Fundamental Analysis Articles

  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. 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 ...
  8. 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 ...
  9. 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 ...
  10. 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 ...
  11. 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 ...
  12. 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 ...
  13. 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 ...
  14. 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 ...
  15. 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.
  16. 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 ...
  17. 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 ...
  18. 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 ...
  19. 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 ...
  20. Charts Lie, and So Do Your Statements

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

    In looking at the current market climate, something to find particularly striking is the dichotomy between investor sentiment ...
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. 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?
  26. 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 ...
  27. 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 ...
  28. 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 ...
  29. 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.
  30. 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.
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. 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.
  35. 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 ...
  36. 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 ...
  37. Commodities Relative Value

    In this special report, we take a close look at the hedge fund segment, considering key characteristics and performance trends, ...
  38. 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 ...
  39. Verizon Stock: Capital Structure Analysis (VZ)

    Investigate Verizon's capital structure, and understand how debt and equity capitalization and enterprise value interact ...
  40. 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 ...
  41. 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 ...
  42. 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 ...
  43. 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 ...
  44. 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 ...
  45. 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 ...
  46. 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, ...
  47. 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 ...
  48. 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 ...
  49. Chart of the Week: Is Deflation Dead?

    U.S. deflation is no longer an imminent risk. This week’s chart helps illustrate why.
  50. 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 ...
  51. 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 ...
  52. 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 ...
  53. 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 ...
  54. 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.
  55. Oil Supply Deficit, Default Rates Rise Again

    A round up of some of the week's most significant corporate events and news stories in Energy.
  56. Exxon Mobil Stock: Capital Structure Analysis (XOM)

    Investigate Exxon Mobil's capital structure and understand how equity, debt capitalization and enterprise value interact ...
  57. Equity Winners Since the October 2007 Market Peak (HD, IBM)

    Learn about four stocks that have performed well since the market peak in October of 2007. Consider how these companies grow ...
  58. Target Corp: WACC Analysis (TGT)

    Learn about the importance of capital structure when making investment decisions, and how Target's capital structure compares ...
  59. High Yield Liquidity: High and Dry?

    Since the world’s investment banks were hit by a wave of new regulation following the 2007-09 financial crisis, the trading ...
  60. These States May Face Junk Muni Bond Defaults

    Puerto Rico may not be the only issuing authority to default on its bonds. Several states are also in trouble--some due to ...
  61. Ford Stock: Capital Structure Analysis (F)

    Learn where Ford is on its road to financial recovery, and how the company's capital structure contributes to the risk profile ...
  62. Sprint Stock: Capital Structure Analysis (S)

    Learn about Sprint's capital structure and how trends in pricing impact the company's market capitalization and enterprise ...
  63. Yahoo Stock: Capital Structure Analysis (YHOO)

    Learn about Yahoo's capital structure, including whether or not a decline in year-over-year earnings is leading the company ...
  64. Apple Stock: Capital Structure Analysis (AAPL)

    Learn about how Apple's common stock buyback strategy has impacted the company's capitalization profile and enterprise value ...
  65. Book Value Per Share for Banks: Is It a Good Measure? (WFC, BAC)

    Find out why bank stocks usually trade below book value per share, and understand how trading activities increase banks' ...
  66. Oil Production Up, Default Rates to Rise

    A round up of some of the week's most significant corporate events and news stories in Energy.
  67. Investing Opportunities to Consider Before the Second Half

    Markets today are characterized by low returns and lots of “me-too” trades, but it’s important to remember low return doesn’t ...
  68. GM Stock: Capital Structure Analysis

    Learn why GM's enterprise value increased, and get an update on the company's capital structure, including equity and debt ...
  69. IBM Stock: Capital Structure Analysis

    Learn about IBM's capital structure and why its market debt-to-equity ratio is lower than the rest of the industry, even ...
  70. Disney Stock: Capital Structure Analysis (DIS)

    Learn about Disney's capital structure and why the company can afford to be more aggressive with its current level of debt ...
  71. Facebook Stock: Capital Structure Analysis (FB)

    Analyze Facebook's capital structure to identify trends and atypical characteristics. Find out why the company uses equity ...
  72. 4 Cases When Companies May Deserve a Higher P/E Ratio (AMZN, ZBH)

    Find out why the price-to-earnings ratio is high for some companies. Learn about the impact of growth rates, acquisition ...
  73. Breaking Down XBI: 3 Components That Are Most Attractive

    Explore stocks from the SPDR S&P Biotech ETF, with consideration given to fundamentals and the status of drug candidates ...
  74. Money Management: 4 Things to Consider Before Trading Riskier Securities

    Learn about factors that every investor should consider before purchasing any risky security. Find out why suitability, liquidity ...
  75. Boeing Stock: Capital Structure Analysis (BA)

    Learn about Boeing's capital structure and how it used cash, debt and equity capital to finance a $6.7 billion stock repurchase ...
  76. 3 Red Flags for Value Stocks (KMI, FCX)

