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Tag: thesis
Significant Growth And Penchant Of Rewarding Shareholders Earn General Mills A Bullish Thesis
2015-07-10 04:28:14| Food - Topix.net
Constant efforts to pull out excess cost out of GIS's operations will continue growing its profitability margins and earnings base. I reaffirm my bullish stance on General Mills .
Tags: general
significant
growth
earn
Significant Growth And Penchant Of Rewarding Shareholders Earn General Mills A Bullish Thesis
2015-07-10 02:58:53| Agriculture - Topix.net
Constant efforts to pull out excess cost out of GIS's operations will continue growing its profitability margins and earnings base. I reaffirm my bullish stance on General Mills .
Tags: general
significant
growth
earn
Tiffany & Co. Thesis Remains Unchanged
2015-06-01 12:04:16| Jewelry - Topix.net
Since I last wrote about Tiffany & Co., shares of the business have popped up nicely, even after I cautioned that they appeared expensive. After reporting a poor quarter that beat expectations, my thesis that shares are pricey and that upside may be limited still holds.
Tags: remains
thesis
unchanged
tiffany
Strong Future Revenue And Earnings Growth Earn CVS Health A Bullish Thesis
2015-05-30 02:26:04| Biotech - Topix.net
I have a bullish stance on CVS Health ; the company carried its strong financial growth momentum into 2015 and delivered healthy results for 1Q'15. Its growth efforts, such as augmentation of specialty pharmacy business and regular store growth, have been positively affecting its top and bottom-line numbers.
Tags: health
future
strong
growth
Did Intel Destroy The 'Windows 10 Pent-Up Demand' Thesis?
2015-05-27 02:33:28| Semiconductors - Topix.net
Micron is shifting supply away from PCs and more toward the mobile market where it may face stiff competition from Samsung. A familiar narrative is that the release of Windows 10 will spur PC sales.
Tags: windows
demand
intel
thesis