Monthly Archives: October 2021

Novo Nordisk (NVO-NYSE, $109.33) Raises 2021 Guidance by 15%, Based on Back Half of 2021 Strength.

This pre-announcement represents, what I consider to be, a significant departure from prior financial reports. Typically, management at NVO provides any guidance increases concurrent with the release of a financial report. This notification has taken place prior to the fiscal

Posted in Open Blog

Visa (V-$212.52, NYSE) and Mastercard (MA-$334.49) Beat on Earnings. Management of Visa Needs to Greatly Tighten Up on Cost Controls.

Visa reported a healthy beat on quarterly earnings but guided towards a high mid-teens revenue increase in 2022. The reduction in a forecast growth rate is yawned at by retail investors as a “nothingburger” (who would fret about a company

Posted in Open Blog

Adevinta SA (ADE.OL-158.25 NK) Steadily Building a Global Footprint. Directly added to the Model Portfolio.

Posted in Portfolio Model Subscription
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