Given the tech sector’s higher recent volatility and overvaluation, we’re seeking wider margins of safety and established economic moats.
Our Take on the First Quarter
Volatility returned in the first quarter as Fed watching became a full-time job.
MANN+HUMMEL presents its financial annual report and shows record sales of 2.8 billion euros for 2014
MANN+HUMMEL Group (http://www.mann-hummel.com), based in Ludwigsburg, Germany, recorded sales of 2.8 billion euros in 2014, an increase of 120 million euros – or 4.5 percent in nominal terms – on…
Is It Time To Book Profits? – Cramer’s Mad Money (3/31/15)
With the end of the first quarter, Cramer was not impressed with the performance. “Let me say just from the get-go that this market’s leaving a sour taste in my mouth. The vast majority of stocks…
Oncology Radiation Therapy to Reach $8.1 Billion in 2019; External Beam Radiation Therapy Occupying 84% in Revenue
BCC Research (http://www.bccresearch.com) reveals in its new report on radiation therapy, usage is expected to increase as the incidence of cancer rises. The greatest growth in radiation therapy…
Movado’s (MOV) CEO Efraim Grinberg on Q4 2015 Results – Earnings Call Transcript
Good morning ladies and gentlemen and welcome to Movado Group Incorporated Fiscal Fourth Quarter 2015 Earnings call. At this time all participants are in a listen-only mode. Later we will conduct…
Northland Capital Partners View on the City – Arian Silver, Altona Energy
Latham (James) (LON:LTHM) – BUY*: FY Pre-close Market Cap: £121.0m; Current Price: 622p; Target Price: 660p FY PBT in line on higher than expected revenue; triennial actuarial valuation FY15…
Gloomy China, Japan data add to pressure for stimulus
China and Japan reported gloomy industrial data Wednesday, adding to pressure on leaders of the world’s second- and third-largest economies to launch new stimulus.
Auto sector hiring accelerates in Feb; outlook bullish
Auto sector witnessed an average 6 per cent growth in employment opportunities in February, and going forward, companies in this space are likely to face acute talent crunch and attrition. A…
Cold nights have halted growth
It was tempting to just copy and paste last month’s article, especially the opening sentence about the wait for spring to commence. The wait has lasted quite a long time.