Oct 2, 2015 by Alex Dumortier, CFAVolkswagen AG: It's Time to Take These Shares for a Drive!New York University's Aswath Damodaran believes shares of troubled automaker Volkswagen AG have overshot, and he's acting on it.
Oct 1, 2015 by Alex Dumortier, CFAIs Valeant the Berkshire Hathaway of Pharmaceuticals?A hedge fund manager compared Valeant Pharmaceuticals to Berkshire Hathaway. Is he right?
Sep 30, 2015 by Alex Dumortier, CFAWarren Buffett Sours on Reinsurance; Here's What He DidWarren Buffett's Berkshire Hathaway has reduced its position in Munich, the world's largest reinsurer.
Sep 29, 2015 by Alex Dumortier, CFAShares of Glencore plc: Love Them or Leave Them?A possible aggressive value play, shares of Glencore plc have been extremely volatile.
Sep 28, 2015 by Alex Dumortier, CFAAlcoa Unleashes the "Value-Add"With limited synergies between two fundamentally different businesses, this is one breakup with a solid economic rationale behind it.
Sep 27, 2015 by Alex Dumortier, CFA, Sean Williams, Dan Caplinger, Jason Hall, and Adam Galas5 Things to Watch Once the Fed Raises RatesThe Fed's first post-crisis rate hike will happen. Here are five trends to watch once it does.
Sep 25, 2015 by Alex Dumortier, CFAApple's iPhone 6S Sales: How to Beat Wall StreetLocal search app Fousquare predicts this weekend's Apple iPhone 6S launch will be a big success, with estimated sales of 13 million to 15 million units.
Sep 24, 2015 by Alex Dumortier, CFABlackRock Unloads BHP Billiton, Looks Like Selling LowBHP Billiton's largest investor, BlackRock, sells down its stake. It's a confusing decision on the part of veteran fund manager Evy Hambro.
Sep 23, 2015 by Alex Dumortier, CFAGoldman Sachs Doesn't Understand StocksGoldman Sachs thinks this is a rotten environment for stock pickers. Here's why it's wrong.
Sep 22, 2015 by Alex Dumortier, CFAVolkswagen AG: It's Too Early to Wade inShares of Volkswagen are already down 34% as an emissions cheating scandal unfolds. They could well go lower still.
Sep 21, 2015 by Alex Dumortier, CFAThe $1.5 Trillion Question Weighing on Oil and Gas CompaniesEnergy consultants Wood Mackenzie say $1.5 trillion in potential projects are "underwater" at $50-per-barrel oil.
Sep 18, 2015 by Alex Dumortier, CFAFreeport-McMoRan Goes Back to the Dollar MineFreeport-McMoRan's shares fall on news of a potential $1 billion stock offering, but they may offer long-term value.
Sep 17, 2015 by Alex Dumortier, CFAThe 3 Brazilian Investors That Are Better Than Warren BuffettHow three Brazilian investors assembled the world's biggest brewer.
Sep 16, 2015 by Alex Dumortier, CFAFor Real Investors, the Fed's Rate Hike Doesn't MatterFor investors, trying to anticipate the timing or effect of the Fed's first rate hike is wasted effort.
Sep 15, 2015 by Alex Dumortier, CFAThe 2 Factors That Could End This Bull Market Nobel Laureate Robert Shiller is concerned about the combination of high stock market valuations and low investor confidence.
Sep 14, 2015 by Alex Dumortier, CFAShares of Brazilian Brewer Ambev: Reassuringly CheapShares of Brazil's Ambev have been dragged down by the country's economic woes, presenting an opportunity for business-focused investors.
Sep 11, 2015 by Alex Dumortier, CFAStocks: The Only Way to Make Sense of This MarketEven the most successful investors disagree on the stock market's short-term prospects. The only way to make sense of the stock market is to stop trying.
Sep 10, 2015 by Alex Dumortier, CFAWarren Buffett Is Buying More Shares of This StockWarren Buffett has added to Berkshire Hathaway's sizable stake in Phillips 66. These are the implications for value investors.
Sep 9, 2015 by Alex Dumortier, CFAOne Wrong Reason to Buy Royal Dutch Shell's SharesRoyal Dutch Shell shares may be good value, but a high dividend yield may be signaling that the dividend is at risk.
Sep 8, 2015 by Alex Dumortier, CFAYou Can Buy This Stock Cheaper Than Warren BuffettWarren Buffett has accumulated more than 10% of Phillips 66's shares outstanding on behalf of Berkshire Hathaway since March 31.