Monthly Archives: March 2015

Mylan Beats On Q4 Earnings, 2015 Guidance Encouraging

Mylan’s (MYL – Analyst Report) fourth-quarter 2014 earnings (excluding special items) of $1.05 per share beat the Zacks Consensus Estimate by a penny. Earnings in the fourth quarter of 2014 increased 35% from the year-ago quarter. Earnings benefited from higher revenues and higher gross margins. Mylan Inc. – Quarterly EPS | FindTheCompany On a reported basis (including…

Howard Marks On Luck And Skill In Investing

Yesterday, I discussed a few of the issues surrounding the current extension of the cyclical bull market and the excuses that will be delivered when it eventually ends. The current deviation in price from underlying economic fundamentals should be a warning sign for investors. However, when prices are trending strongly higher, warnings often fall on deaf ears….

Financial Repression Authority With Meb Faber

Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs, separate accounts and private investment funds. Mr. Faber has authored numerous white papers and three books: Shareholder Yield, The Ivy Portfolio, and Global Value. He is a frequent speaker and writer on investment strategies…

Best Buy Q4 Earnings Beats Estimates, Revenue Misses

Best Buy Co., Inc. (BBY), specialty retailer of consumer electronics, came out with fourth-quarter fiscal 2015 results, wherein earnings of $1.48 per share beat the Zacks Consensus Estimate of $1.36, and surged 23.3% from the prior-year quarter. Renew Blue transformation program and strength seen in categories like large screen televisions and mobile phones helped the…

What’s America’s Fragility Score?

By this measure, the U.S. scores very poorly: 4 out of a possible 5 on the Fragility Index. There is a certain logic to the idea that stability is a good predictor for future stability: if a nation’s economy and governance are stable and devoid of disorder, this trajectory of stability will be durable, right? Well,…