The yield on the benchmark 10-year Treasury note started the week on a tear, jumping to 2.99 percent and toying with the key 3 percent level that could trigger a reaction across global financial markets.
Value investing is easily one of the most popular ways to find great stocks in any market environment. After all, who wouldn’t want to find stocks that are either flying under the radar and are compelling buys, or offer up tantalizing discounts when compared to fair value?
One way to find these companies is by looking at several key metrics and financial ratios, many of which are....More>>>
As the stock market has rallied sinceDonald Trump’s election in November, Constellation Brands (STZ) has basically sat it out, weighed down by concerns that a new tax plan would hurt the multinational alcoholic beverage company’s profits.
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Morgan Stanley’s Dara Mohsenian and team, however, contend that those concerns are way....More>>>
“A truly great business must have an enduring “moat” that protects excellent returns on invested capital.”
– Warren Buffett, 2007 Shareholder Letter
A reader recently sent me the following clips from the 2007 Shareholder Letter that pertains to a topic that we’ve discussed quite a bit here: the concept of return on capital, why it’s important....More>>>
Deutsche Bank’s Jorge Beristain and team explain why they upgraded US Steel (X) to Hold from Sell but left AK Steel (AKS) with a Sell rating:
M&M commodity prices rallied ~13% in 2Q16 and M&M coverage gained 24% on: 1) a view that a near-term commodity floor was formed following China’s stimulus in 1Q16; 2) which sparked a shift in investor willingness....More>>>
Collection House (OTC:CLHSF, ASX:CLH) is a small-cap $133 million revenue Australian stock with little coverage. It is trading cheap at a valuation of 6x EV/EBITDA, with excellent cash flow conversion. The stock has also posted solid and consistent growth, with a fully franked (tax-free) dividend of just under 6%.
Its closest Australian comparable, Credit Corp. Group,....More>>>
The passive vs. active question has raged lately, amid new data showing that index funds (passive investing) deliver better and cheaper. The ever-wise Rick Kahler, who heads Kahler Financial Group in Rapid City, S.D, informs us what the best choice is:
When it comes to investing, it’s a losing proposition to try and be anything better than average. I was recently reminded of this....More>>>
Quick Action on DOL Fiduciary Rule Unlikely With Acosta Confirmation
U.S. business executives are more optimistic about prospects for the nation’s economy than at any time since 2004, according to the first-quarter Economic Outlook Survey from the American Institute of Certified....More>>>
Hostess Brands (NASDAQ:TWNK), which we first wrote about as a Top Idea on August 15th, performed strongly in 2016. We are equally sanguine about the company’s prospects for 2017, and believe the stock can return 30%+ over the next 12 months, with potentially significant upside if the company makes accretive acquisitions or exceeds....More>>>
With cancer immunotherapies driving an explosion in oncology clinical trials, its becoming increasingly difficult to keep track of key clinical trial activity and potential catalysts. We've analyzed all oncology trials in clinicaltrials.gov and have identified the near term "high impact" trials.
If so, this interest apparently groups us with a shrinking share of Americans if you believe the media. AMC Theatres (NYSE:AMC) lost over 25% of its value recently because so few people are turning up to see the latest movies. And the shares of all the
With hundreds of biotech stocks on the market, who can keep up with them all? Probably no one. What happens as a result is that usually only the biggest biotechs (or the small biotechs getting bought by the biggest biotechs) get a lot of coverage.But sometimes those aren't the stocks to watc