Feb 12, 2016 by Alex Dumortier, CFAIt's Worth Listening to Jamie Dimon's "Buy" SignalJPMorgan Chase & Co. CEO Jamie Dimon buys 500,000 shares of the bank in the open market. For patient, value-conscious investors, that's a signal worth listening to.
Feb 11, 2016 by Alex Dumortier, CFA2 Reasons Credit Suisse and UBS Look Like Safe BetsThe two Swiss banks look like attractive bets for value-driven investors with the appropriate time horizon.
Feb 10, 2016 by Alex Dumortier, CFAAre Women at the Top a Competitive Advantage for Companies?A new paper shows that more women in the C-suites relates positively with increased profitability.
Feb 10, 2016 by Alex Dumortier, CFA, Tamara Walsh, and Keith Noonan3 Consumer Goods Stocks to Buy FirstConsumer staples stocks have generally outperformed the S&P 500 so far in 2016. Here are three of our analysts' current favorites.
Feb 9, 2016 by Alex Dumortier, CFAFor High-Quality Bargains, Investors Should Look at Financials NowThe financials sector has taken a beating this year, creating opportunities for patient, value-driven investors.
Feb 8, 2016 by Alex Dumortier, CFALinkedIn Loses the Growth Crowd, but the Shares May Now Offer ValueLinkedIn's shares have now lost half their value since the start of the year. Now they look a lot more attractive to this value-driven investor.
Feb 7, 2016 by Alex Dumortier, CFAThree Reasons HP Inc Deserves Another Look From InvestorsHP shares have been pummeled since it split off its enterprise business, but printing revenues, cash flow, and the yield could lead investors to reconsider their pessimism.
Feb 4, 2016 by Alex Dumortier, CFAGoogle Is Ahead in the Next Big Thing in TechnologyTwo recent milestones show the emerging field of artificial intelligence (AI) is a key focus area for Google and its parent, Alphabet Inc.
Feb 3, 2016 by Alex Dumortier, CFAThis World-Class Business Is on Sale TodayToday's announcement of a $1.2 billion settlement is adding to the pressure on shares of Wells Fargo -- and contributing to what was already an attractive opportunity.
Feb 2, 2016 by Alex Dumortier, CFAWarren Buffett's Secret Meeting With JPMorgan's CEO -- Why It's Good News for InvestorsA powerful group of executives and investors including Warren Buffett and JPMorgan's Jamie Dimon want to improve corporate governance on behalf of long-term investors.
Feb 1, 2016 by Alex Dumortier, CFAIs Apple CEO Tim Cook Insane...or Is Wall Street?In a flagrant example of the way in which share buybacks are misunderstood, a Wall Street analyst is criticizing Apple's share buyback program.
Jan 29, 2016 by Alex Dumortier, CFADid Shell Shareholders Just Seal Their Fate?Royal Dutch Shell plc shareholders just approved the acquisition of BG Group plc, which deal now looks like a very big gamble.
Jan 28, 2016 by Alex Dumortier, CFADifferent Economics: Facebook Is Nipping at Berkshire Hathaway's HeelsToday's pop in the shares of Facebook Inc puts the company's market capitalization within spitting distance of Warren Buffett's conglomerate Berkshire Hathaway Inc.
Jan 25, 2016 by Alex Dumortier, CFAWhich Stories Should Stock Market Investors Be Listening to?Stories drive the stock market over the short term, but long-term investors need to be able to weave stories of their own.
Jan 22, 2016 by Alex Dumortier, CFAStocks: January Is the Month for Buying, Not SellingAs stocks flirt with a bear market, the buying opportunities for long-term investors are multiplying.
Jan 21, 2016 by Alex Dumortier, CFAWhy Aren't You Buying This Big Bank's Stock?2016's awful start has created a number of buying opportunities for patient investors. Among mega-cap stocks, Bank of America is one such opportunity.
Jan 20, 2016 by Alex Dumortier, CFA3 Wall Street CEOs on Oil, the Economy and the Stock MarketThe CEOs of JPMorgan Chase, Bank of America, and BlackRock discuss oil, the state of the economy, and the stock market.
Jan 15, 2016 by Alex Dumortier, CFAOil Hits a Fresh Low, Taking BHP Billiton With ItBHP Billiton takes a $7.2 billion hit on its U.S. oil and gas assets, resulting in more pain for its investors.
Jan 14, 2016 by Alex Dumortier, CFAA Correction and a Bear Market No One Noticed: Here's What They Add Up to for InvestorsThe stock market has gotten off to an awful start this year. What's in store for long-term investors?
Jan 13, 2016 by Alex Dumortier, CFAThere's Only 1 Way Forward for AIG and CEO Peter HancockThe results of a poll of American International Group institutional shareholders suggests there is a lot of support for some radical action. A breakup of the insurer could well be in the cards.