by David Morrison | Apr 22, 2013 | Peloton Updates, Quarterly Recap |
Equity markets have now registered gains in each of the last four first quarters (January-March), extending a streak that began in 2010. Last quarter’s gain of 10.6% pushed the S&P 500 into record territory, surpassing levels it first reached in October 2007 –...
by Adam Goldsmith | Apr 1, 2013 | Peloton Updates, Quarterly Recap |
The Peloton Position / 2nd Quarter 2013 When Good News Is Bad News General concerns about government sequestration and higher taxes have moved into the background. Investors are now contemplating the end of the Fed’s accommodative policies, which some see as necessary...
by | Feb 25, 2013 | Economics & Capital Markets, Investing, Peloton Updates |
A persistent feature of this recovery, today’s low interest rates, are a result of the Federal Reserve Bank’s Quantitative Easing (QE) programs. Homeowners with mortgages – at least those able to refinance their loans – have benefited from progressively lower...
by | Jan 14, 2013 | Investing, Peloton Updates |
Dividends are like Rodney Dangerfield – they get no respect. One reason is because stock investors are mainly interested in capital appreciation, not income, so they tend to overlook dividend yields. Another reason is that dividend yields have historically been...
by | Dec 21, 2012 | Company Research, Peloton Updates |
Shareholders of NYSE Euronext (NYX) were treated to some fun news yesterday morning: the company has agreed to be acquired by Atlanta’s Intercontinental Exchange (ICE). The offering price of $33.12 per share represents a 37.7% premium to NYX’s closing price on...
by Adam Goldsmith | Jul 1, 2012 | Peloton Updates, Quarterly Recap |
KEY ELEMENTS OF OUR INVESTMENT APPROACH / Global Investing: Expanding Opportunities in an Integrated World Peter Lynch made a name for himself as a “stock-picker”—someone with a knack for uncovering great companies with equally great (or greater) investment...
