As cities across the U.S. embarked on huge marketing campaigns to attract “HQ2”, I couldn’t help but ask myself why Amazon was planning a second headquarters. Usually companies like coherence […]
The total return for the S&P500 year-to-date in mid-April is 16.6%. Truly fantastic performance for any year. Clearly, its hard to see whether the gains will continue. The long-term rate […]
Have you ever gotten in a brand new car when you called an Uber / Lyft and thought, “this is a nicer car than what I drive… how much do […]
Although there are no earnings updates or any particular newsworthy items on B&G Foods, I thought it would be a good time to update on the company as the stock […]
CorePoint had a nice run from my recent write-up in January, up 12.5%. Q4’18 earnings beat expectations too, reporting comparable RevPAR growth of 9.9% and adj. EBITDA was $30MM, 13% […]
Rounding out a tough year for Hudson, Q4’18 showed further pricing pressure for the company. Based on mgmt commentary, pricing was ~$10.5/lbs for its benchmark product, down from ~$14.5/lbs in […]
Several pieces of news for the Univar and Nexeo… and the warrants. First, the acquisition closed on the 27th. Because Univar closed above ~$22/share, there is no reduction in the […]
The million dollar question 10 years into an expansion like this is, “When is the next recession?” We have heard pundit after pundit claim that 2012 was the top. No […]
B&G reported Q4’18 EBITDA of $59MM compared to $69MM in the prior year. While this was partially impacted by the sale of Pirate Brands to Hershey, it was still a […]
Kraft Heinz had a rough day, to say the least. Let’s briefly recap: The company’s EBITDA of $1,699MM missed estimates by ~11% (consensus was $1,906MM) Their new 2019 outlook called […]