We evaluated 50 different companies this week to determine whether they are suitable for Defensive Investors, those unwilling to do substantial research, or Enterprising Investors, those who are will...
A number of major market themes were driven this past week; but for FX, the Dollar’s remarkable volatility grabbed most traders’ attention. Will the Greenback finally rekindle a full trend and ...
Having long mocked the sheer idiocy of using organic cash or worse, debt proceeds, to fund buybacks just so management can eke out a few more million in equity-linked compensation while activists enjo...
Investors looking to add exposure in the semiconductor industry have a lot of choices.Recent market weakness is creating value in companies that will outperform in the long run. The iShares PHLX Semi...
Model X Sales Ramp If you read the news and analysis about Tesla Motors (TSLA), there is widespread doom and gloom, especially about the Model X sales ramp. The Model X is no doubt a complicated v...
Employees at the world’s largest hedge fund, Bridgewater Associates, are apparently on a path to vote between Ray Dalio, 66, the firm’s founder and spiritual leader, and Greg Jensen, 42, co-CEO w...
It’s been a wild month, and a busy one. It’s convention season in Vancouver and elsewhere. I’m finishing this issue at conference number four for me in the past 10 days. That will be it for a mo...
Last week, I discussed the boost the market received as the BOJ made an unexpected move into negative interest rate territory combined with end of the month buying by portfolio managers. To wit: “H...