Will European Banks Continue to Rally This Year?

In an article on European banks last month I suggested that it was not clear if rising stock prices of financials was an indicator of a bull market for the overall equity market. This post is an update to that discussion. According to a recent article in Bloomberg BusinessWeek, European banks have borrowed only a quarter of …

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Four Stock Picks By a UK Fund Manager

Nick Ford, head of US equities at Miton of UK recently wrote an interesting article in Trustnet outlining his thesis for finding investment opportunities in the U.S. market regardless of the state of the direction of the U.S. market. From the article: Despite valid concerns about the ongoing resolution to the “fiscal cliff” and the …

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Stock Buybacks Continue to Soar

Many U.S. companies are increasing share buybacks to goose up earnings. Buybacks of own shares is the preferred method for some companies to put unused cash to work. While theoretically  buying back shares should reduce the number of outstanding shares and increase earnings per share it is not happening in the real world, according to an article …

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