United States
Prestige Consumer Healthcare – World Class Benchmarking
Prestige Consumer Healthcare Incorporated (PBH US): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 400 large Health Care companies worldwide.
Read MoreAllscripts Healthcare Solutions – World Class Benchmarking
Allscripts Healthcare Solutions Incorporated (MDRX US): Profitable Growth rank of 2 was up compared to the prior period’s 10th rank. This is World Class performance compared to 380 large Health Care companies worldwide.
Read MoreIngles Markets – World Class Benchmarking
Ingles Markets Incorporated (IMKTA US): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 580 large Cons. Staples companies worldwide.
Read MoreAndersons – World Class Benchmarking
Andersons Incorporated (ANDE US): Profitable Growth rank of 4 was up compared to the prior period’s 10th rank. This is above average performance compared to 580 large Cons. Staples companies worldwide.
Read MoreVerisign – World Class Benchmarking
Verisign Incorporated (VRSN US): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 710 large Info Tech companies worldwide.
Read MoreIs There a Price Bubble in the US?
I have been looking at inflation because we have a 25% weighting in commodities in one of my investment strategies. The inflation debate is critical because if I get it wrong and inflation starts slowing, I would expect that commodity position to fall. And if I get it right, then that commodity position will do well.
Read MoreInflation Uptick Could Make the US Stock Market Go a Bit Further
One of the biggest challenges an investor faces right now is what to do with the US stock market. It is expensive, but the US Government and the Fed seem willing to do anything to keep the market from crashing. My conclusion at this point is that I will ride the US market up a bit further.
Read MoreInvestors Feel Almost No Risk of Long-Term US Stock Market Downside
I asked in a poll, “What US S&P500 average annual return do you expect over the next 10 years?” At the most extremes, 18% expected greater than 10%, while only 7% said less than zero percent. The majority said from 5-10%. In fact, most people see strong positive returns going forward.
Read MoreSunPower – World Class Benchmarking
SunPower Corporation (SPWR US): Profitable Growth rank of 3 was up compared to the prior period’s 9th rank. This is above average performance compared to 640 large Info Tech companies worldwide.
Read MoreAeroVironment – World Class Benchmarking
AeroVironment Incorporated (AVAV US): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 1,440 medium Industrials companies worldwide.
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