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Archive for the Stock Picking Category

Brands that make consumers emotional outperform the S&P 500 over time – MarketWatch 10-07-15

Salient to Investors: MBLM found that from 2005 to 2014,  companies with intimate brands averaged 5% more revenue growth and 11% more profit growth than the S&P 500 index. The top-performing industry in the US was the auto industry, suggesting scandals did not dent customer enthusiasm. Mario Natarelli at MBLM said

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Opinion: Think VW’s stock can make you rich on a rebound? Think again – MarketWatch 09-23-15

Salient to Investors: The final value of fines and lawsuits is not yet known so it is too early to bottom-fish Volkswagen stock. Cheating on emissions rules has affected 11 million VWs worldwide and it is not yet known how many countries’ regulators will get involved. George Young at Villere looks

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The Fall Of Volkswagen: How Analysts Are Reacting – Benzinga.com 09-22-15

Salient to Investors: Tim Rokossa at Deutsche Bank said the consequences of Volkswagen’s intentional cheating could be far larger than in previous auto manufacturer cases, and makes its US turnaround significantly harder: though companies who fully cooperated with regulatory agencies received lower fines. Harald Hendrikse at Morgan Stanley said Volkswagen faces

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Jeremy Grantham: 3 Insights From a Top-Down Value Investor – The Motley Fool 06-02-15

Salient to Investors: Jordan Wathen at TMFValueMagnet writes: Eyquem found that from 1951 to 2013, the lowest PE decile of stocks compounded annual returns of 16.7% versus 9.3% for the highest decile. Never pile in or out of an investment for the simple fear of falling behind. No one gets fired

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Dividend Stocks Could Be Dangerous in 2015, Ketterer Says – Bloomberg 12-31-15

Salient to Investors: Sarah Ketterer at at Causeway Capital Mgmt said: Buying energy stocks very incrementally as oil prices eventually reach a floor and rise again but no idea when. Looks for companies with tremendous financial strength that can continue to pay dividends. Smart companies will use  their balance sheet strength to buy

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Today’s Top 50 Stock List – Navellier Growth 09-24-14

Salient to Investors: Louis Navellier looks for stocks with strong fundamentals, including sales growth, earnings growth with smart leadership, and with strong buying pressure. For the complete list go to http://navelliergrowth.investorplace.com/free-report/top50stocks/index.html?atg_sid=IZ8547&atg_sid_pay=UK8527&en=4434405

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The Dumb Money Is Getting Smarter Every Day – Bloomberg 09-17-14

Salient to Investors: Amateur investors are giving up on trying to beat the market, while even the most sophisticated investors are rejecting strategies that require advanced math and managers with million-dollar salaries. ICI reports the average expense ratio on an equity mutual fund is down 25% in 10 years. Boston Consulting

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Fidelity Reviewed Which Investors Did Best And What They Found Was Hilarious – Business Insider 09-04-14

Salient to Investors: James O’Shaughnessy of O’Shaughnessy Asset Mgmt said: Fidelity found that their best performing accounts were those of people who forgot they had an account with them. The shorter you hold a stock, the more likely you are to lose money. Barry Ritholtz found that when families fought over inherited

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Identity Crisis in S&P 500 as Range of Valuations Narrows – Bloomberg 09-02-14

Salient to Investors: P/E ratios among the 50 largest companies in the S&P 500 Index deviate from the mean by an average 22%, nearly the lowest on record since 1990. An average of 380 Index companies rose in each of the last 5 years, versus 307 in the 1990s. In 2007,

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REMINDER: You Are ‘Shockingly’ Terrible At Investing – Business Insider 08-12-14

Salient to Investors: Richard Bernstein at Richard Bernstein Advisors found: Over the period from December 31, 1993 to December 31,  2013, the average mutual fund investor underperformed every asset class and category, including cash, except Asian emerging market and Japanese equities. The average investor would have improved performance by simply

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