When investors lose faith in management teams after debacles or scandals, they may put stocks of these companies in the “penalty box.” Boeing, Wells Fargo, Facebook and Equifax are cases in point. Read Kari’s full article on CNBC.com
[VIEW FULL POST]With stocks at record highs, the obvious question is who is doing all this buying? Read my full article on CNBC.com
[VIEW FULL POST]Kari Firestone recently wrote a piece for CNBC on the divergence between growth and value due to how certain stocks are classified. Read the full piece on CNBC.com
[VIEW FULL POST]Barron’s recently published an excellent article on Peter Lynch’s investment style and how he has influenced the many stock pickers that came after him. I began my career under Peter and the takeaways from my time there still influence Aureus’ investment philosophy today. Read the full article in Barrons.com
[VIEW FULL POST]This year’s winners may not be leading the market next year. Of the 50 top S&P 500 performers in 2018, only three were on the same list for 2017, and only four have remained on the 2019 top winners’ list. Read my full article on CNBC.com
[VIEW FULL POST]When the U.S. Business Roundtable announced that it was redefining the purpose of a corporation to accommodate a broader group of stakeholders – extending beyond shareholders to include employees, customers, suppliers and communities – the stock market didn’t seem to react. I saw no thick reports from market strategists detailing how these new principles would affect company…
[VIEW FULL POST]Come on, Amazon, do we really need another headache? I’m not talking about you missing third quarter earnings last week. I’m talking about the article in the Wall Street capitalist-defending-Journal (not the New Yorker). Read my full article on CNBC.com
[VIEW FULL POST]Consumer staples and discretionary stocks sell at a premium multiple to the market, but how long can consumers carry the economy and the market? Read the full article on CNBC.com
[VIEW FULL POST]If you’ve recently watched sixty seconds on any financial news network or read the business section of any publication, you’ve now heard about the vicious “rotation” occurring this week in the stock market, from growth to value, momentum to cyclical, or any other two dissimilar groups that would suggest an intentional trade by millions of…
[VIEW FULL POST]Written by Kari Firestone We all know, deep down, that there is no “free lunch.” The most obvious case of this are the lunches that all buy side investors are invited to featuring the management of companies that are going public or already public. If you are not a client of the hosting firm, you…
[VIEW FULL POST]
