Jan 31, 2020 by Jon YounkmanIBM Returns To Revenue Growth, But Is It Sustainable?Six months post the Red Hat acquisition, was the $34 billion well spent?
Dec 31, 2019 by Jon YounkmanNear Historic Lows, Is Macy's Stock A Present For Investors Or Just Coal?There’s a 75%-off sale on Macy’s stock. Is this a going out of business sale?
Dec 16, 2019 by Jon YounkmanBristol-Myers Placed A Big Bet On Celgene’s Pipeline. Will It Pay Off For Investors?Will this pharmaceutical giant be able to grow through Celgene’s patent cliff? Perhaps not, but it's still worth an investment.
Dec 16, 2019 by Jon YounkmanIs AbbVie’s Dividend Capable Of Long-Term Growth?This pharmaceutical giant is a victim of its own success. Will an $86 billion acquisition stave off its impending patent cliff?
Nov 25, 2019 by Jon YounkmanIs Cisco Systems Still On The Right Route?The networking gear giant released disappointing guidance. Is this weak outlook an industry phenomenon or is it more company-specific?
Nov 25, 2019 by Jon YounkmanIBM Has Its Head In The CloudsIs the recent closing of the Red Hat acquisition reaccelerating Big Blue’s growth?
Nov 25, 2019 by Jon YounkmanLooking Through The Smoke To Altria’s FutureAltria remains strong despite tobacco industry transformation.
Nov 18, 2019 by Jon YounkmanThis Wireless Carrier Is T’d Up for GrowthAT&T's latest earnings report and the unveiling of HBO Max should reassure investors this behemoth is heading in the right direction.
Nov 12, 2019 by Jon YounkmanAltria Has a Juul in the RoughThe hysteria surrounding the vaping industry has neared its apogee and the overreaction will soon correct itself.
Nov 5, 2019 by Jon YounkmanWith the Altria Deal Dead, the Smoke Is Clearing at Philip MorrisThe potential merger between cigarette makers has been called off. So how does Philip Morris stand alone as an investment?
