Apr 28, 2016 by Alex Dumortier, CFAToday's Historic Bull Market: The End of a Golden Era for Investors?Stock and bond returns over the next two decades are unlikely to match the results of the past 30 years. That's a sobering possibility investors ought to prepare for.
Apr 27, 2016 by Alex Dumortier, CFAThe Lesson for Every Investor From Warren Buffett's Million-Dollar BetWarren Buffett made a 10-year, million-dollar bet on a low-cost index fund. There's a lesson there for every investor.
Apr 26, 2016 by Alex Dumortier, CFAOil: 1 Story for Legitimate Fundamental Stocks Investors OnlyDespite their financial resources, even oil majors could inflict dividend cuts on their shareholders.
Apr 25, 2016 by Alex Dumortier, CFA3 Huge Numbers for a Bull Market in Stocks and a Bear Market in OilThe current bull market in stocks is on the verge of a historic milestone; meanwhile, Saudi Arabia prepares to sell a piece of the crown jewel.
Apr 23, 2016 by Alex Dumortier, CFAIs BP Overpaying Its CEO?BP plc CEO Bob Dudley's total remuneration rose 20% in 2015, a year that produced a record loss at the company. BP shareholders deserve better than that.
Apr 22, 2016 by Alex Dumortier, CFAFriday Roundup: New Blood for Valeant Pharmaceuticals, Extra Mayo for the BanksValeant Pharmaceuticals may have found its next CEO. Outspoken bank analyst Mike Mayo continues to press for profitability at Bank of America and Citigroup.
Apr 21, 2016 by Alex Dumortier, CFAIs Citigroup the Best-Managed Large Bank in America?Citigroup was the only large bank to pass the Fed and the FDIC's latest test, highlighting the scale of improvement at an institution that investors left for dead.
Apr 21, 2016 by Alex Dumortier, CFAValeant Pharmaceuticals: What's the Stock Worth Now?Valuation guru Professor Aswath Damodaran revalues Valeant Pharmaceuticals International Inc. and draws some preliminary lessons from this ongoing debacle.
Apr 20, 2016 by Alex Dumortier, CFABill Ackman Broke His Own Rules Investing in Valeant PharmaceuticalsBillionaire investor Bill Ackman could have avoided a $2 billion loss on Valeant Pharmaceutcals International, if he had just followed his own investing rules.
Apr 20, 2016 by Alex Dumortier, CFAThis Is Warren Buffett's Most Underrated TalentEveryone knows the Oracle of Omaha is an exceptional investor, but he's also extraordinary at this.
Apr 19, 2016 by Alex Dumortier, CFAStocks Turn a Corner, but Are Investors Better Off?The Dow and the S&P 500 are back up near their highs, but are investors better off for it?
Apr 18, 2016 by Alex Dumortier, CFAValeant Pharmaceuticals' Stock in 4 ChartsThe story of Valeant Pharmaceuticals International Inc's stock is a classic tale of "boom-and-bust." The four charts below tell that tale.
Apr 18, 2016 by Alex Dumortier, CFAMeet a Global Value Investor Who Doesn't Fit the MoldCharles de Vaulx of International Value Advisors is a highly risk-averse global investor, but he still sees some attractive stocks out there.
Apr 16, 2016 by Alex Dumortier, CFAHere's Why the Fed Failed the Top 3 U.S. BanksThe Federal Reserve tells Bank of America, JPMorgan Chase, and Wells Fargo they're still too big to fail.
Apr 15, 2016 by Alex Dumortier, CFAWhy a Contrarian Analyst Came Around on Bank of AmericaAt times an outspoken critic of the top banks, analyst Mike Mayo is now bullish on the group, including Bank of America Corp. and Citigroup Inc.
Apr 14, 2016 by Alex Dumortier, CFADon't Go Bats for This IPOBats Global Markets, Inc. will try to fly its initial public offering tomorrow for the second time. This plucky exchange operator has built a decent franchise in just over a decade, but is the stock a buy?
Apr 13, 2016 by Alex Dumortier, CFAIs Citigroup Better Managed Than JPMorgan Chase?Among the top eight U.S. banks, only Citigroup's "living will" made the grade. As a result, the market is taking a fresh look at the institution and its share valuation.
Apr 12, 2016 by Alex Dumortier, CFAFinancials: Goldman's Absolution Is a Big Milestone for Big BanksGoldman Sachs' $5 billion settlement related to mortgage-backed securities is a milestone for the banking sector in the wake of the credit crisis.
Apr 11, 2016 by Alex Dumortier, CFAThis Week in the Stock Market: The S&P 500 "Earnings Recession" Rolls OnEarnings season kicks off with first-quarter S&P 500 earnings expected to fall year over year.
Apr 8, 2016 by Alex Dumortier, CFAInvesting 101: Forget Prestige and Don't Forget to Ask Obvious QuestionsPrestige is nice for a wedding invitation or a sports car, but make sure you understand how you're earning your investment returns.