KIM: Investors can find treasure in ‘discarded’ businesses
Our experience has been that corporate restructuring often creates market inefficiencies, allowing us to buy at a significant discount.
Investing Column
Articles
SKARBECK: Are equities really dead? Depends on whom you ask
References to the infamous 1979 Business Week article “The Death of Equities” have resurfaced in the media.
KIM: Why the Libor lie matters to the man on the street
Libor, the London interbank offered rate, certainly sounds like an obscure, technical bit of financial jargon. However, Libor directly affects the pricing of more than $800 trillion in securities and loans.
SKARBECK: High-quality stocks perform as well as alternative options
Most hedge funds have failed to outperform index funds since the credit crisis.
KIM: Is high-frequency trading ‘Knightmare’ on Wall Street?
Much like the fictional Skynet in the “Terminator” movies, firms engaging in “high-frequency trading” have unleashed a torrent of unbridled technological firepower that seems to have overwhelmed its human makers’ ability to control.
SKARBECK: Does focus on stock prices hurt companies in long run?
A new book, “The Shareholder Value Myth,” by Cornell law professor Lynn Stout, is ruffling feathers in the field of corporate governance.
SKARBECK: Summertime is right time to seek investing wisdom
The term “dog days” also has found a spot in investors’ lexicon, sometimes describing lackluster stock market behavior during the summer.
KIM: Have we seen second quarter of 2012 before?
The U.S. equity market tested the confidence and resolve of investors in the second quarter of 2012.
SKARBECK: Leadership, not regulation key to changing behavior
In the midst of hard-core lobbying by the banking industry designed to soften the drive for more stringent financial regulation, some key institutions haven’t exactly covered themselves in glory lately.
KIM: Compounding, Rule of 72 work for you if you let them
Saving/investing more and earlier is a simplistic strategy, but it requires discipline, patience and hard work.
SKARBECK: Exchange-traded funds grow as alternative investments
At the end of 2011, over 1,300 exchange-traded funds held $1.1 trillion in assets, including 22 with more than $10 billion in assets and 157 over $1 billion.
KIM: When planning finances, balance wants and needs
I think our educational system needs to do a much better job of equipping students to make wise financial decisions.
KIM: European debt crisis is deja vu all over again
The European debt crisis has reignited and quickly heated to a full boil. Stock markets across the globe have been slammed.
SKARBECK: Facebook flop casts doubt on remarkable valuations
After a year of escalating hype, Facebook’s May 18 initial public offering failed to come anywhere near Wall Street’s glorified expectations.
KIM: Talk to your spouse early about money, big issues
Do you and your spouse (or significant other) share exactly the same opinion on financial matters, such as spending, saving, borrowing and investing? If so, you’re in a very small minority of couples.
SKARBECK: Executive pay packages must reflect performance
When it comes to corporate governance, my firm has been roundly critical of the unending escalation in executive compensation.
KIM: Should investors ‘friend’ Facebook’s massive IPO?
At the top end of the predicted range of $28 to $35 per share, Facebook would raise up to $13.6 billion and sport a market value just shy of $100 billion.
SKARBECK: Debt, growth must balance for economies to recover
Countries need to reduce debt by cutting costs and raising revenue, but those actions dampen growth.
KIM: Is Apple trading at $600 investor iNsanity?
At a recent price of $600 per share, Apple boasts a market value just shy of $560 billion, making it by far the most valuable company on the planet.
SKARBECK: Investors, boards at odds over executive pay, power
Perhaps now we will see more shareholders oppose excessive pay, putting more pressure on corporate boards to come up with reasonable compensation plans.