Jessica McCann

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  • Will PepsiCo Merge With Mondelez?

    By Jessica McCann - August 1, 2013 | Tickers: KO, MDLZ, PEP

    Activist investor Nelson Peltz, who owns significant stakes in soft-drink maker PepsiCo (NYSE: PEP) and snacks giant Mondelez International (NASDAQ: MDLZ), recently went public with his suggestion that PepsiCo should acquire crackers and sweet snacks giant Mondelez for $35 to $38 a share (roughly $67.8 billion) in an all-stock swap.

    So, should Mondelez owners be getting excited? Maybe. Peltz has plenty of experience in revamping food and beverage companies more »

  • 5 Reasons Why the Bears Are Wrong About Berkshire Hathaway

    By Jessica McCann - July 28, 2013 | Tickers: BRK-B, BRK-A, CBI, DVA

    Berkshire Hathaway's (NYSE: BRK-A) (NYSE: BRK-B) growth over the last year would be impressive, at least, if you ignored the upward drift of the Dow Jones Industrial Average. However, taken together with the massive run up in the rest of the market, Berkshire's prospects look less rosy. In fact, Berkshire-favored stocks like DaVita HealthCare Partners (NYSE: DVA) and Chicago Bridge & Iron (NYSE: CBI) have given back most of more »

  • Insiders Are Buying These 4 Financial Stocks Hand Over Fist

    By Jessica McCann - July 26, 2013 | Tickers: AIG, BXMT, ECPG, HLSS

    Having an edge in the markets is all about access to information, which is why market participants pay close attention to insider transactions. After all, who's in a better position to know what a company's future prospects are than the people who run the company? 

    What investors often forget is that not every insider transaction is a market signal. Directors, officers and CEOs are people, too. Executives may more »

  • What Will Happen to Berkshire After Warren Buffett Dies?

    By Jessica McCann - July 26, 2013 | Tickers: Y, BRK-B, BRK-A, WRB

    Warren Buffett will turn 83 in August, which means that according to the Social Security Administration's period life table, the world's greatest living investor will have a 91.3077% chance of blowing out all those candles again in 2014 – betting odds, if ever there were any. However, sooner or later, investors in Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) are going to have to come to grips with the more »

  • Investing for your child's College Education? Read this first.

    By Jessica McCann - July 22, 2013 | Tickers: AA, UHAL, BRK-B, BRK-A, IBM

    When it comes to funding your child's or grandchild’s college education, there is no “right” mix of stocks. How effective your strategy will be depends on a host of factors, but above all, it depends on your time frame. If you have 18 years to work with, setting up a DRIP account that withdraws $100 a month from your bank account and automatically reinvests the dividends is probably more »

  • 3 Mid-Cap Stocks Set to Smash Earnings Estimates

    By Jessica McCann - July 18, 2013 | Tickers: CBS, DHI, MDC, RHI, SLE, RYL

    Few surprises are as ugly for investors as an earnings miss.

    One of the reasons why is the flexibility of GAAP accounting itself: while there's no such thing as a free lunch, company CFOs have considerable latitude in how earnings are presented, as well what charges to take and when.

    Even trivial misses, so the thinking goes, may indicate that something is rotten in the state of Denmark, and more »

  • Why Warren Buffett Loves DaVita...And You Should, Too

    By Jessica McCann - May 16, 2013 | Tickers: BRK-B, BRK-A, DVA

    Headquartered in Denver, Colorado, DaVita (NYSE: DVA) is one of the largest kidney care companies in the United States. The company specializes in diabetes-related care for approximately 158,600 patients across 2,032 outpatient dialysis centers, including in-center hemodialysis, in-center nocturnal dialysis, peritoneal dialysis, home hemodialysis, renal diet assistance, vascular access management, and chronic kidney disease education.

    Last Wednesday, board members disclosed a standstill agreement with Berkshire Hathaway (NYSE: BRK-Amore »)

  • What Does Warren Buffett See in Heinz?

    By Jessica McCann - February 25, 2013 | Tickers: BRK-B, BRK-A, HNZ

    Legendary value investor and Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) CEO Warren Buffett has the kind of problems the rest of us only dream of having. Problems like, "What brand names can I spend $30 billion on this year that would turn a solid profit with a reasonable margin of safety?" The answer, or $13 billion worth of it, at least for Berkshire’s end, is H.J. Heinz (NYSE: HNZmore »)

  • Is Walmart in Trouble?

    By Jessica McCann - February 19, 2013 | Tickers: AMZN, TGT, WMT

    Walmart (NYSE: WMT) shares took a hit recently due to a leaked in-house memo by mid-level executive Walmart VP Jerry Murray, describing the mega-retailer’s February's sales as, "are a total disaster," and that February’s results were Walmart’s worst for any month in the past 7 years.

    Is Wal-Mart in trouble, or is this just a case of, as Wal-Mart's PR department claims, delayed tax returns more »