McCormick (MKC) reported earnings earlier this week and the market wasn't to happy. The stock was down on Thursday - an up day - after reporting. It did recover a bit today. I read through the report and took a stab at a SWOT style review. [more]
Another in the series of stocks vs treasuries. This time, the stock team was pulled from S&P's Dividend Aristocrats index - stocks in the S&P 500 with at least a 25-year history of annual dividend raises. Then it was stocks against the 10-year T-note in a discounted cash flow model. I was a little surprised to see that only one utility, Con Ed (ED), was in the 51 stocks making up the index. Not surprising to learn consumer staples had more members than any other sector. [more]
Just found out there's a raise coming in Dec. [more]
The merits of QE3 are certainly debatable, but its initial impact on markets isn't. Six, count 'em six, stocks in my portfolio hit new 52-week highs on Thursday following the QE3 annoucement and then all six did it again on Friday. [more]
A few nuggets from last week's boring world of bonds in case anyone's interested.
As always, comments or questions welcome here or at the article.