…Transparency, I wanted to comment on Performance Transparency. It is common for prospects to give us a copy of their existing portfolio statement to review and comment on. A couple…
…independent. Which losing stock from 2016 will fare best in 2017? Nike (NKE) -17.6% Anheuser-Busch InBev (BUD) -12.4% Valeant Pharmaceuticals (VRX) -85.7% Bristol-Myers Squibb (BMY) -13.4% The good folks at…
In a bear market like this one, when stocks are down -20 percent and bonds are down -10 percent, it’s hard to find good news. I learned a long time…
…revenues. That’s somewhat forgivable for a new company, though, because they are plowing money into their technology and trying to solidify their competitive advantage. When we evaluate a company’s profitability,…
…much better than what markets were expecting at the outset of the quarter, which was -4.6 percent as 73 percent of companies reported results better than analyst estimates. Results in…
…change would make things more complicated, and I, like everyone, want the tax code to be less complicated. I’ve also read articles saying that indexing the cost basis without indexing…
…movie or read the book, but I did notice the box office receipts of $307 million compared to the production budget of $12 million – now that’s a solid return…
…each holding is weighted by the value of the company. A company worth $2 billion gets twice as much exposure as a company with $1 billion. This is riskier because…
…catalysts yesterday were much narrower: sharp losses in a large Swiss mining company. Glencore PLC was once a commodities related hedge fund, but starting in the late 1980s, Glencore branched…
…go hand in hand, there should be a higher return to compensate for the additional risk. Some reasons that make small companies fundamentally riskier than large companies are that they…
