Published: February 08, 2013
That fact that a $30 billion market cap company with an admirable track record of success lowered its guidance twice within a few weeks raised a red flag. It shows the business has near-zero visibility and no control of its fate in its country of operation. To add insult to injury, the overly opt...
Published: September 05, 2012
There will be no highflying heroics in my idea. Just standing under the bucket consistently and reliably hitting three point layups. Yes, three point layups. Buying a great company at a fair price that will grow over time is a two point layup and a reliable and consistent path to investment succe...
Published: June 04, 2012
The stock has been dumped by investors because of its "perceived" exposure to Greece, where the company is headquartered. In reality, Greece represents a mere 6% of revenues and around 7% of income. The company has a very diversified portfolio of markets and whatever happens to Greece, CCH will c...