Investment Management Associates
Is Your Dividend Merely a ‘Shiny Object’ to Investors?
Coca Cola epitomizes a frequent truth: that the value of dividends paid by old, mature companies can be wiped out by stagnant revenue and profits.
Why an Investor Soured on Softbank
Vitaliy Katsenelson revered Softbank's founder and thought he'd own the company's stock for decades. Why he changed his mind is instructive for CFOs.
Uber’s IPO: Better Than You Thought
While media reports proclaimed the ride-sharing service's initial public offering to be a failure, it really wasn't.
Big Health Care Companies Are Undervalued
McKesson and Walgreens are strong, healthy companies, despite recent downturns in their stock prices, a CEO in the investment field says.
Is Value Investing Dead?
Maybe not, but investors historically on the value side are now buying more stocks on the growth side of the market. But should they be?
Softbank’s Investment in WeWork: No Problem
The Japanese conglomerate's investment in a company whose CEO's business dealings are under fire won't derail its continuing success: Opinion.
The Simple Secret Behind Why Acquisitions Fail
Acquisitions are a zero-sum game: both buyer and seller need to feel they are getting a good deal. Unfortunately, buyers usually pay too much.
‘Threats’ to McKesson Don’t Hold Up
The drug distributor will remain a value stock despite some perceived threats, including the White House's aim to restructure pharmaceutical pricing.
Wall Street’s ‘Short Termism’ Misses the Point
Beating earnings estimates quarter after quarter doesn't have much to do with long-term shareholder value.
Investors Should Sell Apple Now: Contrarian Investor
Count the reasons why Apple's near-term financial future doesn't look too bright.
Caution: Stocks Are Historically Overvalued
Investor relations professionals should prepare for what's eventually inevitable: a reversion to the mean for stock prices.