Learning that drives better investment decisions

Timing the Market: Now or Later?

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In our Top 5 this week, we examine the benefits of stocks over real estate, consider the risk of caution, and see if the market will be better in five years or not. All this and more…

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Continued Challenging Environment for Chinese Telecoms

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China Equity FVMR Snapshot: China is expected to grow earnings faster than the World. The market appears to be cheaper than the World, however, excluding banks the Chinese market trades above the World.

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Emerging and Developed Markets Have Been Equally Volatile

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Global Equity FVMR Snapshot: Emerging markets and Developed markets show 2018CE* EPS growth that is more or less in line. Emerging markets trade below Developed markets at a PE of 12.2x and this is still the case if we exclude US that has the highest PE.

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VMC: Your CFA Result Is Void: How Not to Fail

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Don’t put in all those hours of studying and revision to fail on an exam technicality! Discover how not to fail the CFA exams with Andrew Stotz.

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Chroma ATE Tests Technology around the Globe

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Chroma ATE Inc. is a Taiwan-based manufacturer of test and measuring instruments, automated test systems and automation solutions. The company is ranked No.1 in the world for market share of power electronics test solutions. Profitable Growth has been consistently above average, boasting its best ranks in recent years.

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There’s No Such Thing as a Free Lunch in Investing

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In our Top 5 this week, we examine Warren Buffett’s “edge,” look at what is optimal for portfolio concentration, and improve the tax efficiency of the Value factor. All this and more…

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Hanatour Service Is a Cash-Loaded Korean Tour Operator

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Hanatour Service Inc. is the largest travel company in Korea selling over 140,000 travel products primarily including outbound and inbound package tours. In 2017, Hanatour had about 23% market share in departures from Korea. Profitable Growth has dropped considerably since 2013-2015 but showed a slight recovery in the past 12 months.

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HIWIN Technologies Has Shown a Solid Improvement in Profitable Growth

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HIWIN Technologies Corporation, based in Taiwan, is the world’s second-largest supplier of linear guideways and ball screws. HIWIN derives most of its income from Asia and Europe. In the past 12 months, the company ranked among the top 294 of 1,470 large Industrials companies worldwide.

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VMC: What to Expect on the CFA Level 2 Exam

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With all that studying you’re no doubt doing in advance, ensure you also know exactly what to expect on the CFA Level 2 exam day, so there are no surprises!

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China’s Largest Producer of Wind Power

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Huaneng Renewables Corporation Limited is a subsidiary of China Huaneng Group and is the largest producer of wind power in the country by revenue. Of total revenue, 91% comes from wind power and 9% from solar power. The company has had a fairly average Profitable Growth rank over the past five years.

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