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HBS Working Knowledge October 18, 2004 Ann Cullen |
The Bias of Wall Street Analysts Historically, stock analysts' recommendations have been swayed by business relationships between the analyst's employer and the target company, says Professor Mark Bradshaw. Have recent SEC reforms helped? |
The Motley Fool January 19, 2005 |
Meet the Cash Flow Statement It's the least-known but perhaps most important report. The cash flow statement shows how much money a company is really making as it works through operations, makes investments, and borrows money. |
Knowledge@Wharton |
What's Wrong With Spitzer's Solution to Analyst Bias? Experts on the financial markets disagree over how bad the stock-analyst bias problem is today. But few find much good to say about Eliot Spitzer's approach. |
Real Estate Portfolio Nov/Dec 2001 Fick & Mitsoff |
Capital Balancing Act: Preferred vs. Common Stock Because every REIT has unique characteristics and investment opportunities, there is no formula that applies in every situation... |
Knowledge@Wharton |
The Merrill Lynch Settlement: Good for Merrill, Not for Investors Many say the Merrill settlement does not resolve investors' fundamental concern: the inherent conflict produced by analysts' multiple dual role of serving investors and Merrill's investment banking business. |
Registered Rep. January 1, 2006 Dan Reingold |
The Insiders' Game This author and Wall Street analyst concludes in his new book, Confessions of a Wall Street Analyst, that we'll never get a clear read on exactly where some insiders went wrong and whether our securities laws, regulations and sanctions are sufficient to deter such behavior in the future. |
The Motley Fool February 9, 2005 |
Money Market Funds, Explained They're not exciting, but you may need them. They're generally ill-suited for long-term savings, but they're great for short-term investments, such as for money you'll need in the near future. |
Knowledge@Wharton |
In Search of a New Investment Banking Model: The Debate Goes On One of the panels at the recent student-sponsored Wharton Finance Conference was subtitled: "In Search of the Optimal Business Model for Investment Banking." Given the current pall on Wall Street, that search has taken on new urgency. |
CFO May 1, 2003 Joseph McCafferty |
On Closer Examination Reform of sell-side research is creating a variety of new headaches for corporations. |
The Motley Fool March 11, 2004 Bill Mann |
New Standards Help Shareholders Many will think this sort of topic belongs squarely in the "so what?" category. But after the French company LVMH sued Morgan Stanley (NYSE: MWD) for what it considered to be extremely negative coverage -- and won -- this issue takes on some importance. |
The Motley Fool February 27, 2007 David Lee Smith |
Confessions of a Wall Street Analyst Peer inside the strange, mixed-up world of securities analysis. |
The Motley Fool November 29, 2007 Saibal Saha |
Is Wall Street Out to Get You? Studies show some questionable practices continue at the top investment banking firms. |
Registered Rep. October 1, 2002 Eric Uhlfelder |
Making the Grade Think you're safe buying an investment grade bond for your client? Guess again. Rating downgrades are coming at a record pace. |
Entrepreneur February 2005 Jennifer Pellet |
Money Buzz 02/05 Also known as income depositary securities (IDSs), hybrid securities offer investors elements of stocks and bonds... 35% of new borrowers will... At $3.7 trillion, the purchasing power of U.S. women... |
BusinessWeek January 31, 2005 Emily Thornton |
Why You Lost All That Money In Blood on the Street: The Sensational Inside Story of How Wall Street Analysts Duped a Generation of Investors, author Charles Gasparino shows how top research analysts and their investment bank bosses preyed on unsuspecting individual investors. |
Investment Advisor September 2005 Angelina Dance |
S&p Mutual Fund Sector Focus: The Global Itch? With the Federal Reserve continuing to raise short-term interest rates, while longer-term rates inexplicably remain low, some fixed-income investors are seeking alternative vehicles, including global bond funds. |
BusinessWeek March 1, 2004 Vickers, Henry & Miller |
Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March. |
Investment Advisor September 2007 Palash R. Ghosh |
Diamonds Among The Junk High-yield bonds -- those fixed income securities rated below investment grade -- have some advantages over more vanilla-type bond products. |
The Motley Fool June 8, 2004 |
Enterprise Value Explained Don't neglect debt and cash when determining a company's price tag. |
Financial Planning July 1, 2006 Lynn Hume |
TBMA Launches Bond Indexes The Bond Market Association published the first of a weekly series of eight indexes covering different kinds of auction-rate securities. The indexes are designed to give issuers and investors benchmarks to evaluate the rates they are getting on securities sold through the auction process. |
Registered Rep. October 1, 2005 |
An Unconventional Approach In this excerpt from Unconventional Success: A Fundamental Approach to Personal Investment, author David Swensen describes the many risks facing corporate bond investors. |
The Motley Fool December 18, 2003 Motley Fool Staff |
Why Stock Prices Go Up and Down If a company's profits keep growing, its stock price will follow suit -- eventually. Corporate earnings drive stocks in the long run. In the short run, though, there are many different reasons stock prices flitter up and down. Don't take all moves too seriously. |
The Motley Fool December 27, 2005 |
Capital Structure, Explained When evaluating a company's merits as a possible investment, you should examine the components of its value and explore how it finances its workings. It's all about cash, debt, and equity. |
