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Smead Capital Management
A Wizard's Spell
The Fed is backward looking and the market's reliance on it is not fundamental.
Jul 23, 2019
β β β β β
John Engle
Facebook's $5 Billion FTC Settlement Settles Nothing
The social media giant faces a firestorm of political and regulatory scrutiny
Stocks:
FB
Jul 23, 2019
Ben Reynolds
Why Tanger Factory Outlets Centers Is Our Top High-Yield Blue Chip
It combines a low valuation with future growth potential and a high dividend yield
Stocks:
SKT
Jul 23, 2019
β β β β β
James Li
Buffett's Favorite Drink Coca-Cola Soars on Increased Revenue Guidance
Beverage giant reports strong revenue performance during the June quarter yet still has long-term revenue decline
Stocks:
KO
Jul 23, 2019
Rupert Hargreaves
Mohnish Pabrai's Fiat Trade Case Study
Looking at the investor's most successful trade of the past few years
Stocks:
FCAU
Jul 23, 2019
β β β β β
Bram de Haas
Value Idea Contest: Cleveland-Cliffs Trading at 5x Forward Free Cash Flow Amid Iron Ore Squeeze
An in-depth look at the little-known, US-focused miner
Stocks:
AKS
CLF
RIO
BHP
Jul 23, 2019
β β β β β
Stepan Lavrouk
Howard Marks: Getting the Odds on Your Side
The market is a lottery, but you can get more favorable odds depending on where in the cycle you are
Jul 22, 2019
β β β β β
Rupert Hargreaves
Valuing the Firm Versus Valuing the Equity
The process of valuation can take two different paths
Jul 22, 2019
James Li
Bridgewater's Top 5 Metals and Mining Holdings
Fund's co-chairman advocates putting money in gold yet reports a loss year to date
Stocks:
CLF
GOLD
FNV
AEM
GG
Jul 22, 2019
β β β β β
John Kinsellagh
Howard Marks: How to Assess Risk in a Bull Market
Many investors in today's market environment fail to recognize genuine risk factors that, if ignored, could prove costly
Jul 22, 2019
Robert Stephens, CFA
Why Lululemon Can Beat the S&P 500
An improving strategy could serve as a catalyst
Stocks:
LULU
Jul 22, 2019
Robert Abbott
Higher Returns From Safe Investments: Risks for Bondholders
Seven types of risk that could affect your bonds and what to do about them
Jul 22, 2019
Joy Hu
Weekly CEO Buys Highlight
Details the CEO buys this past week for the following companies: G-III Apparel Group, W&T Offshore, HealthEquity, DXC Technology and OPKO Health
Stocks:
GIII
WTI
HQY
DXC
OPK
Jul 22, 2019
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Thomas Macpherson
The 'Short and Shoddy' Method
Right after discussing the importance of industry knowledge, I show my hypocrisy by introducing this investment research approach
Stocks:
MASI
Jul 22, 2019
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Shuda Xia
Stocks That Fell to 3-Year Lows in the Week of July 19
Bristol-Myers Squibb Co., Vodafone Group PLC, Iron Mountain Inc. and Molson Coors Brewing Co. have declined to their respective three-year lows
Stocks:
BMY
VOD
Jul 21, 2019
Holly LaFon
Hedge Fund Assets Hit Record in 2nd Quarter
Fees lowest, returns highest in a decade
Jul 19, 2019
β β β β β
Robert Abbott
Higher Returns From Safe Investments: Bond Basics, Part 2
(Status: Pending)
What is your bond actually worth, and how much income will it provide?
Jul 19, 2019
Ben Reynolds
The 3 Top Stocks for Dividends Every Calendar Month
By Samuel Smith
Stocks:
STX
ABBV
IMBBY
Jul 19, 2019
Bram de Haas
Value Idea Contest: Antero Resources Has Potential for Multiple Expansion With a Kicker
An in-depth look at the natural gas producer that carries a very attractive hidden asset on its balance sheet
Stocks:
AR
AM
Jul 19, 2019
β β β β β
James Li
Warren Buffett's American Express Falls on Increased 2nd-Quarter Costs
(Status: Pending)
Increased consumer spending costs offset strong growth in billings
Stocks:
AXP
Jul 19, 2019
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