Investing - All Content

  1. Are Millienals All About Responsible Investing?

    The hardest part about understanding money management styles is that generations don’t (or can’t) understand how other generations ...
  2. ETF Analysis: Vanguard Large-Cap

    Discover what the Vanguard Large-Cap ETF has to offer investors in terms of investment management, historical performance, ...
  3. Looking for Alternatives to Invest in Real Estate?

    There are several ways to invest in “real estate” via the stock market, buying stocks and hold them for years. We give you ...
  4. Is Amazon Killing the Best Buy Business Model?

    Best Buy's business model has been shaken up by Amazon. Its plan to adapt is working but needs to go further to avoid the ...
  5. What Private Investors Can Learn from 'The Profit'

    By watching "The Profit" investors can pick up a simple yet solid framework for investing in privately-held businesses.
  6. What factors are the primary drivers of share prices in the retail sector?

    Find out which factors investors need to consider when evaluating companies in the retail sector, including the basic fundamentals.
  7. How do investors interpret the same store sales ratio when analyzing food and beverage ...

    Understand how to calculate the same-store sales ratio. Learn how investors interpret the same-store sales ratio when analyzing ...
  8. Subaru: Japanese Cars for American Lifestyles

    Subaru has built its cars differently from traditional cars, and once someone is drawn in by the company’s catchy advertising ...
  9. Will the Selloff in China Hurt the Global Economy?

    Though China is the world’s second largest economy, its volatility in the stock market is unlikely to have an impact on the ...
  10. Understanding Vertical Analysis

    In vertical analysis, each line item on a company’s financial statements is presented as a percentage of a larger number. ...
  11. Calculating Tracking Error

    Tracking error is the difference between the return on a portfolio or fund, and the benchmark it is expected to mirror (or ...
  12. What is the Shadow Banking System?

    The shadow banking system is composed of financial institutions that do not take deposits in the tradition sense.
  13. Understanding Qualitative Analysis

    Qualitative analysis is a general term describing the non-mathematical scrutiny used by investors and managers to make investment ...
  14. What Does It Mean When an Investment Outperforms?

    Stock analysts use the term “outperform” to rate a stock.
  15. How Does Dilution Work?

    Dilution refers to the reduction in the percentage equity ownership of a company due to additional equity being issued to ...
  16. What Does Consolidation Mean?

    The term consolidation has multiple meanings depending on its context.
  17. Five Portfolio Moves For The Second Half

    After a relatively calm few months, market volatility is back. If you are an investor, we help you prepare your portfolio ...
  18. What are the alert zones in a Fibonacci retracement?

    Discover more about the Fibonacci number sequence, and specifically about the key Fibonacci retracement alert levels most ...
  19. What types of assets produce negative portfolio variance?

    Learn what type of assets have a negative variance for the construction of a portfolio and how modern portfolio theory uses ...
  20. How can I determine if my portfolio is overweight in certain sectors?

    Learn why you should review your portfolio to determine if they are overweight in a certain sector, and find out why you ...
  21. How does the risk of investing in the industrial sector compare to the broader market?

    Discover how the risk of investing in the industrial sector compares to the broader market. The industrial sector is highly ...
  22. Missing Seadrill's Dividend? Consider These Alternatives

    Examine a number of alternative investments to Seadrill among the other prominent companies engaged in the offshore drilling ...
  23. Is a Slumping Kinder Morgan a Good Buy?

    Learn how Kinder Morgan revenues are under pressure from lower commodity prices and how the growth of future dividend payments ...
  24. How was the Fibonacci retracement developed for use in finance?

    Learn about the history of the use of Fibonacci retracement levels in stock trading, including the influence of technical ...
  25. How can I hedge my portfolio to protect from a decline in the food and beverage sector?

    Learn why countercyclical investments, such as precious metals, serve as the best hedge against exposure to the food and ...
  26. What is the average return on equity for a company in the retail sector?

    Find out more about return on equity, how to calculate it and the average return on equity for companies in the retail sector.
  27. What are common delta hedging strategies?

