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Info Tech Leads Asian Earnings Growth

By Andrew Stotz | Nov 15, 2017

Chart of the Day: Info Tech is expected to grow the fastest in Asia, might be harder for US Tech giants to grow at 50%. Real Estate and Consumer Discretionary are contracting in the US but not in Asia.

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US Trades at a 40% Premium to Asia Ex Japan, but EPS Growth Is Less Than Half

By Andrew Stotz | Nov 14, 2017

Chart of the Day: In 2015, US traded at 1.4x the Asia ex Japan PE, it narrowed to 1.25x in 2016, and then back to 1.4x in 2017. Analysts expect this 40% PE premium for US to persist in 2018-2019, do YOU?

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China Market Is Full of Large and Liquid Stocks

By Andrew Stotz | Nov 13, 2017

Chart of the Day: A review of the top 900 largest and most liquid companies in China. Even the group with zero coverage has an average USD2bn market cap and USD26m ADTO.

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Same, Same But Different

By Become a Better Investor | Nov 10, 2017
Top 5 of the Week of November 6- Become a #betterinvestor

In our Top 5 this week, we discuss the future of active management, compare the same side of two coins, and examine the intangible nature of risk. All this and more…

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How to Read the World Class Benchmarking Triangle (5 of 5)

By A. Stotz Investment Research | Nov 10, 2017

How to Become Financially World Class, Part 5: Results at the top of the triangle are explained by the two items below. Profitable Growth is explained by the company’s rank against global peers on six different measures in total.

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How to Compare (4 of 5)

By A. Stotz Investment Research | Nov 9, 2017

How to Become Financially World Class, Part 4: Compare to your nearest competitor? To other competitors in your country? To other companies in your region? To assure you are truly Financially World Class compare to global peers.

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Why Profitable Growth Matters (3 of 5)

By A. Stotz Investment Research | Nov 8, 2017

How to Become Financially World Class, Part 3: Why does Profitable Growth matter? We did a study to find out! High “Profitable Growth” companies generated 10X market return over the past 20 years.

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Competing Forces: Profitability and Growth (2 of 5)

By A. Stotz Investment Research | Nov 7, 2017

How to Become Financially World Class, Part 2: What’s most important for a business, high profitability or fast growth? Extremely high Profitability reduces growth. Extremely high Growth reduces profitability.

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World Class Benchmarking Is Simple, Focused, and Team Building (1 of 5)

By A. Stotz Investment Research | Nov 6, 2017

How to Become Financially World Class, Part 1: There are three core barriers to becoming Financially World Class. World Class Benchmarking was designed to overcome these barriers and take the finances of your company from complicated to simple, from scattered to focused, and from individual to team.

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The Gray Area of Stock Market Exposure

By Become a Better Investor | Nov 3, 2017
Top 5 of the Week of October 30 - Become a #betterinvestor

In our Top 5 this week, we consider risk, return, and time, look at reducing our stock market exposure, and why active managers should be more inactive. All this and more…

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