Fundamental Analysis Articles

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  1. 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 ...
  2. How Do Negative Interest Rates Work?

    There is a lot of confusion surrounding negative interest rates. Matt breaks it down and explains what going negative really ...
  3. The Elusive Spark Needed for the Rally to Continue

    Against most expectations, U.S. stocks are turning in a respectable performance this year. The S&P 500 is now up 7% year-to-date, ...
  4. Top 5 Consumer Electronics Stocks of 2016 (AAPL, PLT)

    The fundamentals for particular consumer electronics stocks are important when considering investing in a company producing ...
  5. Understanding Amazon's Capital Structure (AMZN)

    Following the 2008 financial crisis, many companies, including Amazon, have been increasing their leverage, causing significant ...
  6. How Green Dot Works and Makes Money (GDOT)

    Green Dot Corp. is dominating the general purpose reloadable payment card industry, offering two of the highest-rated prepaid ...
  7. Top 5 Oil Drilling Stocks of 2016 (PKD, PTEN)

    Learn about the top five oil-drilling stocks of 2016 and why risk-tolerant investors should consider them if they are bullish ...
  8. Why These 2 Stocks Are Speculative for Boomers (FB, BAC)

    Learn why popular stocks such as Facebook and Bank of America are highly speculative and fraught with risk for baby boomer ...
  9. Who Is Driving Fitbit's Management Team? (FIT)

    These four members of Fitbit’s management team have worked together to help double and triple the company's revenues and ...
  10. Top 5 Timber Stocks of 2016 (WY, PCH)

    These five stocks offer appealing investments in the timber industry, based on dividend yield, financial health, valuation ...
  11. Top 5 Coal-Mining Stocks of 2016 (CLF, BHP)

    In an industry under stress, but still dominant in energy generation, these coal producers could prove to be diamonds in ...
  12. Behind Encana's 82.3% Fall in 10 Years (ECA)

    Encana's stock price has moved with other energy firms, though production mix, the Cenovus spinoff and financial results ...
  13. Understanding IBM's Capital Structure

    The shift to the cloud is challenging IBM's traditional on-site server and software-installation business, pressuring its ...
  14. Behind Wal-Mart's 102.57% Rise in 10 Years (WMT)

    The key factors behind the stock performance of Wal-Mart Stores Inc. between 2006 and 2016.
  15. The Reason for GoPro's 59.6% Fall Since Its IPO (GPRO)

    GoPro's shares have fallen 59.6% since the IPO in 2016, with performance primarily shaped by falling valuations amid outlook ...
  16. Top 5 Gold Mining Stocks of 2016 (EGO, NEM)

    Obtain information and analysis on five of the top-performing gold mining stocks thus far in 2016.
  17. U.S Companies are Hoarding $1.7 Trillion in Cash

    Apple, Microsoft, Oracle and other U.S. companies are hoarding billions of dollars in cash. Here's a look at what they do ...
  18. Top 5 Auto Stocks of 2016 (TTM, GM)

    Investors seeking exposure to the cyclical automotive industry can choose from stocks exhibiting a variety of characteristics ...
  19. How Negative Interest Rates Can Affect Banks' Bottom Lines

    Examine the impacts of low interest rates on banking industry profits and find out if negative interest rates will have a ...
  20. Top 5 Drug Stocks of 2016 (ABBV, JNJ)

    Discover analyses of the top five drug stocks, and learn why investors should consider these stocks due to the stocks' attractive ...
  21. Behind Sunedison's 99.5% Loss in 10 Years (SUNEQ)

    Examine the volatile history of SunEdison to determine how restructuring, fluctuating financial results and bankruptcy have ...
  22. Top 7 Companies Owned by Louis Vuitton (LVMUY)

    Find out about the top companies owned by LVMH, usually referred to as Louis Vuitton. Top LVMH companies include Marc Jacobs ...
  23. Why Investors Believe Amazon's Long-Term Growth Story (AMZN)

    Amazon is highly valued as a growth company primarily because it has broadened e-commerce and continued technological innovation.
  24. Understanding Apple's Capital Structure

    The technology behemoth has completely revamped its capital structure, taking advantage of ZIRP and issuing billions of dollars ...
  25. Most Profitable Oil and Gas Companies of 2016 (PSPX, TEP)

    The most profitable oil and gas sector firms, including those with the highest margins and those with the most net income.
  26. Top Small-Cap Stocks for 2016 (TPC, RMBS)

    Consider capital appreciation opportunities available from small-cap stocks with low price-earnings ratios despite strong ...
  27. 2016's Most Promising Stocks

    Do not underestimate the growth potential of mega-cap stocks. With reduced risk as an extra benefit, these are some of the ...
  28. Top 5 Solar Power Stocks of 2016 (SPWR, FSLR)

