50 Stocks Portfolio member Middleby just keeps on cookin’
Most of the time when I look at Middleby's (MIDD) I focus on earnings growth from organic sources (which in turn means I look at the fortunes of the restaurant sectors that buy cooking equipment from Middleby) and from acquisitions. Middleby's business model says...
Notes You Need for December 4: Auto sales, restaurant stocks, CVS, Macao gaming, U.S. oil rig count
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A typical blog post resembles this one from today: “11:20 a.m.: Wall Street isn’t nearly so positive on CVS Health’s  (CVS) $69 billion bid to acquire Aetna (AET) now that it has seen how the company plans to pay for the buy. CVS plans to issue $44.8 billion in new debt and $21 billion in new equity in addition to using $4.1 billion of cash on hand. Shares of CVS are down 5.2%.”
Middleby disappoints the buy-on-the-dippers without a blow out quarter
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Middleby almost never gives investors a buying opportunity–but we might get a dip on August 7 earnings
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
Does Yum! Brands have a China problem–or just an issue with its chicken suppliers?
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Growth momentum favorite Chipotle Mexican Grill disappoints for the quarter (although not on earnings) and signals slower growth for the second half as well
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Download Jim’s eBook for Free
