Financial Theory Articles

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  1. The Interest Rates: APR, APY And EAR

    When most people shop for financial products, all they focus on is the listed interest rate. Human eyes instinctively dismiss ...
  2. How to Evaluate a Company's Balance Sheet

    Asset performance shows how what a company owes and owns affects its investment quality.
  3. Introduction to Convertible Preferred Shares

    These securities offer an answer for investors who want the profit potential of stocks but not the risk.
  4. Decoding DuPont Analysis

    Get a deeper understanding of ROE with these three-step and five-step calculations.
  5. The Capital Asset Pricing Model: an Overview

    CAPM helps you determine what return you deserve for putting your money at risk.
  6. Analyze Investments Quickly With Ratios

    Make informed decisions about your investments with these easy equations.
  7. Evaluating a Company's Capital Structure

    Learn to use the composition of debt and equity to evaluate balance sheet strength.
  8. Internal Rate of Return: An Inside Look

    Use this method to choose which project or investment is right for you.
  9. How to Get the Most out of Your HELOC

    A home equity line of credit allows you to leverage your home for different reasons. Here are three ways to get the most ...
  10. Analyze Cash Flow The Easy Way

    Find out how to analyze the way a company spends its money to determine whether there will be any money left for investors. ...
  11. Analyzing A Bank's Financial Statements

    A careful review of a bank's financial statements can help you identify key factors in a potential investment.
  12. 12 Things You Need To Know About Financial Statements

    Discover how to keep score of companies to increase your chances of choosing a winner.
  13. Household Finances Are In Great Shape

    During the past year, households have taken 6 percent of their after-tax income to either set aside in savings vehicles, ...
  14. What Should You Do With Your Christmas Bonus?

    Should you spend your Christmas bonus or save it? Here are a few ideas for what to do with that little extra something in ...
  15. 5 Most-Valuable NFL Franchises

    What is the most valuable franchise in the NFL? Are any other franchises close to the top dog? Where does your favorite team ...
  16. The Top 3 Boeing Shareholders (BA)

    Learn about the largest shareholders of stock in The Boeing Company, including individuals, institutional investors and mutual ...
  17. The Top 4 Starbucks Shareholders (SBUX)

    Howard Schultz may be stepping down as CEO, but he remains one of the coffee juggernaut's largest shareholders--for now. ...
  18. How Does Google Maps Make Money? (GOOG)

    Find out how Google Maps generates revenue through subtle techniques that many users may not even be aware of.
  19. Valuing Private Companies

    You may be familiar with publicly-traded companies, but how much do you know about privately-held firms?
  20. FYI On ROI: A Guide To Calculating Return On Investment

    Return on investment is a simple equation that can give you an edge when fine-tuning your portfolio - here's how to use it. ...
  21. Understanding First Mover Advantage

    Someone has to be first into a market. Find out when this can be an advantage for a company (and when it's not).
  22. The Pitfalls of Porter's 5 Forces

    Porter's five forces are a staple of business schools everywhere, but there are some common pitfalls you should watch out ...
  23. What Is A Cash Flow Statement?

    Learn how the CFS relates to the balance sheet and income statement as a part of a company's financial reports.
  24. Reading the Balance Sheet

    Learn about the components of the statement of financial position and how they relate to each other.
  25. Understanding the Time Value of Money

    Find out why time really is money by learning to calculate present and future value.
  26. 5 Must-Have Metrics For Value Investors

    These quick-and-dirty ratios will help you find the most undervalued stocks on the market.
  27. 6 Basic Financial Ratios And What They Reveal

    These formulas can help you pick better stocks for your portfolio once you learn how to use them.
  28. The Top Five Alibaba Shareholders in 2016 (BABA)

    Alibaba has cooled a bit since it's IPO in 2014, but the major shareholders have held steady. Here are the top five.
  29. The Top 5 Microsoft Shareholders in 2016 (MSFT)

