In this segment from MarketFoolery, host Chris Hill and Foolish investor-at-large Tim Hansen consider the annual letter released last week by billionaire investing guru Howard Marks of Oaktree Capital (NYSE:OAK). In it, he expressed concern about the number of questionable deals happening in this low interest rate environment, as an excess of optimism and high risk-tolerance send capital toward....More>>>
Do candy brands have moats?
Not perhaps the weightiest topic to emerge from Berkshire Hathaway Inc.’s annual meeting, but the sweet debate caught the imagination of two of the richest men in America: Warren Buffett and Elon Musk.
The back-and-forth began when Buffett and his business partner, Charles Munger, were asked Saturday about Musk’s comment that moats —....More>>>
Barings LLC lessened its holdings in Medical Properties Trust (NYSE:MPW) by 4.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,199,926 shares of the real estate investment trust’s stock after selling 50,880 shares during the quarter. Barings LLC owned approximately 0.33% of Medical Properties....More>>>
By Josh Steiner
PRA Group (NASDAQ:PRAA) calls itself “a global leader in acquiring and collecting nonperforming loans.” The irony isn’t lost on us. After reporting fourth quarter earnings, it would appear as though many of the debt collector’s loans remain nonperforming.
In fact, it’s our contention that a growing portion of these loans won’t....More>>>
Oil prices have risen above $50 since OPEC’s agreement to cut production. Energy-related names like National Oilwell Varco (NYSE:NOV) have risen with it. The stock is up about 20% in the month of December. NOV will likely trade with oil, yet some of us still follow earnings fundamentals, including the rating agencies. The company’s Q3 revenue fell sequentially by 5%, while EBITDA....More>>>
Retirement investing is not what it used to be. In the old days, one could just invest in the safe stocks to buy, in blue chips, in a nice ladder of bonds, and do just fine.
Alas, the market has significantly changed. Much of this is due to the historically low interest rates weve had.
The problem with the Federal Reserves attempt to goose the economy is that it killed bond yields,....More>>>
There’s a new powerful entrant in the battle for financial data supremacy: Blackstone.
The private equity firm has agreed to buy a majority stake in Thomson Reuters’ financial and risk unit for $17 billion, putting it in direct competition with Bloomberg.
Bloomberg and Thompson Reuters provide financial data and other services to bankers, investors and regulators. Other....More>>>
The once-sluggish U.S. dollar is roaring back with vengeance. For the 90 days ended May 15, the PowerShares DB US Dollar Bullish ETF (NYSE: UUP) returned 4.7 percent.
While dollar strength is not yet pummeling international developed market equities, a familiar theme is emerging — Some currency hedged exchange-traded funds tracking developed equity markets are topping their unhedged....More>>>
JPMorgan analyst C. Stephen Tusa and team take a look at valuations among industrial stocks, including General Electric (GE), Honeywell International (HON), Ingersoll-Rand (IR), United Technologies (UTX), andDanaher (DHR), and find that the sector is “too expensive.” They explain:
Agence France-Presse/Getty Images
We enter the stretch run on ’16 in a different mindset....More>>>
President Trump could soon kill a major trade deal with Mexico and Canada if huge compromises aren’t made this week.
Round 6 of the renegotiation of NAFTA, the pact between Mexico, Canada and the U.S., starts Tuesday in Montreal, Canada.
No major progress has been made on key issues through the first five rounds. Only one more round after this week is scheduled, and Trump....More>>>