A Cautionary Tale On Sell-Side Ratings
A recent analysis reported that the percentage of newly issued ratings of “sell” or “underweight” was only 5% of the total. This phenomenon is not new to regular market followers, and it was on full display surrounding the IPO of Snapchat (SNAP).
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Berkshire's Groupies Need Some Reeducation
I fess up to owning a couple of Berkshire Hathaway shares, but I’m restive. Not because Buffett shoulda bought Alphabet and Amazon instead of IBM, but because the conceptual framework for owning Berkshire is too easily challengeable today.
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Can A Macron Victory Lead To An Upswing In European Stocks?
International equities seem to be worthy of strong consideration for globally diversified, growth portfolios given relative valuations and economic growth prospects.
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Amid Falling Sales And Activist Pressure, Whole Foods Shakes Up Board
One month to the day that activist firm Jana Partners revealed it had taken a 9% stake in Whole Foods, the beleaguered organic grocer is fighting back: the company announced on Thursday that it is shaking up its board of directors, gaining a new CFO and slashing $300 million in costs by 2020
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Track Records Matter Even For Managers Of BlackRock's Robots
Whatever reasons fund shareholders originally had to invest in these 3 BlackRock large cap funds are moot now that the funds’ portfolio managers, investment strategies and fees are changing. If there was ever a time to reevaluate this investment, this is it.
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Brookfield's Bruce Flatt Takes A Contrarian View On Retail Armageddon
Brookfield's Bruce Flatt spots opportunity amid talk of another great American mall die-off. The death of real estate is greatly exaggerated, he says.
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This A.I. Search Engine Gives Companies Tailored Insights In Real-Time
I spoke with Bitvore Founder and President Jeff Curie about the vision behind his company, the future of business intelligence, and using A.I. to help entrepreneurs make smarter decisions.
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Why You Should Watch Companies' GAAP-Based Return On Invested Capital
GAAP-based ROIC is based on a simplified after-tax profit (NOPAT) and invested capital that can easily be calculated using only the income statement and balance sheet.
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This Translation Software Giant Is Empowering Today's Top Global Companies
I spoke with Systran CEO Denis Gachot about the vision behind his company, eliminating language barriers, and his plans for transforming how people and businesses communicate.
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Online Sales To Boost Revenue For Urban Outfitters
Urban Outfitters is scheduled to report its Q1 earnings on May 16, with the expectation for slight growth in revenue and a drop in EPS. Increased penetration of the direct-to-consumer channel, as well as higher promotional activities are expected, which could lead to margin compression.
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