…a long shot. If you look at the forward PE-ratio, NFLX is 137, compared to between 20 and 75 for the other companies. They’re all expensive, but, wow, NFLX is…
…compared to growth (or the relative expansiveness of growth compared to value – it’s the same thing). In this case, they aren’t looking at the Russell 1000 indexes, they are…
…to get greedy. Now, I’m looking at that loan thinking about the $107 that’s coming in one year’s time. Since I’m certain that inflation will be two percent and I…
…imports. Lower commodity prices hurt because a lot of emerging market countries are often large commodities producers. Russia, for example, needs oil to trade above $100 per barrel in order…
…the growth of $1 to give the same starting value to multiple investments for comparison purposes. This fund has lost so much that you couldn’t start with a $1 without…
There was fairly downbeat sentiment surrounding commodities and commodity-linked stocks yesterday. The Bloomberg Commodity index hit its lowest level in 16 years, and is close to setting an all-time low…
…commonly used term in the hedge fund community, partly because hedge fund managers don’t earn their incentive allocation, or 20 percent of the profits, until a drawdown is reversed. The…
…reinvesting all cash flow. He stresses that whenever there comes a time when an adjustment is needed, the committee should keep it simple, slow and transparent. On the other side…
…2yr Note has a yield of 2.49%. These are levels that the market has not seen in over a decade. In fact, the yield on the 2yr note is the…
…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,…
