25 Apr 2022

Now Showing on Netflix: A Cautionary Tale

Although earnings were reasonably good overall last week, there were some standouts both to the upside and downside. But the winner for biggest earnings news went to Netflix (ticker symbol: NFLX). The company reported earnings of $3.53 per share, which was well better than analyst expectations of $2.91 per share, and the company’s own guidance, which was for $2.86 per share. But Netflix also said that they had lost subscribers… Read More

14 Feb 2022

Looking Forward, Value is Easier to Own

Even though value stocks have outperformed growth stocks this year by a solid margin, growth stocks are still running laps around value stocks when you look at the last five or ten years. The S&P 500 Value index, for example, was up 10.8 percent for the five years ending on Friday, and 12.0 percent for the last 10-years. While those returns are attractive in absolute terms, they are pretty paltry… Read More