The Big Picture

DECEMBER 27, 2022

In addition to that CV, Ellis is is the author of 19 books, including the investment classic Winning the Loser’s Game. His most recent book is Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business. All of our earlier podcasts on your favorite pod hosts can be found here.

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Advisor Perspectives

MAY 13, 2024

Join Director of Mutual Fund Sales and Portfolio Management Marsha Otto, CFA, and Director of Investments Chris Duncan, CFA, as they discuss why predicting oil prices may not always yield profitable investments, and key characteristics of resilient companies in the volatile energy sector.

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Abnormal Returns

APRIL 21, 2024

Top clicks this week TIPS are on sale. Time to buy. morningstar.com) Why everyone in finance seems to be doing deadlifts. wealthmanagement.com) Franklin Templeton ($BEN) is moving aggressively beyond stocks and bonds. advisorperspectives.com) The stock market was not counting on higher yields in 2024. economy.

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Wealth Management

APRIL 17, 2023

Driven by private equity activity, entity-level transactions accounted for more than half of investment sales volume in the data center space in 2022.

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Wealth Management

NOVEMBER 1, 2022

Which markets saw the highest office investment volumes in the first three quarters of the year?

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Mullooly Asset Management

NOVEMBER 4, 2022

In this week’s podcast, the guys cover alternative investments and peel back the curtain on these difficult to understand investment products. When the market is volatile, like it has been in 2022, these product sales always skyrocket.

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Nerd's Eye View

AUGUST 8, 2023

What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)

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Validea

MARCH 30, 2024

As the manager of the Magellan Fund at Fidelity Investments from 1977 to 1990, Lynch averaged a 29.2% However, while using your personal insight is a good starting point, ultimately Lynch believes you need to thoroughly research a company’s fundamentals before investing. annual return, nearly doubling the S&P 500’s 15.8%

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Validea

APRIL 10, 2024

Advantages of Dividend Growth Investing There are several key advantages to a dividend growth investing approach: It focuses on high-quality companies. Seeking out dividend growth stocks naturally leads to investing in high-quality companies. price/sales ratio. sales growth with an attractive 2.5% dividend yield.

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Wealth Management

MARCH 1, 2023

WMRE talked to a number of real estate investment experts in the first two months of 2023 to get their takes on navigating a climate with higher interest rates and reduced sales volumes.

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Million Dollar Round Table (MDRT)

SEPTEMBER 9, 2022

By Michael DePilla, MDRT in-language content strategist To streamline your sales cycle, try these ideas from MDRT members around the world. A compelling future.

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Wealth Management

MARCH 1, 2023

WMRE talked to a number of real estate investment experts in the first two months of 2023 to get their takes on navigating a climate with higher interest rates and reduced sales volumes.

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Investing Investments Numbers Sales 98

Wealth Management

JANUARY 26, 2023

Appraisal business is down, as investment sales activity and refinancing deals have declined. Now, appraisers must rely on supplemental data to make value assessments.

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Abnormal Returns

NOVEMBER 5, 2023

Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." morningstar.com) 11 lessons learned about investing including 'You are not the next Warren Buffett.' alchemy.substack.com) Why it's easy to say you will buy when stocks 'go on sale.'

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MarketWatch

MAY 31, 2023

trillion in sales last year, according to an Analysis Group report that was funded by Apple. The report found that App Store sales have doubled since 2019, when they reached $519 billion. “As Apple Inc.’s s AAPL App Store generated $1.1

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Validea

APRIL 25, 2024

cash flow/assets ratio, ROA and sales stability, and advertising, capex, and R&D/assets ratios that exceed industry averages. cash flow/assets ratios that beat industry averages, solid earnings and sales, and above-average spending intensity. It gets a 100% score from the Validea Mohanram model, with a solid 8.9% ROA and 10.7%

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Advertising Investing Investments Manufacturing 52

Abnormal Returns

MARCH 5, 2024

microcapclub.com) Being fearful is no way to invest. biopharmadive.com) Economy Heavy truck sales increased in February. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! Markets Industrials are leading. allstarcharts.com) Congratulations, goldbugs. dariusforoux.com) Why you should write more.

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Wealth Management

FEBRUARY 15, 2023

The annual Berkadia Powerhouse Poll Outlook found some major shifts in expectations for multifamily investment in 2023.

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The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

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Nationwide Financial

OCTOBER 12, 2022

What investments do well in bear markets? Cash and short-term bonds are where panicked investors typically park the proceeds from their stock sales. These are traditionally safe and conservative investments where values don’t fluctuate much. As panic moves the cycle faster, a bear market becomes more likely. Conclusion.

