Bill Cara: Week #01 (2006-01-07) in Review: "Both PG and HD are in the Cara 100 Global Best Companies, but I have to agree that the PG acquisition of Gillette will prove difficult for a year, and that only the share buybacks will make the results appear o.k. HD on the other hand is by far the better choice of these two for the coming year.
I would hold off purchases of HD stock until a market pullback occurs. On extreme market weakness, put writing and share purchases are likely to generate excellent returns over the following three years."
Tuesday, January 10, 2006
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