    The largest individual holders of Microsoft shares remain the company founders and top management.
  30. The Utility Of Trendlines

    Trendlines give an investor a good idea of the direction an investment might move in. Discover how to make them work for ...
  31. 4 Biases That Can Make You A Bad Investor

    Find out how to spot these four biases, and start making more logical investing decisions.
  32. The Daily Routine Of A Swing Trader

    From pre-market to after hours, see what you need to do to capture gains quickly.
  33. Key Financial Ratios for Manufacturing Companies

    An investor can utilize these financial ratios to determine whether a manufacturing company is efficient, profitable and ...
  34. Payout Ratio vs. Retention Ratio: When to Use Which

    The payback ratio and retention ratio collect different information and are useful in different situations.
  35. Key Financial Ratios for Pharmaceutical Companies

    Because of the unique requirements for bringing products to market, pharmaceutical industry stocks are best analyzed by using ...
  36. Understanding Pfizer's Capital Structure (PFE)

    Pfizer has managed to return capital with dividends and share buybacks under limited debt use while the business faced declining ...
  37. Key Financial Ratios for Retail Companies

    Using the following liquidity, profitability and debt ratios, an investor can gather deeper knowledge of a retail company's ...
  38. Understanding Google's Capital Structure (GOOG)

    With Google becoming Alphabet, the company's internet business and other ventures remain the same under a capital structure ...
  39. Key Financial Ratios for Restaurant Companies

    These seven financial ratios provide insight to the profitability of a restaurant, prospective longevity of the business ...
  40. Understanding Coca-Cola's Capital Structure (KO)

    Since the crisis of 2008 and the implementation of an accommodative monetary policy by the Fed, Coca-Cola's capital structure ...
  41. Introduction To Swing Charting

    Discover why traders use swing charts, how they construct them and how they use them.
  42. Understanding Bank of America's Capital Structure (BAC)

    For banks, especially large banks such as Bank of America, capital structure has to both meet funding needs and satisfy the ...
  43. The Short and Distort: Stock Manipulation in a Bear Market

    High-quality stock reports needn't be confused with stock manipulators' dramatic claims.
  44. The Uptick Rule: Does It Keep Bear Markets Ticking?

    This rule prevents traders from driving stocks down, but its effect on market volatility is debatable.
  45. Understanding Verizon's Capital Structure (VZ)

    Verizon has a highly leveraged capital structure, and this debt capitalization and the company's equity have affected its ...
  46. Understanding Amazon's Capital Structure (AMZN)

    Following the 2008 financial crisis, many companies, including Amazon, have been increasing their leverage, causing significant ...
  47. Will Nonperforming Loans Cause 'Italeave'? (BMPS.MI)

    The EU's reluctance to allow Italy to bail out its precarious banks may encourage Italy to follow England out of the EU. ...
  48. Understanding IBM's Capital Structure (IBM)

    The shift to the cloud is challenging IBM's traditional on-site server and software-installation business, pressuring its ...
  49. Cybersecurity: The Top Risk for Financial Institutions?

    Cybersecurity will continue to be the top risk facing financial institutions by 2020.
  50. Understanding Apple's Capital Structure (AAPL)

    The technology behemoth has completely revamped its capital structure, taking advantage of ZIRP and issuing billions of dollars ...
  51. The 4 Basic Elements of Stock Value

    Investors use these four measures to determine a stock's worth. Find out how to use them.
  52. CPA Exam Tips

    Tips for the CPA exam - how to approach it, what to expect, and the time it takes to complete.
  53. Regression Basics For Business Analysis

    This tool is easy to use and can provide valuable information on financial analysis and forecasting. Find out how.
  54. The Common-Size Analysis of Financial Statements

    Using common-size financial statements helps investors spot trends that a raw financial statement may not uncover.
  55. JetBlue: Who Are the Top Shareholders (JBLU)?

