Investor returns could suffer if growth slows and valuation multiples contract from lofty levels.
Oil storage crisis may be averted by U.S. car drivers
Refiners, spurred by high profit margins, are rushing to buy crude and churn out more fuel in response to an unexpectedly swift rise in U.S. road travel and that may avert a crisis in storing U.S….
Evaluating Risks, Opportunities, And Performance Of Stocks With Foreign Currency Exposure
Should U.S. investors try to profit from their strong currency and invest abroad? Or, conversely, should foreign investors now dump their U.S. stocks to take profits? Recently a fellow…
Home-country bias: still pervasive, still limiting
Do your clients suffer from “home-country bias-itis” in their investment portfolio? Some powerful stats might help cure that syndrome – and potentially put your clients in a better position to…
Consumer Cyclical Investors: Shop Carefully in 2015
Those firms with moats will continue to take share, despite near-term uncertainty about foreign exchange, European spending, and Asia Pacific regional growth.
Northland Capital Partners View on the City – Arian Silver, Churchill Mining, Hummingbird Resources, InternetQ
Churchill Mining (LON:CHL) – CORP: Interims Market Cap: £17m; Current Price: 13p LBT increase to $1m in H115 LBT in H115 increased to $1m from $0.9m in H114 due to an increase in foreign…
From Growth To Dividend, Why Warren Buffett’s Primary Reason For Investing In Coke Is Slowly Fading
Every value investor should think (deeply) about the motives of the investor at the other side of the trade. Why is he or she thinking exactly the opposite of what you are thinking? Very few…