Monthly Archives: December 2018

Dow Theory: December 2018

Our May 10, 2018 posting says all that we need to say.  At the time, we said the following: Continue reading

Transaction Alert

The NLO team executed the following transaction(s): Continue reading

Chart of the Day: Sharing Economy Intl.

According to Yahoo!Finance, “Sharing Economy International Inc., through its subsidiaries, manufactures and sells textile dyeing and finishing machines in the People's Republic of China.”

image

The Study of Failure

“In a letter to employees, Max Hopper, American Airlines Information Services chief, wrote: ‘Some people who have been part of CONFIRM management did not disclose the true status of the project in a timely manner. This has created more difficult problems--of both business ethics and finance--than would have existed if those people had come forward with accurate information. Honesty is an imperative in our business--it is an ethical and technical imperatives.’ Apparently, the clients were misled into continuing to invest in an operation plagued with problems in database, decision-support, and integration technologies (Oz, Effy. "When professional standards are lax: the CONFIRM failure and its lessons." Communications of the ACM, Oct. 1994, p. 29+. Academic OneFile, http://link.galegroup.com/apps/doc/A16385614/AONE?u=sfpl_main&sid=AONE&xid=f8fbc171. Accessed 10 Dec. 2018.).”

AptarGroup 10-Year Targets

Below are the valuation targets for AptarGroup (ATR) for the next 10 years. Continue reading

Artesian Resources 10-Year Targets

Below are the valuation targets for Artesian Resources (ARTNA) for the next 10 years. Continue reading

Chart of the Day: Remark Holdings

According to Yahoo!Finance, “Remark Holdings, Inc., a technology company, focuses on the development and deployment of artificial intelligence-based solutions for businesses in various industries worldwide. The company operates KanKan, a social media data intelligence platform. It also owns and operates various digital media properties that deliver content in various verticals, such as travel and entertainment, young adult lifestyle, and personal finance. The company was formerly known as Remark Media, Inc. and changed its name to Remark Holdings, Inc. in April 2017. Remark Holdings, Inc. was founded in 2006 and is headquartered in Las Vegas, Nevada.”

image

The Study of Failure

“In my view, the Secretary of State, should not, as a general rule, go abroad on a serious negotiation unless the odds are heavily in his favor. Since in diplomacy the margins of decisions are narrow, the psychological element can be of great consequence. A reputation for success tends to be self-fulfilling. Equally, failure feeds on itself: A Secretary of State who undertakes too many journeys that lead nowhere depreciates his coin, And it is dangerous to rely on personality or negotiating skill to break deadlocks; they cannot redeem the shortcomings of an ill-considered strategy (Jones, Frank Leith. "Haig's 'Waterloo': lessons from a failure in international mediation." International Journal on World Peace, vol. 30, no. 3, 2013, p. 7+. Academic OneFile, http://link.galegroup.com/apps/doc/A344207024/AONE?u=sfpl_main&sid=AONE&xid=ea4391e1. Accessed 10 Dec. 2018.).”

AmeriGas Partners 10-Year Targets

Below are the valuation targets for AmeriGas Partners (APU) for the next 10 years. Continue reading

The Andersons Inc. 10-Year Targets

Below are the valuation targets for The Andersons Inc. (ANDE) for the next 10 years. Continue reading

Ameriprise Financial 10-Year Targets

Below are the valuation targets for Ameriprise Financial (AMP) for the next 10 years. Continue reading

Assurant Inc. 10-Year Targets

Below are the valuation targets for Assurant Inc. (AIZ) for the next 10 years. Continue reading

American Equity Investment Life Holdings 10-Year Targets

Below are the valuation targets for American Equity Life Holdings (AEL) for the next 10 years. Continue reading

AmerisourceBergen 10-Year Targets

Below are the valuation targets for AmerisourceBergen (ABC) for the next 10 years. Continue reading

Chart of the Day: Netshoes Limited

According to Yahoo!Finance, “Netshoes (Cayman) Limited, through its subsidiaries, operates as a sports and lifestyle online retailer in Brazil and internationally.”

image

The Study of Failure

“The IVEX Dam (Chagrin River, northeastern Ohio) failed catastrophically on 13 August 1994, releasing 38,000 [m.sup.3] (about 10 million gallons) of impounded water and sediment. This event was triggered by a 70-year rainfall event (13.54 cm of rainfall within 24-hours), resulting in flows 1.9 m above the top of the spillway and impinging on the top of the dam. The failure was the result of seepage piping at the toe of the dam, near the masonry spillway-earthen dam contact (EVANS, JAMES E., et al. "Lessons from a Dam Failure(1)." The Ohio Journal of Science, vol. 100, no. 5, 2000, p. 121. Academic OneFile, http://link.galegroup.com/apps/doc/A70361051/AONE?u=sfpl_main&sid=AONE&xid=cda9edfc. Accessed 10 Dec. 2018.).

H.B. Fuller 10-Year Targets

Below are the valuation targets for H.B. Fuller Company (FUL) for the next 10 years. Continue reading

Sensient Technologies 10-Year Targets

Below are the valuation targets for Sensient Technologies Corp. (SXT) for the next 10 years. Continue reading