    JetBlue became an industry leader by offering low prices along with TVs in every seat, inflight entertainment and high-speed ...
  56. 10 Common Finance Terms Every Newbie Needs To Know

    In order to get a better understanding of what you read in markets news, we’ll briefly explore the terms you commonly encounter.
  57. China, Not Brexit, Is the Biggest Problem for the World

    Many experts consider China's currency and credit situation as the biggest global economic risk, not Britain's decision to ...
  58. Can Microsoft Revisit its Tech-Boom High? (MSFT)

    Projected EPS growth and the acquisition of LinkedIn will impact the performance of Microsoft's stock.
  59. Yahoo's Stock: Only 8% Return in 10 Years (YHOO)

    Now that Yahoo's core business is being sold to Verizon, a look back at the drivers of its stock price history over the last ...
  60. Cheap Stocks Or Value Traps?

    The value of stocks that trade at less than cash per share can be deceiving.
  61. Financial Models You Can Create With Excel

    The relatively modest amount of time it takes to build these models can pay for itself by leading you to better investment ...
  62. China: Losing Competitive Advantage With Unsustainable Debts

    China's economic growth has been decelerating over the past decade and credit continues to expand at a rapid pace, turning ...
  63. What Does Comcast Own ? (CMCSA, DWA)

    A quick look at businesses owned by of the media and technology company Comcast Corporation.
  64. 2 Companies That Think They Can Be the Next Apple (AAPL)

    Executives at Tesla Motors and Huawei Technologies say their companies have the potential to be as big as Apple
  65. Behind Google's 243% Rise in 10 years (GOOGL)

    Analyze Alphabet's stock price history to determine the primary drivers of appreciation. See how growth and outlook were ...
  66. Behind Tesla's 1,173% Rise in 10 years (TSLA)

    Pay attention to whether Tesla’s profitability can prove worthy of the level of enthusiasm generated for the company by CEO ...
  67. Ben Graham's Advice on Reading Financial Statements

    Seven pieces of advice from Benjamin Graham on understanding financial statements.
  68. Is Sales Growth Weaker Than Inventory Growth?

    Find out why Goldman Sachs Equity Research is concerned about inventory growth, which appears to be outpacing sales growth ...
  69. Why Goldman Is Warning About Free Cash Flow Yield (GS)

    Learn why Goldman Sachs is alerting investors to the importance of cash flow, and discover a recommended alternative equity ...
  70. Top 8 Ways Companies Cook the Books

    Find out more about the fraudulent accounting methods some companies use to fool investors.
  71. Mergers And Acquisitions: Understanding Takeovers

    In the dramatic world of M&As, battleground terms meld with bizarre metaphors to form the language of the game.
  72. How Much Is The Honest Company Worth?

    As Jessica Alba is contemplating an exit strategy, which public companies may be the most likely suitors for The Honest Company, ...
  73. Unearth Profits In Oil Exploration And Production

    Drill down into financial statements to tap into the right companies and let returns flow.
  74. Calculating Iran's Possible Credit Rating

    Iran's central bank deputy governor says the country could be in line to receive a credit rating. IMF economic data show ...
  75. Are Online Travel Stocks' High Multiples Sensible? (PCLN, EXPE)

    Learn how robust EBITDA growth and fewer threats from disruptors have enabled online travel companies to maintain higher ...
  76. Why GAAP and Non-GAAP Are More Divergent Since 2009

    Examine the divergence of GAAP and adjusted earnings in the years leading up to 2015 to identify the factors causing the ...
  77. Will a Global Recession Tip U.S. Markets Into Correction?

    Learn why the U.S. stock market appears to be headed for a serious correction, and why global markets are not exactly a safe ...
  78. Top 3 Stocks to Buy Now Utilizing Financial Ratios (UAL, DISCA)

    Learn about a research report that analyzes stocks based on fundamental criteria, and three stocks that rank highly based ...
  79. M&A: Chinese Companies' Interests in U.S. Companies

    Explore China's record-setting cross-border M&A activity while delving into the reasons surrounding this splurge of foreign ...
  80. What are Financial Statement Assertions?

