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US Dream Factor Is High, but It Could Stay High in 2018

By Andrew Stotz | Jan 23, 2018

Chart of the Day: Excluding a major negative event, the fundamentals support a relatively optimistic market. Even though the Dream factor is high, the US market could stay high for longer.

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Highest Leverage at Utilities and Telecom, Most Risk to Rising Rates

By Andrew Stotz | Jan 22, 2018

Chart of the Day: Leverage is always high in Telecom and Utilities. If interest rise, these and Real Estate sector would be hurt the most. Least impacted by interest rate rise are Info Tech, Health Care, Energy, Materials.

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2018’s Investing Watchword

By Become a Better Investor | Jan 19, 2018
Top 5 of the Week of January 15 - Become a #betterinvestor

In our Top 5 this week, we discover 2018’s investing theme, examine how stock valuations are at their highest since 2000, and see if it really is Bitcoin’s era or not. All this and more…

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Cyclicals: Materials and Energy on the Rise

By Andrew Stotz | Jan 18, 2018

Chart of the Day: Revenue recovery could have at least another year to go. This should increase demand for goods, this increased demand should drive up price of oil and materials.

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Global Revenue Recovery Has Just Started

By Andrew Stotz | Jan 17, 2018

Chart of the Day: More than 16,000 non-financial companies worldwide show a strong revenue uptrend. This trend could continue, which would be positive for equity in 2018.

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Global Fundamentals Can Remain Strong

By Andrew Stotz | Jan 16, 2018

Chart of the Day: Based on our bottom-up aggregation of 16,200 non-financial companies across every market in the World. Companies have been slow to expand their assets, unlike in prior stock market boom times.

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Serving the High-Rollers of Macau

By Become a Better Investor | Jan 15, 2018

Wynn Macau Limited is ranked as the second-largest gaming company in Macau by casino revenue, and no. 1 in terms of exposure to VIPs. The company operates two casinos, Wynn Peninsula and Wynn Palace, in Macau. Profitable Growth dropped to become below average in 2016 from #1 in 2013 and 2014.

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Block Out the Noise & Respect Price and Trend Instead

By Become a Better Investor | Jan 12, 2018
Top 5 of the Week of January 8 - Become a #betterinvestor

In our Top 5 this week, we uncover the cause of many investing mistakes, consider both sides of the stock market argument, and learn why we should block out the noise. All this and more…

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Going for Higher Margins in Info Tech

By Become a Better Investor | Jan 11, 2018

Venture Corporation Limited is one of the 15 largest global electronic manufacturing service (EMS) companies and provides an array of manufacturing, product design and development, engineering, and supply-chain management services. Profitable Growth has been improving consistently since 2013.

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Leveraging Global Know-How in Noodles and Tea

By Become a Better Investor | Jan 10, 2018

Tingyi (Cayman Islands) Holding Corporation is a food and beverage company that manufactures and sells instant noodles, beverages and baked goods in China. It is best known by its Master Kong brand name. Profitable Growth has been falling since 2013 but has recovered slightly in the past 12 months.

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