Chart of the Day: Malaysia appears to be a less attractive market these days. Low ROE of 9.7% and high PE of 16.3x. Growth forecasts are low. The good news, volatility is low.
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Malaysia has low ROE relative to the world and looks expensive on a PB basis given the low ROE. Earnings and price momentum are both low. Good news is that risk is low.
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Chart of the Day: For nearly 10 years bonds outperformed stocks; driven by steady fall in interest rates. Rising interest rates would be bad for both asset classes unless the Trump administration can jump start corporate profits.
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D&L Industries Incorporated is a Philippines-based company doing product customization and specialization in food, plastics and aerosols. Profitable Growth has been World Class for most of the last five years, except for a dip to #2 in 2013.
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In our Top 5 this week, we run through the worst word pairings for investors, examine management fees, and look at how to improve your decision-making process. All this and more…
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Chart of the Day: Rally was partially fueled by near-zero interest rates. Without a sustainable rise in profit margins US stock market rally could be finished.
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Chart of the Day: The US stock market is now up 215%. Of the last three stock market rallies, this is the longest at 97 months and it is about to be the highest.
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Chart of the Day: Relatively low US profit margin means there is a chance for profit recovery. But for now, stock prices don’t seem to be supported by earnings.
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Chart of the Day: Fed has an inflation target of 2% and an unemployment target of 5%. With both targets now hit the pressure on the Fed is to start to raise rates.
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Zhongsheng Group Holdings Limited is a leading automobile retailer in China. The group distributes luxury and mid to high-end automobiles from well-known brands. Profitability is poorly ranked at #8, but Growth jumped to #2 from #9 in the past 12 months.
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