Blackstone and Starwood REITs Gate Redemptions: What Investors Need to Understand about Private Markets and Liquidity
In the market’s current upheaval brought on by rising interest rates, one interesting story to emerge has been major private REITs gating redemptions to investors. When I say major, I mean Blackstone’s $69 billion REIT and Starwood’s $14.6 billion REIT. The amount of redemptions by investors in these highly interest rate-sensitive REIT assets will have […]
What are Quality Stocks? Do They Outperform? What are the Pitfalls?
Quality stocks are a popular type of stock market factor. Quality stocks are generally defined as businesses with above average growth and low default risk. Based on these definitions, it would sound that quality stocks are always the best ones to own. But that is not always true. As with everything in the stock market, […]
Guide: How to Read Google Finance
Google finance is a great tool to use in your investing arsenal. It’s a great way to get updated ticker information, as well as news, financials, and other key metrics. You can quickly see past price performance (with this special trick), as well as 1D, 5D, 1M, 3M, 6M, YTD, 1Y, 5Y, and MAX. To […]
Qualitative Fundamental Analysis: The 8 Key Factors According to Ben Graham
Investors think of Warren Buffett’s mentor, Benjamin Graham, as a numbers guy who only considered financial data, or the quantitative side of fundamental analysis. They haven’t read his books carefully enough. Ben Graham dedicated most of a chapter in his seminal Security Analysis to the qualitative factors of fundamental analysis. It is well worth examining. […]
A No-Nonsense Value Investing Checklist from One of the All-Time Greatest
Value investors come in all styles, shapes and sizes. Fidelity’s Peter Lynch was one famous brand of value investor—looking for growth-y companies trading at a reasonable price. Who better to find a value investing checklist from than the great Peter Lynch? Here are some of the items on Lynch’s checklist (“The Final Checklist”) that he […]
What is a Stock Proxy? What’s a Voting Proxy? | Simple Guide for Beginners
A stock proxy is a document that public companies have to release every year. In it, investors will find details about management, the board of directors, and voting on major company matters. Investors should know how to look up a stock proxy and skim through the important parts. This guide will show you how, in […]
The Basics of the Short Ratio, Short Selling, and Short Squeezes
The short ratio is a widely-used tool by short selling hedge funds and other portfolio managers in the stock market. The short ratio indicates the number of shares that investors sell short over the average daily volume of the stock, on the basis of 1 or 3 months. Short selling exploded to the scene in […]
The Top 8 Stock Market Secrets to Success That Investors MUST Know
To get to the secret of success in the stock market takes just a few easy to remember, short phrases which are mostly well-known by seasoned investors. Some of them can be easy to forget—that’s why it’s good to go back to the basics. If you’re struggling with your performance in the market, why not […]
Beginner’s Guide: 7 Steps to Understanding the Stock Market
This easy-to-follow beginner’s guide will help you learn how to invest in the stock market. We’ll be leaving out all the confusing Wall Street jargon and explaining things in simple terms. [10-minute read] Before we get started, here is a breakdown of the 7 categories for this guide (Click to Skip Ahead): 1. Stock Market […]
Beginner’s Guide to Finding High ROIC Stocks Anytime You Want
In general, long term investors should target high ROIC stocks for their portfolio because these tend to be the companies that can sustain higher long term growth. Companies with a high ROIC tend to be better investments than companies with a low ROIC, but not always. The price you pay matters, and ROIC can be […]
