Streaming giant Netflix(NFLX) is often touted as one of the success stories in the past few years. It is part of the FANG group of superstar firms. Currently the company has a market cap of over $130.0 billion. Netflix stock does not pay a dividend and the P/E ratio is about 95. After reach a …
US equities have performed extremely well over the past decade relative to other developed markets. Even this year, US stocks have soared by nearly 20% so far this year. The reason for the out-performance is that the main US indices are dominated by high-growth sectors such as technology, health care and consumer tech. On the …
Continue reading ‘Foreign Stock Indices are Highly Concentrated in Low-Growth Sectors’ »
American company Nike(NKE) is the world leader in the footwear and sports apparel industry. It is so large and important to the US economy that it is a constituent of the Dow Jones Index. Germany-based Adidas (ADDYY) is the competitor of Nike. In this post, let us take a look at the performance of these …
Continue reading ‘Which is Better for Long-Term Investment: Nike (or) Adidas?’ »
European companies offer many of the features that are common in their US peers. Among the developed countries, firms in Europe are the closest to American counterparts in terms of quality, governance, growth, scale and other factors. I have written many times before about the need for investors to hold European stocks. Some of the reasons …
Continue reading ‘Why Invest in the 10 Largest European Companies’ »
Campbell Soup(CPB) is the top performing stocks year-to-date in the US food maker sector. The stock is up by 48% YTD. The worst performing stock is Kraft Heinz(KHC) with a loss of 28%. The second best performer is General Mills(GIS). The following chart shows the relative return of food companies so far this year: Click …
Continue reading ‘On The Year to Date Return of US Food Makers’ »