Investing in fixed income: What motivates bond investors?
We can understand the investment objectives of fixed income investors in terms of returns, risks, and constraints. There are two categories of investors.
Banking
Market Realist has the latest news and updates on banking, U.S. banks, credit unions, and savings and loan associations.
Financials 
Why the price-to-book value ratio’s the most used valuation
The price-book value ratio is the ratio of the market value of equity to the book value of equity. Price stands for the current market price of a stock. Book value is the total assets minus liabilities, or net worth, which is the accounting measure of shareholders’ equity in the balance sheet.
Must-Know: Credit and Liquidity Risks in Banking
The top risks that every bank faces are credit risk and liquidity risk. We’ll look at the banks that managed this risk safely, and those that didn’t.
Could Ford’s Electric SUV Take On the Tesla Model Y?
Ford is set to unveil its “Mustang-inspired” crossover SUV, the Mach-E, on November 17. The company is positioning it against the Tesla Model Y.
Amazon: Analysts Revise Target Price, Earnings Are a Concern
Amazon (AMZN) shares are trading close to 4% in early-market today. The company announced its third-quarter results on Thursday.
Bank of America Stock: Analysts Are Upbeat
Most of the analysts covering Bank of America stock recommend a “buy.” On Tuesday, Atlantic Equities upgraded the stock to “overweight” from “neutral.”
Adobe, Workday, and ServiceNow Fall Due to Downgrades
Adobe (ADBE), Workday (WDAY), and ServiceNow shares have lost significant market value in early-market trading today. Adobe stock has fallen close to 4%.
Get Real: Misunderstood and Undervalued?
In today’s Get Real, we focused on Bill Ackman’s Berkshire Hathaway comments, Mexico’s major cannabis milestone, earnings season, and much more.
Why Apple Services Are Overshadowing the iPhone
By 2020, Apple aims to double its Services revenue from 2016. Meanwhile, the iPhone is looking less and less important for the company.
Soros Exits, Buffet Increases: Who Is Right on Apple?
In Q4 2018, legendary investor George Soros sold all his holding in Apple (AAPL). In Q3 2018, Apple represented around 0.2% of his total portfolio.
Apple’s iPhone 11 Could Drive Fiscal 2020 Sales
Apple’s (AAPL) iPhone 11 preorders have been encouraging. Furthermore, demand for the iPhone 11, Pro, and Pro Max are exceeding supply chain expectations.
Verizon and Wells Fargo Are Getting on the Blockchain
Verizon (VZ) and Wells Fargo (WFC) are taking steps to integrate blockchain technology into their business models. Here’s why.
How Apple Stock Performed Last Week
Apple stock rose 2.6% last week. Its performance was a tad volatile, with its shares rising 4.6% in the first four days and falling 2% on Friday.
An Overview of the US Banking Sector
The banking sector plays a pivotal role in our daily lives. This series explores the sector, its driving factors, and its key indicators and latest trends.
JPMorgan and Bank of America: Time to Buy Stocks
In August, JPMorgan Chase (JPM) and Bank of America Merrill Lynch (BAC) suggested that investors not buy just yet. Their opinions are now changing.
Investors’ Obsession with Yield Curve Inversion
You’ve likely heard about it in the financial press recently: this ominous, notorious thing called the “yield curve inversion.”
Kudlow Doesn’t See a Recession, Trump Might Fear One
White House economic advisor Larry Kudlow doesn’t see a looming recession. However, recession fears grew as the yield curve inverted last week.
JPMorgan and BofA: Don’t Buy the Market Dip Just Yet
JPMorgan Chase suggests waiting until September before returning to stocks. The markets will likely make new all-time highs in the first half of 2020.
Berkshire Hathaway 13F: Warren Buffett Played It Safe
There weren’t any real surprises in Berkshire Hathaway’s 13F for the second quarter. In some ways, the 13F replicated the first quarter.
Bank of America Posts Mixed Q2 Results Amid Rate Cut Concerns
On Wednesday, Bank of America (BAC) reported mixed second-quarter results. The bank’s profitability beat analysts’ expectation.
A Look at Zoom’s Most Prominent Customers
Zoom Video Communications (ZM) serves customers of all sizes, from sole businesses to Fortune 50 organizations.
Bank of America’s Asset Quality, Efficiency, and Earnings
Bank of America’s (BAC) credit quality across its consumer and commercial portfolios remained stable at the end of the first quarter.
Why Acquisition of Careem Is a Big Win for Uber
Ride-hailing giant Uber is set to spend $3.1 billion to have full ownership of Middle-East rival Careem.
Analysts Lower Target Price on FedEx after Its 2019 Outlook Cut
Most analysts reduced their target prices on FedEx after the delivery giant trimmed its fiscal 2019 earnings outlook.
