Pershing Square’s Bill Ackman speaks with CNBC’s Scott Wapner about whether shopping malls will still exist in the next few years and his outlook on the retail sector.
How to implement a ranking system for trend following strategies. Analyze the probabilities and trade the commodity with the odds in your favor and the highest risk-reward potential.
Is it the next gold rush or just a hype ? We all remember the movie The Big Short which tells the story of four investors who predicted the credit and housing bubble collapse in 2008. The first of these investors that predicted the burst of the housing bubble was Dr. Michael Burry, who is portrayed in The Big Short by Christian Bale. The last line of the movie, printed on a placard, is: “Michael Burry is focusing all of his trading on one commodity: Water.”
Under the current Board’s supervision, Rent-A-Center’s shares have declined by over 75% in just over two years. Say hello to the Titanic.
After a 6 month investigation into the global oil industry it was revealed that billions of dollars of government contracts were awarded as the direct result of bribes paid on behalf of companies including Halliburton, its former subsidiary KBR, Rolls-Royce and Samsung. They counted on Unaoil to funnel the bribes and to secure lucrative contracts in Iraq, Kazakhstan, Libya, Syria, Tunisia, and other countries in Africa, the Middle East, and the former Soviet Union.
Ben Graham, the father of value investing, once said of the stock market, “In the short run, the market is a voting machine but in the long run it is a weighing machine.” To Graham the market was like a popularity contest. Investors “vote” for a stock out of considered enthusiasm for its prospects. Results however are determined in the long run as profits are “weighed” year after year and intrinsic value is revealed.
Why is the employment situation report an important economic indicator and how do we interpret the report to get clues on the strength of the Economy. Its important to look at the different parts of the report and anlyze the different key data points to get an insight into how specific industries are perfoming.
Wins’ stock valuation is a puzzle. Investor Jacob Ma-Weaver, at Cable Car Capital, notes that most of the stock’s gains occurred on tiny volumes of odd-lot trades and end-of-the-day transactions. Some 40% of Wins’ trades on a recent day were for one share apiece. On March 09th 2017, the obscure Chinese financial company, headquartered in New York, trades at $315. Yes $315. That is not a typo. Up +1200%.
Tesla, Inc. is an over-hyped, lousy company, from a financial perspective, that is destined to go bankrupt. There, I said it. Bring on the critics. Contrary to the likely barbs and pitchforks we will receive, I do wish that global warming was not occurring and that the polar bears and penguins could live undisturbed in their former environments.
Marc Cohodes wants to make money with another short thesis, Badger Daylighting is his latest pick. The news that he was short Badger Daylighting sent the company down around 25% in last Friday’s trading session. He believes the stock is overvalued at four times annual sales, far more than one of its key competitors.
How to get the right trading mindset for success ? The first thing one must realize that this is an internal search. One must learn what is holding you back in being a successful trader. only when we have such an awareness we are able to change.
Before you can analyze a report or trade based on the data released you must be aware of what the expectations are. Learn how you can avoid the pitfalls of fundamental analysis and successfully implement fundamental analysis into your trading strategy.
Time frames are used in order to forecast future price trends. Many traders are missing out on this important aspect of trading by only looking at one time frame when trying to define a trend. Therefore its important to categorize trends as primary, intermediate and short term trends. As a rule of thumb the primary trend is filtering out much of the market noise and is giving us more reliable signals in which direction the market is heading
Portfolio Manager commentary as of December 31, 2016 regarding small cap investments. Third Avenue is a private investment firm rooted in their collective value-driven investment philosophy. Since their founding in 1986, they have consistently pursued a fundamental, bottom-up approach to deep value and distressed investing–the fund has it’s focus on the company’s balance sheet, the value of its underlying assets, and the discounted price of its securities.
How does one determine whether an asset is fundamentally undervalued or overvalued? Gold. It’s the ultimate storehouse of value. Let’s have a look into the present and see if we can construct an indicator and use the gold price to measure the value of any commodity.
The copper bull market looks like it’s just warming up. It seems that we are in the early part of this boom and yet the media isn’t paying much attention to it. Copper is on the rise when the industry is booming. In short, copper is used in nearly every major industry of the world: transportation, engineering, machinery and equipment, electrical, building, automotive and computer.Thanks to significant demand worldwide, the base metal has outpaced all of its higher-profile precious peers by a significant margin over the last several weeks. In the short term we can observe price swings and the bears waiting for a major correction. However the long term picture -monthly view – paints a different picture telling us that this is only the beginning.