Fundamental Analysis Articles

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  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. 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 ...
  8. 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 ...
  9. 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 ...
  10. 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 ...
  11. 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 ...
  12. 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?
  13. 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 ...
  14. 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 ...
  15. Economic Moats: A Strong Company's Best Defense

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

    To understand the qualities that make a great company, investors must dig deep into "soft" metrics.
  17. 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.
  18. 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 ...
  19. 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.
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. 4 Signs You're Headed For Financial Trouble

    Financial Trouble? Beware of these signs and follow these tips.
  26. 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 ...
  27. 3 Reasons Costco Has Membership Fees

    There's more to Costco's membership fees than meet the eye.
  28. 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 ...
  29. 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 ...
  30. 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 ...
  31. 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.
  32. Britain Votes to Leave the EU

    Market turmoil could create opportunity, but this time the opinion polls got it right.
  33. 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 ...
  34. Are Bond Yields Forecasting Equity Weakness?

    Read on last week's news on equity and bond markets history being made.
  35. 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 ...
  36. 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 ...
  37. 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 ...
  38. 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 ...
  39. 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 ...
  40. 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 ...
  41. 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 ...
  42. 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 ...
  43. 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 ...
  44. 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 ...
  45. 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 ...
  46. 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.
  47. 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 ...
  48. What Is the Best Measure of a Company's Financial Health?

    Discover the single best financial metric that investors can use for determining the financial health and long-term sustainability ...
  49. Why Companies Delisted from Indexes Can Be a Buy (OI)

    Learn about a value-investing strategy that takes advantage of stocks that may represent a bargain when they're delisted ...
  50. 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 ...
  51. 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 ...
  52. 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 ...
  53. Why this Emerging Region Has Room to Grow

    Learn how disruptive innovation could lead to powerful changes in Latin America and create economic opportunities for more ...
  54. Is the Private Equity Bubble Still Expanding? (GS)

    Learn about the factors influencing valuations in the private equity market. Find out if there is a private tech bubble and ...
  55. What’s Ahead for U.S. Payrolls

    We share a response to this question recently posed by Fed Chair: “Will monthly payroll gains move up toward the solid pace ...
  56. 3 Catalysts for U.S. Equity Market Correction (KMI, SWN)

    Find out what hedge fund manager David Tepper and other top market analysts foresee for the U.S. economy and the stock market ...
  57. 4 Reasons for the IPO Market Slowdown in 2016 (IPO)

    Pay attention to the length of time a company waits before going public and whether the prolonged period brings excessive ...
  58. Business Cycle Investing: Ratios to Use For Each Cycle

    Examine economic and sector performance over the business cycle to determine which ratios are most important for each phase ...
  59. Why Buybacks Can Be a Waste of Cash (BX, BAC)

    Learn the motivations behind share repurchase programs, including how they can mask slowing organic growth and why many companies ...
  60. NB SRI Team In Support of Limiting Methane Emissions

    On March 10, 2016, the US and Canada announced that the two countries would aim to cut methane (CH4) emissions in the oil ...
  61. High Yield Plays a Supporting Role

    Here is a good reminder of why most of us invest in bonds: to help provide diversification against our equity holdings.
  62. Best Dividend Stocks With Solid Financial Health (AAPL, GILD)

    Learn how Apple, Gilead Sciences and Valero Energy are financially strong, dividend-paying large-cap companies with a potential ...
  63. Does the S&P 500 Still Have 20% Downside Risk?

    Find out what top bond fund manager Jeffrey Gundlach foresees for the U.S. stock market in 2016, and discover two investments ...
  64. Value, Defensive or Cheap Stocks: What's the Difference?

    Do not confuse value stocks with cheap stocks and defensive stocks. Follow a system for identifying value stocks by perusing ...
  65. Netflix's Growth Is Decelerating: Should Investors Still Buy? (NFLX, AMZN)

    Find out why Netflix stock may not be a good buy for the long term, when its growth is decelerating without other non-subscription ...
  66. Charts Lie, and So Do Your Statements

    Nearly anyone who looks at charts is wrong in their conclusions about performance. Why?
  67. Neutral Corner

    In looking at the current market climate, something to find particularly striking is the dichotomy between investor sentiment ...
  68. S&P 500: Companies Continue to Report Revenues Below Estimate

    Discover why companies are missing revenue estimates but clearing their earnings estimates, and what that might mean for ...
  69. Robert Olstein On Index Investing and Value Investing (SPY)

    Find out why fund manager Robert Olstein trusts fundamental value investing strategies, and how his approach differs from ...
  70. Tech Bubbles: How the Dot-Com Era Differs From 2016 (AAPL, CSCO)

    Pay attention to the escalating valuations of pre-IPO companies in 2016, as several will rise above the $10 billion level ...
  71. What Price to Pay for Yield?

