Average Operating (EBIT) Margin by Industry – 22 Years of Data [S&P 500]
Updated 4/21/2023 Operating margin is probably the most useful profitability ratio because it’s much less volatile than net margin but includes all operating expenses to run a business (which gross margin doesn’t). Obviously, we want to see increasing operating margins over time. But how’s an investor to know if a company’s general levels of operating […]
Remembering Foster Friess, His Investment Strategy, and Net Worth
Foster Friess was the founder of The Brandywine Fund, a top performing mutual fund for decades. Friess was interviewed for the 1997 edition of Investment Gurus by Peter Tanous. In the book, it was revealed that in the 10 years since inception, The Brandywine Fund earned an average annualized return of 18.4% (by December 31, […]
8 Top Investing Podcasts
The simple podcast is one of the best resources for learning the ins and outs of the markets. You can use this simple form of learning on the go, doing homework, cleaning the home, or relaxing. Podcasts allow you to focus on the many different aspects of the markets. Whether you are a beginner or […]
Average Gross Profit Margin by Industry – 22 Years of Data [S&P 500]
Updated 4/21/2023 Gross profit margin is one of the three main margin formulas in a company’s income statement, which measures a company’s efficiency in creating profitability. Gross profit margin, or “Gross Margin”, is basically how profitable a product or service is before you account for the operating costs, taxes, and interest payments to run the […]
Publicly Traded Logistics Companies Report: Winter 2022 Results
Public financial data collected by investment newsletter provider Sather Research, LLC showed that 6 Publicly Traded Logistics Companies Grew Total Revenues Over 6% YOY in the October – December Quarter, According to Latest Earnings Releases. Of the publicly traded home builders who released earnings results in January/February, the following 6 companies grew revenues 6%+ YOY: Old Dominion Freight Line, Saia Inc, […]
Quotes from 11 Billionaire Investors about Debt and Finance
There’s no better place to look for financial advice than from the winners of the game. While leverage (debt) can be perceived as a useful tool, you may be surprised at what billionaires think about it. The advice may seem so uncommon, and yet their results are so uncommon. Is it good fortune that created […]
Publicly Traded Home Builders Report: Winter 2022 Results
Public financial data collected by investment newsletter provider Sather Research, LLC showed that 6 Publicly Traded Home Builders Grew Total Revenues Over 19% YOY in the October – December Quarter, According to Latest Earnings Releases. Of the publicly traded home builders who released earnings results in January/February, the following 6 companies grew revenues 19% YOY: D.R. Horton, PulteGroup, Taylor Morrison Home, […]
How to Find the ADR Dividend Tax Policy of a Company in Minutes
An ADR, or American Depositary Receipt, is a simple type of share that allows U.S. investors to invest in companies headquartered outside the U.S. But the taxes for these are anything but simple. For example, the capital gains taxes for ADRs are different than the ADR dividend tax. How these tax rates affect you will […]
Qais Zakaria: The Investor Who Outperformed the Market by 800%
A fund called the Nomad Investment Partnership had one of the greatest 13-year runs of all-time. Started by investors Nick Sleep and Qais Zakaria, Nomad went on to return 921.1%. Compared to their benchmark, the MSCI World Index, Nomad beat it by 800%+ (performance of 921.1% vs 116.9%). How did Sleep and “Zak” (Zakaria) do […]
Mature Stocks: Dead Money? Or Safe and Reliable Investments? (2 Examples)
Investors can have strong views about mature stocks; the reality is there are tangible pros and cons to these kinds of investments. In a nutshell, mature stocks refer to companies in the “maturation” phase of their life cycle with slower or saturated growth. Usually, they also have huge profits and size. Mature stocks tend to […]
