[ad_1] Why catastrophe headlines can hide Travelers’ real earnings model Property-and-casualty insurers often get reduced to one question: how bad was the quarter’s catastrophe bill? That framing misses what matters most at The Travelers Companies, Inc. (TRV). The company is…
[ad_1] Image source: Getty Images Institutional fund managers think there are clear risks with buying semiconductor equipment stocks at today’s prices. But they’re still doing it anyway. The fundamentals supporting rising share prices still look pretty good – at least,…
[ad_1] Why General Mills is easy to dismiss too quickly General Mills does not look exciting on the surface. Reported sales have been under pressure, volume has been soft in several categories, and investors can easily slot the company into…
[ad_1] Image source: Getty Images One FTSE 100 mining giant, Glencore (LSE: GLEN), has seen its stock more than double in a year — yet it still trades on a red-hot price-to-earnings (P/E) of 261. On paper, that looks extreme.…
[ad_1] Why VeriSign is more infrastructure than internet sentiment trade VeriSign, Inc. (NASDAQ: VRSN) is an odd stock because it sits inside technology but does not really behave like most technology businesses. It is not trying to win a new…
[ad_1] Image source: Getty Images Earning a second income is one of the best ways to work towards financial independence. And the stock market is a terrific place to look for opportunities. Regular investing can be a powerful strategy. With…
[ad_1] Why ITW is easy to misread as a generic industrial name Illinois Tool Works Inc. (NYSE: ITW) is often grouped with industrial companies whose fortunes rise and fall mainly with factory activity, auto production, or capital spending. That misses…
[ad_1] Image source: Getty Images In the last year, the Rolls-Royce (LSE:RR.) share price has zoomed up from £8.69 to £12.67 at the time of writing. This marks an incredible 45.8% rise in the period. However, can its shares still…
[ad_1] Why Schwab is more than a cash-sorting recovery trade Charles Schwab (SCHW) spent the last two years being framed mainly through one issue: whether client cash sorting and higher funding costs had broken the economics of the model. That…
[ad_1] Something very strange has been happening to Nvidia (NASDAQ:NVDA) stock. Yes, it’s skyrocketed in the past five years. And yes, the company has a market cap of over $5trn now. But these latest events are making it look like…