"Having the most money doesn't always make you the winner," Moneyball author Michael Lewis said to us on stage. For example, in 2002, the Oakland Athletics had the third-lowest payroll of any team in baseball. The New York Yankees paid their players nearly three times more – an extra $80 million. Yet the two teams made it the same distance in the playoffs. ....More>>>
Femsa (NYSE:FMX) has been very aggressive entering into the fuel station business by buying several stations all around the country. The main reasons disclosed for this are:
High growth potential Great return on assets High profitability
Even though those are excellent reasons to enter a market, I believe those are not the real motivations for entering the fuel retail industry.
The world’s largest automaker is putting big money into electric vehicles in China.
Volkswagen (VLKAF) and its local partners plan to invest more than 10 billion ($11.8 billion) to build electric and hybrid cars in the country — the world’s biggest auto market — over the next seven to eight years.
More electric vehicles are sold in China than anywhere else....More>>>
Treasury yields inched higher Friday, but ended lower on the week as a combination of concerns about geopolitics and uncertainty about President Donald Trumps policy priorities helped to support buying in the perceived safety of government bonds.
On Friday, yields mostly ticked up for a second straight session as the so-called reflation trade was rekindled amid Trumps promise to reveal details....More>>>
A few days ago, an article about Nike (NYSE:NKE) argued that “Nike’s shares aren’t priced to buy.” The reasoning was that “Nike is, at best, fairly valued. And it certainly isn’t trading hands at fire-sale prices.” The question is: should you expect (and wait for) fire-sales prices? Most value investors know the maxim that it is better to buy a great business....More>>>
Ever walk past a construction site? It’s hard not to be enthralled by all the heavy construction machinery moving things around. With the world’s developing economies still building at a relatively fast pace and developing economies, like the United States, in desperate need of upgrading their aging infrastructure, the companies behind that construction machinery could be just....More>>>
We recently added a few new REITs to our Small Cap REIT Portfolio (as can be viewed in the Forbes Real Estate Investor).
Let’s face it, smaller REITs are risky investments, but they may have the potential for better growth than larger rivals. With large institutional investors more focused on major REITs like Simon Property Group (NYSE:SPG) or Ventas Inc. (NYSE:VTR), smaller REITs often....More>>>
Apple (NASDAQ:AAPL) has been in the news a lot lately, but for lack of products rather than new ones. The most recent example of this is with the leaked information that they have dissolved their team in charge of developing routers, called “airports” by the company. This follows the announcement that the company would also cease to produce their own external monitors. Not very long....More>>>
Related TLT How Bond ETF Flows Affect ETF Sponsors Boring Bonds Boost ETF Asset Growth Related IWM Fast Money Picks For March 10 Fast Money Picks For March 8 Financial Risks: ECB Overstimulation (Seeking Alpha)
On Friday, CNBC’s "Fast....More>>>
In my Trader column on Dec.3, I argued for more upside in Deere (DE), despite the fact that it had gained more than 30% on the year. Part of the argument was technical–Deere had finally broken out of a trading range that had been in place for five years–but I also noted that the agricultural equipment maker had been able to grow earnings despite continued sluggish demand for farm equipment.....More>>>