Jul 7, 2014 by Anh HOANG4 Reasons to Buy Bed Bath & BeyondBed Bath & Beyond could fit well in a long-term investors' portfolios; its valuation is less than half of its peer, William-Sonoma.
Mar 28, 2014 by Anh HOANGIs Nike a Good Buy Now?Nike seems a bit risky with its high valuation and upcoming currency exchange headwinds. It's much more expensive than smaller peers Finish Line and Foot Locker.
Mar 19, 2014 by Anh HOANGIs Liberty Global a Good Long-Term Buy?Liberty Global could be a good long-term buy. It will advance much higher as it consolidates Virgin Media and Ziggo. Liberty Media, another John Malone company, is also a good pick as well.
Mar 11, 2014 by Anh HOANG4 Reasons Why Coca-Cola Could Reach Its 2020 VisionCoca-Cola could realize its 2020 Vision, party by partnering/investing in Green Mountain Coffee Roasters.
Mar 4, 2014 by Anh HOANG5 System-Strategic Initiatives Will Drive Coca-Cola ForwardCoca-Cola has been executing five system-strategic initiatives so it can deliver more business growth and achieve its 2020 Vision. Although the market has given the company a higher valuation than PepsiCo and Dr. Pepper Snapple, it could still be a great long-term dividend play.
Feb 28, 2014 by Anh HOANGA Closer Look at Coca-Cola's and PepsiCo's Total Cash ReturnsCoca-Cola and PepsiCo offer juicy cash-return yields to shareholders, but it's the new partnership with Green Mountain Coffee Roasters that could help make Coca-Cola a better investment.
Feb 24, 2014 by Anh HOANGIncome Investors Would Love Coca-Cola NowCoca-Cola provides a stable and juicy cash return yield to investors. PepsiCo and Dr Pepper Snapple are also committed to returning cash to shareholders via share buybacks and dividend yields.
Feb 24, 2014 by Anh HOANGIs WhiteWave a Good Buy After Its Strong Fourth-Quarter Results?WhiteWave could deliver good returns to investors with its recent acquisition of Earthbound Farms. However, it is still more expensive for the growth it offers than Dean Foods and Post Holdings.
Feb 22, 2014 by Anh HOANGHow the Deal Between Coca-Cola and Green Mountain Coffee Roasters Affects SodaStreamSodaStream could actually benefit from the Coca-Cola/Green Mountain deal. At the current price, investors could benefit greatly from SodaStream's high growth.
Feb 10, 2014 by Anh HOANG4 Strategic Initiatives Will Drive Cabela's Business ForwardCabela's has the lowest valuation when growth is factored in. Urban Outfitters and Dick's Sporting Goods have higher PEG valuations with lower expected earnings growth.
Feb 10, 2014 by Anh HOANGBob Evans Farms Could Enhance Shareholder Value With a Business RestructuringBob Evans Farms could enhance shareholder value by divesting its BEF Foods business, the proposal which was urged by activist investors. Other hedge funds also turned active, putting pressure to restructure on peers including Darden Restaurants and Cracker Barrel Old Country Store.
Feb 9, 2014 by Anh HOANGIs Colgate-Palmolive a Good Pick for the Long Run?Colgate-Palmolive continues to add market share in the manual toothbrush and mouthwash segments. Like Unilever and Procter & Gamble, the company focuses on cost-saving initiatives to drive the bottom line.
Feb 7, 2014 by Anh HOANGThe Big Upside Potential for This Insurance StockComparing MetLife to competitors like AIG suggests a 30% upside. The stock also pays a decent 2.3% dividend yield to shareholders.
Feb 6, 2014 by Anh HOANGWyndham Worldwide Seems to be Attractive at This ValuationWyndham Worldwide has the lowest valuation and highest dividends compared to its peers including Hilton and Marriott. In a long run, it could deliver good return to its shareholders.
Feb 6, 2014 by Anh HOANGRalph Lauren's 3 Pillars of Growth Will Drive the Business ForwardRalph Lauren should focus on these three pillars of growth to deliver more shareholder value.
Feb 5, 2014 by Anh HOANGNordstrom Is a Decent Pick for Long-Term Income InvestorsNordstrom is really a good pick for long-term income investors, as it offers the highest return on equity and dividend yield compared to its peers Macy's and Dillard's.
Feb 4, 2014 by Anh HOANGThese Key Growth Initiatives Will Drive Chipotle Mexican GrillChipotle Mexican Grill is suitable for growth investors, while McDonald's and Yum! Brands, with their decent dividend yields, could fit well in income investors' portfolio
Jan 30, 2014 by Anh HOANGProcter & Gamble Has the Potential for Higher Operating EfficienciesProcter & Gamble will enhance shareholder value with its ongoing cost savings. Unilever and Colgate-Palmolive also use cost-saving initiatives to improve their overall profitability.
Jan 28, 2014 by Anh HOANGIs the Beam Acquisition Too Expensive?Beam seems to be highly valued by Suntory. It has a much higher valuation compared to its peers, including Diageo and Brown-Forman--but is it too expensive?
Jan 27, 2014 by Anh HOANGThe Indian Market Could Drive Huge Growth for Unilever, P&G, and Colgate-PalmoliveUnilever, Colgate-Palmolive and P&G consider India one of their main future growth sources.