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C. Russell

Editor's Choice

  • Sleeping Easy at Night with Tempur-Pedic International?

    By C. Russell - June 28, 2012 | Tickers: LEG, ZZ, SCSS, TPX | Editor's Choice

    Wild changes in sentiment in the stock market are nothing new, but the recent moves in Tempur-Pedic International (NYSE: TPX) have been extraordinary. In mid-April the company was making new highs at $87/share, today we stand at just over $21.50.

    The slide began in mid-April after Tempur-Pedic reported a record Q1 but it was the announcement in early June that did most of the damage. The company guided more »

  • Tesco Plc: Buffett's Folly?

    By C. Russell - April 24, 2012 | Tickers: TSCDY.PK, WMT | Editor's Choice

    Tesco (NASDAQOTH: TSCDY.PK) has been attracting a lot of attention from investors recently. In January, the company issued its first-ever profit warning, last week it announced its plans to turnaround the business (as well preliminary annual results), and Buffett's stake now stands at just over 3.5% of the company. Unfortunately, this latter point has, perhaps, led to a herd of investors moving in whilst some well-known local more »

  • Molson Coors: Unexploited Opportunity or Infinite Stagnation?

    By C. Russell - February 28, 2012 | Tickers: BUD, TAP | Editor's Choice

    In the past few years, the alcoholic beverage industry has undergone massive consolidation. While huge companies with big emerging market exposure were being formed, such as SABMiller or Anheuser-Busch InBev (NYSE: BUD), Molson Coors (NYSE: TAP) was divesting itself of its international exposure by selling its Brazilian beer business, Kaiser. Molson Coors has suffered from this reliance on mature markets which is reflected in its 12x earnings multiple compared to more »

  • Dreamworks Animation: A Company of Dreams or Nightmares?

    By C. Russell - February 13, 2012 | Tickers: CMCSA, DWA, NFLX, NWSA, VIA, DIS | Editor's Choice

    With 21 films on its resume, including the Shrek, King Fu Panda, and Madagascar franchises, Dreamworks Animation SKG (NASDAQ: DWA) is a leading creator of animated feature films. And it shows no signs of letting up, as it projects to release five films every two years in the future. But is it a good investment?

    Paramount (owned by Viacom (NASDAQ: VIA)) distributes DWA's films and renders worldwide home video more »