    Understand financial statement assertions and what they mean in accounting. For investors, it is important that assertions ...
  81. How Inflation and Unemployment Are Related

    How can inflation affect unemployment, and vice versa? Here we examine wage inflation, stagflation and the Phillips Curve.
  82. 4 Reasons You Should Avoid Alibaba (BABA)

    Learn why some analysts believe Alibaba's accounting lacks transparency, and why they believe the company may be overstating ...
  83. Large Facebook Investor Sees IPO Boom (FB)

    Learn why Mark Andreessen believes technology IPOs and M&A activity may rebound strongly beginning in late 2016, and ...
  84. 4 Catalysts for Sudden Drawdowns in Equity Markets

    Learn about four potential risks to equity markets and how changes in the way markets view those risks could trigger a sudden ...
  85. An Inside Look at Morgan Stanley's S&P 500 Target (MS)

    Beware of an economic slowdown in China and possible strengthening of the U.S. dollar, because these two events could significantly ...
  86. GAAP vs. Non-GAAP: Which Should You Consider for Evaluation?

    Find out why GAAP and non-GAAP earnings diverged in 2015. Determine which one deserves investor focus, based on investor ...
  87. Capex Report: Telecom Leads in Spending (T,VZ)

    Find out why the telecom sector led in 2015 spending on capital expenditures and understand how operating cash flow and total ...
  88. Why Billionaire Chanos Is Shorting Alibaba (BABA, JD)

    Learn why famed short seller and hedge fund manager Jim Chanos believes that the price of Alibaba's shares is heading lower, ...
  89. Will the Fed Raise Rates During a Profit Recession?

    Find out if another rate hike from the Federal Reserve means stocks are in for a rough year, and why corporate earnings continue ...
  90. The Pros and Cons of Executives' Pay Tied to Stock Performance

    Watch for situations where lavish executive compensation is either not justified by total shareholder return or rationalized ...
  91. S&P 500: Q1 2016 Earnings Report Card (WFC, AAPL)

    Explore the report card for the earnings and revenues of the S&P 500 in Q1 2016, as well as the warning signs indicating ...
  92. The Top 5 British Petroleum Shareholders (BP)

    Discover the five largest shareholders of British Petroleum stock, who are all investment management firms with billions ...
  93. Buffett's Moat: Is Intel's Competitive Advantage Sustainable? (INTC)

    Examine Intel's economic moat to assess its width and sustainability. Can Intel's competitive advantage keep returns above ...
  94. The Top 5 Petrobras Shareholders (PBR)

    Take a look at the five largest shareholders of Petrobras stock, and learn more about how the Brazilian government has ultimate ...
  95. 3 Things to Know Before Taking Sell Side Recommendations

    Learn about the equity research process to understand the incentives faced by published research analysts. How should investors ...
  96. Buffett's Moat: Is Apple's Competitive Advantage Sustainable? (AAPL)

    Examine the width and sustainability of Apple's economic moat. Find out how brand loyalty, economies of scale and network ...
  97. Debt: Is the Credit Market Peaking? (OAK, JNK)

    Discover why credit markets might be peaking, why distressed debt is rising and how an investor might profit from a rash ...
  98. 3 Cases When Beta Does Not Measure Volatility of Stocks

    Examine the theoretical and statistical relationship between beta and volatility to identify three factors that limit beta's ...
  99. How Low Interest Rates Are Hurting Private Tech Companies (GS)

    Discover how the Federal Reserve's low interest rate policy is harming the private technology market, possibly creating another ...
  100. How Much Debt Is Too Much? Examples From Around the World

    Unearth the facts surrounding the growing debt within the U.S., China, Japan and the Eurozone, and discover how these debt ...
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