Value Investing

Value Investing Articles

One key consideration for the year ahead is how DuPont responds to pressure from activist investors like Trian Fund Management’s Nelson Peltz to split the conglomerate into pieces.
Key considerations for the year ahead include how American Express will appeal to the market with mobile payments and whether it can expand its customer base.
One key consideration for the year ahead is that Exxon Mobil is under a major cloud due to hugely lower oil prices.
One key consideration for the year ahead for Chevron is the price of crude oil, which is currently trading at five-year lows.
A key consideration for the year ahead is how much it ends up costing Home Depot to deal with the massive data breach it reported in September of 2014.
One key consideration for the year ahead is Merck's acquisitions of Idenix and Cubist Pharmaceuticals to expand its product offerings
United Technologies' forward earnings multiple of 16 is not high compared to the broad market, but expected sales growth is not a great growth story.
When we ran the same analysis a year ago, analysts were looking for Procter & Gamble to rise by almost 7% in 2014, but it more than doubled that expectation.
McDonald’s remains in a very challenging business position, with its serious labor woes and sales trends that have been atrocious.
One key consideration for the year ahead is that Johnson & Johnson raised its dividends again and managed to have upside performance above what was expected.
Microsoft's newer operating systems required more souped-up PCs with much stronger processors, and Intel got to ride that gravy train in 2014.
One key consideration for the year ahead is that 3M was recently among the top dividend and buybacks that were too big to ignore.
IBM was the DJIA’s biggest loser of 2014. Is there a case to be made that IBM could become the magic turnaround Dow stock in 2015 or beyond?
The first thing to consider about General Electric in 2015 is that the GE of today is about to be vastly different from the GE that your parents were used to.
A new research report from Baird highlights the firm's top picks for 2015. We screened the Baird list, which is a very diverse and solid group of picks, for the momentum stocks they tout as top picks...