Which Senior Gold Miners Are Analysts Loving Lately and Why?
In this series, we’ll consider recommendations, target prices, estimates, and potential upsides and downsides for senior gold miners.
Broadcom Taps Infrastructure Software Market with CA Technologies
Broadcom’s (AVGO) fiscal 2019 earnings will be driven by its integration of CA Technologies.
Could NIO Be on Warren Buffett’s Radar after Recent Stock Fall?
Chinese electric carmaker NIO (NIO) continued to burn cash in the fourth quarter.
Warren Buffett Isn’t Exiting Kraft Heinz
Buffett said that considering Berkshire Hathaway’s massive stake in Kraft Heinz, it wouldn’t be easy for him to exit the company.
Could Warren Buffett’s Views on Bitcoin Change?
Berkshire Hathaway (BRK-B) chair Warren Buffett has never been a fan of cryptocurrencies like bitcoin.
Bank of America Stock: Analyzing the Uptrend
Bank of America (BAC) has impressed investors with its financial performance. We expect Bank of America to sustain the momentum in 2019.
What Triggered the Broader Market Sell-Off in December?
The broader market sell-off started on December 1 when Huawei Technologies’ CFO Meng Wanzhou was arrested by Canadian authorities.
LyondellBasell: Analysts’ Views and Recommendations
For LyondellBasell, 30% of the analysts recommended a “buy,” 65% recommended a “hold,” and 5% recommended a “sell.”
3M: Analysts Revised the Target Price
For 3M stock, 37% of the analysts recommended a “buy,” 42% recommended a “hold,” and 21% recommended a “sell.”
Can IBM’s Blockchain Retain Its Market Share?
According to a report by the IDC, total spending on the blockchain platform is expected to climb by 122% to $2.1 billion.
Wells Fargo to Cut Over 600 Jobs amid Mortgage Business Slowdown
On August 23, Wells Fargo (WFC) announced that it planned to terminate the jobs of 638 employees in its home mortgage division.
A Look at the Top Five US Banks’ Valuations
On a TTM basis, JPMorgan Chase trades at a price-to-book ratio of 1.7x, while the industry average stands at 1.6x.
IBM Takes Slow and Steady Approach for Watson AI
The growing adoption of IBM’s (IBM) Watson AI platform is contributing significantly to the company’s overall business.
How Will Berkshire Deploy Its Cash Pile of over $100 Billion?
Berkshire Hathaway (BRK.B) was sitting on liquidity of $118 billion at the end of the first quarter.
What Do the MLP Funds Flows Indicate?
AMLP has seen a net outflow of $467.8 million over the past one-month period ended March 16, 2018.
What’s JPMorgan Chase’s Valuation?
JPMorgan Chase (JPM) stock has generated a return of 21.0% in the last six months and 31.3% over the past year.
Why MLPs Underperformed the Energy Sector Last Week
MLPs underperformed the energy sector and the broader US markets last week. Let’s take a look.
A Look at Evercore’s Business Model
Evercore generated 25% of its fees from its technology, media, and telecom sector, 20% from its energy sector, and 17% from its financials sector in 4Q17.
How Analysts View E*TRADE Financial in February 2018
E*TRADE Financial Corporation (ETFC) is covered by 16 analysts in February 2018. Of these analysts, nine suggested a “strong buy” and three gave “hold” ratings on ETFC.
A Look at Bank of America’s Key Growth Drivers
Bank of America’s dividend yield of 1.5% and PE of 20.6x compares to a sector average dividend yield of 2% and PE of 20.7x.
MLPs Cool Off after a Strong 2-Week Rally
MLPs (master limited partnerships) cooled off last week, which ended on January 19, after two weeks of a strong rally.
MLPs Continue to Outperform Broader US Markets in 2018
MLPs maintained their winning streak in the second week of 2018. The Alerian MLP Index (^AMZ) rose 4.6% last week and ended at 300.5.
Why Citigroup’s Outlook Seems Promising
Citigroup is projected to grow its revenue 2% and 4% in 2017 and 2018, respectively. The 2017 and 2018 diluted EPS are projected to grow 12% and 14%, respectively.
Goldman Sachs and Its Commanding Investment Banking Division
Goldman Sachs’s (GS) Investment Banking segment generated revenues of $1.8 billion in 3Q17, which was a 4% rise compared to 2Q17.
What Are Analysts Predicting for Iron Ore Prices in 2018?
Goldman Sachs (GS) believes that iron ore prices should sink back to $50 per ton in 2018.
What’s Wells Fargo’s Valuation?
Wells Fargo (WFC) stock has risen 13.0% over the past six months and 10.1% over the past year.