Posted on 8/6/19
McCormick: Pay For Quality
Summary McCormick is the undisputed global seasonings and spices leader with operations characterized by profitability.The Company is trading at a well-deserved premium.We recommend buying this quality . . .
Posted on 8/5/19
Teladoc Continues To Execute And Is Still A Strong Buy
SummaryTeladoc reported yet another quarter of solid results.The report included busy pipeline, increased utilization, and solid growth. We view the results as an indication of Teladoc's . . .
Posted on 7/25/19
Celanese: A High Quality Name Trading Below What It Deserves
SummaryCelanese is a diversified chemicals leader.Its operations are characterized by favorable financials and its industries by high barriers to entry.The management has an excellent track record . . .
Posted on 6/13/19
Buy Goldman Sachs: Hidden Growth With An Attractive Valuation Offering Best In Class Risk/Reward
Investment ThesisWe believe that Goldman Sachs provides an asymmetric risk / reward to with a low relative valuation, excellent financials and growth optionality, which is a . . .
Dallas