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Investing Investments Risk Tolerance Marketing 105

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a lot of work. This is both good and bad news.

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MarketWatch

JANUARY 24, 2023

in premarket trading Tuesday, after the aerospace and defense systems company reported fourth-quarter profit and sales that rose above Wall Street forecasts, citing a stronger-than-expected finish to the year. Excluding nonrecurring items, such as severance charges and investment losses, adjusted earnings per share rose to $7.79

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Clever Girl Finance

SEPTEMBER 11, 2023

Diversifying includes broadening your investment portfolio to include highly liquid investments. Highly liquid investments 101 Why are highly liquid investments important? What is the most liquid investment? What is liquid vs non liquid investments? Are liquid investments better?

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The Reformed Broker

MAY 2, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Uber Earnings – “Based on data from Bloomberg, 262 companies in the $spx have reported, sales growth in 1Q is 4% and earnings growth is -2.69%” ►Cap Weighted Rules – “It’s rare for t.

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MarketWatch

JUNE 15, 2023

in premarket trading Thursday, putting them in danger of snapping a five-day win streak, after the grocery chain reported fiscal first-quarter profit that topped expectations but net sales that came up a bit shy, and affirmed its full-year outlook. Net sales grew 1.3% billion, while same-store sales growth of 3.5% KR fell 1.8%

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Integrity Financial Planning

NOVEMBER 7, 2022

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. While all these concerns are legitimate, there is a hidden benefit to selling your losing investments at a loss. What is Tax-Loss Harvesting?

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Taxes Investing Investments Retirement 98

Trade Brains

SEPTEMBER 7, 2023

It is engaged in the production and sale of dies for sheet metal, metal forming systems, skin panels, chassis & suspension systems, pedal boxes, tubular products and safety-critical components & assemblies through its auto-ancillary and tool room divisions. India’s automobile components industry was valued at $ 56.5 What’s more?

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The Chicago Financial Planner

FEBRUARY 2, 2024

Fee-only advisors receive no compensation from the sale of investment or insurance products. You should never give your investment dollars directly to a financial advisor, they should always be sent directly to the custodian. This is critical if the advisor will be providing on-going investment advice.

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Calculated Risk

JANUARY 7, 2023

At the Calculated Risk Real Estate Newsletter this week: • 1st Look at Local Housing Markets in December Early reports suggest NAR reported sales could be lowest since 2010. How about housing starts and new home sales in 2023? Question #9 for 2023: What will happen with house prices in 2023?

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Trade Brains

DECEMBER 13, 2023

To mark his success in the investing world, He is Anil Kumar Goel, who overcame adversity and perseverance, which paid off in the long run. In this article, we will look at some of Anil Kumar Goel portfolio stocks and learn about the company in which he made investments. In September 1992, he invested Rs. Who is Anil Kumar Goel?

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Wealth Management

NOVEMBER 30, 2022

Like with other property types, investment sales volume on lodging properties has taken a hit as uncertainties mount.

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Abnormal Returns

FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. entrylevel.topdowncharts.com) When does passive investing become a problem for valuing companies? minneapolisfed.org) Heavy truck sales rose in January. silverlightinvest.com) Companies Why are companies holding more cash these days?

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Trade Brains

APRIL 3, 2023

Best Value Investing Books For Stock Market Investors: Hi there. Past few weeks, I’ve received dozens of emails regarding the suggestions on best value investing books. That’s why I decided to write this blog discussing my personal favourite value investing books which I highly recommend to my readers to read. And, I agree!!

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Wealth Management

AUGUST 1, 2022

The Atlanta-based company is working with a financial adviser on the potential sale. Other logistics firms and investment funds have expressed preliminary interest in acquiring the business.

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MarketWatch

MARCH 7, 2023

Fourth-quarter sales were $3.597 billion, up from $3.352 billion a year ago, and above the FactSet consensus of $3.451 billion. The company’s same-store sales increased 5.3%, topping the FactSet consensus of up 2.1%. On an adjusted basis, Dick’s Sporting Goods earned $2.93 a share, compared with the FactSet consensus of $2.88

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Nerd's Eye View

FEBRUARY 14, 2024

Whereas in a sales transaction, the investor is most likely aware that a salesperson's job is simply to sell a product, which puts the onus on the investor (rather than the professional) to evaluate the salesperson's pitch and decide whether or not to act on it.

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Validea

FEBRUARY 17, 2023

Still, in spite of the Berkshire sale, which would’ve been worth about $3.7 ——————————————— Validea runs stock and ETF models based on investment strategies with proven long-term track records. .

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