Moving from Research to Construction: Stock Selection
If stock selection isn’t the problem, what explains the lack of excess return for active managers?
The Biggest Myths in Net Asset Value
Why “Net Asset Values,” calculated by all mutual funds and ETFs, are not as certain as they seem.
Q2 S&P 500 EPS Estimate Dips Slightly
The Q2 bottom-up EPS estimate dropped by 1.8% in April.
Apple to be Biggest Drag on S&P 500 Tech Sector
Q1 expected to see the first year-over-year decline in iPhone sales.
Activists Knocking on Doors of Big Firms
Activist campaigns against Mega and Large Caps hit a new high in 2015.
Untangling Risks and Relationships with Tradenames
How investors can trace the network of companies, business units, subsidiaries, and brands of large organizations.
Understanding the GSEs' New Rep and Warrant Framework
Representations and warranties explained, key elements of the new framework, and what's next.
Winners and Losers of Department of Labor's Fiduciary Rule
End investors are the big winners; brokers not so much.
Chinese Firms Look to U.S. for Acquisitions
2016 has the highest number of announced deals with a Chinese acquirer and U.S. target to start a year.
Negative EPS Guidance Approaches 10 Year Record
17 Health Care companies have issued negative EPS guidance for Q1, the highest in 10 years.
Bottom-Up EPS Values Dip to Lowest Levels since 2009
The Q1 bottom-up EPS estimate for the S&P 500 dropped by 9.6%.
Tethered South African Investors Seek Gains Beyond Borders
Restrained by offshore investment limits, investors turn to local entities with geographically diverse revenue.
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