Dec 17, 2013 by Alex Dumortier, CFAWhat Boeing Isn't Telling Investors About Its Share BuybacksBoeing doesn't look like a disciplined buyer of its own shares.
Dec 16, 2013 by Alex Dumortier, CFAHerbalife Is "Still Undervalued" Per Icahn (But Not Twitter!)Carl Icahn still likes Herbalife, but he isn't buying Twitter shares
Dec 16, 2013 by Alex Dumortier, CFACan Sprint Acquire T-Mobile?Multiple obstacles make a Sprint-T-Mobile tie-up speculative.
Dec 15, 2013 by Alex Dumortier, CFA3 Big Movers: Facebook, Twitter, and NetflixFacebook, Twitter and Netflix: All good businesses, all pricey stocks.
Dec 15, 2013 by Alex Dumortier, CFA and Mike KlestaMasterCard's New Capital Plan: The Good, the Neutral, and the UglyMasterCard's new capital plan isn't all it's cracked up to be
Dec 14, 2013 by Alex Dumortier, CFAThe $1.6 Trillion Behind Facebook's "Pop"Traders are anticipating heavy buying of Facebook shares by index funds
Dec 13, 2013 by Alex Dumortier, CFAGoogle Introduces a Smarter Ad NetworkIf no one sees an online ad, is it really an ad?
Dec 12, 2013 by Alex Dumortier, CFADid Congress Just Undercut Gold?A budget agreement won't help reverse gold's negative trend.
Dec 12, 2013 by Alex Dumortier, CFADid S&P Just Guarantee a Holiday Rally For Facebook's Stock?Standard and Poor's inclusion of Facebook in the S&P 500 will prompt heavy buying.
Dec 11, 2013 by Alex Dumortier, CFAPutting MasterCard's New Capital Plan to the "Buffett Test"Here's how Warren Buffett would assess MasterCard's new capital actions.
Dec 10, 2013 by Alex Dumortier, CFA3 False Reasons Twitter's Stock Is TrendingTwitter's stock is up 16% in two days, but these aren't the reasons why
Dec 10, 2013 by Alex Dumortier, CFAJPMorgan in 2014: Why Shares Look AttractiveFor JPMorgan, legal and reputational risk peaked in 2013.
Dec 10, 2013 by Alex Dumortier, CFATaxpayers' $10 Billion Loss on General Motors is a Great DealThe government is out of General Motors.
Dec 9, 2013 by Alex Dumortier, CFANo One Knows Why Twitter Popped -- but Here's What MattersTwitter shares are a lot more expensive than Facebook's -- is it justified?
Dec 8, 2013 by Alex Dumortier, CFA3 Big Movers: Intel, Micron Technology, and Newmont MiningSemiconductor stocks Intel and Micron Technology outperform, while Newmont Mining stumbles.
Dec 6, 2013 by Alex Dumortier, CFAThe Chinese Understand Bitcoin Better Than You DoBitcoin is, at present, nothing more than a speculative vehicle.
Dec 5, 2013 by Alex Dumortier, CFAWhy Investors Ought to Cheer a 5-Day Losing StreakUninterrupted winning streaks aren't the sign of a healthy market.
Dec 5, 2013 by Alex Dumortier, CFAJPMorgan Chase in 2013: Humbled, But Not BeatenJPMorgan took its hits, but it's working through them.
Dec 5, 2013 by Alex Dumortier, CFAWould a Higher Minimum Wage Hurt Wal-Mart and McDonald's?The drive for a higher minimum wage raises challenges -- and opportunities -- for Wal-Mart.
Dec 4, 2013 by Alex Dumortier, CFAApple: Carl Icahn Is Running Out of JuiceIcahn dials back his buyback request, but Apple isn't standing idle.