Blog
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...
Transocean Offshore (RIG): A Calculated Risk
The tragedy in the Gulf has decimated the stocks of the companies involved. Cumulatively, the three main players – BP, Transocean Offshore, and Halliburton – have lost $125 billion in market value since the Deepwater Horizon explosion. BP and RIG have each been...
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...