KIM: Buffett says ‘short-termism’ harmful to economy and investors
A shrinking-but-still-significant population of public companies provides quarterly “guidance” to analysts, which is essentially management’s own estimate of future earnings.
Investing Column
Articles
HAHN: Socially responsible investing evolves, gains converts
Today, investors are increasingly interested in aligning their investment strategy with their values. While this is not a new style, it is growing in popularity.
KIM: ‘Secret’ to stunning philanthropic gifts hiding in plain sight
“Salt-of-the-earth” people of modest means can still manage to amass multimillion-dollar estates, through discipline and the miracle of compounded interest.
COAN: How government debt influences your retirement
The national debt is climbing with no end in sight. Government debt currently tops $21 trillion.
SKARBECK: A rational approach works, but investing whims lurk
Investing is simple, but it’s not easy.
INVESTING: Stocks typically struggle during midterm election years
There is a “presidential cycle” for stocks, a pattern coinciding with various years of a presidency.
SKARBECK: To become sharp investor, learn from the masters
A great way to improve your skills in any craft is to analyze the methods of other successful people in the field.
MICKEY KIM: Value and process key for Kentucky Derby, stock picks
Referring to picking stocks, Warren Buffett famously said, “Price is what you pay; value is what you get.” As it turns out, the same can be said for betting the Derby.
SKARBECK: Vectren deal is a huge winner for its shareholders
A tip of the cap to the board and management of Evansville-based Vectren on the sale of the company to Houston-based CenterPoint Energy.
KIM: Fear of trade war rocks stocks, investor confidence
We hope/believe much of this talk is “saber-rattling” and posturing ahead of negotiations that will occur between the United States and China in the coming weeks.
SKARBECK: Stock-market volatility actually can be good for investors
Just because volatility increases in the stock market doesn’t mean you will lose money or that your investments are riskier.
KIM: For a viable retirement, age 70 is the new 65
The results under the current “do it yourself” retirement system with investment-based, worker-savings-funded accounts have been disastrous.
SKARBECK: Beware of companies using non-GAAP reporting
It has become common practice for U.S companies to thumb their nose at accounting standards in their earnings reports.
KIM: Overconfidence plagues ‘bracketologists’ and investors
Never accept a wager offered by Warren Buffett and don’t sell when he’s buying (or vice versa).
SKARBECK: Forum covered broad terrain, from ‘second-level thinking’ to fraud
The CFA Society of Indianapolis held its 2018 Annual Investment Forum this month, and a variety of invited speakers provided for an interesting day of discussion.
KIM: Did you pass or fail February’s market test?
Pundits blamed the correction on fears over rising inflation/interest rates, a more “hawkish” Fed, and the breakdown of a misused option product used to place leveraged bets on market volatility.
SKARBECK: Investors finally realizing hedge funds are shaky bet
When you consider that hedge-fund fees are often spread around among a host of “placement agents, you begin to understand why the hedge-fund industry has grown to near $3 trillion.
‘Philly Special’ a recipe for Super Bowl—and investing—success
No situation illustrates both the benefit of analytics and curse of conventional wisdom than whether to “go for it” on fourth down in football.
SKARBECK: Volatility gives investors reality check on expectations
In the 15 months after the presidential election, the stock market rose as if it were on rails. As the calendar turned to February, market volatility returned with a vengeance.
KIM: ‘Breaking Bad’ provides valuable business lessons
Aside from tremendous pure entertainment value, “Breaking Bad” taught important business and investing lessons.