Spilled Milk
Today, WhiteWave Foods ($WWAV) made its public debut on the New York Stock Exchange. Although the stock’s opening hours saw little follow-thru from in its initial pricing, the sponsors of the stock...
View ArticleFrom “Worst” to First
For a start date in the role he was taking, Doug Parker probably couldn’t have picked a worse one. The airline known as “America Worst” was getting a new CEO and the date was September 1, 2001 – 10...
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Pharma – Does It Earn Excessive Returns?
The discussion in yesterday’s blog reminded me of an over-lunch debate between Terry Sullivan, Bloodhound’s CEO, and myself regarding the U.S. pharmaceutical industry. Terry’s belief is based in fact...
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Why Survivorship-bias Matters
What you don’t know can hurt you. There are 3,845 companies listed on U.S. stock exchanges today. Additionally, we follow another 679 companies listed on Canadian exchanges, for a total of just over...
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Delicate Balance of Gas Price/Refining Capacity
For many a year, gas prices in Minnesota have closely tracked the U.S. average, and occasionally has drifted below it for extended periods. However, one swift kick in the can (the gas can, that is),...
View ArticleS&P over the Years
The S&P 500 has to be one of the most quoted items in all of finance. A search on Google yields 132 million results. Everyone speaks of the S&P as a single asset; however, it isn’t. It’s...
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