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Aflac Earnings, Q4 FY’12

By |2013-02-07T17:05:46-05:00February 7th, 2013|Stocks|

Aflac's earnings this week beat consensus estimates by a penny, $1.48 v 1.47, which equates to 2.1% growth .  The commentary centered around positive operating execution, small write-offs in the investment portfolio and on-going challenges with global currencies.  My sense is that the stock has reacted negatively to CEO comments which reiterated guidance but cautioned that success this year may [...]

Global Opportunities New Highs

By |2012-12-19T12:44:30-05:00December 19th, 2012|Markets, Stocks|

12 of the 27 stocks held in our Global Opportunities portfolio are trading at or near their 52 week highs: ABC, AFL, AMGN, BAM, BIIB, BK, CELG, DASTY, KMB, LXP, V and BHP I think that is pretty remarkable. Most of these stocks we've owned for some time (some of them for years) and we aren't momentum traders so this [...]

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