Value Investing

Can GE’s Perma-Bears Ever Stop Being Too Grumpy?

It is hard to argue against the notion that General Electric Co. (NYSE: GE) is a disavowed conglomerate with many ongoing problems. That said, GE shares had gone so low ...
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If HP and Xerox Really Want a Merger, Why Not Consider It in Reverse?

There has to be some joke about two of America's oldest technology giants thinking about a merger. The news was confirmed during the week of November 8 that Xerox Corp. ...
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Independent Research Shows Major Upside Potential in the 2 Top Gold Mining Giants

It's been a wild ride for many asset classes in 2019. On top of big gains in stocks and big swings in Treasury yields, gold has had a monster year ...
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Many Problems & Caveats Face Any Would-Be Acquirer of Walgreens, Even Warren Buffett

It's one thing to think that there is a value investor's dream awaiting in the shares of Walgreens Boots Alliance Inc. (NASDAQ: WBA). It's another thing to really consider that ...
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As the Dow Hits All-Time High, Over Half of Dow Stocks Keep Disappointing Investors

When investors hear that the stock market just hit a new all-time high, it's probably fairly easy to assume that this means almost all the individual stocks are probably at ...
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Wayfair Shareholders Have Every Right to Be Concerned After Its Losses

Having revenue growth of more than 35% is above and beyond the norm. It's also a number that would attract many growth investors if it was in a vacuum. In ...
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Is Nokia’s Failed Turnaround at the Edge of the Black Hole?

There are turnaround companies, and there are companies that never really manage to turn their operations around. The latter category is facing a sad state of affairs at the end ...
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Can 3M’s Conglomerate Structure Be Saved From the Wrecking Ball in 2020?

A rising trend has been for companies to have a specific purpose or target in their business. Simple business models, even if the underlying operations and management structures may be ...
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Why Credit Suisse Remains So Positive on Refiners

It has become very difficult to find many investors and analysts who are willing to stick out their necks in the oil and gas sector. Many new investors, and a ...
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Reality Sets in for Beyond Meat as Wall Street Resets Expectations

It is without argument that the initial public offering of Beyond Meat Inc. (NASDAQ: BYND) has been above and beyond stellar in 2019. That comes at a time when many ...
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5 Contrarian Ideas for Underappreciated Upside From Credit Suisse

Finding new investment ideas late in 2019 is a challenging effort. There is so much uncertainty in the markets and in geopolitics, and the U.S. growth is slowing to the ...
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6 Mega-Cap Stocks Analysts Want You to Buy for 2020

The week of October 4, 2019, proved to be yet another one full of volatility. The Dow Jones industrials were down at one point more than 1,000 over three trading ...
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2 Water Scarcity Picks for Secular Growth and Value

In periods of uncertainty, investors often turn to some of the less volatile sectors that are expected to experience secular growth and steady earnings. Investors will want to be in ...
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Time to Shine for Nokia and Ericsson With the Massive 5G Opportunity

The coming 5G build-out is supposed to be the next big opportunity for exponential growth in communications. Tens of billions of dollars are going to be invested in this effort ...
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8 Top Regional and Mid-Cap Bank Picks to Survive a Choppy 2020

As the yield curve inverted and economic data weakened, there have been a lot of brewing concerns about banks and financial stocks would fare if the next slowdown turned into ...
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