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Peloton Client Communication: A Timeline

For Peloton clients and friends eagerly anticipating the next installment our quarterly newsletter, the Peloton Position (surely everyone is!), the wait is almost over.  Our development of multiple client communication tools (including this blog) allowed us to rethink...

Hewlett-Packard (HPQ): CEO Hurd Out

Friday, Hewlett Packard announced the suddend and unexpected (forced) resignation of five-year CEO, Mark Hurd.  H-P's stock fell on the news due to the near-term leadership uncertainties.  Under Hurd's five years of stewardship at H-P, the company performed extremely...

Quality Not Quantity: Jobs Number Disappoints

Today, the Labor Department reported that the economy added 431,000 new jobs in May, exceeding the 290,000 jobs gained in April - apparent affirmation that the domestic recovery is building momentum.  Hold the phone, however, because virtually all (411,000) of those...

Missing the Point

Investors and politicians are missing the point.  With a sharp focus on the negative news surrounding Greece and the Euro currency, investors are indiscriminately selling stocks with fortress balance sheets and excellent growth outlooks.  We have been adamant that...

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