Flickr Traditionally, Coca-Cola Company (NYSE:KOCoca-Cola Company (NYSE: stock has been a sensible long-term investment. However, due to a consumer trend toward healthier food consumption, sales of carbonated drinks have been on the decline since 2005. Despite this, Coca-Cola continues to battle against the tide. However, one wonders how long this battle can continue. At the time…
Business development companies (BDCs) are very attractive for investors. It’s hard not to like steady dividend payments and high yields. However, there is a very large range of quality in the BDC space, with a corresponding range of total return results. Many investors have been burned by chasing the BDCs with the highest yields, rather…
In a note seeking to “explain” why the US labor participation rate just crashed to a nearly 40 year low earlier today as another half a million Americans decided to exit the labor force bringing the total to 94.6 million people… … this is what the Atlanta Fed has to say about the…
“Anyone can run a hundred meters, it’s the next forty-two thousand and two hundred that count.” Investing is a lot like running a marathon…but it’s not a sprint to the retirement finish line. The satisfaction of achieving your long-term goal can be quite rewarding, but attaining ambitious objectives does not happen overnight. Along the…
Global growth worries have been a recurring theme in market discourse lately. But the focus of these worries was primarily on uncertainty about China and other emerging economies. Even the Fed cited these global growth challenges as a key reason for not announcing interest rate increases at the last FOMC meeting. While questions remained about…
We have been studying the behavior of the financial markets in the past few months and quarters was we are convinced that not only is the economy running out of steam, there might be another overdue correction. What really frightened us is the fact there are several similarities and correlations with the previous…
The prevailing thinking to emerge from the job numbers alone are to confusing to say the least. They lead to the assumption that the U.S. economy has downshifted for the last three consecutive months. However, the Fed will not move into QE mode for that has robbed them of their power to even…
Robeco’s Lukas Daalder has a bit of an issue with rolling-performance graphics. Bashing a recent chart of 1-year price returns on these pages that profiled ETF proxies for the major asset classes, he charges that “this information is useless to anyone with any sense.” Oh, dear. That sounds like trouble. Has your editor led you down a dead end? Apparently. “So…
A portion of the recent equity market volatility can be attributed to the fact that a number of factors seem to be at critical turning points. At top of mind seems to be the focus on the timing of the Fed’s move to begin increasing/normalizing interest rates. Historically, a tightening of interest rates has led…
We evaluated 17 different companies this week to determine whether they are suitable for Defensive Investors, those unwilling to do substantial research, or Enterprising Investors, those who are willing to do such research. We also put each company through the ModernGraham valuation model based on Benjamin Graham’s value investing formulas in order to determine an intrinsic value…
