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Brendan O'Boyle

Editor's Choice

  • Credit Card Companies Are Plastic Gold: But Which Company is the Best Buy?

    By Brendan O'Boyle - January 22, 2013 | Tickers: AXP, DFS, MA, V | Editor's Choice

    For the last several years, the long-term trend toward a cash free society has lead to tremendous capital gains for shareholders of credit card companies.  The figure below shows the outperformance of American Express (NYSE: AXP), Discover Financial Services (NYSE: DFS), MasterCard (NYSE: MA) and Visa (NYSE: V).  It is expected that this trend has room to run, particularly in many emerging markets.  Thus identifying reasonably priced companies with exposure more »

  • Buy Jacobs Engineering Group on Improving Architectural Spending

    By Brendan O'Boyle - December 31, 2012 | Tickers: JEC, KBR, SHAW | Editor's Choice

    Few professionals have brighter hopes in the near future than architects.  The Architecture Billings Index recently rose for the fourth consecutive month to a new post-recession high.  It appears that architecture is back after languishing for years during the Great Recession.  It is expected that a large amount of pent-up demand exists for architectural services and one company that should benefit is Jacobs Engineering Group (NYSE: JEC).

    But why pick more »