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Don’t Blame Amazon for the Retail Apocalypse - Barron's
The real problem for bricks-and-mortar stores is that Americans have shifted their dollars to technology, restaurants, and tuition. Read the full story
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Don’t  Blame  Amazon  for  the  problems  of  Retail  sector  Apocalypse  woes  -  Barron's  from iphone
january 2019 by neerajsinghvns
When to Buy a Stock—and When to Run Away - Barron's
All successful investors monitor their companies closely. They read the 10-Ks and the proxy filings. They keep up with the quarterly reports, listen to the earnings calls, and scrutinize the 10-Q filings. They become familiar with the industry, the business, and the people involved. That’s the best way to achieve a good investment result.
2010s  2017  May  fn  tips  Barron's  Barrons  investing 
may 2017 by jmbond
What Warren Buffett Likes About Cash - Barron's
Well, not all investors. Felder points out that Warren Buffett is a big fan of holding on to large piles of cash at Berkshire Hathaway (tickers: BRKA, BRKB ) that can be put to work at a moment’s notice. In the past two years, Berkshire at times has had more than $70 billion in cash on Berkshire’s balance sheet.

Felder quotes Buffett biographer Alice Schroeder, who has said of Buffett’s yen for cash: “He thinks of cash differently than conventional investors. He thinks of cash as a call option with no expiration date, an option on every asset class, with no strike price.”

Felder adds that Buffett’s view on cash is fairly profound because “once an investor looks at cash as an option — in essence, the price of being able to scoop up a bargain when it becomes available — it is less tempting to be bothered by the fact that in the short term, it earns almost nothing.”
2010s  2017  February  fn  investing  cash  warrenbuffett  Barron's 
february 2017 by jmbond
What Warren Buffett Likes About Cash - Barron's
Felder quotes Buffett biographer Alice Schroeder, who has said of Buffett’s yen for cash: “He thinks of cash differently than conventional investors. He thinks of cash as a call option with no expiration date, an option on every asset class, with no strike price.”
2010s  2016  September  Barron's  warrenbuffett  vernacular  cash  investing 
september 2016 by jmbond
For Markets, It’s the Treacherous Season - Barron's
For whatever reason, a strange confluence of bad things seems to happen at this time of year. As I’ve noted previously, on (“It’s the First Day of Fall—in More Ways than One,” Sept. 22, 2009), there have been an unusual number of market upheavals around this time. A partial list includes a panic that shut the New York Stock Exchange in 1873; Britain’s exit from the gold standard in 1931; and the Plaza Accord in 1985, which led to the attempt to stabilize exchange rates, which came unraveled two years later and, in turn, led to the October 1987 crash.
2010s  2015  September  stocks  stockmarket  fn  investing  Barron's 
september 2015 by jmbond
Vanguard Health Care Fund Glows With Healthy Gains - Barron's
Hynes took the reins in 2012 from Ed Owens, who launched the fund in 1984 and taught her about investing in health care and the important distinction between when a buying decision is “early” and when it is simply wrong. That foundation has helped Hynes guide the fund to a 30.8% average annual return over the three years ended on July 29—6.4 percentage points better than the category benchmark, the MSCI All Country World Health Care index.
2010s  2015  August  fn  Barron's  VGHCX  mutualfunds  investing  profile 
august 2015 by jmbond
BlackRock: Beware of Dividend Stocks - Barron's
One manifestation of this is a strong bid for so-called “defensive” equities, or stocks with low volatility and a high dividend yield. Real Estate Investment Trusts (REITs) are one example of this trend. [An investor can play this index through the SPRD Dow Jones REIT ETF (ticker: RWR. )]
2010s  2014  November  fn  investing  REITs  Barron's 
november 2014 by jmbond
CEOs Manipulate News for Personal Gain, Study Finds - Barron's
The authors found strong evidence that the average CEO manipulates the flow of news from his company in order to boost its stock price in those months in which his equity holdings vest. These “vesting months” are when a CEO is first able to sell the equity positions he was granted in previous years—either grants of restricted stock or options. Since those equity grants often represent a disproportionate share of the typical CEO’s total net worth, he has a powerful incentive to sell as soon as he is able—and, hence, a correspondingly powerful incentive to cause the price of his shares to be as high as possible during vesting months.
2010s  2014  November  fn  investing  Barron's  insidertrading 
november 2014 by jmbond
Mondelez Is a Sweet Deal for Investors - Barron's
Also, activist investor Nelson Peltz, who joined Mondelez’s board of directors early this year, has been vocal in goading management to shore up the firm’s profitability.
2010s  2014  November  fn  Barron's  stocks  MDLZ  investing 
november 2014 by jmbond
9 Health Care Stock Picks From Index-Crushing Fund - Barron's
Whenever a top-performing money manager retires, his successor faces extra pressure to generate outsize returns. But few second-generation managers have tried to fill shoes as large as the pair Jean Hynes stepped into in January of 2013. When Ed Owens left her in charge of the Vanguard Health Care Fund (ticker: VGHCX) he had run since 1984, it was the single best-performing stock fund over that period, with annualized returns of 16.3%.

