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Selling pressure earlier in the week gave way to strong demand for equities as concerns over the European debt crisis have been moved to the backburner. Investors have instead been focusing on the... read more »
Our normal policy is to produce articles and analysis on companies that we believe offer attractive valuations based on earnings and cash flows. However, we’ve recently received numerous requests... read more »
We are strong believers in making buy, sell or hold investing decisions predicated on the fundamentals behind the business that the common stock represents. On the other hand, we also acknowledge the... read more »
[Note to readers -- sorry for the delay. As everyone knows, I always plan for the week ahead and I usually write about it. Sometimes I have a recreational weekend, so the writing is... read more »
Less than 60% of all U.S. corporations have beaten analyst estimates for Q4 profits. Revenue numbers are equally questionable, as the “beat rate” is only 54%. Both readings are the weakest... read more »
The Fed made history yesterday, achieving a new level of policy-making transparency. In my early days in the business, the results of an FOMC meeting were never announced. Everyone... read more »
One of the great long-term benefits that a recession brings is the opportunity to invest in extremely high-quality companies at low valuations. This is especially true of companies that have... read more »
There have been a lot of articles dealing with use of corporate free cash flow lately:Dividends — get them, are they sustainable?Buybacks — do they add value or not?Acquisitions — are they... read more »
Searching for a connection between asset prices and the business cycle is no spring chicken. The economist Irving Fisher, for example, theorized a link between short-term interest rates and... read more »
One of today’s biggest gainers is a small-cap, NASDAQ traded, application software company, Net1 UEPS Technologies (UEPS), and at one time was up over 30% in just this one trading day. As of... read more »
