fx maven

Defensive Stock Opportunities Excluding Healthcare

Guys, a dollar is always worth a dollar in nominal terms, even if it appreciating in EUR terms. MO's functional currency is USD so there is no impact on results. MO cannot capitalize on stronger USD, this would occur only if their net liabilities were priced in EUR.

Dividend Paying Stocks: Don't Discount Them Just Yet

too often share buy backs simply mask share grants to management. you have to look at number of shares outstanding over a 3-5 year time period to truly evaluate share buy backs and a company's real financial policy. and there are companies that reduce number of shares outstanding and pay nice dividends - ITY for example.