How to invest in US Regional Banks – ETFs

Regional banks as a sector have performed well in the last 3 months. The main three ETFs in this sector IAT, KRE, KBWR, QABA. Given that there is a possibility of rising interest rates, regional banks are the pure play  for this scenario. These banks are more focused in disbursing loans. Price Return When comparing … Read more

Alibaba or Amazon – who is a better retailer?

Alibaba Alibaba’s revenue increased by 45% as compared to same quarter last year. China sales growth was 39% but accounted for only 80% of its total revenues – a decrease from its last quarter Revenues from cloud computing grew at 82% but still accounted for being only 2% of its total revenue. Stock compensation for … Read more

City-by-City, State-by-State, This is How Buffett Invests in the U.S.

Warren Buffett likes to buy American. Nearly 98% of the Berkshire Hathaway equity portfolio is allocated to U.S.-headquartered companies, with just 2% based in Canada, France, the Netherlands and the U.K. Within the United States, the Oracle of Omaha looks far beyond the Nebraska border for investments. In fact, the Midwest is the region in which the billionaire has … Read more

The top 3 retail stocks – a comparison

  With the great slump in oil prices, this is a good time to look at other asset classes. Here we are comparing the three big grocery chains Canada – Loblaw, Metro and Alimentation Couche-Tard Comparing the companies on Business performance analysis Fundamental analysis Relative Valuation Business Performance Analysis   While reviewing the earning’s multiple, … Read more

CES 2015: Qualcomm or Micron

Powering CES 2015 With CES 2015 underway and the whole world looking at all wearable tech, TVs and 3D gaming, this is a good time to look at two stocks Qualcomm (produces chips) and Micron (produces NAND and DRAMS). These microchips are at the heart of all digital gadgets. Comparing both the companies on Business … Read more

The Biggest Billionaire Winners & Losers of 2014

  We know, we know, Bill Ackman won 2014. But Larry Robbins and David Einhorn haven’t done too shabby, either. Likewise, it’s no secret this year hasn’t been Carl Icahn’s favorite on record (when it comes to investing, at least). And 2014 has left Leon Cooperman licking his wounds as well. But despite a tough year for hedge funds, many of the crème de … Read more