Fundamentals

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

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

    In looking at the current market climate, something to find particularly striking is the dichotomy between investor sentiment ...
  23. 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 ...
  24. 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 ...
  25. What Is Considered A High Debt-To-Equity Ratio?

    The debt-to-equity ratio divides a firm’s liabilities by its shareholders’ equity to measure its financial leverage.
  26. Understanding Levered And Unlevered Free Cash Flow

    Levered cash flow is the money a business has after meeting its financial obligations. Unlevered free cash flow is the money ...
  27. What Is The Difference Between Earnings-Per-Share And Dividends-Per-Share?

    Here's a brief explanation of the difference between earnings per share and dividends per share.
  28. What is Comparable Company Analysis?

    Investors that use comparable company analysis to evaluate companies compare the metrics of similar businesses operating ...
  29. 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?
  30. Understanding Bottom-Up Investing

    Bottom-up investing focuses on individual stocks. It’s the opposite of top-down investing.
  31. 6 Basic Financial Ratios And What They Reveal

    Here's a brief introduction to six financial ratios every investor should be familiar with.
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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.
  36. 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.
  37. 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 ...
  38. 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 ...
  39. 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 ...
  40. 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 ...
  41. Commodities Relative Value

    In this special report, we take a close look at the hedge fund segment, considering key characteristics and performance trends, ...
  42. 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 ...
  43. Verizon Stock: Capital Structure Analysis (VZ)

    Investigate Verizon's capital structure, and understand how debt and equity capitalization and enterprise value interact ...
  44. 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 ...
  45. What Are The Main Differences Between Return On Equity (ROE) and Return On Assets?

    Return on equity and return on assets are important measures for evaluating how well a company manages the capital its shareholders ...
  46. 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 ...
  47. 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 ...
  48. 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 ...
  49. 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 ...
  50. 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 ...
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    Cyber Monday is becoming more popular than Black Friday. Here's why.
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