May 18, 2016 by Alex Dumortier, CFABest Buy: Berkshire Hathaway vs. American ExpressBerkshire Hathaway and American are both iconic brands of American business, but if you can only pick one stock, here's how this Fool made his decision.
May 18, 2016 by Alex Dumortier, CFAForget the "Death Cross" -- These 2 Factors Will Drive StocksThe S&P 500 has reportedly produced a "death cross" price pattern -- but investors should ignore that. Instead, they ought to be focusing on earnings growth and valuation.
May 17, 2016 by Alex Dumortier, CFA"The Big Short" Investor No Longer Likes Bank StocksDr. Michael Burry, one of the heroes of Michael Lewis' "The Big Short" for predicting the subprime crisis, has exited his positions in Bank of America and Citigroup.
May 16, 2016 by Alex Dumortier, CFAWarren Buffett's Berkshire Hathaway Takes a Bite Out of Carl Icahn's Discarded AppleWarren Buffett's Berkshire Hathaway discloses a billion-dollar investment in Apple Inc. in a huge vote of confidence for the iPhone maker.
May 15, 2016 by Alex Dumortier, CFAThe 5 Richest Investors in the WorldWith an aggregate net worth in excess of $160 billion, these billionaires are the five-richest investors in the world.
May 14, 2016 by Alex Dumortier, CFAThese 5 Investors Took Home More Money Than Goldman Sachs Last YearThe five hedge fund managers below earned a staggering $7.4 billion in 2015. An analysis of their holdings produces one clear investment theme.
May 13, 2016 by Alex Dumortier, CFAApple: Too Big to Grow on Its Own?Apple invests $1 billion in Chinese ride-hailing application Didi Chuxing. Is this a change of tack?
May 12, 2016 by Alex Dumortier, CFA3 Factors Show a Bull Market That Has Exhausted ItselfHas this long-running bull market "exhausted itself," in the words of legendary money manager Stanley Druckenmiller? These three factors suggest that's the case.
May 12, 2016 by Alex Dumortier, CFAHere's How Berkshire Hathaway Gets a $63 Billion Interest-Free Loan From the U.S. GovernmentBerkshire Hathaway Inc. has a massive $63.2 billion deferred tax liability that Warren Buffett has equated to an interest-free loan from the U.S. government.
May 11, 2016 by Alex Dumortier, CFAIn a Sullen Market, Here Are 2 Tales of ExcessManhattan luxury real estate could be peaking; meanwhile, five investors split $7.5 billion among themselves.
May 11, 2016 by Alex Dumortier, CFAWarren Buffett's 13 Greatest Quotes From Berkshire Hathaway's 2016 Annual Meeting (Bonus: 11 From Charlie!)Their marathon Q&A session is always the highlight of Berkshire Hathaway's annual meetings. These quotes demonstrate why.
May 10, 2016 by Alex Dumortier, CFADividend Stocks: Where Will the Next Dividend Increases Come From?Ultra-low bond yields are pushing investors into dividend stocks, but are they piling in at the end of the cycle?
May 9, 2016 by Alex Dumortier, CFAActive Fund Managers: The Death March of the DodosThe segment of actively-managed funds will probably need to shrink further relative to index strategies.
May 6, 2016 by Alex Dumortier, CFAHow to Get From 0.25% to $250 MillionToday's disappointing jobs report increases the likelihood the Federal Reserve will push back a rate increase; meanwhile, there's a new sign of excess in the ultra-luxury Manhattan real estate market.
May 5, 2016 by Alex Dumortier, CFAThe Super-Wealthy or the Rising Poor: Which Is the Better Bet?A hedge fund manager who made a billion dollars betting on the collapse of oil has found his next short. At the other end of the spectrum, ordinary investors should look at this long idea.
May 4, 2016 by Alex Dumortier, CFAInvestors: Have You Seen Your Margin of Safety Lately?Valuation guru Pr. Aswath Damodaran re-visits the key value investing concept of margin of safety (in a market that doesn't present much of one).
May 3, 2016 by Alex Dumortier, CFAStocks: 3 Must-Reads for Prudent InvestorsSavvy market observers are highlighting some red flags in this aging bull market.
May 2, 2016 by Alex Dumortier, CFAThe Latest Twist in the Least-Trusted Bull Market in HistoryProfessional investors missed the rally that lifted stocks off their Feb. 11 low.
Apr 30, 2016 by Alex Dumortier, CFA, Keith Noonan, and Brian Feroldi3 Tech Stocks Yielding at Least 4% That You Should Be FollowingHP Inc., Verizon Communications and Garmin all have dividend yields in excess of 4% now. Here's why investors ought to be following them.
Apr 29, 2016 by Alex Dumortier, CFAWarren Buffett vs. Carl Icahn on Stocks: Here's What the Media MisunderstoodWarren Buffett's views on the stock market are much closer to Carl Icahn's than the financial media has portrayed.