For long-term investors, now is an excellent time to buy leading businesses, with the cash flows and balance sheet to survive the downturn, at significant discounts. Investors overlooking Simon Property Group are in the Danger Zone. Investors willing to lift their gaze past the (inevitable and steep) dip in economic activity should consider this Long Idea for their portfolio. Simon’s History of Profit Growth. Simon is down 63% year-to-date (YTD) and trades below its economic book value, or no-growth ...
Pippa Stevens of CNBC reports on why the stock market is up even with historic job losses:A record number of Americans just lost their job, and yet stocks are moving higher. This seems paradoxical given the economic toll — to say nothing of the emotional toll — on millions of people across the country without a job.While some say this is further indication that the stock market has become decoupled from reality, others say there are clear reasons why stocks have rebounded, and can continue ...
Warren Buffett is arguably the most respected and accomplished investor in U.S. history. He turned Berkshire Hathaway, a struggling textile company, into a multibillion-dollar holding company. Since 1987, Berkshire’s Class A shares have delivered an impressive compound average growth rate (CAGR) of 14.91 percent.That doesn’t mean all of his investing decisions should be seen as gospel. He famously doesn’t like gold, for one. And in 2018, he admitted that he was wrong to underestimate Amazo...
Recent central bank bond-buying to calm market turmoil has breached the wall dividing top-grade debt from so-called junk-rated issues, raising the likelihood of the investment industry and even regulators eventually dismantling the barrier. Central banks had until recently balked at buying sub-investment grade debt — which is rated BB+ or lower — in their emergency programs or accepting it as collateral, given the higher risk of default. But with the co...
(Reuters) - Shares of the top four U.S. airlines dropped on Monday after billionaire investor Warren Buffett said Berkshire Hathaway (BRKa.N) offloaded its entire stake in the carriers last month, adding to the sense of crisis around the industry....
The head of the U.S. securities regulator on Wednesday warned investors against putting money into Chinese companies as they rebalance their portfolios following market turmoil due to ongoing problems with those companies’ disclosures. The comments from Securities and Exchange Commission chair Jay Clayton come as hawkish lawmakers and former officials renew efforts to persuade the Trump administration to halt plans to invest billions of federal employee retirement dolla...
For millennials who didn’t understand the economic ramifications of the financial crisis over a decade ago, they’re now realizing how a crisis like the coronavirus pandemic can upend the economy quickly. Nonetheless, it’s opening up investment opportunities that are catering to millennials like environmental, social and governance (ESG). “The escalating coronavirus pandemic has ushered in a new era of stock market volatility, as investors come to terms with consecutive history-making da...
Simon Carkeek, Head of Commercial for FT Live delivers closing remarks on the Traders Network Show, an Equities News original show
Mohamed El-Erian, Rebecca Breau, and Robert Koenigsberger discuss Emerging Markets on the Traders Network Show, an Equities News original show
Laurel Fitzpatrick, Ken Kencel, Gregory Robbins, Craig Packer, and Mark Liggitt discuss Private Credit on the Traders Network Show, an Equities News original show
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