Tags » Equities

Finding Some Direction

We are now comfortably over half way through 2014. After a shaky start, and despite persistent jitters, much of the year was actually quite undramatic… 553 more words

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Facebook is now worth more than Coca-Cola, Disney, Intel

Next stop, IBM.

Facebook’s remarkable share price surge over the last year has pushed its valuation—more than $192 billion as of yesterday— above some of the most venerable names in corporate America. 119 more words

Week End Blog – High Yield Shivers, Rate Conundrums and Poker Profits

It long seemed endless, the powerful rally in high yield bonds. But investors grew more cautious in recent weeks, pushing the prices of high yield bonds down. 588 more words

FINANCIAL MARKETS

Qualcomm Loses Almost $10 Billion in Market Cap

$QCOM lost almost $10 billion market cap today. Think about that.—
KarateBoy (@_KarateBoy_) July 24, 2014

I did and I bought some more.

Equities

Stock Buybacks

Its getting quite ridiculous: its far easier for corporate executives to simply borrow at these low rates and just buy in their stocks (eps accretive thus good for the share price and therefore their stock options) rather than make tricky decisions such as perhaps investing, you know, for the future etc. 63 more words

Stock Market

Free Lunches & Food Trucks

From the latest GMO quarterly letter by Ben Inker Free Lunches and the Food Truck Revolution.

Too many market participants are looking for the free lunch when they should be “looking for the investing equivalent of an inexpensive and tasty food truck meal instead”. 222 more words

Equities

Lower Returns From Here?

From Forbes via Pragmatic Capitalism.

Ned Davis Research has done the math, comparing the actual levels of the S&P 500 Index each month with a “normal” valuation of the index based on fundamental factors like P/E, dividends, earnings, and cash flows.

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Equities