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- Buffett and the Limits to 'Awaiting Better Times'
- Kevin S. Price submits: With the publication of Warren Buffett's opinion piece in the New York Times, we'd like to revisit the question of selling equities into the maw of this growling bear. As we've written recently (here and here, for example), the big problem with selling at these...
- External links 2008-10-17
- Real Returns on Residential Real Estate
- Kevin S. Price submits: As we've noted in this space (here and here, for example), with a few local/short-term exceptions, residential real estate has been a pretty lousy investment. So we were pleased to see Brett Arends weigh in on this question in this morning's Wall Street...
- External links 2009-05-27
- Making Target-Date Funds More Accessible to Retail Investors
- Kevin S. Price submits: Because we're in the business of providing asset management services to defined-contribution retirement plans, and because we care about the retirement security of our fellow citizens, we take a special interest in discussions of "target-date" mutual funds (see this, for example). So we...
- External links 2009-04-29
- Merrill's Sr. North American Economist Leaves for a Toronto Buy Side Firm
- Kevin S. Price submits: With sadness, and resignation to the near-inevitability of this outcome, we note that Merrill's Senior North American Economist, the estimable David Rosenberg, has left the company (that company being Bank of America BAC, of course) for a buy-side firm in Toronto. In our Merrill days,...
- External links 2009-03-24
- Equity, Bond Mutuals Continue to Underperform
- Kevin S. Price submits: For 15 years, Boston-based Dalbar has calculated the extent to which actively-managed mutual funds have underperformed the market. But Dalbar has gone beyond that now-familiar finding to help the world understand that investors underperform their own funds by buying relatively high and selling relatively low,...
- External links 2009-03-12
- Disappearing Dividends
- Kevin S. Price submits: Here's an excellent Bloomberg story on the importance of dividends in equities' total returns. The opening passages are sobering: The fastest reduction in U.S. dividends since 1955 is depriving investors of the only thing that gave stocks an advantage over government bonds in the last...
- External links 2009-02-24
- ETFs vs. Mutual Funds for First Time Investors
- Kevin S. Price submits: Two interesting items on page D2 of today's Wall Street Journal. First, Karen Blumenthal spends a few hundred words noting that the mutual fund industry makes it very difficult for young, first-time investors to get started, even in IRAs. Though none of our clients...
- External links 2009-02-12
- Where Brokers Add Value ... And Where They Don't
- Kevin S. Price submits: Over at SmartMoney, we ran across an item designed to help Merrill Lynch clients understand how they might be affected by the firm's recent troubles, troubles highlighted by John Thain's ignominious departure. Drawing on our own experience at Charlie Merrill's old firm, a few...
- External links 2009-01-23
- Exxon's Latest Ad Campaign: So Last Summer
- Kevin S. Price submits: It can't be easy making high-end corporate advertisements that relate to commodity prices in an era of wild price swings. An example: Exxon's XOM ad where a soothing-sounding geoscientist voices the following: One of the factors impacting* energy prices is growing global demand. And one...
- External links 2008-12-09
- Fast Money Investment Advice: Turn the Volume Down
- Kevin S. Price submits: We often marvel at the "advice" and "insight" proferred on CNBC. Here's the latest example, overheard at roughly 3:46 EST Monday: Dylan Ratigan: Other names that you think are really violent in their upswing and they hit your radar and you think, man, you...
- External links 2008-12-09
- Killer IPOs: A Cautionary Tale
- Kevin S. Price submits: Back in the Summer of 2007, we suggested that investors should be cautious about buying whatever Steve Schwartzman was selling, namely shares in his private equity operation, Blackstone Group BX. One memorable episode from that time had us sitting across a desk with a...
- External links 2008-11-13
- From the Contrarian Files
- Kevin S. Price submits: From time to time a headline strikes us as an especially fraught suggestion that the investing herd is buying or selling en masse, often quite late in whatever the latest game might be. In Monday's Wall Street Journal, Shefali Anand came up with a classic...
- External links 2009-07-10
Additional Resources
- Zacks.com Featured Expert Kevin Matras Highlights: G-III Apparel, Inverness Medical and Watson Pharma
- CHICAGO -- Kevin Matras shows how to determine a stock's price target. Stocks in this week's article are G-III Apparel Group (NASDAQ:GIII), Inverness Medical (AMEX:IMA) and Watson Pharmaceuticals (NYSE:WPI). Click here for the full story exclusively on Zacks.com: http://at.zacks.com/?id=109 Screen of the Week written by Kevin Matras of Zacks...
- Research articles 2008-07-23
- Do Rising Stock Prices Mean Fundamentals Have Bottomed?
- Kevin S. Price submits: Tuesday night we caught a few minutes (i.e., two minutes) of Fast Money, during which someone said something* about the rising price of Toll Brothers TOL suggesting that investors must think the fundamentals in the housing market have bottomed (or, in that infinitely plastic formulation,...
- External links 2008-09-04
- WSJ Chooses Spin Over Precision
- Kevin S. Price submits: This isn't the biggest deal in the world, but as language obsessives, we found it at least mildly interesting. Late yesterday, after the close of trading, we received one of the Wall Street Journal's periodic Market Alerts. Under the headline "Dow Industrials Surge...
- External links 2008-08-06
- West Virginia Revisited
- Kevin S. Price submits: Back in late May, we posted an item on the story of almost 8 in 10 West Virginia teachers choosing to abandon their 401k-style defined contribution plan in favor of rejoining the state's defined-benefit pension system. In Monday's Wall Street Journal, Jennifer Levitz added...
- External links 2008-08-07
- The Downside of Momentum-Based Investing
- Kevin S. Price submits: Sometimes all a story needs is a few pictures. In this case, four charts of stocks that were darlings of the momentum crowd. The point here isn't to issue some sort of mordant chuckle about all this. Instead, it's to note that momentum-based investing can...
- External links 2008-08-13
- More on Fundamentals and Stock Prices: The Case of Potash Corp.
- Kevin S. Price submits: Earlier we posted an item full of skepticism about garden-variety claims concerning "fundamentals" and stock prices. Then, in our not-even-close-to-nightly fast-forwarding of Fast Money, we heard the following from Guy Adami, just after Jeff Macke suggested Potash POT might set up for a decent risk-reward...
- External links 2008-09-04
- Sign of the Times: 'FDIC Insured'
- Kevin S. Price submits: In a television advertisement for some sort of savings account at GMAC Bank, viewers hear that they can "earn more, while keeping your money safe and secure." Then, over a screen that flashes "FDIC INSURED" in big block letters, we hear this tagline: "GMAC Bank...smart,...
- External links 2008-09-04
- Fannie and Freddie Sitting in a Tree, F-A-I-L-I-N-G
- Kevin S. Price submits: There are stories so big, and so comprehensively covered everywhere else, that we're inclined to say very little about them. The demise of Fannie FNM and Freddie FRE as we knew them is just such a story. We don't have much to add that...
- External links 2008-09-10
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