By Greenwood Investors What better day to discuss the power of price incentives on a business than Black Friday? There is none, and so let’s dive right in with our thesis: temporary price incentives undermine the quality of the demand […]
By John Butters, FactSet With “Black Friday” here, the performance of retailers will be a focus for the markets. As of today, which retailers in the S&P 500 are projected to see the highest and lowest year-over-year earnings growth for […]
Omega Healthcare Investors (OHI) is an attractive, big-dividend (8.5%), real estate investment trust (REIT). Omega has delivered poor performance so far this year (as shown in our recent article: Big-Dividend Healthcare REITs, Ranking the Best and Worst) not only because […]
A remarkably diverse array of “explanations” of Donald Trump’s presidential election victory have been aired, representing both the conventional political spectrum and well beyond. Let’s start with the conventional mainstream media “explanations”: #1: Trump was elected by intolerant Americans, i.e. “deplorables” who […]
In a Frank Talk this week, I discussed the surge in small-cap stocks since Donald Trump’s election. A bet on smaller domestic stocks, I wrote, is a bet that Trump will deliver on his promise to “make America great again.” […]
“Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime.” Last week I brought you my favorite value blogs. Those blogs are great for ideas, but […]
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