Tag: head-to-head

All the articles with the tag "head-to-head".

• Head to Head: JNJ vs. PFE

  8 Jul, 2026

  64 years of unbroken raises. A dividend bigger than the company's earnings. Same industry, opposite signals.

• Head to Head: JPM vs. BAC

  24 Jun, 2026

  For ten of fourteen years BAC was the better holding. One structural inflection in 2022-2023 changed that. Here's why I think it sticks.

• Head to Head: ORLY vs. AZO

  19 Jun, 2026

  When the premium IS the value.

• Head to Head: Dollarama vs. America's Dollar Stores

  10 Jun, 2026

  Do dollar stores have any dollars in them? Five years on, only the Canadian one does. Here's why the next five years probably look the same.

• Head to Head: Apple vs. Microsoft — the cautious giant vs. the all-in bet

  31 May, 2026

  Two of the most valuable companies on earth. One responded to the AI era by betting the company; the other kept its powder dry. I think the cautious one is the better value from here — and the last ei…