Conagra Brands Update

I am going to discuss the Conagra Brands (“CAG”) recent (03/22/18) earnings report.  The goal is to force myself to go through the report with a little bit of rigor and to document my assessment of facts (and how they impact my thesis) for future evaluation. Continue reading “Conagra Brands Update”

I’m Just Saving…Personal Finance Diary

Ok so no one commented eager to read about retail REITs, so I’m going to do a personal finance post.  For those of you more interested in posts about investing, “move along, nothing to see here.”  I hope this will not crater my readership, but I thought I would start regular posts (likely monthly) tracking my savings and marketable securities levels.  This will serve a diary for me and hopefully as motivation. Continue reading “I’m Just Saving…Personal Finance Diary”

I’m just saying…COTY

So, posting lately has been challenging as I have a new little one.  I keep reading how writing regularly is essential to improving.  I write frequently for my profession, however, drafting documents and memoranda aren’t really the same as putting together interesting blog posts.  In order to try and write more regularly and hopefully churn out some decent content on this site (and create a diary of my own thoughts), I am going to start writing “I’m just saying” posts on like a weekly basis.  For this one, I thought I would quickly run down an investment and briefly state why I am long.   Continue reading “I’m just saying…COTY”