Warren Buffett’s Investment Checklist

How would your firm look to the premier investor? What does great investment potential look like to Mr. Buffett? Here’s his checklist.

IPO.com

IPO.com is the most recognized source of news, analysis and information on early stage capital market investing information, including initial public offerings, venture capital and private placements.

Founded in 1997 by Brad Sinrod and David Roberts, IPO.com has become the most popular site for investors interested in early stage investment information and opportunities. Up-to-date analysis, calendars, news and searchable databases help make IPO.com the most timely … [ Read more ]

Charities 2001

Donating to charities shouldn’t be risky. But whether you’re donating $50 or millions, it’s important to make sure the money will be well-spent. Below you’ll find the complete data from Forbes’ annual survey of 200 charities. The list reveals which charities are raising funds most efficiently and which charities are stumbling with your money. It also includes the highest salaried position of each organization. A … [ Read more ]

Is Your Company Nudging the Numbers?

Pressure to meet the numbers is greater than ever. But don’t let your company issue a misleading earnings report. An excerpt from the Harvard Business Review shows how to spot signs of trouble.

Separating Winners from Losers

High book-to-market (B-to-M) firms tend to be in poor financial health, as reflected by their low stock prices and poor earnings performance. Yet research consistently shows that a portfolio of these “value” firms outperforms both the overall market and portfolios comprised of low B-to-M “glamour” firms.

The reason for this is because a small number of high B-to-M firms are strong enough to raise the … [ Read more ]

Joe Mansueto

Morningstar founder

Shareholder Rights and Corporate Performance

Corporate boards have long used such techniques as poison pills and anti-greenmail to stave off hostile outsiders. But shareholders’ organizations say such anti-takeover techniques are really meant to protect bad executives. Wharton finance professor Andrew Metrick and two colleagues examine which side has the better claim.

Good Deeds Deliver

“Especially in environmental matters, the link between socially responsible practices and shareholder returns is becoming evident. That’s because a company’s ability to deal successfully with environmental issues can be a credible measure of management quality, which is notoriously tricky to gauge, contends Frank Dixon, managing director with Innovest Strategic Value Advisors, New York. Management teams that excel in handling environmental issues, which come with a … [ Read more ]

Robert Herz

co-author (with Robert Eccles, Mary Keegan and David Phillips) of The ValueReporting Revolution: Moving Beyond the Earnings Game.

Charles Schwab

Will Stock Prices Keep Falling? Look Again at the P/E Ratio

Many analysts argue that despite the carnage on Wall Street over the past year, stock prices are still high by historical standards. Is that true? Could stocks fall some more before they reach bottom? Wharton finance professor Jeremy Siegel, author of Stocks for the Long Run, suggests that benchmarks such as the price-to-earnings ratio present a more hopeful picture than many market observers believe.

Understanding Investor Sentiment: You Can Profit From Investor Mistakes

What happens when important news hits the financial markets? Suppose a company reports earnings much higher than expected or announces a big acquisition. Traders and investors rush to digest the information and push stock prices to a level they think is consistent with what they have heard. But do they get it right? Do they react properly to the news they receive? Recent evidence suggests … [ Read more ]

Does the Internet Lead to Increased Trading by Your Average Investor?

Given the ease and availability of online trading over the past several years, just how has the behavior of average investors changed? Are these individuals trading online more, and more frequently, or does their natural conservatism distance them from the lure of trading on the web? Finance professor Andrew Metrick and two colleagues from Harvard University find some answers in a recent research paper … [ Read more ]

The Missing Assets: An Introduction

Article discusses problems associated with accounting for and valuing intangible assets (see related articles by Baruch Lev). Offers some refresher info for those who have forgotten (or yet to take) their accounting course(s).