Did you know that Alphabet Inc (NASDAQ:GOOG, NASDAQ:GOOGL) went skidding into the end of 2017? Some investors may not have noticed the underperformance in Google stock, as it stumbled up to and through the holiday trading periods. On Dec. 18, Alphabet stock leaped to new all-time highs, before d
It's one of the few constants in the financial markets… Popular investment ideas are usually losers. As we often preach, it pays to be a contrarian. Or as billionaire investor Warren Buffett has famously said, "Be fearful when others are greedy, and greedy when others are fearful." Whatever phrase you choose… whenever the "crowd" is....More>>>
The Q4 2016 earnings report for controversialmid cap nutrition company Herbalife Ltd (NYSE: HLF) is scheduled for after the market closes onThursday (February 23rd). Last summer, Herbalife Ltd reached a $200 millionsettlement with the FTC, but hedge fund manager Bill Ackmanhas maintained hisfouryear crusade against the company and he is pushing regulators outside of the U.S. to investigate it.Meanwhile....More>>>
The S&P 500 just welcomed its newest real estate investment trust to the index, urban office specialist REIT Alexandria Real Estate Equities Inc (NYSE:ARE). ARE stock specializes in office space for technology and life sciences companies in innovation clusters like Boston, San Francisco, New York and Seattle.
ARE is not a particularly high yielder by REIT standards, yielding....More>>>
Author William Cohan, who wrote House of Cards and Money and Power, is currently promoting his latest book, Why Wall Street Matters. As part of the book’s promotion he’s put out an article adapted from his new book telling all of us why we should appreciate Wall Street and what it does for the U.S. economy.
Fundstrat’s Thomas Lee argues that investors need to add value and low quality stocks like Ford Motor (F), Marathon Oil (MRO), Mosaic (MOS), and First Solar (FSLR) to their portfolios to take advantage of rising oil prices, a cheaper dollar and a rebound in high yield. He explains why:
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The dilemma: hope for a catch-up in momentum and quality....More>>>
On Tuesday morning President-elect Donald Trump backed out of a meeting he had called with The New York Times. Hours later, he was in the Times building, complaining about the paper’s coverage of him.
The visit included an on-the-record meeting at which Times staff was able to ask questions of Trump, as several Times reporters live-tweeted the proceedings. What resulted was a wide-ranging....More>>>
In 2016, hacking on a large scale made the headlines more than ever. Whether it is political parties, government databases in the United States and Saudi Arabia, or large corporations such as Anthem and Target, cyberattacks seem to be on the rise.
Forecasters at Forrester Research recently predicted that the next U.S. president can expect a major cybercrisis as companies grapple with how....More>>>
In yesterday's essay, I introduced you to Michael J. Mauboussin, a prominent value investor, author, and longtime adjunct professor at Columbia University. Mauboussin estimates he has devoted two-thirds of his 30-year investing career to thinking and writing about the investment process. Last summer, he condensed those two decades of insights and analysis into an essay titled "Reflections....More>>>
Doubtlessly, the Fed will flip-flop in its elegant manner about rate increases as it has been for over two years, but this time a reliable dove flipped. That itself is scary to the markets. And the reason he mentioned for flipping sent cold chills down their spine.
He named one of the biggest and riskiest asset bubbles – commercial....More>>>
Stifel’s Michael Scialla and Daniel Guffey warn investors not to chase the biggest gainers among the exploration & production stocks, including Denbury Resources (DNR) and Whiting Petroleum (WLL), and instead stick with more stable fare such as Anadarko Petroleum (APC), Rice Energy (RICE), and Continental Resources (CLR). They explain:
The global chemical industry has gotten off to a positive start in the fourth quarter with October seeing a rise in chemical production on the back of a recovery of the U.S. chemical industry from the effects of hurricanes and an upswing in the world economy, per the monthly report from the Amer