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Valuentum Commentary
Mar 23, 2014
Only One Bank Fails Fed's Stress Test
All major lenders passed the Fed's stress test except one. Mar 18, 2014
Focus on Process over Outcome
We wanted to share an excellent piece on the importance of focusing on process over outcome in investing. Dec 24, 2013
The Best Ideas for 2014 and Beyond: Part I
The holiday season brings many joys with your family and friends. It also brings an outline of our favorite ideas for 2014 and beyond. We hope you enjoy the list, and we wish you and your family a very happy holiday! Oct 20, 2013
Third-Quarter Industrial Earnings Support Exposure in Best Ideas Portfolio
A number of industrial firms’ calendar third-quarter earnings are out. Let’s take a look at how our Best Ideas portfolio is well-positioned to capture the strength of underlying trends. Oct 15, 2013
Mortgage Originations Decline at Major Banks
Both JP Morgan and Wells Fargo experienced significant declines in mortgage originations, but net income was only modestly impacted. Oct 8, 2013
Banks Pass Self-Administered Stress Tests
Not surprisingly, the “too big to fail” banks passed internal stress tests. Sep 17, 2013
Summers Bows Out
Fed Chairman frontrunner Larry Summers won’t pursue the nomination, and all signs point to Janet Yellen as the replacement for Ben Bernanke. Sep 12, 2013
The Mortgage Refinancing Boom Could Be Ending
The bull market in mortgage refinancing activity appears to be over, but that doesn’t mean it will materially damage the economy. Sep 4, 2013
Why We Don’t Like Dividends of Banking Firms: 4 Very Good Reasons
It’s sometimes easy to lose sight of the fragility of a banking firm’s business model. Let’s examine the reasons why we don’t like banking firms’ dividends. Reason #1: A Bank Run Is Always Possible. Reason #2: Our Competitors Have Tried to Invest in Bank Dividends and Have Failed Miserably. Reason #3: Cash Flow Is Not Meaningful at Banks. Reason #4: There Are Plenty of Other Options. Jul 16, 2013
Legal Costs Cloud Citigroup’s Earnings Potential
Citi’s operations are improving, but legal expenses continue to limit earnings expansion. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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