PAYX
6 posts
Our favorite investments are undervalued wide economic moat businesses that typically sell products or services that have fairly predictable demand in both good and bad times.
Raise the banner and wave the flag—last week, jobless benefit claims dropped by 34,000, which was enough to bring us to the lowest level we’ve had since July of 2008. One company that clearly benefited from this news was workforce consultation and human capital provider Volt Information Sciences Inc (NYSE: […]
Today let’s look at the new positions added by two different mangers—one who looks at cash flow and liabilities before adding positions and one who looks for under-priced companies that pay dividends. We’ve talked about Covestor manager Donald Jowdy’s Suncoast Equity model here. This week, Jowdy added Visa Inc (NYSE:V) […]