Tag Archives: KO

August 07

Consumer Staples, Utilities & Bonds – Is it Safe?

By David Nelson, CFA U.S. Stocks have paid off handsomely over the last 5 years but it’s been the perceived safe haven trade that has captured the hearts and minds of investors. Utilities (XLU), Telecoms (XTL), Consumer Staples (XLP), Treasuries (TLT) and all manner of fixed income have been the go to investments especially for […]

July 24

Big Mac & Coke – Investors Aren’t Lovin’ It

By David Nelson, CFA Few companies have dominated their categories more than McDonalds (MCD) and Coca Cola (KO). Since 1982 both are up well over 5000%. Warren Buffett who seems to love iconic brand names has owned both. Coke of course is still one of his larger positions however Mr. Buffett sold out his position […]

May 02

The Willis Report – Buffett – Obamacare – Jobs

I was fired up. I don’t often get to talk that much and last night I couldn’t turn it off. We covered a lot of topics. Jobs, Buffett, Obamacare and more. Tracy Burns filling in for Gerri Willis was awesome.

April 24

The C-Suite Conspiracy

By David Nelson Income inequality and the widening gap between the rich and poor has become a central theme that will likely dominate the political landscape as we head into the mid-term elections. Both sides of the aisle frame the debate differently and as you might expect there is a lot of finger pointing when […]

March 12

Active vs. Passive Investing – Time for Some Payback!

By David Nelson, CFA Since the dawn of index funds investors have grappled with the decision to place their hard earned money with portfolio managers or just buy the index. As money management styles fall in and out of favor, investors rushed from one fund to the next chasing the Holy Grail. Since most indexes […]

December 30


By David Nelson, CFA With sales growth stagnant for many of our nation’s leading consumer brands, growth investors have found the sector problematic. More than 2/3 of companies represented in the consumer staples sector of the S&P 500, have underperformed the index in 2013. The saving grace for some of America’s largest brand names was […]