As the fifth anniversary of the financial crisis approaches, financial products that start with a “C” and end with an “O” still trigger fear and trepidation in investors. This alphabet soup of products ― including collateralized debt obligations (CDOs), collateralized … Read more
3 CommentsDrivers of Value
102 Posts
Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. Home Repossessions … Read more
Leave a Comment
Late last year, Inditex (ITX) shares broke the psychological barrier of €100, an event that coincided with buy ratings from all major international brokers. Inditex was the only Spanish stock recommended by many of them. The situation represents a dangerous … Read more
Leave a CommentReal estate has constantly been in the news, so we invited Don Miller, CFA, CEO of Piedmont Office Realty Trust—one of the 10 largest publicly traded office REITs in the United States—to discuss the nature of a real estate investment … Read more
Leave a CommentLinkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. Fed Mulls … Read more
Leave a Comment
In 2011, Morningstar introduced a rating system in the United States that is intended to supplement the star methodology, which is based solely on risk and return. This additional rating offers guidance to investors about the likely future investment performance … Read more
Leave a CommentThere are only a few investors today who can legitimately be classified as living legends, and Mario Gabelli, CFA, is one of them. In this wide ranging conversation, we talk about investing, research, and the hunt for investment opportunities. For … Read more
5 Comments
Editor’s note: This is the second of two conversations with Gerry Fowler, CFA, Global Head of Equity Strategy at BNP Paribas in London. CFA Institute: In your 2013 outlook, you talk about quality improvers. What are quality improvers? Gerry Fowler, … Read more
Leave a Comment
Editor’s note: We spoke with Gerry Fowler, CFA, Global Head of Equity Strategy at BNP Paribas in London. Late last year, Gerry authored a report on the outlook for 2013 called “Epic Distortions.” We asked him to share some of … Read more
Leave a Comment
One of the more interesting and insightful models or systems in financial analysis is the DuPont analysis, named after the U.S. chemical company that began systematically looking at these numbers in the 1920s. The DuPont analysis is a way of … Read more
7 Comments