Fundamentals

  1. 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 ...
  2. 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 ...
  3. Economic Moats: A Strong Company's Best Defense

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

    To understand the qualities that make a great company, investors must dig deep into "soft" metrics.
  5. 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.
  6. 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 ...
  7. 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.
  8. How do I value the shares that I own in a private company?

    Share ownership in a private company is usually quite difficult to value due to the absence of a public market for the shares. ...
  9. 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 ...
  10. 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 ...
  11. 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 ...
  12. 4 Signs You're Headed For Financial Trouble

    Financial Trouble? Beware of these signs and follow these tips.
  13. 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 ...
  14. 3 Reasons Costco Has Membership Fees

    There's more to Costco's membership fees than meet the eye.
  15. 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 ...
  16. Britain Votes to Leave the EU

    Market turmoil could create opportunity, but this time the opinion polls got it right.
  17. 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 ...
  18. Are Bond Yields Forecasting Equity Weakness?

    Read on last week's news on equity and bond markets history being made.
  19. 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 ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. 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.
  28. 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 ...
  29. 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 ...
  30. 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 ...
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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 ...
  36. 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 ...
  37. 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 ...
  38. 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.
  39. 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 ...
  40. 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 ...
  41. 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 ...
  42. 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 ...
  43. Charts Lie, and So Do Your Statements

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

    In looking at the current market climate, something to find particularly striking is the dichotomy between investor sentiment ...
  45. 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 ...
  46. 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 ...
  47. 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.
  48. 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 ...
  49. 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.
  50. What is Comparable Company Analysis?

    Investors that use comparable company analysis to evaluate companies compare the metrics of similar businesses operating ...
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    Here's a look at the differences between these types of charitable organizations.
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    YouTube's Partner Program helps users earn money through their channels. Find out how.
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    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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