China Investments: A New US Target in the Trade War?
Bloomberg reported today that Trump administration officials were discussing putting controls on China investments by US companies and funds.
How REIT Classification Benefits Preferred Securities
S&P Dow Jones Indices and MSCI (MSCI) have decided to shift stock exchange-listed equity REITs and other listed real estate companies from the financial sector (XLF) to a new real estate sector.
How Does FactSet Research Systems Compare to Its Peers?
The PBV (price-to-book value) ratios of FactSet Research Systems, Thomson Reuters, MSCI, Markit, and Morningstar are 12.6x, 2.4x, 6.8x, 2.3x, and 5.3x, respectively.
FactSet Research Systems’ Revenue and Income Rose in Fiscal 1Q16
After FactSet Research Systems (FDS) released its fiscal 1Q16 earnings report, FDS fell by 4.0% to close at $162.59 per share in yesterday’s trade.
How Did Markit Perform in 3Q15 Compared to Its Peers and ETFs?
Most of Markit’s peers have outperformed Markit based on PBV. Markit has outperformed its ETFs based on price movement, PE, and PBV.
Markit’s Revenue Rose, Income Fell in 3Q15
Markit reported revenue of $277.3 million in 3Q15, a rise of 1.5% compared to $273.1 million in 2Q15. Operating income fell 72.9% in 3Q15.
IHS’s Price Movement: Revenue Rose in 3Q15
IHS has a market cap of $7.57 billion. Its YTD price movement is a mix of ups and downs. After the 3Q15 earnings report, it rose and closed at $110.56 per share.
FactSet Research Systems’ Performance in a Competitive Market
FactSet Research Systems has outperformed its competitors based on net profit margin, EPS, PE, and PB. It has outperformed its ETFs based on price movement, PE, and PB.
How FactSet Research Systems Performed in 4Q15
FactSet Research Systems (FDS) has a market cap of $6.74 billion. Its YTD performance is going up day by day. After the 4Q15 earnings report, FDS fell 1.96% to close at $162.67 per share.
Outflows Resume for High Yield Bond Funds
Investor flows in high yield bond funds returned to negative territory last week, after having seen inflows in the previous week.
How to Invest in Singapore Equities
Leading the ETF pack for investing in Singapore equities is the iShares MSCI Singapore ETF (EWS).
Which ETFs Should You Consider to Invest in Hong Kong?
The iShares MSCI Hong Kong ETF EWH if you want exclusive exposure to Hong Kong stocks.
A Look at Some Important Metrics of Asia-Pacific Countries
In this series, among developed markets in the Asia-Pacific region, we’ll look at equity investment vehicles that allow you to invest in Australia, Hong Kong, and Singapore.
Lone Pine Lowers Its Stake in McGraw-Hill Financial
McGraw-Hill Financial’s profits grew 22% to $264 million, and adjusted diluted earnings per share from continuing operations increased 23% to $0.95.
Key Takeaways from ValueAct Capital’s 4Q14 Holdings
ValueAct opts for long-term positions in companies that it believes are undervalued. With its significant stake, the fund works with the company to improve shareholder returns.
ValueAct lowers stake in Adobe Systems
Adobe announced the acquisition of privately-held Fotolia, a leading marketplace for stock content. A release said Fotolia will be integrated into Adobe Creative Cloud.
ValueAct continues to trim position in Rockwell Collins
Rockwell Collins is a leader in the design, production, and support of communications and aviation electronics for commercial and military customers worldwide.
ValueAct gets seat on Armstrong World Industries’ board
While Armstrong’s 3Q14 results beat estimates, its consolidated net sales fell slightly compared to 3Q13, due to lower volumes in Europe and lower sales of resilient and wood flooring in the Americas.
ValueAct raises its position in Allison Transmission Holdings
Allison Transmission posted a 19% increase in net sales in 3Q14, to $553 million. This increase was partially offset by previously confirmed reductions in US defense spending.
ValueAct challenges “One MSCI” strategy
In September 2014, MSCI approved a quarterly dividend and raised its share repurchase authorization to $850 million from $300 million.
ValueAct Capital reduces its position in Micros Systems in 1Q14
ValueAct Capital trimmed its position in Micros Systems Inc. (MCRS) from 3.18% in 4Q 2013 to 0.91% last quarter. The 7.5% stake in Micros Systems was disclosed in March 2013.
ValueAct buys a stake in Expeditors International of Washington
ValueAct Capital initiated a new position in Expeditors International of Washington Inc. (EXPD) that accounts for 0.65% of the fund’s first quarter portfolio.
Jeffrey Ubben’s ValueAct Capital buys a new stake in Symantec
ValueAct Capital initiated a new position in Symantec Corp. (SYMC) that accounts for 1.14% of the fund’s first quarter portfolio.
Must-know: ValueAct Capital’s notable 1st quarter 2014 positions
ValueAct Capital Management (or VAC) is a San Francisco–based investment company that manages more than $14 billion on behalf of several institutional and individual investors.
Why ValueAct Capital Management increased its position in MSCI
ValueAct Capital slightly increased its stake in MSCI Inc. that accounts for 2.70% of the fund’s fourth quarter portfolio.
ValueAct Capital increases its position in Allison Transmission
ValueAct Capital upped its stake in Allison Transmission from 4,625,204 shares to 18,025,204 shares, last quarter.
Why ValueAct Capital Management moved out of The Mosaic Company
ValueAct Capital liquidated a position in The Mosaic Company that accounted for 0.22% of the fund’s third quarter portfolio.
Why did ValueAct Capital decrease its position in Adobe Systems?
ValueAct Capital decreased its stake in Adobe Systems Incorporated that currently accounts for 12.53% of the fund’s fourth quarter portfolio.