CFO October 1, 2002 Kris Frieswick |
Investment Banking: More Bricks in the Wall Regulators are introducing new rules to ensure the objectivity of stock analysts, but what's good for investors could be bad for CFOs. |
CIO January 1, 2001 Ian Springsteel |
Money Talk - Financial Glossary Fluency in CFO-speak can help your company---and your career. |
OCC Bulletin May 22, 2002 |
Unsafe and Unsound Investment Portfolio Practices Description: Supplemental Guidance This bulletin alerts banks to the potential risk to future earnings and capital from poor investment decisions made at the current low level of interest rates... |
AskMen.com September 29, 2002 Ash Karbasfrooshan |
Investing: Stocks 101 An introduction to investing in stocks |
The Motley Fool May 10, 2004 Mathew Emmert |
Two Forgotten Rules of Investing The author explores two forgotten rules of investing that can refocus us on the big picture: the rule of 72, and asset allocation. |
Wall Street & Technology July 1, 2005 Kerry Massaro |
Dear CIO... Lehman Brothers' chief operations and technology officer and executive vice president talks about buy side pre-trade analytics and transaction cost analysis and its relationship with the sell side. |
AskMen.com December 7, 2003 Dan Carter |
5 Investment Opportunities To Consider There's more to the investing world than just stocks and mutual funds. Research reveals a whole slew of futures, securities and trusts to consider. Here are five such options. |
Registered Rep. September 21, 2007 Halah Touryalai |
Banks Officially Welcomed into the Brokerage World Under New SEC Rule It only took eight years, but the SEC and the Board of Governors of the Federal Reserve System passed final rules defining how banks can act as securities brokers. |
The Motley Fool December 5, 2005 |
Peek at a Balance Sheet Some assets can be bad, and some liabilities can be good. By studying a balance sheet, you can evaluate a company's current condition and also see whether its financial health is improving or failing. |
Investment Advisor September 2006 Kathleen M. McBride |
Income & Growth Does an income-producing portfolio have to rule out capital growth? Not necessarily according to Franklin Income Fund co-lead portfolio manager Edward Perks. |
Inc. November 1, 2000 Jill Andresky Fraser |
Giving Credit to Debt You may think of debt as a drag on your business. But that's not necessarily how the experts see it... |
CFO July 1, 2002 Andrew Osterland |
In the Catbird Seat Private investors are starting to put their mountains of cash to work. |
The Motley Fool August 11, 2004 |
Researching Obscure Companies Due diligence is required when you receive a hot stock tip. |
U.S. Banker October 2003 Lee Conrad |
Roessler's Out, Stock Surges At National Commerce But does the future hold renewed focus or a sale? |
Registered Rep. May 5, 2003 Will Leitch |
"Shoot Grubman" and Other Opinions from the Spitzer Files A compilation of broker and investment banker comments about SSB's Jack Grubman from 1999-2001. |
The Motley Fool February 18, 2009 Dan Caplinger |
An Investment for All Markets Wouldn't you like to find some way to have the protection that bonds have provided throughout the bear market while still retaining some of the upside of stocks? Convertible securities offer the best of both worlds. |
The Motley Fool October 27, 2005 |
Enterprise Value Explained The enterprise value reminds all investors, large and small, that debt is a cost to the business. |
Wall Street & Technology January 20, 2008 Cory Levine |
Fixed-Income Products Fail to Go Fully Electronic New research reveals that not all types of fixed income securities are experiencing rapid electronification. |
IndustryWeek October 1, 2001 Karen M. Kroll |
Bridging The Earnings Divide Performance measurement has been a flash point between corporate executives and Wall Street analysts. Can the two sides look beyond the quarterly-earnings showdown? |
The Motley Fool February 11, 2005 Selena Maranjian |
How to Owe $40,000 by Doing Nothing Take your eye off the ball, and credit card debt can skyrocket. |
On Wall Street December 1, 2011 Peter J. Wallison |
Volcker Rule: A Throwback To A Bygone Era The Volcker Rule, enacted as part of the Dodd-Frank Act in 2010, has lately received a lot of adverse commentary. |
The Motley Fool October 29, 2008 Zoe Van Schyndel |
Get Some Relief From Stocks Fixed income securities have held up better than the stock market, and the Vanguard Total Bond Market ETF is one of the standouts in its class by several measures. |
BusinessWeek October 29, 2009 Henry et al. |
Credit Creaks into Gear With a big boost from the feds, investors again like securities backed by assets like car loans -- but it'll take years for lending to flow freely. |
OCC Bulletin April 9, 2002 |
Risk-Based Capital A final rule permits banks to reduce the risk weight on certain claims against qualifying securities firms from 100 percent to 20 percent... |
Finance & Development December 1, 2000 Dadush, Dasgupta, & Ratha |
The Role of Short-Term Debt in Recent Crises The 1990s witnessed a boom in short-term lending by international banks to developing countries that lasted until Asia's financial crisis erupted in 1997. By 1997, nearly 60 percent of all outstanding international bank claims on developing countries had a remaining maturity of less than one year. |
On Wall Street May 1, 2013 Cumming & Horwitz |
SEC Takes on Structured Notes Large banks need to provide better information on these complex securities sold to the wealthy, regulator says. |
The Motley Fool December 27, 2005 |
Foolish Fundamentals: Enterprise Value Don't overlook debt and cash when you're valuing a stock. |