    Examine five solar power stocks with companies in the solar industry with attractive characteristics or potential. Assess ...
  29. Warren Buffett's Probability Analysis is His Key to Success

    Warren Buffett didn't get rich through luck. His shrewd acumen when picking investments is based on thorough research and ...
  30. Behind T-Mobile's 166% Rise Since Its 2013 IPO (TMUS)

    Analyze T-Mobile's stock price history to determine which factors influenced shares. Discover financial results and acquisition ...
  31. Top 5 IT Stocks of 2016

    Pay attention to the fundamentals of the highest-flying IT stocks. While their P/E ratios might suggest bargain prices, other ...
  32. 3 Legg Mason Mutual Funds with Long Track Records

    Discover three Legg Mason mutual funds with long track records. Read a summary of each fund, as well as performance and manager ...
  33. What's Behind JetBlu's 63.5% Rise in 10 Years

    While the share price of the regional airline operator generally followed the direction of the broader markets, it's outperformance ...
  34. CAPM vs. Arbitrage Pricing Theory: How They Differ

    Both project the expected rate of return given the level of risk assumed, but they consider different variables.
  35. The 4 Basic Elements of Stock Value

    Investors use these four measures to determine a stock's worth. Find out how to use them.
  36. The Top 5 Personal Finance Experts to Follow in 2016

    Here is a look at five money and investing experts who can help you reach your financial goals for 2016.
  37. Behind McDonald's 283% Rise in 10 Years (MCD)

    Take a look behind McDonald's share price history to determine what drives the stock.
  38. My Travel Notes on Canadian Bonds

    We take a closer look at foreign bond markets and what investors are doing in them. Today, we focus on Canada.
  39. 5 Signs You're Getting Bad Financial Advice

    Use good judgment and practice due diligence when contracting with professional money managers and advisors.
  40. Behind Oracle's 172% Rise in 10 Years

    Earnings and acquisitions have driven the historical share price for Oracle Corporation.
  41. The Common-Size Analysis of Financial Statements

    Using common-size financial statements helps investors spot trends that a raw financial statement may not uncover.
  42. Analyzing Alibaba Vs. Amazon Business Models

    Learn how Alibaba and Amazon compare in terms of each company's applied business model, and understand the markets each company ...
  43. Chart of the Week: The Main Ingredient Required for Further Stock Gains

    Global stocks are up year-to-date. Chief Investment Strategist Richard Turnill explains what's required for equities to move ...
  44. Updated Investment Views for the Second Half

    We share how to potentially position portfolios for the market and economic environment we see ahead for the remainder of ...
  45. Can Microsoft Revisit Its Tech-Boom High? (MSFT)

    Projected EPS growth and the acquisition of LinkedIn will impact the performance of Microsoft's stock.
  46. 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 ...
  47. Should Investors Care that Stocks are Expensive?

    Coincident to the latest string of market records, another milestone was recently hit.
  48. 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 ...
  49. How to Raise Your Credit Score Quickly

    Here are the best tips for raising your credit score quickly.
  50. Investment Risks You Should Take in Your 20s

    You can take more risks when investing in your 20s, but not until you do this first.
  51. Behind Amazon's 1,772% Rise in 10 years (AMZN)

    The primary drivers behind Amazon's historical stock price growth.
  52. 3 Eaton Vance Mutual Funds with Long Track Records (EV)

    Discover three Eaton Vance mutual funds with long track records. Review brief descriptions about each fund's management and ...
  53. Microsoft's Competitive Advantage: An Inside Look

    Microsoft thoroughly understands how to build competitive advantage to expand market share and dominate competitors. Here's ...
  54. 2 Companies That Want to Be the Next Apple (AAPL)

    Executives at Tesla Motors and Huawei Technologies say their companies have the potential to be as big as Apple
  55. 5 Restaurant Stocks With High Debt Levels (YUM, QSR)

    Examine the restaurant industry to identify five companies with high debt levels. Assess capital structure with financial ...
  56. Paying Down Debt Early

    For those with a strong aversion to having debt, here is an approach that can enable individuals to pay down debt more quickly ...
  57. Startups: Tech Giants' Next M&A Targets? (AAPL, GOOGL)

    Watch for large-cap tech sector companies to announce acquisitions of startups, as valuations for unicorns and other overvalued ...
  58. Why Time Spent on Social Media Is Decreasing (FB, TWTR)

    Identify key reasons why engagement with social media is declining as of 2016, and discover what this means for big industry ...
  59. 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 ...
  60. Explaining Facebook's 199% Rise in Four Years (FB)

    Examine Facebook's price history to determine the primary drivers of the stock, and discover how KPIs and growth have been ...
  61. Another Reason Rates are Likely to Be Lower for Longer

    The Federal Reserve (Fed) has suggested it’s likely to remain on hold for the near future given Brexit-related uncertainty ...
  62. Sprout's Farmers Market's Competitive Advantage: An Inside Look (SFM)

    Analyze Sprouts Farmers Markets' competitive advantage to determine if its business model and brand provide a sustainable ...
  63. 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 ...
  64. 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 ...
  65. Facebook's Competitive Advantage: An Inside Look (FB)

    Analyze Facebook's economic moat to determine its width and sustainability, and discover how scale and network effect add ...
  66. Are ETFs Liquid Enough for a Bear Market Exodus?

