Watchdog Transparency Blog

Watchdog Transparency Blog

In our Blog we take a critical look at public company disclosures and focus on issues surrounding transparency, reliability and accuracy. It you are looking for cheerleading, you have come to the wrong place. We rely on information from the best sources available to gain insight into companies and make predictions about what will happen in the future. Nothing in business is certain, so sometimes we will be wrong, but we will always be an independent voice telling you the truth as we see it. We offer Retail Investors our Research Reports for Free.

Sign up to get all of our blogs delivered directly to your inbox.

Articles

Articles

Tesla Part II: Just How Unusual Is It For Four Directors To Decline Reelection In The Same Year?

Posted on Oct 12, 2019

In Part I of our series on Tesla, we discussed what historical data can tell us about the probability that class action suits, material weaknesses, or even restatements will occur when there is an alarming CFO change. In this post we will look at some historical data to provide context to the decision by four directors of Tesla to decline to stand for reelection.

Posted in Watchdog Context, featured

Tesla Part I: Another CFO Change Increases the Probability of More Problems at Tesla

Posted on Oct 10, 2019

For the last two years, Tesla has released its third quarter results on November 2, so we can expect to see the third quarter results in just a few weeks. Our team looked at the Watchdog Report to get some insight on what issues could come up in that report.

Posted in Watchdog Context, featured

Bristol Myers Squibb/Celgene Merger: Goodwill, Opioids, and Transparency

Posted on Oct 3, 2019

Bristol Myers Squibb (“BMS”) and Celgene announced in January of 2019 that they had entered into a merger agreement. Celgene’s share value had been on a downward trend for over a year, where its share value had dropped from over $146 in October 2017, down to less than $60 by Christmas in 2018.

Posted in featured

PayPal: Obscuring Problems from New Acquisitions

Posted on Oct 1, 2019

PayPal has experienced a great deal of success in the last three years since implementing a new acquisition strategy, with their share price increasing from $37 per share on August 30, 2016 all the way to $109.21 as of August 29, 2019. A quick look at the Watchdog Report shows an increase in share value which has outperformed the S&P 500 steadily since May 2017. Although their new strategy seems to be working, the Watchdog Report also contains indicators that have us concerned about PayPal’s commitment to transparency and what may lie around the corner for its investors.

Posted in Watchdog Context, featured

Kraft Heinz: Warren Buffet's Dunkirk

Posted on Sep 16, 2019

Every investor makes mistakes when it comes to valuing an acquisition. However, the dramatic decline in market value of Kraft Heinz Co. (“KHC”) is not simply about failing to properly value KHC, or failing to manage the Company to meet growth expectations, it is about a collapse of confidence in the reliability of financial disclosures. Warren Buffet’s well-earned reputation as a great fundamental analyst cannot be questioned, but he rarely gets caught up with investments that present evidence of ethical and transparency challenges. And if he does, he is known to fix them quickly. KHC is the exception to this rule and it is a failure of such magnitude that it could over-shadow Buffet’s long-term reputation as a champion of good governance.

Posted in featured, Watchdog Context

Marriott: 500 Million Customers Might Not Be Wrong, But They Might Be Upset

Posted on Mar 18, 2019

On November 30, 2018 Marriott International (MAR) publicly disclosed that it had a data security breach. It became aware of the breach September 8, 2018. Their internal investigation showed 500 million customer records had been stolen from its Starwood guest reservation system.

Posted in Watchdog Context, featured

Watchdog Concerns: ELP

Posted on Feb 5, 2019

The US-based PG&E is teaching the world that utilities are not boring. In the midst of the upheaval at PG&E, we noticed a change in CEO at ELP and decided to take a closer look. The results were unfortunately predictable from a BRIC country. Insider trading appears rampant and ELP is under pressure from government, judicial and legislatures. How did we come to that conclusion?

