Articles by James Charles Foord SA

  • Posted on 12/16/19

    Akamai: A Tale Of Two Businesses

    SummaryAkamai is a software company with a solid record of growth and high profitability.However, it is divided into two main lines of business, one which is . . .

  • Posted on 12/12/19

    Dunkin' Brands Group Still Has Room To Grow

    SummaryDunkin' Brands has shown very encouraging growth and profitability results in 2019.The company is set to keep growing internationally and has shown it can adapt to . . .

  • Posted on 12/5/19

    Tenet Healthcare Corporation: On The Right Track But Not A Buy

    SummaryTHC is a healthcare company commanding high EBITDA margins.Recent divestitures and spin-offs are making the company leaner and more attractive.Despite this, the company is still producing . . .

  • Posted on 12/2/19

    Coca-Cola Consolidated: On Its Way Down

    SummaryCOKE looks like a classic example of an overvalued company with a high P/B and low ROE.The company is indebted and has no immediate plans to . . .

  • Posted on 11/22/19

    Fox: Lean, Mean Cash Machine

    SummaryFox's current valuation does not reflect the value of the Brand.The company is financially healthy and has the potential to deliver increased growth and dividend.By industry . . .

  • Posted on 11/19/19

    iRobot: Good Mix Of Value And Growth

    SummaryiRobot has depreciated over 50% in the last 6 months.This can be attributed to slowing growth and political challenges.At the current price, we believe this offers . . .