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The banking industry as a whole has not been particularly forthcoming about their litigation reserves and how much has been paid out of them. The Securities and Exchange Commission (SEC) has not issued a call for lenders to be more forthcoming about their litigation exposure as...

The June SSR Monthly Report is now available at the SSR website. There is one new portfolio deletion and one new portfolio addition to announce. Read more »  ...

Each industry has its own unique concerns. Price wars and excess capacity are the ghosts from Christmases past that have killed profits for the airline industry. Previous price wars and excess capacity have resulted in billions of dollars of losses for the industry. Any mention...

Stock buybacks result in fewer shares outstanding, which boosts earnings per share growth to the extent that the number of shares repurchased is not offset by the issuance of new shares. The growth in earnings per share will be higher than that of net income when repurchases are...

While we don’t generally talk about market rumors (otherwise we would have time to talk about nothing else!), when one of the SSR portfolio’s holdings is the subject of speculation and it moves the share price significantly, we realize that you probably have questions. Read...

The May SSR Monthly Report is now available at the SSR website. There are 2 new portfolio deletions and 2 new portfolio additions to announce. Read more »  ...

It can perhaps get tiring to hear about the importance of proper diversification, but earnings season reemphasizes its importance. While the SSR portfolio posted a nice gain this week, handily beating its benchmark, there were a couple of bumps in the road, so to speak. Read more...

Hedge fund Jana Partners, which has a reputation for being an activist shareholder, recently urged Qualcomm (Group 4: QCOM) to split into two companies in a letter to Qualcomm’s shareholders and board of directors. Hedge funds recommend this kind of action when they believe that...

Mergers and acquisitions (M&A), which are up 25% year over year, grabbed the headlines again this week as several large deals were announced.Seven years removed from the financial crisis, the aftereffects have mostly faded and companies have regained the confidence to make...

The first quarter came to a quiet close this week as quarterly earnings trickled in from a small group of early reporters. The first SSR holding to release earnings was Micron Technology (Group 4: MU), which reported earnings on Wednesday. Read more »  ...