    Learn about common delta hedging strategies, including how to make a position in options delta neutral by offsetting risk ...
  28. How attractive is the food and beverage sector for a growth investor?

    Learn how the food and beverage sector's volatility makes it attractive to growth investors, and discover how these investors ...
  29. The Risks of Chasing High Dividend Stocks

    Dividend stocks offer enticing yields, but a lot can go wrong on the way to collecting that dividend payout.
  30. End Yo-Yo Trading By Cultivating Discipline

    Lack of professional and personal discipline can impact self worth and market performance. Examine lifestyle choices like ...
  31. Find the Private Island of Your Dreams

    The perks, the problems and the pleasures of owning your own little piece of paradise.
  32. Putting The Greece Deal In Context

    After a number of surprising twists, the recent Greek drama finally took an expected turn with news that Greece and its creditors ...
  33. Why should an investor include an allocation to the telecommunications sector in ...

    Learn the benefits available to investors if they choose the option to include allocations to the telecommunications sector ...
  34. How does being overweight in a particular sector increase risk to a portfolio?

    Learn about the risks of having a portfolio that is overweight in a particular sector and how investors should regularly ...
  35. How do you calculate a reverse split using Excel?

    Find out about reverse stock splits and how reverse splits affects outstanding shares and share price, and learn how to calculate ...
  36. What are some mutual funds that do not have 12b-1 fees?

    Discover some of the most popular and best-performing mutual funds that do not have any 12b-1 fees included in the fund's ...
  37. Why are the term structure of interest rates indicative of future interest rates?

    Learn why economists believe the term structure for interest rates reflects investor expectations for future interest rates ...
  38. How can I use the funds from operations to total debt ratio to assess risk?

    Find out more about the funds from operations to total debt ratio and how to use the FFO to total debt ratio to assess a ...
  39. What portion of the telecommunications sector will benefit most from continued growth ...

    Learn what portion of the telecommunications sector will benefit most from continued growth in the use of cellphones, particularly ...
  40. What portion of the global economy is comprised of the telecommunications sector?

    Explore the telecommunications industry in regard to worldwide growth, and learn what percentage of the global economy the ...
  41. What are the primary risks an investor should consider when investing in the retail ...

    Learn about the primary risks of investing in the retail sector, such as bad economic conditions, regulation, competition ...
  42. Can I Afford To Buy A Private Island?

    It may not be as pricey as you think, but don't forget to pay attention to the rights you're buying and, perhaps, factor ...
  43. The Best Buy-and-Hold Stocks for Your Retirement Portfolio

    These stocks offer stability while exhibiting strong indicators of future growth.
  44. What is the average price-to-earnings ratio in the retail sector?

    Find out more about the price-to-earnings ratio, or P/E ratio, and the average price-to-earnings ratio of companies in the ...
  45. What annual return could an investor expect on average from the telecommunications ...

    Learn what annual return an investor can expect on average from the telecommunications sector and which factors influence ...
  46. What techniques are most useful for hedging exposure to the insurance sector?

    Learn how investing style, whether growth-oriented or conservative, determines what strategies an investor uses to hedge ...
  47. How attractive is the retail sector for a growth investor?

    Learn how retail's volatile nature makes it attractive to growth investors, and discover the strategies these investors employ ...
  48. What are some examples of money market funds?

    Learn more about different types of money market mutual funds, including those that invest in government paper versus commercial ...
  49. Choose Abundance and Manage Your Trades Like A Pro

    Professional traders build skills to last a lifetime, not just through the next rally or selloff. Cultivate the psychology ...
  50. Is PayPal Worth More Than eBay?

    Examine the online payment processor, PayPal, and discover its projected value increase as a standalone company, separate ...
  51. What action is the SEC likely to take on 12b-1 fees?

    Read about what actions the SEC may take with regard to 12b-1 fees, and for what purposes these types of fees can be used ...
  52. What are average operating expenses for the oil and gas sector?

