Comcast Posts Solid Performance Amid Strategic Concerns

Comcast (CMCSA) has become a difficult company and stock to analyze.  The latest quarterly earnings report indicates 2018 is off to a decent start but not without significant challenges that reinforce the long-term concerns about video subscriber losses and broadband competition.  Complicating matters further is the company’s offer to buy Sky, the dominant satellite TV […]

Sherwin Williams: Betting On The Long-Term Amid Short-Term Headwinds

Sherwin Williams (SHW) beat 1Q18 sales and profit expectations, but unexpectedly reduced 2018 consolidated earnings guidance from $19.05 to $18.65 reflecting new investments in an expanded partnership with Lowe’s. SHW expects to recoup the entire $0.40 2018 EPS impact in 2019, noting that the incremental investment would be accretive to sales and profits next year. […]