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Who’s a tech company, and who’s an advertiser?
If advertising comprises 72% of revenue for one company and 98% for another, how would you describe these corporations? You’d likely call them advertising companies. But these two “advertising companies” are Alphabet (NASDAQ: GOOGL) at 72% and Meta Platforms (NASDAQ: META) at 98%. They definitely don’t want to be identified by the biggest source of […]
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Keurig Dr Pepper: coffee that helps?
Keurig Dr Pepper (NASDAQ: KDP), the coffee and soft drink company, is performing well in a difficult environment. But it may face speed bumps ahead. The purveyor of Dr Pepper soda and Keurig coffee machines/pods has thrived thanks to innovation and a growing focus on premium water, energy and sports drinks. It has overcome tariffs, […]
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Progressive’s premiums outpace inflation
As insurance premiums have risen rapidly, beating inflation rates, companies such as home and auto insurer Progressive (NYSE: PGR) have reaped the rewards. Progressive remains the second-largest insurance company in the U.S. and has generated growth for several decades by insuring the homes, cars, and trucks of consumers. Car and home insurance rates continue to […]
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Equipment lending may not be sexy, but it’s quite profitable for United Rentals
In a stock market dominated by technology companies, it’s interesting to look at players in more old-school sectors. We’ve done that in recent weeks with analyses of everyone from pizza purveyor Dominos (NASDAQ: DPZ) to industrial conglomerate Honeywell (NASDAQ: HON). Now take a peak at 28-year-old United Rentals (NYSE: URI), the world’s biggest equipment rental […]
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Can Fluor flower with a spinoff?
When an activist investor takes a stake in a company, it usually has a litany of complaints. Often it accuses the target corporation of having troubled operations and an incompetent CEO. But that’s not how renowned activist investor Starboard Value is approaching Fluor (NYSE: FLR), a major player in engineering, procurement, construction, and project management […]
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Historical numbers can provide interesting surprises in investing, trading
Playing around with numbers gives you some interesting results in any field. Here are a few examples from finance. For those of you over 60, it may feel like the last 45 years have been in the best in stock-market history. After all, there were huge bull markets in the 1980s, the 1990s, not to […]
