Recently, analysts from FBR Capital released their Top 2016 Technology, Media, and Telecom Outlook report along with 7 stocks to own in 2016. Among them were Facebook Inc (NASDAQ: FB), Proofpoint Inc (NASDAQ: PFPT), and SeaWorld Entertainment Inc (NYSE: SEAS). Facebook Inc One of the 7 stocks FBR Capital recommends
December 22, 2015
What’s abundant and what’s scarce? The question matters because as economist Michael Spence (among others) has noted, value and profits flow to what’s scarce.What’s in over-supply has little to no scarcity value and hence little to no profitability.01 What’s abundant is unprofitable work,
For us we’ve been standing aside of market action for the past two months expecting more of this interference. Economic data overall continued to weaken. The standout performance to the downside was Existing Home Sales which plunged 10.5%. GDP data
Steve Mandel is a Tiger Cub who founded Lone Pine Capital in 1997. He invests in public equity markets across the globe using a long/short strategy. The firm uses a fundamental, bottom-up process to build each portfolio. He returned ~23%
What You’ll Learn 10 common excuses for why people don’t invest or don’t try harder Advice on how to overcome these excuses Additional resources and links 2015 has been the first “tough” year in over 5 years. The pain of
Asia returned a quiet lacklustre day’s trading Tuesday with Toshiba (TOSBF) alone claiming the reason the whole market had edged lower. The stock sank an additional 12.3%, extending Mondays 9.8% decline, having stated it is expected to post a 550Bln Yen
As we head into the final innings of 2015, the major equity indices are showing low single-digit losses for the year with the exception of the NASDAQ which is up slightly. It has been a bifurcated market for most of
I haven’t reported much on the housing market this year because frankly it has been vastly surpassed by everything taking place (globally) with the “dollar” and the economy that seems stapled to it. However, November’s resale figures from the National
Several announcements before Christmas During the day on Wednesday, the markets will be anticipating several announcements as we start to head into the Christmas holiday season. Because of the holiday, most of the announcements coming out of the western part
1. China’s Central Economic Work Conference is responsible for setting the annual GDP target. Although it was not formally announced, President Xi previously indicated that the goal for the economy to expand by around 6.5% a year through 2020. More telling
