Recent Articles
France Needs Hollande to Keep His Word on Economic ‘Offensive’
May. 20, 2013, 10:47 am EDT – As France enters a triple-dip recession and the German economic engine stalls, is there any hope left for the eurozone? More
Marijuana Stocks: None of Tobacco’s Sinful Qualities … Just Smoke
May. 14, 2013, 8:28 am EDT – The likes of Medical Marijuana Inc. and Cannabis Science are speculative plays without any of the same benefits of Big Tobacco. More
Cautious Optimism Is the Latest News From Europe
May. 9, 2013, 8:00 am EDT – Europe is slowly coming back from the brink, and our analysis shows why the governments might finally be on the right track More
What Is Buffett up to With DaVita?
May. 8, 2013, 10:00 am EDT – Berkshire Hathaway has a major investment in healthcare provider DaVita, and I can see why: stable growth and strong cashflow combined with a must-have product. More
Microsoft Will Survive Its ‘New Coke’ Moment
May. 7, 2013, 1:21 pm EDT – Why do I love Microsoft? Because it can absorb a massive fundamental screw-up like its Windows 8 mea culpa and still keep plugging along. More
Don’t Chase Visa or MasterCard Any Higher
May. 3, 2013, 12:49 pm EDT – The growth in credit cards is impressive and the profit margins are so high as to be absurd, but it's still not worth overpaying for V and MA given the rate of change in this space. More
Warren Buffett’s Biggest Mistake
Apr. 30, 2013, 1:29 pm EDT – Warren Buffett has a reputation for being open about his strategies, successes and failures. But his worst investment might surprise you. More
Can E-Cigarettes Relight Big Tobacco?
Apr. 30, 2013, 8:20 am EDT – E-cigarettes are hailed by some as the potential savior of Big Tobacco, but it's possible they'll be unable to offset slowing cigarette sales ... or worse, they might speed up tobacco's long-term decline. More
VIDEO: The New Vice Stocks
Apr. 25, 2013, 7:00 am EDT – Soda and cigarettes might seem worlds apart, but soft drinks are increasingly being eyed by regulators, and growth is already slowing. More
Coca-Cola Is the New Tobacco
Apr. 24, 2013, 9:10 am EDT – No one will confuse the sugary taste of cola and a cigarette drag, but from an investment standpoint, these products' makers are becoming increasingly similar. More