    Learn about the average operating expenses and average operating expenses margin for the oil and gas sector and how they ...
  53. What is the average price-to-book ratio of companies in the retail sector?

    Find out more about the price-to-book (P/B) ratio, how to calculate the ratio and the average P/B ratio of companies in the ...
  54. What risks do I face when investing in the insurance sector?

    Read about the unique challenges faced by insurers, and learn how those challenges manifest themselves as risks for equity ...
  55. What is the average annual dividend yield of companies in the retail sector?

    Find out more about the dividend yield ratio, how to calculate a company's dividend yield and the average dividend yield ...
  56. What is the difference between a greenfield investment and a regular investment?

    Learn how greenfield investments can be advantageous for multinational corporations, and discover the disadvantages they ...
  57. What are the main factors that impact share prices in the insurance sector?

    Learn about some of the main factors that impact share prices in the insurance sector. Insurance companies make money by ...
  58. What is the effect of a reverse split on the stock's value?

    Find out more about reverse stock splits, how to calculate a reverse stock split and how a reverse stock split affects a ...
  59. What kind of companies in the utilities sector offer the most stable dividends for ...

    Discover three of the most solid companies operating in the utilities sector that offer the most stable dividends to investors ...
  60. What is considered a reasonable 12b-1 fee?

    Learn what is generally considered to be a reasonable 12b-1 fee, what these fees are charged for and how these fees are regulated.
  61. How is a company's market capitalization affected by a reverse stock split?

    Find out about reverse stock splits, why a company would use a reverse stock split and how a company's market capitalization ...
  62. What is the formula for calculating free cash flow in Excel?

    Find out more about free cash flow, the formula for calculating free cash flow and how to calculate a company's free cash ...
  63. Are companies with high Book Value Of Equity Per Share (BVPS) takeover targets?

    Understand what the book value of equity per share (BVPS) is used to measure. Learn if companies with high BVPS are takeover ...
  64. Why do insurance policies have deductibles?

    Learn the basic concept of an insurance deductible and why they mitigate moral hazards and provide financial viability to ...
  65. What metrics are commonly used to evaluate companies in the retail sector?

    Discover three of the most common metrics used to evaluate companies in the retail sector, and find out how each plays an ...
  66. What are some types of financial netting?

    Read about the different types of financial netting, which is a critical concept when competing claims exist between different ...
  67. How do you calculate the quick ratio?

    Read about the quick ratio and about the different ways of calculating it, where to find information for it and when you ...
  68. How do you calculate free cash flow?

    Find out how to calculate free cash flow (FCF), learn why the figure is important and examine the case of Google's FCF during ...
  69. How do you calculate CAGR?

    Find out how to understand and use the compound annual growth rate formula, and find out why it helps put an uneven performance ...
  70. What is the formula for calculating the receivables turnover ratio?

    Find out how to calculate the accounts receivable turnover ratio for a business, which should highlight how efficiently the ...
  71. The Best ETFs for Today's Volatile Market

    Volatility is back with a vengeance. Here's how to smooth the path for your portfolio.
  72. Is Now the Time for Chinese Stocks?

    The recent panic in Chinese stocks could be seen as a buying opportunity for longer-term investors. Here are some ETFs to ...
  73. Is It the Perfect Time to Buy Seadrill?

    Seadrill's low price is enticing to many investors, but does the company have what it takes to regain its former value?
  74. Investment Advisor Versus Broker: How They Compare

    What is the difference between an investment advisor and a broker?
  75. Why Seadrill's Dividend Reinstatement Is Unlikely

    Learn why Seadrill suspended its dividend payments in the latter part of 2014, and how lower crude oil prices could hurt ...
  76. IBM Vs. The Dow Jones Industrial Average

    IBM has lagged the Dow since 2013 and could fall further before finding enthusiastic buyers.
  77. Are there mutual funds that take advantage of merger arbitrage?

    Learn specific information about some of the few mutual funds that offer investors the opportunity to obtain exposure to ...
  78. How was the stochastic oscillator developed?

