Nov 1, 2015 by Alex Dumortier, CFAThe Week Ahead in Financials: Visa, HSBC and Berkshire Hathaway on Deck for EarningsVisa and HSBC report quarterly earnings on Monday; Berkshire Hathaway reports on Friday.
Nov 1, 2015 by Alex Dumortier, CFA, Dan Caplinger, and Tamara Walsh3 Things You Won't Learn in Business School That Will Make You a Better InvestorYou won't find these three ideas in a traditional business-school finance curriculum, but they're critical to becoming a better investor.
Oct 30, 2015 by Alex Dumortier, CFAValeant Pharmaceuticals' "Chewbacca Defense" Is Dead in the WaterValeant claims it "doesn't own or control [specialy pharmacy] Philidor," but the facts tell a different story.
Oct 29, 2015 by Alex Dumortier, CFAHow to Read the Headlines on PayPal Holdings' Third-Quarter EarningsThe media and the market are focusing on two numbers from PayPal's third-quarter earnings report, but that's a narrow lens.
Oct 28, 2015 by Alex Dumortier, CFAIt Took Carl Icahn to Point Out the Obvious on AIGCombative activist investor Carl Icahn calls for the break-up of insurers American International Group Inc.
Oct 27, 2015 by Alex Dumortier, CFASquare Inc's IPO: Back in Its Box?Jack Dorsey's payments start-up Square Inc. announces increased losses in the third quarter, just as it readies to launch its initial public offering.
Oct 26, 2015 by Alex Dumortier, CFAValeant Pharmaceuticals' Problem Is Bigger Than Specialty PharmaciesAfter years of being a Wall Street darling, Valeant Pharmaceuticals has developed a troubling credibility problem.
Oct 23, 2015 by Alex Dumortier, CFACurrencies: China Inches Closer to RespectabilityBloomberg reports that the International Monetary Fund is close to adding the Chinese yuan to its Special Drawing Rights.
Oct 23, 2015 by Alex Dumortier, CFA4% Is All You Get! Why Stock Investors Could Be in for DisappointmentVanguard's Jack Bogle explains why his expected return for stocks over the next decade is just 4% annualized.
Oct 22, 2015 by Alex Dumortier, CFACurrencies: Mario Draghi's Words Speak as Loud as ActionsThe European Central Bank will consider expanding its bond-buying program at its December monetary policy meeting.
Oct 22, 2015 by Alex Dumortier, CFAValeant Pharmaceuticals: 3 (More) Red FlagsFirm evidence is hard to pinpoint, but Valeant Pharmaceuticals presents some troubling signs.
Oct 21, 2015 by Alex Dumortier, CFACurrencies: The Decline in Volatility Belies a Longer-Term TrendCentral bank policies may be stable for now, but their exit from markets is likely to usher in higher volatility.
Oct 21, 2015 by Alex Dumortier, CFAFerrari IPO: Luxury Automobiles, Expensive StockLegendary car manufacturer Ferrari goes public, but there is no need to race off with the shares just yet.
Oct 20, 2015 by Alex Dumortier, CFAProspects for More QE in Europe Fade, Shoring Up the EuroIt looks like the European Central Bank won't be doling out more quantitative easing.
Oct 20, 2015 by Alex Dumortier, CFAIs Valeant Pharmacueticals Finally a Good Contrarian Bet?Shares of Valeant are down 40%, but are they cheap enough to buy?
Oct 19, 2015 by Alex Dumortier, CFAChina's Dodgy GDP Number Lifts the DollarChina reported better-than-expected growth in the third quarter. Meanwhile, traders are betting Europe will require more bond-buying by the ECB.
Oct 19, 2015 by Alex Dumortier, CFAChips Ahoy! Microsemi Will Pay Up for PMC-SierraMicrosemi Corporation trumps Skyworks Solutions' acquisition offer for PMC-Sierra. Here's what the market thinks of the offer.
Oct 17, 2015 by Alex Dumortier, CFA, Brian Stoffel, Matt Frankel, CFP, Jordan Wathen, and Brian FeroldiShould You Rent or Own, and Why?Would you rather pay rent or a mortgage? We asked five of our analysts to explain their housing decisions.
Oct 16, 2015 by Alex Dumortier, CFAThe Dollar's Rebound Against the Euro Comes Down to Differences in PolicyForeign exchange traders focus on U.S. and euro-area inflation data and the implications for interest policy.
Oct 16, 2015 by Alex Dumortier, CFAFirst Data or Square: Which Payments Company IPO Looks Best?The electronic payments sector is heating up. Where are the opportunities for investors?