Jul 16, 2015 by Alex Dumortier, CFANetflix, Inc. and PayPal Holdings, Inc.: Long-Term Growth Stories Find FavorIn a low-growth environment, investors are paying up for high-quality growth companies.
Jul 15, 2015 by Alex Dumortier, CFAPayPal: Paying It ForwardBefore the shares even begin to trade, PayPal has already achieved one of the goals for its spinoff.
Jul 14, 2015 by Alex Dumortier, CFAWho's Right on Netflix, Inc.: Goldman Sachs or David Einhorn?The investment bank and the notorious short seller take different sides on Netflix.
Jul 13, 2015 by Alex Dumortier, CFAThe Week Ahead: Yellen From the Hill and Bank EarningsTop banks still look like reasonably good value in an overheated market.
Jul 10, 2015 by Alex Dumortier, CFATesla Motors Inc and Apple Inc: Who's Imitating Who?Tesla's new high-profile hire is more evidence it's modeling itself on Apple.
Jul 9, 2015 by Alex Dumortier, CFAMicrosoft: No M&As!The failure of Microsoft's Nokia acquisition is a cautionary tale for CEO Satya Nadella.
Jul 8, 2015 by Alex Dumortier, CFAChina's Bear Market: An Opportunity for U.S. InvestorsWeibo Corp is just one example of the opportunities China's bear market is creating.
Jul 7, 2015 by Alex Dumortier, CFADoes Deutsche Bank's Downgrade of Tesla Motors Inc Make Sense?Deutsche Bank downgrades Tesla Motors while raising its valuation.
Jul 6, 2015 by Alex Dumortier, CFAThe Week Ahead: Greece, China, and the FedInternational events take center stage even as earnings season gets under way.
Jul 2, 2015 by Alex Dumortier, CFACan Airline Stocks Take Off Again?Airline stocks' long-term trend of outperformance looks threatened.
Jul 1, 2015 by Alex Dumortier, CFAThe Flaw in ACE Limited's $28.3 Billion Acquisition of Chubb Corp.Property and casualty insurer ACE Ltd. picks up Chubb Corp. for $28.3 billion. Who's getting the better deal?
Jun 30, 2015 by Alex Dumortier, CFACelgene Corporation Pays Up For Juno Therapeutics Inc. -- The Market Says "Show Me"Celgene pays a huge premium for a 10% stake in Juno Therapeutics as part of a wider deal.
Jun 29, 2015 by Alex Dumortier, CFAGreece Stares at the Abyss: What It Means for U.S. InvestorsThe Greek crisis moves into high gear, but U.S. investors have little to fear.
Jun 26, 2015 by Alex Dumortier, CFAIs This The Key to The Bull Market's Next Leg?Corporations have been instrumental in supporting the bull market, and M&A could be the next driver.
Jun 25, 2015 by Alex Dumortier, CFAStock Watch: 1 Big Reason to Track TransUnion's IPOCredit reporting agency TransUnion has a highly valuable asset.
Jun 24, 2015 by Alex Dumortier, CFANetflix's 7-for-1 Stock Split Is Bad News for Genuine InvestorsNetflix will split its shares seven-for-one next month. The stock market likes the news, but investors shouldn't.
Jun 23, 2015 by Alex Dumortier, CFAStocks: Why Investors Should Want More Short-SellersValue-driven investors benefit from more, not fewer, short-sellers.
Jun 22, 2015 by Alex Dumortier, CFAStocks: Williams Companies Considers "Alternatives"; for Greece, They're DwindlingWilliams Cos. Inc. receives -- and rejects -- a $48 billion offer from Energy Transfer Equity LP.
Jun 20, 2015 by Alex Dumortier, CFA, Selena Maranjian, Dan Caplinger, and Jordan WathenThe 4 Greatest CEOs of All TimeGreat CEOs can create enormous value for shareholders; these are four of the very best.
Jun 19, 2015 by Alex Dumortier, CFAStocks: Following China's Correction, Will Biotechnology Be Next?Chinese stocks record their worst week since 2008 just as biotechnology stocks hit new highs.