The Perils of Investing Idol Worship: The Kraft Heinz Lessons!

On February 22, Kraft Heinz shocked investors with a trifecta of bad news in its earnings report: sub-par operating results, a mention of ac...

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January 2019 Data Update 9: The Pricing Game

In my last eight posts, I looked at aspects of corporate behavior from investments to financing to dividend policy, using the data that I co...

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January 2019 Data Update 8: Dividends and Buybacks - Fact and Fiction

In my series of data posts, I had always planned to get to dividends and buybacks, the two mechanisms that companies have for returning cash...

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January 2019 Data Update 7: Debt, neither poison nor nectar!

Debt is a hot button issue, viewed as destructive to businesses by some at one end of the spectrum and an easy value creator by some at the ...

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