GlobalTrekker

Smarter Way to Pick High Yield Stocks?

This is a well-done analysis based on Schwab's report, but overall I am really suspicious of this kind of research. It's very much data-mining and has no checks for survivor-bias, data adjustment, data quality, etc.. Essentially, the differences between segments are most likely too small to be statistically significant, and the data-crunching too marred by Schwab's non-rigorous methods. Once you had accurately adjusted the equities for all true distributions, mergers, delistings, etc. I think you'll find the results are more random-walk than anything else. If you really believe in this method, try it with the above stocks on paper for the next 6 months and see how it truly performs compared to the others. I will bet you big that the results will not be what you are predicting now.

AerCap Acquisition of Genesis to Create Largest Aircraft Leasing Company

This seems kind of a pointless posting. This news is five days old, and the headline is incorrect. AER will not remotely be the largest aircraft leasing company, not by an order of magnitude. One more nail in the coffins of the rating-agencies.