    Assess the components of Warren Buffett's value investing technique, and analyze the additional financial metrics to consider ...
  77. Fundamental Case Study: Is Amazon's Cash Flow Actually Solid? (AMZN)

    Review Amazon's cash flow situation, including its free cash flow yield, operating cash flow from organic growth and cash ...
  78. 2 Cases When Companies with Low P/E Ratios Are Unattractive (NIHD, ONP)

    Discover why you should ascertain why a stock has a lower price/earnings ratio than its industry's average before buying ...
  79. Chevron Stock: Capital Structure Analysis (CVX)

    Learn the nuances of multiple metrics that measure a firm's equity and debt capitalization, while determining Chevron's own ...
  80. Under Armour Stock: Capital Structure Analysis (UA)

    Learn about the recent trends relating to Under Armour’s capitalization structure, including total equity value, debt considerations ...
  81. Emotional Intelligence: 5 Lessons for Investors from Charlie Munger (BRK. A)

    Discover what fundamental investor and billionaire Charlie Munger says about emotional intelligence and why human psychology ...
  82. Starbucks Stock: Capital Structure Analysis

    Discover the capital structure analysis for Starbucks Corporation, and learn how it generated a 47% increase in enterprise ...
  83. Assessing the Value of the Roth IRA Conversion

    Learn how the interplay among an intricate web of factors in a Roth IRA determines the strategy’s potential value.
  84. Chipotle Stock: Capital Structure Analysis (CMG)

    Learn about the impact the foodborne illness outbreak had on Chipotle, how Chipotle operates with no debt, and details behind ...
  85. Do Presidential Politics Impact Markets?

    If you're wondering whether Republican presidents are better for markets than Democrats, or if the outcome of the election ...
  86. Tempted by Fallen Angels

    As a swathe of the commodities sector is stripped of its investment-grade ratings a few gems will inevitably get caught in ...
  87. Can Japanese Stocks Rise Again?

    This week’s chart shows how Japanese companies’ inflation expectations have been steadily declining in recent quarters, amid ...
  88. Matter of Debate: A Return to Small Cap Quality?

    To assess risks and opportunities in small caps, we tapped into the insights of two of Neuberger Berman’s small-cap equity ...
  89. Global Transportation: 3 Key Industry Players (BRK-A, AAL)

    Get information on some of the leading publicly-traded companies worldwide that are major players in the transportation industry.
  90. Tesla Stock: An Earnings Case Study (TSLA)

    Pay attention to whether Tesla’s quarterly vehicle deliveries continue to outweigh quarterly earnings and revenue from investors’ ...
  91. GE Stock: An Earnings Case Study

    Learn how General Electric Company has performed over the past eight quarters, and discover what trends analysts expect to ...
  92. UPS Stock: An Earnings Case Study

    Check out the analysis of earnings for United Parcel Service, including historical earnings, past analyst estimates and future ...
  93. GM Stock: An Earnings Case Study

    Explore GM's earnings history and outlook. Examine the factors that have influenced recent operating performance and analyst ...
  94. Top 4 Companies Owned by Costco (COST)

    Learn about the subsidiaries that help Costco Wholesale Corporation increase sales and profits. Consider how online sales ...
  95. Chevron Stock: An Earnings Case Study (CVX)

    Examine Chevron's recent, historical and forecast earnings, and find out how falling oil prices have impacted CVX's revenue ...
  96. A Window of Opportunity for Emerging Market Assets

    This week’s chart shows why we are in a sweet spot for emerging market (EM) assets with a weakening U.S. dollar, a rebound ...
  97. Ford Stock: An Earnings Case Study (F)

    Analyze Ford Motor's earnings history and outlook. Explore the revenue and expense trends that have heavily influenced profits ...
  98. Apple Stock: An Earnings Case Study (AAPL)

    Discover an earnings case study on Apple, and learn about its EPS and revenue growth rates, and what analysts are projecting ...
  99. Thoughts from John Hussman on Markets

    Find out what famed market forecaster John Hussman, who correctly called the 2000 and 2007 crashes, thinks about the current ...
  100. AMD: Advanced Micro Devices Earnings Case Study

    Read an earnings analysis of AMD. Discover its historical earnings, and get breakdowns of past and future analyst earnings ...
Hot Definitions
  1. Graduate Management Admission Test - GMAT

    A standardized test intended to measure a test taker's aptitude in mathematics and the English language. The GMAT is most ...
  2. Magna Cum Laude

    An academic level of distinction used by educational institutions to signify an academic degree which was received "with ...
  3. Cover Letter

    A written document submitted with a job application explaining the applicant's credentials and interest in the open position. ...
  4. 403(b) Plan

    A retirement plan for certain employees of public schools, tax-exempt organizations and certain ministers. Generally, retirement ...
  5. Master Of Business Administration - MBA

    A graduate degree achieved at a university or college that provides theoretical and practical training to help graduates ...
  6. Liquidity Event

    An event that allows initial investors in a company to cash out some or all of their ownership shares and is considered an ...
Trading Center