All the financial media seems to be concerned with these days is Greece and the possibility of "Grexit." The deep freeze that is gripping much of the eastern half of the U.S. is also grabbing headlines.
In this podcast, CEO David Trainer discusses the implications of S&P's unethical practices that helped lead to the 2007-2008 mortgage crisis, and the importance of using independent, unbiased research when estimating the potential risks and returns for your portfolio.
Investors who aren't paying attention to the information disclosed in companies' financial footnotes are increasingly in danger of losing some of their investment.
This week, CEO David Trainer discusses the general whipsaw action of the markets we've been seeing over the last few months and more recently, the last few days.
It seems the noise surrounding a potential correction in the market is growing louder as each day passes. With the S&P 500, NASDAQ, and Dow Jones all reaching new highs almost daily, one has to wonder when (or if) a large downturn will occur. A correction often brings stock prices back to reality, creating the perfect entry point for you to buy excellent companies at reasonable prices.
Gold prices are still on the rise as tensions in Ukraine and Iraq show no signs of slowing down. However, the precious white metal isn't showing the same trend as gold's prices.
Trading stocks sometimes feels like a very modern phenomenon, so it’s easy to forget that some of the companies we’re investing in go back a century or more.
Doing your own fundamental analysis can be hard work, but it is worth it. Listening to the buzz on Wall Street only tells you what has outperformed, doing your own research can tell you what will outperform.
Last week, Facebook (FB) filed its second annual report as a publicly traded company, which allows us to initiate coverage. The company’s strong return on invested capital (ROIC) and profit growth offset the stock’s expensive valuation (~$70/share) to earn our Neutral rating.
Morningstar’s research can be helpful, but we believe our in-depth analysis of ETF and mutual fund holdings gives our ratings a superior predictive value, and results back up our claim.
Today, I had the pleasure of meeting with a very smart and attentive group of Vanderbilt undergrads as part of the Managerial Studies Visiting Executive Program.
On August 27th, I met with my fellow members of the FASB’s Investor Advisory Committee (IAC) to discuss the proposed treatment of operating leases on the balance sheet by the Financial Accounting Standards Board (FASB).