Before I forget about it or it becomes really old news, I wanted to just quickly say: Campbell’s Soup Company (CPB) is a total train wreck. Continue reading “Campbell’s: Soup to…Nuts?”
The Berkshire Annual Meeting was on Cinco de Mayo. If you were too busy with Margaritas and/or Mint Juleps, you can watch the recording here. Yahoo will also slice and dice it into audio only podcasts here (it is also available through other apps and has 2017 up right now).
I’m sure the meeting will be more ably dissected elsewhere. I did, however, want to quickly make a few observations and stick a pin in a company/industry to look at more closely in the future.
Some remarks on recent earnings (or non-earnings in the case of REITs) and other items of interest in the news follow. Continue reading “I’m Just Saying…I Bonds, Earnings, REITs, and CPG Bloodbath.”