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How to Find Stocks With Good, Predictable Capital Allocation http://www.gurufocus.com/news/491156/how-to-find-stocks-with-good-predictable-capital-allocation--------- Mar 10, 2017 - How to Find Stocks With Good, Predictable Capital Allocation, Stocks: OMC,LSE:WPP,XPAR:PUB,VLGEA,JJSF,ATVI,XSWX:UHRN,FOS, Warren Buffett, release date:Mar 10, 2017
Valuation Dashboard: Consumer Discretionary - Update http://seekingalpha.com/article/4052491-valuation-dashboard-consumer-discretionary-update?source=feed_all_articles Mar 07, 2017 - Valuation metrics in Consumer Discretionary.Evolution since last month.A list of stocks looking cheap in their industries.
Why Looking 5-–5 Years Into a Stock’s Future Makes the Most Sense http://www.gurufocus.com/news/489605/why-looking-515-years-into-a-stocks-future-makes-the-most-sense Mar 06, 2017 - Why Looking 5-15 Years Into a Stock’s Future Makes the Most Sense, Stocks: EGOV,HDG,OMC,BRK.B, release date:Mar 06, 2017
Why Businesses That Sell to Consumers Are the Most Durable http://www.gurufocus.com/news/489603/why-businesses-that-sell-to-consumers-are-the-most-durable Mar 06, 2017 - Why Businesses That Sell to Consumers Are the Most Durable, Stocks: COR,OMC,PYPL,FB,AAPL,USLM,WTW,BW,QLGC,KO,BLL,SO, Warren Buffett, release date:Mar 06, 2017
Valuation Dashboard: Consumer Discretionary - Update http://seekingalpha.com/article/3996187-valuation-dashboard-consumer-discretionary-update?source=feed_all_articles Aug 05, 2016 - 4 key fundamental factors across industries in the Consumer Discretionary sector. A valuation status relative to history. A reference for picking stocks in each industry.
Telefonica Brasil examining Brazil marketing for discrepancies http://seekingalpha.com/news/3195668-telefonica-brasil-examining-brazil-marketing-discrepancies?source=feed_news_all Jul 25, 2016 - In a Brazil threatened by an environment of business scandals, Telefonica Brasil (VIV -2.3%) is probing its own marketing division to see whether contracti
Omnicom Is Almost Generating More Free Cash Flow Than It Can Handle http://seekingalpha.com/article/3990864-omnicom-almost-generating-free-cash-flow-can-handle?source=feed_tag_long_ideas Jul 23, 2016 - Omnicom continued to generate a substantial amount of free cash flow in the first half of its financial year.I was hoping the company would simply repay a $1B bond, but it raised $1.4B in fresh debt t
Quarter 2 Earnings Heading In The Wrong Direction! Week One Review http://seekingalpha.com/article/3990825-quarter-2-earnings-heading-wrong-direction-week-one-review?source=feed_all_articles Jul 23, 2016 - The majority of companies are beating Wall Street expectations but most of the companies I follow are earning less than a year ago!Expectations are driving the market instead of fundamentals. Companie
Weitz Funds Comments on Omnicon Group http://www.gurufocus.com/news/429679/weitz-funds-comments-on-omnicon-group Jul 20, 2016 - Weitz Funds Comments on Omnicon Group, Stocks: OMC, Wallace Weitz, release date:Jul 20, 2016
Tracking Ruane, Cunniff, & Goldfarb's Portfolio - Q2 2016 Update http://seekingalpha.com/article/3989387-tracking-ruane-cunniff-and-goldfarbs-portfolio-q2-2016-update?source=feed_all_articles Jul 19, 2016 - Ruane, Cunniff, & Goldfarb’s 13F portfolio decreased from $12.87B to $10.50B. The number of positions decreased from 134 to 117. They almost eliminated several large positions including Valeant Pharma

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