Posted in featured, Watchdog Context
Total articles: 108(page 13 of 16 with 7 articles)
CATEGORIES
CATEGORIES
ARCHIVES
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Watchdog Transparency Blog

Watchdog Transparency Blog

In our Blog we take a critical look at public company disclosures and focus on issues surrounding transparency, reliability and accuracy. It you are looking for cheerleading, you have come to the wrong place. We rely on information from the best sources available to gain insight into companies and make predictions about what will happen in the future. Nothing in business is certain, so sometimes we will be wrong, but we will always be an independent voice telling you the truth as we see it. We offer Retail Investors our Research Reports for Free.

Sign up to get all of our blogs delivered directly to your inbox.

Articles

Articles

Tesla Part II: Just How Unusual Is It For Four Directors To Decline Reelection In The Same Year?

Posted on Oct 12, 2019

In Part I of our series on Tesla, we discussed what historical data can tell us about the probability that class action suits, material weaknesses, or even restatements will occur when there is an alarming CFO change. In this post we will look at some historical data to provide context to the decision by four directors of Tesla to decline to stand for reelection.

Posted in Watchdog Context, featured

Tesla Part I: Another CFO Change Increases the Probability of More Problems at Tesla

Posted on Oct 10, 2019

For the last two years, Tesla has released its third quarter results on November 2, so we can expect to see the third quarter results in just a few weeks. Our team looked at the Watchdog Report to get some insight on what issues could come up in that report.

Posted in Watchdog Context, featured

Bristol Myers Squibb/Celgene Merger: Goodwill, Opioids, and Transparency

Posted on Oct 3, 2019

Bristol Myers Squibb (“BMS”) and Celgene announced in January of 2019 that they had entered into a merger agreement. Celgene’s share value had been on a downward trend for over a year, where its share value had dropped from over $146 in October 2017, down to less than $60 by Christmas in 2018.

Posted in featured

PayPal: Obscuring Problems from New Acquisitions

Posted on Oct 1, 2019

PayPal has experienced a great deal of success in the last three years since implementing a new acquisition strategy, with their share price increasing from $37 per share on August 30, 2016 all the way to $109.21 as of August 29, 2019. A quick look at the Watchdog Report shows an increase in share value which has outperformed the S&P 500 steadily since May 2017. Although their new strategy seems to be working, the Watchdog Report also contains indicators that have us concerned about PayPal’s commitment to transparency and what may lie around the corner for its investors.

Posted in Watchdog Context, featured

Kraft Heinz: Warren Buffet's Dunkirk

Posted on Sep 16, 2019

Every investor makes mistakes when it comes to valuing an acquisition. However, the dramatic decline in market value of Kraft Heinz Co. (“KHC”) is not simply about failing to properly value KHC, or failing to manage the Company to meet growth expectations, it is about a collapse of confidence in the reliability of financial disclosures. Warren Buffet’s well-earned reputation as a great fundamental analyst cannot be questioned, but he rarely gets caught up with investments that present evidence of ethical and transparency challenges. And if he does, he is known to fix them quickly. KHC is the exception to this rule and it is a failure of such magnitude that it could over-shadow Buffet’s long-term reputation as a champion of good governance.

Posted in featured, Watchdog Context

Marriott: 500 Million Customers Might Not Be Wrong, But They Might Be Upset

Posted on Mar 18, 2019

On November 30, 2018 Marriott International (MAR) publicly disclosed that it had a data security breach. It became aware of the breach September 8, 2018. Their internal investigation showed 500 million customer records had been stolen from its Starwood guest reservation system.

Posted in Watchdog Context, featured

Watchdog Concerns: ELP

Posted on Feb 5, 2019

The US-based PG&E is teaching the world that utilities are not boring. In the midst of the upheaval at PG&E, we noticed a change in CEO at ELP and decided to take a closer look. The results were unfortunately predictable from a BRIC country. Insider trading appears rampant and ELP is under pressure from government, judicial and legislatures. How did we come to that conclusion?

