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July 2009



Thoughts on Cintas

July 29, 2009 – Comments (0) | RELATED TICKERS: CTAS

Late last year, I picked Cintas and heartily recommended it as one of my top picks. Cintas is one of the best-known providers of uniform rental services. It has a number of related businesses as well. As you can see, a number of posters didn't think my recommendation was on-base.  [more]



Is Fuel Tech on the right track?

July 23, 2009 – Comments (0) | RELATED TICKERS: FTEK

Intuitive Surgical demonstrated continued sales growth today in an adverse economic environment. The stock has popped 20+%. I bought a starter position around $100 a share - I believed that ISRG was early on the growth runway and that there was likely to be a value proposition for its technology. I obviously wish I'd bought more.  [more]



MLP comments: Enterprise GP, Teppco and Enterprise, Kinder

July 03, 2009 – Comments (1) | RELATED TICKERS: TPP.DL2 , KMP.DL , ETE

Teppco and Enterprise were in the news this week, as Teppco finally agreed to be bought out by Enterprise. My take is that Enterprise GP holdings will have the same assets it has today. It will have eliminated the costs associated with Teppco being an independent entity. I think they paid about a fair price. It was a good move on Dan Duncan's part - not spectacular, but pretty good.  [more]



Just checked, Realty Income gets 4.5 stars for predictability in Gurufocus

July 03, 2009 – Comments (3) | RELATED TICKERS: O

Gurufocus has a methodology that ranks stocks by the predictability of their EPS growth over (I think) 10 years. On a whim, I was browsing the site, and I checked Realty Income (O), one of my favorite stocks. The predictability rating was 4.5 stars.  [more]

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