Sometimes I discuss stocks which sit out of my comfort zone, simply because they have a few characteristics which could be of interest to any kind of investor but don’t necessarily fit my portfolio. For example a blue chip stock which has features of positive capital gains combined with interesting dividend. In this case I am talking about Accenture (NYSE:ACN). A little bit more than a year....More>>>
Make way for some waves. CVS Health (CVS) and Express Scripts (ESRX) have released their formulary exclusion list for 2017, which details which prescription drugs will not be covered by health plans.
Why do we care? Commercial payors have been showing signs of pushing back against high drugs costs, which is a huge concern for drug companies and their investors. The coverage list determines....More>>>
Industrial stocks, materials stocks and stocks of companies that work on major infrastructure projects have also been on a tear since the U.S. election, observes Chloe Lutts Jensen, editor of Cabot Dividend Investor.
Donald Trump has cleared the way for two major oil pipelines, promised to build a wall along the U.S.-Mexico border and reiterated his pledge to reduce environmental regulation....More>>>
After reviewing six new surveys and studies from financial services firms and the U.S. government, I’ve decided that Americans’ position on retirement planning can be summed up in, well not a word exactly, but an emoji: The Shruggie. ¯_(ツ)_/¯
Yes, people believe there’s a national retirement crisis — though they say they’re not having one personally,....More>>>
As we all know, the price of oil has taken a tremendous hit from the oversupply of crude since 2014. The slump in oil prices made the sector a perfect hunting ground for value stocks. The oil crash has left huge scars on the offshore drilling players, as Transocean (NYSE:RIG), Ensco Plc (NYSE:ESV), Rowan Companies (NYSE:RDC) and other companies struggle to survive in the trough of the market.
Legendary investor Bill Miller is the former chairman and chief investment officer of Legg Mason Capital Management. He has been named fund manager of the decade by Morningstar and ranked as the top 30 most influential people in investing by SmartMoney. Below is an edited summary of his interview with The Investor’s Podcast where he talks about determining the intrinsic value of various....More>>>
The risk-off trade is back in high gear, according to Treasury yields. The downside momentum in the benchmark 10-year yield is particularly conspicuous, based on daily data through yesterday (Apr. 5) via Treasury.gov. One theory making the rounds: the slide in the 10-year yield to 1.73% on Tuesday a five-week low is the crowd’s way of pricing in expectations that the first estimate of US....More>>>
Donald Trump is soon to become a very busy man. Building a wall, renegotiating trade deals, and trying the cast of Hamilton for treason all require significant man-hours. As a result, if he intends to make America great again, he’ll have to hand over the keys to his real estate empire to a temporary replacement. And unfortunately for the President-elect, this re-directed....More>>>
Warren Buffett. Image source: The Motley Fool.
Since the beginning of 2016, Berkshire Hathaway (NYSE:BRK-A) (NYSE:BRK-B) has seen the value of the seven bank stocks in its investment portfolio increase by $5.6 billion, or 10.8%.
That’s a lot of money, butwhen you compare it to how blue-chip bank stocks performed more generally, something interesting sticks out. While Berkshire’s....More>>>
Like any single currency area, the eurozone has only one AD. Thats true despite the fact that it contains 19 countries. In contrast, China has 4 ADs, for Mainland China, Hong Kong, Macao and Taiwan. (The Taiwanese constitution says they are part of China, who am I to argue?)
Here is the eurozone unemployment rate:
The disastrous policy tightening of 2011 pushed eurozone unemployment....More>>>