Posted in featured, Watchdog Context
Total articles: 108(page 13 of 16 with 7 articles)
CATEGORIES
CATEGORIES
ARCHIVES
ARCHIVES
Watchdog Transparency Blog

Watchdog Transparency Blog

In our Blog we take a critical look at public company disclosures and focus on issues surrounding transparency, reliability and accuracy. It you are looking for cheerleading, you have come to the wrong place. We rely on information from the best sources available to gain insight into companies and make predictions about what will happen in the future. Nothing in business is certain, so sometimes we will be wrong, but we will always be an independent voice telling you the truth as we see it. We offer Retail Investors our Research Reports for Free.

Sign up to get all of our blogs delivered directly to your inbox.

Articles

Articles

Tesla Part II: Just How Unusual Is It For Four Directors To Decline Reelection In The Same Year?

Posted on Oct 12, 2019

In Part I of our series on Tesla, we discussed what historical data can tell us about the probability that class action suits, material weaknesses, or even restatements will occur when there is an alarming CFO change. In this post we will look at some historical data to provide context to the decision by four directors of Tesla to decline to stand for reelection.

Posted in Watchdog Context, featured

Tesla Part I: Another CFO Change Increases the Probability of More Problems at Tesla

Posted on Oct 10, 2019

For the last two years, Tesla has released its third quarter results on November 2, so we can expect to see the third quarter results in just a few weeks. Our team looked at the Watchdog Report to get some insight on what issues could come up in that report.

Posted in Watchdog Context, featured

Bristol Myers Squibb/Celgene Merger: Goodwill, Opioids, and Transparency

Posted on Oct 3, 2019

Bristol Myers Squibb (“BMS”) and Celgene announced in January of 2019 that they had entered into a merger agreement. Celgene’s share value had been on a downward trend for over a year, where its share value had dropped from over $146 in October 2017, down to less than $60 by Christmas in 2018.

Posted in featured

PayPal: Obscuring Problems from New Acquisitions

Posted on Oct 1, 2019

PayPal has experienced a great deal of success in the last three years since implementing a new acquisition strategy, with their share price increasing from $37 per share on August 30, 2016 all the way to $109.21 as of August 29, 2019. A quick look at the Watchdog Report shows an increase in share value which has outperformed the S&P 500 steadily since May 2017. Although their new strategy seems to be working, the Watchdog Report also contains indicators that have us concerned about PayPal’s commitment to transparency and what may lie around the corner for its investors.

Posted in Watchdog Context, featured

Kraft Heinz: Warren Buffet's Dunkirk

Posted on Sep 16, 2019

Every investor makes mistakes when it comes to valuing an acquisition. However, the dramatic decline in market value of Kraft Heinz Co. (“KHC”) is not simply about failing to properly value KHC, or failing to manage the Company to meet growth expectations, it is about a collapse of confidence in the reliability of financial disclosures. Warren Buffet’s well-earned reputation as a great fundamental analyst cannot be questioned, but he rarely gets caught up with investments that present evidence of ethical and transparency challenges. And if he does, he is known to fix them quickly. KHC is the exception to this rule and it is a failure of such magnitude that it could over-shadow Buffet’s long-term reputation as a champion of good governance.

Posted in featured, Watchdog Context

Marriott: 500 Million Customers Might Not Be Wrong, But They Might Be Upset

Posted on Mar 18, 2019

On November 30, 2018 Marriott International (MAR) publicly disclosed that it had a data security breach. It became aware of the breach September 8, 2018. Their internal investigation showed 500 million customer records had been stolen from its Starwood guest reservation system.

Posted in Watchdog Context, featured

Watchdog Concerns: ELP

Posted on Feb 5, 2019

The US-based PG&E is teaching the world that utilities are not boring. In the midst of the upheaval at PG&E, we noticed a change in CEO at ELP and decided to take a closer look. The results were unfortunately predictable from a BRIC country. Insider trading appears rampant and ELP is under pressure from government, judicial and legislatures. How did we come to that conclusion?

