Fundamentals

  1. Neutral Corner

    In looking at the current market climate, something to find particularly striking is the dichotomy between investor sentiment ...
  2. 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 ...
  3. 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 ...
  4. 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.
  5. 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 ...
  6. 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.
  7. What is Comparable Company Analysis?

    Investors that use comparable company analysis to evaluate companies compare the metrics of similar businesses operating ...
  8. 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?
  9. Understanding Bottom-Up Investing

    Bottom-up investing focuses on individual stocks. It’s the opposite of top-down investing.
  10. 6 Basic Financial Ratios And What They Reveal

    Here's a brief introduction to six financial ratios every investor should be familiar with.
  11. 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 ...
  12. 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 ...
  13. 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 ...
  14. 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.
  15. 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.
  16. 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 ...
  17. 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 ...
  18. 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 ...
  19. 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 ...
  20. Commodities Relative Value

    In this special report, we take a close look at the hedge fund segment, considering key characteristics and performance trends, ...
  21. 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 ...
  22. Verizon Stock: Capital Structure Analysis (VZ)

    Investigate Verizon's capital structure, and understand how debt and equity capitalization and enterprise value interact ...
  23. 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 ...
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. 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 ...
  28. 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 ...
  29. 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 ...
  30. 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 ...
  31. Chart of the Week: Is Deflation Dead?

    U.S. deflation is no longer an imminent risk. This week’s chart helps illustrate why.
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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 ...
  36. 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.
  37. 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.
  38. Exxon Mobil Stock: Capital Structure Analysis (XOM)

    Investigate Exxon Mobil's capital structure and understand how equity, debt capitalization and enterprise value interact ...
  39. What Is Loan-To-Deposit Ratio?

    The loan-to-deposit ratio shows the percentage of a bank’s loans that the bank funds with its deposits.
  40. Target Corp: WACC Analysis (TGT)

    Learn about the importance of capital structure when making investment decisions, and how Target's capital structure compares ...
  41. 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 ...
  42. 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 ...
  43. 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 ...
  44. 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 ...
  45. 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.
  46. 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 ...
  47. 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 ...
  48. 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 ...
  49. Facebook Stock: Capital Structure Analysis (FB)

    Analyze Facebook's capital structure to identify trends and atypical characteristics. Find out why the company uses equity ...
  50. 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 ...
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