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.
Read More
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.
Read More
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.
Read More
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…
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
In our Top 5 this week, we look at the consequences of sticking to your guns, the impact of machine learning in the finance world, and the investing myths behind gold. All this and more…
Read MoreAS SEEN ON:
