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4 Regulatory Developments to Follow in 2023
Federal government regulators are taking aggressive stances to protect workers, ensure fair markets, and keep investors informed.
By
Vincent Ryan
| January 31, 2023
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Investor Relations
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.
By
David McCann
| February 17, 2020
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Investor Relations
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.
By
David McCann
| November 1, 2019
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IPOs
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.
By
David McCann
| July 19, 2019
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Investor Relations
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.
By
David McCann
| July 1, 2019
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Investor Relations
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?
By
David McCann
| June 7, 2019
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Technology
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.
By
David McCann
| April 18, 2019
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Investor Relations
‘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.
By
Vitaliy Katsenelson
| January 25, 2019
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Investor Relations
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.
By
Vitaliy Katsenelson
| January 11, 2019
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The Economy
Caution: Stocks Are Historically Overvalued
Investor relations professionals should prepare for what's eventually inevitable: a reversion to the mean for stock prices.
By
Vitaliy Katsenelson
| October 24, 2018
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Investor Relations
Why Amazon’s Stock Isn’t as Great as You Think
For CFOs wanting to understand investor behavior, here's an argument that Jeff Bezos is human, after all, and Amazon can't defy basic economic principles.
By
Vitaliy Katsenelson
| August 30, 2018
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Investor Relations
Three Questions to Ask about Tesla
Will Elon Musk succeed with his strategy of wooing investors with promises for the future and one shiny new object after another?
By
Vitaliy Katsenelson
| August 1, 2018
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Investor Relations
So You Want To Know What the Market Will Do?
Forget it. No one knows what the stock market will do in the short term, and if someone says they do, they're a liar.
By
Vitaliy Katsenelson
| June 18, 2018
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Investor Relations
Is Exxon Riding Slowly into the Sunset?
If oil prices remain at current levels, at some point bond investors may no longer be willing to support the shrinking enterprise.
By
Vitaliy Katsenelson
| May 17, 2018
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Investor Relations
How Amazon Could Lose Its Health-Care Bid
The idea that the online retail-distribution giant could overtake large entrenched drug distributors like McKesson is far-fetched.
By
Vitaliy Katsenelson
| May 11, 2018
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Investor Relations
Investor Explains Doubts about GE
A buy-low strategy would favor going all-in on General Electric, but Amazon may be a better bet, despite its ambivalence on earnings.
By
Vitaliy Katsenelson
| May 1, 2018
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