Small Caps Are Attractive Relative To Large Caps

Global small cap stocks are attractive now compared to large caps based on valuation, according to an article by David Brett at Schroders. Small caps as measured by the MSCI Small Cap Index has returned three times as much as large caps since March 2001. Small caps returned 317%  including dividends compared with 107% for the MSCI …

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Emerging Markets: Companies Showing Signs Of Recovery ?

Emerging markets are performing well so far this year. But until last year they were depressed as investors avoided them for a variety of reasons including the plunge in commodity prices. According to an article at Franklin Templeton, these markets are showing signs of recovery ass earnings, exports and commodity prices are on the upswing. …

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Reverse Stock Splits Never Work Especially When A Company Is Losing Money

Listed companies can implement reverse stock splits for many reasons. For example, they can consolidate the number of stocks outstanding in order to bring the stock price above a certain point like $1 after the price falls below that level. This is necessary for liquidity, preventing de-listing by exchanges, etc. Investors should be very careful of …

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Apple’s Supply Chain: An Example Of Challenges Of Bringing Manufacturing Jobs Back To The U.S

I came across the following cool infographic showing the difficulty of manufacturing jobs back to the US. From the AB article: In this infographic, we show how a sample of nine companies from Apple’s supply chain represent $122 billion in assets and 525,000 employees, all of which would need to be relocated to bring iPhone …

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