Mar 7, 2016 by Alex Dumortier, CFAMining Shares' Rebound Illustrates the Profitable Loneliness of the Value InvestorShares of Anglo American and Glencore have led a rally in mining stocks since the end of January.
Mar 4, 2016 by Alex Dumortier, CFAThe Legitimate Concern About the U.S. Stock Market No One Will Talk AboutThe critical risk for investors is not a 10% correction in the stock market next month or next year.
Mar 3, 2016 by Alex Dumortier, CFAU.S. Bank Shares: Screaming Buy or Permanently Damaged?"Bond King" Bill Gross thinks the banking sector is no bargain, but the sector continues to offer opportunities for patient investors.
Mar 2, 2016 by Alex Dumortier, CFABetter Buy: Apple or the S&P 500?Even at its February low, the stock market was no bargain. But for patient investors, selective opportunities remain.
Mar 1, 2016 by Alex Dumortier, CFADividends: U.S. and European Banks Are on Different PathsBarclays cuts its dividend 54% in order to shore up its balance sheet, but prospects for dividend increases at top U.S. banks this month look promising.
Feb 29, 2016 by Alex Dumortier, CFAThe Market and Valeant CEO Mike Pearson: It's Nothing PersonalThe pharma announced that its CEO J. Michael Pearson has returned from medical leave, but it isn't all good news.
Feb 26, 2016 by Alex Dumortier, CFAThe Big Deal: Warren Buffett's Letter to Berkshire Hathaway ShareholdersBuffett bagged a couple of elephants on Berkshire Hathaway's behalf in 2015. Those deals matter more than the stock's recent under-performance.
Feb 25, 2016 by Alex Dumortier, CFAHP Inc. Earnings: In Line, but Out of FavorHP is subject to the ugly dynamics of the markets it operates in, but investors may be overly pessimistic about its prospects.
Feb 25, 2016 by Alex Dumortier, CFAInvestors Are Better Off In a Stock Market CorrectionLong-term investors ought to lament the fact that stocks are exiting a correction.
Feb 24, 2016 by Alex Dumortier, CFAValeant: How Is This Earnings Misstatement Good News?The pharma misstated revenue relating to its arrangement with the now-defunct specialty pharmacy Philidor...and for some reason, the market cheered.
Feb 24, 2016 by Alex Dumortier, CFA3 Reasons Valeant Pharmaceuticals International Inc. Stock Could RiseShares of Valeant Pharmaceuticals Inc. are down nearly two-thirds relative to last year's high. Here are three reasons they could go up.
Feb 23, 2016 by Alex Dumortier, CFAHP First-Quarter Earnings Preview: Streamlined and Seeking GrowthHP Inc. will report results for its first full quarter since it hived off its enterprise business.
Feb 23, 2016 by Alex Dumortier, CFAOil and Stock Prices: An Opportunity for Fundamental InvestorsThe correlation between oil and stock prices has risen sharply. For fundamental investors, that could spell opportunity.
Feb 22, 2016 by Alex Dumortier, CFAGold's 2016 Rally: Don't Fall for the "Fear Trade"Gold has performed well in 2016 as fears of systemic failure increased. That's no reason to put on this "fear trade."
Feb 19, 2016 by Alex Dumortier, CFA3 Reasons Valeant Pharmaceuticals Could FallShares of Valeant Pharmaceuticals lost 29% of their value in 2015. Here are three catalysts that could send the stock down even further.
Feb 19, 2016 by Alex Dumortier, CFABank of America, Citigroup, and Capital One's Under-Reported Good OmenThe Fed gives Capital One the nod to expand its share repurchase program, and good things could be in the works for Bank of America and Citigroup.
Feb 18, 2016 by Alex Dumortier, CFANo, Warren Buffett Didn't Buy Shares of Kinder Morgan for Berkshire HathawayBerkshire Hathaway's latest holdings revealed Kinder Morgan as a new position; however, odds are Warren Buffett didn't buy those shares.
Feb 17, 2016 by Alex Dumortier, CFAThe Fed Insider Who Wants to Break Up the Top BanksMinneapolis Fed bank president Neel Kashkari, formerly of Goldman Sachs, thinks regulators should consider breaking up the largest banks.
Feb 16, 2016 by Alex Dumortier, CFAMega-Cap Matchup: Apple vs. AlphabetWhich is the better investment: Apple or Google parent Alphabet? Valuation guru Aswath Damodaran, of NYU's Stern School, examines the questions.
Feb 13, 2016 by Alex Dumortier, CFAMeet Dion Weisler, HP Inc.'s Low-Profile CEOThe head of the new HP Inc. isn't well known in Silicon Valley or on Wall Street, but he looks like just the person to lead the post-split company.
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