Yearly Archives: 2015

Do the Wealthy Possess Superior Investment Acumen?

http://www.bloombergview.com/articles/2015-09-25/the-rich-are-different-they-re-better-investors-?cmpid=yhoo The full paper, its findings and conclusions, may be accessed here. http://econweb.umd.edu/~davis/eventpapers/StevensInvestor.pdf

Posted in Portfolio Model Subscription

Will Third Quarter 2015 Earnings Mark the Bottom?

Third quarter S&P 500 earnings estimates are being revised lower, with significant negative revisions being reported in materials, energy and industrial sectors. Continued sub-par economic growth from China, lower potential orders from the cyclical mining and energy sectors and reduced

Posted in Portfolio Model Subscription

Novo Nordisk (NVO-NYSE, $57.57 US). Does a GLP-1 Mega-Blockbuster Await in the Wings at Novo?

Novo Nordisk, the world’s biggest insulin maker, has for years kept away from the acquisition strategy of Sanofi, Pfizer Inc. and other drugmakers, preferring to focus on internal research and development. That tack has paid off for Novo, the best-performing

Posted in Portfolio Model Subscription

Q2, 2015 Decline in S&P 500 Earnings Caps Near Term Upside. Is This the Time for Accumulation?

According to Factset, the bulk of S&P 500 companies have reported earnings. To this date, the blended earnings decline is about 1%. http://www.factset.com/websitefiles/PDFs/earningsinsight/earningsinsight_8.6.15 The last quarterly earnings decline noted by the S&P 500 companies was Q3, 2012. As then, bears

Posted in Portfolio Model Subscription

Substantial Earnings Growth Reported by Three Mexican Airport Operators in 1st Half of 2015.

Tourist oriented airports in Mexico pay their expenses in Mexican pesos, which had depreciated vs. the US dollar in the quarter ended June 30th, 2015. In contrast, revenues that are recorded from foreign tourist arrivals and retail spending, are largely

Posted in Portfolio Model Subscription
Recent Comments
    Archives