Over the past year, the performance of T. Rowe Price Blue Chip Growth (TRBCX has underscored why it pays to sit tight when a fund with a superior long-term record hits a speed bump. In 2016, as investors turned away from shares of the fast-growing, large-capitalization stocks that Blue Chip targets in favor of more-undervalued fare, the fund lagged the stock market dramatically. Stocks that had....More>>>
How Morgan Stanley Is Changing Its Advisor Business Model
Distributions Out of a Cash Value Life Insurance Policy
Killing Fiduciary Rule Seen as New DOL Chiefs Top Priority
Clearly, it’s great to be the client’s trusted advisor. Now get ready to be the trusted advisor of the future. What’s that? The trusted advisor of the whole family. Morgan Stanley, for one,....More>>>
2017 was said to be the year of the buyout, and so far, it appears that the M&A prediction is coming true. Last year’s market saw several industries struggling and left some solid companies beaten down. That put them in a vulnerable position as some of their more stable competitors looked for ways to profit from the challenging environment.
Biotricity (OTCBB: BTCY) is a comer in the rapidly growing medical device market and is a small cap to take notice of. Driving this lucrative market are; IoT-driven device connectivity, governmental pressure to cut healthcare costs, escalating hospital costs, a need to reduce hospital readmission rates, an aging population, and a high rate of people with chronic disease. The largest factor driving....More>>>
I assess markets using my 3G investing framework, which evaluates the three most critical forces, or gravities, that impact asset prices: fundamental, quantitative, and behavioral, explains Landon Whaley, editor of The Whaley Report.
As we begin 2017, all three gravities are decidedly bearish for gold; this indicates that gold is one of the best short opportunities of the next year.....More>>>
The improvement in the oil market is starting to have a noticeable impact on RigNet’s (NASDAQ:RNET) financial results. While the company lost money again in the first quarter, revenue rose sharply versus the year-ago period due to the impact of improving market conditions and recent acquisitions. Those two catalysts should continue acting as tailwinds in 2018, which looks like it will be a....More>>>
Our Long Idea reports aim to identify those firms that the market has overlooked and that, when analyzed beyond standard metrics, are significantly undervalued. These hidden gems provide excellent upside potential to any portfolio, with little downside risk.
In addition to individual Long Ideas, we provide Model Portfolios that provide well-screened lists of companies based on specific criteria....More>>>
Amaya’s stock has been on a wild roller coaster ride this year, with catalysts ranging from the CEO (David Baazov) being accused of insider trading, to takeover rumors, to failed mergers and now a formal bid by the aforementioned CEO. There have certainly been a lot of hopes and headaches, but I believe there is a strong underlining long case to be made on Amaya. I wrote a blog post about....More>>>
Q: The stock market seems to be reaching new record highs every day. Are there any stocks that still look cheap?
Corporate earnings have exhibited pretty impressive growth as a whole over the past few years, so the market’s performance is somewhat justified. However, many stocks do look to be rather expensive right now — particularly in the tech sector. Yet some bargains remain.
The last twenty years or so have been a mixed period for financial stocks, and for big banks like Wells Fargo & Co (NYSE:WFC). WFC stock had, like most other stocks, vastly overshot its intrinsic value during the dot-com bubble. Wells Fargo stock fell by about a third in late 1999.
But then came the good times — from then until the mortgage....More>>>