Commentary and analysis
Independent perspectives on companies, industries, investment sectors, and financial markets.
2015 has been another strong year for the stock of American Water Works (AWK). Year-to-date (through Dec. 18), it is up 11.7% on price and has delivered a 14.5% total return. By comparison, the S&P 500 is down…
Continue reading →Although the recovery in the Eurozone is underway, Greece has so far been left behind. Europe is growing now at an overall rate of 2% per year. Even the other peripheral countries that had been experiencing difficulties– Ireland,…
Continue reading →Author’s Note: Municipal bonds have been on my radar for some time, even though my focus has been on stocks and corporate bonds. I have attended the Massachusetts Investor Conference for the past four years, as a way to…
Continue reading →Campbell Soup (CPB) reported fiscal 2016 first quarter GAAP earnings of $0.62 per diluted share, compared with $0.78 in the comparable prior year period. Excluding special items, the company’s non-GAAP earnings were $0.95, compared with $0.78 last year.
Continue reading →Consolidated Water (CWCO) reported 2015 third quarter earnings of $0.12 per share, compared with $0.13 per share in the prior year comparable quarter. Revenues of $14.6 million, were down 14% from $17.0 million last year. Both earnings and…
Continue reading →The company reported a third quarter GAAP loss of $0.04 per share, much better than last year’s $0.12 loss. Adjusted (non-GAAP) EPS, which excludes (non-cash) stock-based compensation and merger-related costs was positive at $0.03, a reversal of last…
Continue reading →Consolidated Water reported net income attributable to stockholders of $2.23 million or 15 cents per share for the 2015 second quarter ended June 30. This was below last year’s $2.76 million or $0.19 per share and also a…
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