...
Dear readers/followers, At least one reader contacted me in conjunction with my last article on Eastman Kodak (NYSE:KODK) and specifically, that I held a...
On September 22nd, the management team at McDonald’s (NYSE:MCD) made a surprise announcement that, for the first time in 30 years, McDonald’s will raise...
Dear readers/followers, Water Companies like American States Water (NYSE:AWR) are among the companies that unfortunately need to be repriced for this interest rate environment....
Shares of ConocoPhillips (NYSE:COP) have been on a strong run since July, alongside higher crude oil prices. Since I recommended buying shares last October,...
Introduction Houston-based Coterra Energy (CTRA) released its second quarter 2023 results on May 4, 2023. Note: I have followed CTRA quarterly since October 2017...
When Bristol Myers Squibb (NYSE:BMY) acquired Celgene for $74 billion dollars in November of 2019, it was a combination of two struggling companies each...