Posted in featured, Watchdog Context
Total articles: 108(page 13 of 16 with 7 articles)
CATEGORIES
CATEGORIES
ARCHIVES
ARCHIVES
Watchdog Transparency Blog

Watchdog Transparency Blog

In our Blog we take a critical look at public company disclosures and focus on issues surrounding transparency, reliability and accuracy. It you are looking for cheerleading, you have come to the wrong place. We rely on information from the best sources available to gain insight into companies and make predictions about what will happen in the future. Nothing in business is certain, so sometimes we will be wrong, but we will always be an independent voice telling you the truth as we see it. We offer Retail Investors our Research Reports for Free.

Sign up to get all of our blogs delivered directly to your inbox.

Articles

Articles

Tesla Part II: Just How Unusual Is It For Four Directors To Decline Reelection In The Same Year?

Posted on Oct 12, 2019

In Part I of our series on Tesla, we discussed what historical data can tell us about the probability that class action suits, material weaknesses, or even restatements will occur when there is an alarming CFO change. In this post we will look at some historical data to provide context to the decision by four directors of Tesla to decline to stand for reelection.

Posted in Watchdog Context, featured

Tesla Part I: Another CFO Change Increases the Probability of More Problems at Tesla

Posted on Oct 10, 2019

For the last two years, Tesla has released its third quarter results on November 2, so we can expect to see the third quarter results in just a few weeks. Our team looked at the Watchdog Report to get some insight on what issues could come up in that report.

Posted in Watchdog Context, featured

Bristol Myers Squibb/Celgene Merger: Goodwill, Opioids, and Transparency

Posted on Oct 3, 2019

Bristol Myers Squibb (“BMS”) and Celgene announced in January of 2019 that they had entered into a merger agreement. Celgene’s share value had been on a downward trend for over a year, where its share value had dropped from over $146 in October 2017, down to less than $60 by Christmas in 2018.

Posted in featured

PayPal: Obscuring Problems from New Acquisitions

Posted on Oct 1, 2019

PayPal has experienced a great deal of success in the last three years since implementing a new acquisition strategy, with their share price increasing from $37 per share on August 30, 2016 all the way to $109.21 as of August 29, 2019. A quick look at the Watchdog Report shows an increase in share value which has outperformed the S&P 500 steadily since May 2017. Although their new strategy seems to be working, the Watchdog Report also contains indicators that have us concerned about PayPal’s commitment to transparency and what may lie around the corner for its investors.

Posted in Watchdog Context, featured

Kraft Heinz: Warren Buffet's Dunkirk

Posted on Sep 16, 2019

Every investor makes mistakes when it comes to valuing an acquisition. However, the dramatic decline in market value of Kraft Heinz Co. (“KHC”) is not simply about failing to properly value KHC, or failing to manage the Company to meet growth expectations, it is about a collapse of confidence in the reliability of financial disclosures. Warren Buffet’s well-earned reputation as a great fundamental analyst cannot be questioned, but he rarely gets caught up with investments that present evidence of ethical and transparency challenges. And if he does, he is known to fix them quickly. KHC is the exception to this rule and it is a failure of such magnitude that it could over-shadow Buffet’s long-term reputation as a champion of good governance.

Posted in featured, Watchdog Context

Marriott: 500 Million Customers Might Not Be Wrong, But They Might Be Upset

Posted on Mar 18, 2019

On November 30, 2018 Marriott International (MAR) publicly disclosed that it had a data security breach. It became aware of the breach September 8, 2018. Their internal investigation showed 500 million customer records had been stolen from its Starwood guest reservation system.

Posted in Watchdog Context, featured

Watchdog Concerns: ELP

Posted on Feb 5, 2019

The US-based PG&E is teaching the world that utilities are not boring. In the midst of the upheaval at PG&E, we noticed a change in CEO at ELP and decided to take a closer look. The results were unfortunately predictable from a BRIC country. Insider trading appears rampant and ELP is under pressure from government, judicial and legislatures. How did we come to that conclusion?

Posted in featured, Watchdog Context
Total articles: 108(page 13 of 16 with 7 articles)
CATEGORIES
CATEGORIES
ARCHIVES
ARCHIVES

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Watchdog Transparency is a publication based on reports created by Watchdog Research, Inc.
Watchdog Research, Inc. is a financial research company providing due diligence information on public companies.

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