    Are ETFs liquid enough for a mass exodus that could come with the next major market downturn?
  67. Behind IBM's 87.6% Rise in 10 years (IBM)

    Analyze IBM's stock price history to learn why investor outlook has been more important than financial performance for influencing ...
  68. Why Apple Can Be a Value Stock But Not a Defensive Stock (AAPL)

    Examine Apple's 2016 price decline to identify its potential as a value stock. Contrast Apple's characteristics with defensive ...
  69. Economic Moats: A Strong Company's Best Defense

    Economic moats can protect companies from their competitors.
  70. Qualitative Analysis: What Makes A Company Great?

    To understand the qualities that make a great company, investors must dig deep into "soft" metrics.
  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. Behind Costco's 180% Rise in 10 years (COST)

    Analyze Costco's historical stock price performance to determine what has driven growth. How have market performance and ...
  73. 9 S&P 500 Companies With No Long-Term Debt (FB)

    These nine S&P 500 companies have no long-term debt which means they should be capable of weathering turbulent markets.
  74. Why Oil Prices Won't Affect S&P Profit Margins (BCS)

    Learn why Barclays thinks that a rise in oil prices should lead to improvements in profit margins for the S&P 500, as well ...
  75. Buffett's Moat: How Sustainable Is Qualcomm's Competitive Advantage? (QCOM)

    Analyze Qualcomm's economic moat. Determine which factors are driving competitive advantage, and consider the long-term sustainability ...
  76. 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 ...
  77. 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 ...
  78. Why Didn't Quantitative Easing Lead to Hyperinflation?

    Hyperinflation is an exponential rise in prices and tends to occur not when countries print too much money, but is instead ...
  79. 4 Signs You're Headed For Financial Trouble

    Financial Trouble? Beware of these signs and follow these tips.
  80. 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 ...
  81. 3 Reasons Costco Has Membership Fees

    There's more to Costco's membership fees than meet the eye.
  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. Seth Klarman Predicts a Tough Road Ahead for MU,PYPL

    In Q1, billionaire hedge fund manager Seth Klarman reduced his stake in PYPL while completely selling out of PYPL. Let's ...
  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. Billionaire Carl Icahn's Q1 Moves: PYPL, AAPL

    Billionaire hedge fund manager Carl Icahn reduced his holdings in PYPL and AAPL in Q1. Let's find out why.
  86. Britain Votes to Leave the EU

    Market turmoil could create opportunity, but this time the opinion polls got it right.
  87. 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 ...
  88. Are Bond Yields Forecasting Equity Weakness?

    Read on last week's news on equity and bond markets history being made.
  89. 5 Key Takeaways From the Brexit Vote

    We see five key takeaways from the UK’s 52% to 48% vote to break with the European Union (EU), and the lasting consequences ...
  90. 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 ...
  91. 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 ...
  92. 3 Takeaways From Q1 2016 S&P 500 Companies' Earnings

    Explore the three key takeaways from Q1 2016 earnings reports from companies in the S&P 500, all of which indicate the potential ...
  93. Russell Rebalance Study: What You Need to Know

    Analyze the recent stock performance for different types of stocks to determine which equities could gain or benefit ahead ...
  94. Buffett's Moat: Analyzing Salesforce's Competitive Advantage (CRM)

    Analyze Salesforce.com's economic moat to determine if the network effect, brand and scale create a broad and sustainable ...
  95. Assessing Asset Bubbles: Microsoft in 2001 vs. Today (MSFT)

    Understand the inner working of high-multiple stocks such as Microsoft, especially how earnings may play a role in the change ...
  96. 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 ...
  97. 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 ...
  98. Did Apple Stock Become a Value Trap? (AAPL)

    Explore an analysis of its fundamental ratios, and learn why Apple may be a value stock despite experiencing slowed iPhone ...
  99. Chart of the Week: The Global Dynamic That’s Pushing Yields Lower

    Find out why global bond yields continue their downward trend to two things: easy central bank policy and Brexit-induced ...
  100. 4 Tips to Evaluate Growth Companies (KO, AAPL)

    Discover the best metrics for stock investors to utilize when selecting and evaluating the best opportunities in growth investing.
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