May 7, 2013 by Alex Dumortier, CFAWhy Bank of America and Wells Fargo Aren't Plummeting TodayIt's all in the valuations.
May 6, 2013 by Alex Dumortier, CFAHere's What Buffett Really Said on StocksStocks are reasonably priced, for the long term
May 3, 2013 by Alex Dumortier, CFAThe Most Mistrusted Stock Market Rally in HistoryThe bull market lives, but investors aren't buying it.
May 3, 2013 by Alex Dumortier, CFA1 Company Berkshire Must AcquireThe greatest company you've never heard of.
May 2, 2013 by Alex Dumortier, CFAForget Gold; It's the Miners Who Are the ProblemWho's the relic now?
May 2, 2013 by Alex Dumortier, CFAYes, Buffett Can Still Beat the Market on Berkshire's Behalf!Berkshire's first international acquisition was a success
May 1, 2013 by Alex Dumortier, CFASell in May and Go Away? The Numbers Don't LieAn all-season portfolio
May 1, 2013 by Alex Dumortier, CFAThe Fed's Re-examines "Too Big to Fail"Risk weighting creates a risk of its own.
Apr 30, 2013 by Alex Dumortier, CFAThe "Apple Effect": Tim Cook Is More Powerful Than Ben BernankeApple rides a jumbo bond issue to the top of the market
Apr 30, 2013 by Alex Dumortier, CFA3 Things Investors Need to Know Going Into Today's Fed MeetingWhat we know and what matters.
Apr 29, 2013 by Alex Dumortier, CFABoeing's Dreamliner -- and Its Stock -- Are FlyingStrap yourselves in!
Apr 29, 2013 by Alex Dumortier, CFAMr. Fixit Leaves JPMorgan. What Does It Mean for Investors?Another management change at the top.
Apr 28, 2013 by Alex Dumortier, CFANext Week's 2 Market-Moving EventsMarket participants will be watching these events.
Apr 26, 2013 by Alex Dumortier, CFAThe 2 Scariest Market Events This Week What investors need to know when things break down
Apr 26, 2013 by Alex Dumortier, CFAVerizon: The Risk of a $100 Billion DealBeware of bankrolling a motivated buyer.
Apr 25, 2013 by Alex Dumortier, CFAExxon Mobil's Earnings: The Long-Term Investor's TakeDrilling for value with this energy supermajor
Apr 25, 2013 by Alex Dumortier, CFAWill Big Banks Get Ambushed by Congress?A new bill has "too big to fail" in its sights
Apr 24, 2013 by Alex Dumortier, CFAThe One Useful Thing Goldman Said TodayMapping the market for value
Apr 24, 2013 by Alex Dumortier, CFALivingSocial: A Growth MisunderstandingWhen it comes to untested business models, don't confuse growth and value creation.
