Category archive for ‘Stock Selection’ 
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Investment case for Lockheed Martin (LMT) as of 9/26/2009
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Investment case for EMC Corp (EMC) as of 9/19/2009
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Our Model Portfolios – Performance as of 7/11/2009
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Branded Food: General Mills (GIS|Buy), Heinz (HNZ|Buy) and Campbell's (CPB|Sell)
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Beverages: Initiating coverage on Pepsi (Buy) and Coke (Hold)
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S&P 500 “Top 90″ Performance and Valuation as of May 30, 2009
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Introducing HISTVAL(TM) Valuation Model – Pepsi (PEP) Example
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Sum-of-parts Valuation of General Electric (GE) (3/29/2009)
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S&P 500 "Top 90" Performance and Valuation as of March 7, 2009