Hynes had spent 20 years working for Owens at Wellington Management, the Boston-based firm that oversees the fund for Vanguard. She immediately put her own stamp on the portfolio, reducing the fund's cash position, expanding the number of holdings to 90 stocks from 70, and hiking its biotech weighting to 12% from the 8% recorded in June 2012.
2010s  2014  November  fn  VGHCX  investing  Vanguard  Barron's 
november 2014 by jmbond
YMAX and VocalTech Merging
Barron’s has a curious story about the merger of YMAX and Vocaltech. YMAX is the Florida-based parent company of Magic Jack. VocalTech, based in Israel, is one of the software pioneers of the voice-over-IP revolution. From their roots in the first retail soft phone they went on to become an early leader in VoIP to PSTN gateways.

My very first exposure to VoIP was using Vocaltech’s Internet phone software way back in 1997. At that point I was on dial-up and Internet Phone allowed me to call my girlfriend who lived 900 miles away without concern for call duration or cost.

In an odd fashion Magic Jack is a good fit into their historical business. Magic Jack replaced the Internet Phone software with a USB dongle and their SJPhone variant. VocalTech has their own soft phone offering, as well as many back-end technologies.

Magic Jack bought SJPhone some time ago. They also hold a number of patents that may have value beyond the retail operation of the business.

Magic Jack claims to be substantially facilities based, having a number of soft switches installed in support of their retail operation. As VocalTech is in the soft switch business perhaps there are some synergies to be realized in the combined companies. Some people seem to think so.

Maybe this is a kind of back-to-business-as-usual for VocalTech, who seem to have slipped from view as the industry has grown up around them over the years.

While this is something of a curiosity from a business perspective, I’ve always felt that services like Magic Jack were of limited interest. I feel that they are just one more sign of the plummeting cost of calling on a per-minute basis. Being wholly focused on low-cost PSTN replacement they offer little in the way of real innovation in the nature of the service being offered.
VoIP  Barron's  magic_jack  VocalTech  YMAX  from google
july 2010 by TalkingPointz
Wish You Were Here
FACED WITH A SHAKY U.S. ECONOMY AND a weak dollar, Americans poured a record $64 billion into foreign-mutual funds last year. A little more than half of that amount flowed to emerging-market equity funds, with the remainder going to foreign-bond funds. The money flows are expected to continue this year, especially into emerging markets.

"In 2010, investor appetite [for emerging markets funds] will be higher because emerging markets performed better [in 2008 and 2009] than in past crises," says Brent Jones, portfolio manager at GE Asset Management, with $116 billion in assets as of Sept. 30.
EconomicReview  economics  MutualFunds  markets  barron's 
january 2010 by createimagine
Who Can You Trust?
Jolted by Madoff and the markets, wealthy investors are questioning their advisors like never before. Many are moving their accounts from one firm to another, reshaping the wealth-management industry. Should you switch or stay put? Plus, our exclusive annual survey of the top firms. Welcome to Barron's New Penta Section
wealth  management  financial  retirement  planning  investment  portfolio  madoff  barron's 
september 2009 by createimagine

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