Is Visa Overpriced?
By Stocks & Shares:Visa (V) is trading at price-to-earnings multiples between two and three times those of its peers. Moreover, even if rosy analyst estimates are correct and Visa's earnings growth...
View ArticleLike Movies? Favor Studios Over Theaters
By Stocks & Shares:Companies that participate in the motion picture industry are priced at widely different price multiples. Many of these firms require different levels of capital expenditure,...
View ArticleIs Monster The Tastiest Beverage Stock?
By Stocks & Shares:A prior article of mine noted how Monster Beverage (MNST) was trading at much higher valuation ratios than its peers. The article demonstrated that ridiculous extrapolation of...
View ArticleLong/Short Funds In A Risk On World
By Stocks & Shares:In the broadest sense, the usefulness of hedge funds comes from their supposed ability to generate returns that are uncorrelated with the market. During the broad asset price...
View ArticleFinding Value In Canadian Basic Materials
By Stocks & Shares:Canada exports a lot of commodities to China and so basic materials companies in Canada are exposed to China's economic slowdown. With this downtrend in mind, investors should...
View ArticleInternational Fund Investing: Beyond The BRICs
By Stocks & Shares:U.S. investors have access to foreign stock markets more than ever before. This gives investors the freedom to pick markets based on their own. They are no longer forced to buy a...
View ArticleBuying The Indian Market On The Cheap
By Stocks & Shares:The careful selection of different Indian stock funds allows investors to enter the Indian market at a steep discount to US price multiples, even though the Indian market as a...
View ArticleHSBC: Not Cheap Enough
By Stocks & Shares:I regard banks and other financial institutions as black boxes, largely because it is hard to account for the value of their assets. However, there is a different and more...
View ArticleWebMD: A Game Changer That's Cutting Costs
By Stocks & Shares:WebMD's (WBMD) share price declined based on lower revenues. This news affords an attractive entry point for a disruptive stock. WebMD to Cut Costs WebMD provides medical...
View ArticleVodafone: This Wireless Stock Is An Africa Play
By Stocks & Shares:Investors seeking diversification may want to consider Vodafone Group (VOD) as a way to invest in developing African markets. The stock offers exposure to the region while being...
View ArticleCoinstar - Value Via Video
By Stocks & Shares:Television and movie content providers are at risk because Netflix (NFLX) and other entrants have disrupted physical media sales by streaming media.Today there is a lot of...
View ArticleToll Brothers: Back To School
By Stocks & Shares:Value investors should consider Toll Brothers (TOL) as an attractive new way to gain exposure to higher education, in addition to exposure to the wider market for luxury...
View ArticleA Fracking-Driven Chemical Stock
By Stocks & Shares:The chemical industry's margins are starting to widen from cheaper shale gas produced by hydraulic fracturing, or fracking. Fracking has sent natural gas prices down in the U.S....
View ArticleDrink The Kool-Aid Or Eat The Burrito?
By Stocks & Shares:Chipotle Mexican Grill (CMG) is expanding the reach of its brand by selling organic-cotton hoodies, organizing festivals, and supporting a dark comedy video series focusing on an...
View ArticleThe Sweet Spot Among For-Profit Colleges
By Stocks & Shares:There are few industries that are more despised than for-profit education. Can value-minded investors exploit this hate to buy some of these stocks on the cheap?Yes. Many stocks...
View ArticleInvest In Coffee And Ditch The Grind
By Stocks & Shares:The current low price of coffee can be best exploited through the coffee exchange-traded notes iPath Pure Beta Coffee (JO) and the iPath DJ-UBS Coffee TR Sub-Index (CAFE)....
View ArticleBuy Wireless Targets, Not Acquirers
By Stocks & Shares:Investors typically lose when their stocks acquire other stocks. On the other hand, target stocks tend to perform well, at least until their prices rise to substantially the...
View ArticleAgriculture Plays: ETFs Vs. Stocks
By Stocks & Shares:The value effect has been a very potent source of alpha in the past. I advocate investing in stocks based on value over trying to divine the price movements of commodities....
View ArticleDell's Stock Price Assumes Deal Upgrade
By Stocks & Shares:Leveraged buyout offers for Dell (DELL) were expected since August as the company found it difficult to fight its challengers like International Business Machines (IBM),...
View ArticleGreater China, Greater Value
By Stocks & Shares:The U.S. stock market is making new highs and there is endless talk about China's economic growth and impending economic dominance. From a top-down perspective, investors should...
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