    Investors are increasingly willing to pay a premium for any alternative. The question now is: how much is too much?
  72. The Narrowing Corridor of Global Growth

    Global growth appeared to sputter earlier this year, roiling markets. However, investors should get used to living in a moderate ...
  73. The Case for Merger Appraisal Rights

    In this article, we discuss appraisal rights in detail and why we believe the strategy represents a compelling investment ...
  74. Early Innings of a Multiyear Investment Opportunity?

    We provide our outlook for both traditional distressed and more niche credit strategies, and assess the opportunities managers ...
  75. Yahoo: Make 20% from a Stock Back in Balance (YHOO)

    Investopedia columnist Jordan Rohan on what we know about Yahoo shares--and equally importantly, what we don't know.
  76. 3 Reasons Why Hedge Funds Are Bearish on China (GWLLF, 0590.HK)

    Learn some of the major reasons why many top hedge fund managers are adopting or maintaining a bearish stance toward China.
  77. 4 Ratios to Evaluate Dividend Stocks

    Discover details about fundamental analysis ratios that could help to evaluate dividend paying stocks, and learn how to calculate ...
  78. Municipal Bonds Offer Something More for Everyone

    Are municipal bonds really for me? The popular perception is that tax-exempt income only benefits those investors in the ...
  79. Berkshire Hathaway Stock: Capital Structure Analysis (BRK.A)

    Review the capital structure of Berkshire Hathaway, and understand how equity and debt capitalization and enterprise value ...
  80. Chart of the Week: Why It’s Time for Caution?

    This week’s chart helps illustrate why we’re taking a more cautious view of global equities over the near term.
  81. Event-Driven Equity – Hedge Fund Crowding Overshadows

    Learn why selling pressure from several large hedge funds has led to meaningful underperformance in more heavily trafficked ...
  82. Value Investing: Why Investors Care About Free Cash Flow Over EBITDA

    Examine value investing philosophy and methodology to see why free cash flow is more important than EBITDA in pure intrinsic ...
  83. Commodities Relative Value

    In this special report, we take a close look at the hedge fund segment, considering key characteristics and performance trends, ...
  84. Is Amazon Going to Be Worth $6,000 Per Share? (AMZN)

    Find out why Amazon stock is not going to be worth $6,000 per share in 10 years and what future price for the stock investors ...
  85. Verizon Stock: Capital Structure Analysis (VZ)

    Investigate Verizon's capital structure, and understand how debt and equity capitalization and enterprise value interact ...
  86. The Share Buyback Report: The Consumer Staples Sector

    Analyze share repurchase data for the consumer staples sector. Identify the factors that influence buybacks over time and ...
  87. Stay Defensive with Your Summer Portfolio

    With odds of a rate hike increasing, and an election in November, investors should look to rotate towards the defensive sectors ...
  88. Keep Calm and Add More Carry

    Investors need to consider the role of positive cash flow which is referred to as “carry” by financial professionals. Here ...
  89. How Healthy Are Costco's Financials Versus Its Peers? (COST)

    Find out why Costco's financials may be healthier than those of its peers, especially regarding inventory turnover, debt ...
  90. Netflix Stock: Capital Structure Analysis (NFLX)

    Find out if Netflix's recent significant debt increases are warranted in its capital structure as one of the leading Internet ...
  91. Why Earnings Results Have Not Mattered to the U.S. Equity Markets

    Discover why the U.S. stock market is probably in an asset bubble, how stock prices became detached from the fundamentals ...
  92. 3 Billionaires Who Graduated From the University of Pennsylvania (SCTY, TSLA)

    Learn more about three of the most high-profile billionaires to graduate from the University of Pennsylvania: Donald Trump, ...
  93. Is Berkshire Hathaway Stock Undervalued? (BRK-A)

    Find out why Berkshire Hathaway stock may be undervalued when the company has an overall growth business, something that ...
  94. 4 Reasons Why Selling Is Harder Than Buying

    Understand why selling stocks is harder than buying them, and develop strategies for establishing investment goals with price ...
  95. Chart of the Week: Is Deflation Dead?

    U.S. deflation is no longer an imminent risk. This week’s chart helps illustrate why.
  96. Why Large Tech Companies Are Interested in Wall Street Executives (GOOGl, MSFT)

    Watch for more large-cap technology companies to recruit investment banking executives for their own top-level management ...
  97. 4 Reasons Why Einhorn Does Not Invest in Indexes

    Find out why David Einhorn, founder of the hedge fund Greenlight Capital, does not believe in index investing, and learn ...
  98. Cash Is King: The Only S&P 500 Sector With Net Cash (APPL, GOOGL)

    Explore the net cash positions of the largest companies in the technology sector, and discover why carrying large sums of ...
  99. McDonald's Stock: Capital Structure Analysis (MCD)

    Learn about the importance of capital structure, and what equity and debt capitalization measures can tell us about the performance ...
  100. Should Apple Acquire Tesla? (AAPL, TSLA)

    Understand why Apple should not acquire Tesla and how the two companies may not benefit equally from a merger.
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