    Learn about the somewhat controversial history of the stochastic oscillator, one of the most important innovations in the ...
  79. How can I measure portfolio variance?

    Find out more about portfolio variance, the formula to calculate portfolio variance and how to calculate the variance of ...
  80. What is the long-term average growth rate of the telecommunications sector?

    Examine the current state of the telecommunications sector and learn about the historical average growth rate for telecommunications ...
  81. What is the difference between the equity market and the stock market?

    Discover the basic information about the equity, or stock, market and the two primary classifications of equities that are ...
  82. How strong are the barriers to entry for new companies in the telecommunications ...

    Discover the significant barriers to entry, such as the necessity for high capital expenditures, for new companies in the ...
  83. Search Engines That Compete With Google

    While Bing now controls a substantial part of the online search market, the real threat to Google's dominance may come from ...
  84. 6 Factors That Point to Global Recession in 2016

    We may be on the verge of another global recession.
  85. Pay Less for Financial Advice

    Here's a look at what you should pay for financial advice and investment management, what you should get for that price and ...
  86. How The NBA Makes Money

    The National Basketball Association has moved past Major League Baseball to represent the second most popular sport in the ...
  87. Game Theory And The Greece Bank Crisis

    How can game theory help us understand how the Greece bank crisis will play out? As things come to a head, Greece and the ...
  88. 3 Savvy Strategies for Rolling Over Your 401(k)

    How to make the most on your 401(k) rollover – including considerable tax benefits (capital gains, not income tax) when company ...
  89. How can I hedge my portfolio to protect from a decline in the retail sector?

    Understand how savvy investors use noncyclical and countercyclical sectors to hedge against exposure to the volatile retail ...
  90. How is a block chain network useful for trading goods and assets in virtual currencies?

    Find out how blockchain technology works and why it is so crucial for maintaining trading networks for virtual currencies ...
  91. What average annual total return does the utilities sector generate?

    Learn the average annual total return the utilities sector generates for investors and why their returns are dependent on ...
  92. What is the formula for calculating the capital asset pricing model (CAPM) in Excel?

    Find out more about the capital asset pricing model (CAPM) and the formula for calculating it in Microsoft Excel.
  93. What is the formula for calculating return on investment (ROI) in Excel?

    Find out more about return on investment (ROI) and the formula used for calculating return on investment for a company in ...
  94. ETF Analysis: Vanguard FTSE Emerging Markets

    Learn why growth investors should consider investing in VWO's portfolio of emerging market stocks.
  95. Hedge Fund Balance Sheet Example

    What once was a niche investment vehicle for the ultra-rich, the hedge fund industry has grown to more than $2.5 billion ...
  96. Why Real Estate Investors Need a Business Plan

    And how to write one that will serve as a road map to give you direction and motivate you to stay on track.
  97. What is the long-term outlook of the telecommunications sector?

    Discover the long-term outlook of the telecommunications sector and the various factors contributing to its continued growth ...
  98. What percentage of a diversified portfolio should be exposed to the retail sector?

    Learn the steps investors use to determine their portfolio diversification strategy and how retail fits into some of the ...
  99. What happens if a company's earnings fall short of estimates?

    Understand what it means when a company "misses earnings" and does not live up to consensus estimates, and learn why most ...
  100. Who or what is backing municipal bonds?

    Learn about the basics of municipal bonds, including the various revenue sources that are utilized to back or secure municipal ...
Frequently Asked Questions
  1. How can a company reduce the unsystematic risk of its own security issues?

    Understand the basic concepts of systematic and unsystematic risk, and learn steps a company can take to reduce its level ...
  2. What is a 'busted' convertible bond?

    Learn about busted convertible bonds; these are hybrid securities with conversion prices significantly higher than the market ...
  3. What is the difference between issued share capital and subscribed share capital?

    Find out about the difference between subscribed share capital and issued share capital, including an explanation of the ...
  4. How can I use the holding period return yield to determine whether or not I should sell my bond?

    Find out how to use the holding period return yield formula to determine whether it is a good time to sell your bond based ...
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