Embraer: Contrarian Value Play With Strong Secular Tailwinds And A Compelling Valuation
By Trading the Spread: Famed value investor Don Yacktman has always said that his investment style can be boiled down to one simple philosophy, which is "it's almost all about the price." While it's important to focus on good businesses with a strong footprint in their industry and…
Prudential raises dividend expectations
Insurance chief raises investors' hopes for an increase in dividend and possibility of special payouts as he sets out four-year objectives for group
Payday loan ads seen 7.5bn times in 2012
The level of exposure among adults has risen from 12m views five years ago before the economic environment caused a sudden popularity in the loans
The myth of the American Dream
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What's The Right REIT Move Now?
By Morgan Myrmo: "Our greatest glory is not in never falling, but in rising every time we fall." - Confucius As U.S. REITs are once again in decline in the midst of rising rates and tax-loss selling, investors may wonder if the time is right to discover value at current levels. The…
Isis Ally Alnylam - Trying To Understand Its Astounding Valuations
By Intrepid Investor : ISIS Pharmaceuticals ( ISIS ) and Alnylam ( ALNY ) are the two largest of the antisense therapeutics companies by market cap at $4.5B and $4.0B respectively. After a review of their pipelines and technology platforms, I wondered why the small difference in market cap. I read…
Mandela moment: Obama and Castro meet
Obama among world leaders attending Mandela 'celebration' as thousands gather in Soweto to commemorate South Africa's first black president
GM names 1st woman to lead an automaker
Product development chief Mary Barra will succeed Dan Akerson as CEO next month.
In Contrast: Finding Value Between HCP And Ventas
By Morgan Myrmo: "He (Arthur Miller) wouldn't have married me if I had been nothing but a dumb blonde." - Marilyn Monroe In the health care REIT sector there are three major players, which are HCP, Inc. ( HCP ), Ventas, Inc. ( VTR ) and Health Care REIT, Inc. ( HCN ). All three…
JMP Group: Industry Tailwinds And Company-Specific Catalysts Should Boost Stock 50%
By Shaun Currie, CFA : In the past, I have talked about some of the key characteristics I look for when buying a stock. After reviewing JMP Group ( JMP ), I see many of those characteristics: A company that has fallen out of favor A company that has major catalysts on the horizon A compelling…
GM names first woman chief executive
Mary Barra is join Marissa Mayer and Meg Whitman at the top of a US blue-chip company after Dan Akerson announces he is retiring
Alitalia pockets emergency cash, heads to union meeting
MILAN (Reuters) - Alitalia finally secured the 300 million euros ($412 million) it needs to keep flying over Christmas, a source said on Tuesday, concluding a drawn-out capital raising that showed how much work the airline has to convince investors it can survive.
Bill Ackman's Folly With Herbalife: 7 Assumptions That Led Him Astray
By Kevin Thompson : It's been almost a year since Bill Ackman announced his short position on Herbalife ( HLF ). With much media fanfare, he gave a 300+ slide presentation explaining the validity of his thesis. On Bloomberg, he confidently declared, "This is the highest conviction I've…
Q1 2013 AUTOZONE INC Earnings Conference call (Webcast)
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Q2 2014 WILEY JOHN & SONS INC Earnings Conference call (Webcast)
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Renaissance Re Will Not Lead To Enlightened Value For Shareholders
By Ashleigh Rogers : Renaissance Re Holdings ( RNR ) is a $4.8B Bermuda-based reinsurance company whose 52-week high share price belies the risks inherent in the stock. I believe the company may struggle and miss earnings expectations next year before seeing an upturn in 2015. I'll explain my…
HeartWare Vs. Thoratec In The Heart Pump Race
By Peter Geschek : In the third quarter, HeartWare International ( HTWR ) had better than expected sales of its cardiac pumps and as a result, its share price moved up substantially. The jump in sales was driven by the widespread acceptance of HeartWare's HVADs (ventricular assist device),…
Emerging markets can deal with gradual Fed taper: World Bank's Kim
WASHINGTON (Reuters) - Emerging markets could adjust to the withdrawal of the Federal Reserve's massive monetary stimulus as long as it happens gradually, World Bank President Jim Yong Kim said on Tuesday.
Stocks slip as investors hit pause on rally
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Regulators unveil long-awaited Volcker Rule
Banking regulators on Tuesday unveiled a central element of the sweeping 2010 reform law Congress passed in response to the financial crisis.
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