By Danielle Randall-Saba / Connectivity Business Senior Reporter:
News & Press
The Year in Review – Our Top 3 Articles
Dec 15, 2017
Something a little different today – a look back on some of our most popular releases over 2017 before our final release before the New Year. Please see the links below and take a read of the articles you might have missed in 2017…
This is Why You Need an Edge
Dec 1, 2017
Whilst I believe there are still investment opportunities, from my experience, a pullback could be on the cards very soon. I don’t think it’s a desperate bubble, but markets cannot sustain this sort of momentum, and you want to be able to have room to accumulate good companies at cheap prices should the market fall. You certainly should be looking at your holdings and making sure that those any without fundamental upside are sold, because momentum is running out.
Following the Activists: Speak Softly and Carry a Big Stick
Nov 17, 2017
I’ve had a few emails from partners asking if they should be following the larger hedge funds and activists when they accumulate positions in some of these special situations. The temptation is a difficult one. You hear of a well-known fund telling a good story about value creation, buying stock in a name, and then you think you should be in there too. But should you?
Paying for Crap Research?
Nov 3, 2017
I’ve been thinking about the new changes coming up in the research space and how to position ourselves. Very shortly, Portfolio Managers will be evaluating new services to guide their investment decisions. The difference now is that things will be hugely magnified as they make direct payments for what type of service they are getting.
Equifax (EFX) – A Value Investor’s Pick
Oct 20, 2017
The Equifax breach lasted from May through July of this year. The hackers accessed people’s names, social security numbers, birth dates, addresses and driving license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information for about 182,000 people. They grabbed personal information of people in the UK and Canada too. Around 143m US consumers’ information was compromised. There are about 125m households in the US.
Investment Research – It’s Never Been About the Cost
Oct 6, 2017
It’s ok to shop around for the best deals. We do it every day. Fortunately, the rise of online price matching systems and places like Amazon has made it relatively quick and easy to get a good price.
It’s an Automation Bubble, Not a Stock Market One
Sep 22, 2017
We started the investing year with the perception being rammed down our throats that robots were about to take us over. Value Investing was going to be a thing of the past. The industry was being conned into thinking that AI would exceed human performance. We (#notme) rushed for the ETF and quant BUY model button to invest in strategies that didn’t rely on humans. ETFs particularly saw heavy inflows and every post on LinkedIn was about how good AI was.
Why You Should Be Looking to Asia for an Edge
Sep 8, 2017
Feel like you know 5-10 stocks that that you have a good idea on? Feel comfortable? Great. Have those stocks that you claim to know all about been performing for you, or have you been noticing your “edge” being eaten into? If the answer is yes, then maybe you should consider branching out – specifically in the Asian region. One South Korean three-way split we covered returned +40% on each leg for our client partners.
Why Insiders Selling Their Stock Doesn’t Matter
Aug 25, 2017
I was asked this week by a client if I had any view on a CEO selling shares of his own stock. “No, I didn’t,” quite frankly, and I went on to explain why I don’t care for sales by company insiders. You shouldn’t either, and here’s why.