Wendy's: Why This Fast Casual Turnaround Story Has Insiders Buying [View article]
From the research I've read, this has been an ongoing concern as well. If you look at some of the investor presentations management has made so far this year(there's tons of good stuff here: http://bit.ly/wVK3b9 ) , there doesn't seem to be a commitment to breakfast. More importantly, it seems the company is intent on not getting stuck in the middle of the market without a differentiated offering (either price or better food). Looks like they're choosing to move upwards (like Five Guys) rather than down (McD).
Why Buy-Side Research Is Better Than Sell-Side Research [View article]
I feel like this content has always been a mainstay of SA but had gotten drowned out as of late from the sheer volume of articles. Great to highlight this kind of stuff -- really helps other investors piggybacking on pros (hedgies and other buy side analysts) with decision support.
MarketRiders: Portfolio-Building and Asset Allocation Via ETFs [View article]
It's interesting -- contrary to what the article says, I went to the website and checked. They do offer this system via a registered investment advisor with Schwab clearing.
Sounds interesting but their marketing is a little disingenuous. Most active managers don't beat indexes. Fine. But they're creating system that actively trades ETFs. Why can they do actively trade while others can't? Where is the backtesting info?
From ETFConnect as well (www.etfconnect.com/sel...): "The Fund seeks to track changes in the level of the Deutsche Bank G10 Currency Future Harvest Index. The Index is designed to reflect the return from investing on a 2 is to1 leveraged basis in long currency futures positions for certain currencies associated with relatively high yielding interest rates."
High Oil Prices Dampen Dollar Sentiment - and BBQ Parties [View article]
interesting about the eurozone prospects. something few are talking about is the fact that of all things, the Israeli shekel is one of the world's strongest currencies right now. To combat record high oil prices, Israel is focused on green/clean tech.
But keep in mind, one a firm goes negative on its earnings, it's really hard to compare valuation because in some sense, there's not floor or base case any more.
Are Insiders Buying Black Diamond Inc. To Turn It Into The Next Armor Holdings? [View article]
Got you on that one and have to agree. But they're also into climbing gear, backpacks, etc. SOMEWHERE it snowed, you know? That also speaks to the international thesis.
But Cash Is Earning Zero [View article]
Seeking Alpha Celebrates 500,000 Registered Users! [View article]
Israeli Stocks Traded in the U.S.: A Complete List [View article]
The Coming Crude Oil Pullback: Using Contracts for Difference (CFDs) [View article]
In Memory of Greg Newton [View article]
Wendy's: Why This Fast Casual Turnaround Story Has Insiders Buying [View article]
More importantly, it seems the company is intent on not getting stuck in the middle of the market without a differentiated offering (either price or better food). Looks like they're choosing to move upwards (like Five Guys) rather than down (McD).
Why Buy-Side Research Is Better Than Sell-Side Research [View article]
Whither Banks' PR? [View article]
MarketRiders: Portfolio-Building and Asset Allocation Via ETFs [View article]
Sounds interesting but their marketing is a little disingenuous. Most active managers don't beat indexes. Fine. But they're creating system that actively trades ETFs. Why can they do actively trade while others can't? Where is the backtesting info?
Dunno.
DBV: Unlevered Carry Trade ETF for the Masses [View article]
www.invescopowershares...
From ETFConnect as well (www.etfconnect.com/sel...):
"The Fund seeks to track changes in the level of the Deutsche Bank G10 Currency Future Harvest Index. The Index is designed to reflect the return from investing on a 2 is to1 leveraged basis in long currency futures positions for certain currencies associated with relatively high yielding interest rates."
High Oil Prices Dampen Dollar Sentiment - and BBQ Parties [View article]
Why I'm A Converted Believer In Investing In P2P Loans [View article]
Why I'm A Converted Believer In Investing In P2P Loans [View article]
Can Sterling Construction Turn Itself Around? Insiders Think So [View article]
But keep in mind, one a firm goes negative on its earnings, it's really hard to compare valuation because in some sense, there's not floor or base case any more.
Are Insiders Buying Black Diamond Inc. To Turn It Into The Next Armor Holdings? [View article]