For better or for worse, many successful investments revolve around products or services that aren’t necessarily good for consumers. The best examples include products that aren’t very healthy: cigarettes, soda and junk food come to mind, as do gambling, pawn shops and credit cards. For individuals who… Read More
Ryan C. Fuhrmann, CFA, began his investment career at Northern Trust Corporation in Chicago. He is actively involved with the CFA Institute, an association of investment professionals, and has even co-authored a portion of their curriculum. In addition to his CFA certification, he holds a degree in business from the University of Wisconsin and a MBA from the University of Texas at Austin. Ryan adheres to a value-based investing viewpoint that successful companies generate sustainable cash flow for their owners and earn returns on invested capital far in excess of those costs of capital. In his spare time, Ryan enjoys reading, traveling and catching as many live music shows and movies as possible.
Analyst Articles
3 Easy Ways to Play the Recovery
Friday’s impressive jobs report, which showed an economy creating 192,000 new jobs in February, was even more impressive than you might think. The sheer quantity of jobs created — nearly 200,000 — was the best monthly figure in several years, but it’s the types of jobs created that really matter. The factory sector and the construction sector created 33,000 jobs apiece, aiding a six-figure jump in service-sector employment. The factory sector had been shrinking for nearly two decades, while and the construction sector has been on the ropes since 2007. That now looks set to… Read More
Friday’s impressive jobs report, which showed an economy creating 192,000 new jobs in February, was even more impressive than you might think. The sheer quantity of jobs created — nearly 200,000 — was the best monthly figure in several years, but it’s the types of jobs created that really matter. The factory sector and the construction sector created 33,000 jobs apiece, aiding a six-figure jump in service-sector employment. The factory sector had been shrinking for nearly two decades, while and the construction sector has been on the ropes since 2007. That now looks set to change and I’ve found just the way to profit. The virtuous cycle Service-sector jobs are important, but the factory and construction sectors really hold the key to a sustained upturn. That’s because they both form the backbone of capital spending, and it’s becoming increasingly clear that cash-rich companies are finally opening the spigot, laying the groundwork for the coming years. Once the process starts, it builds a head of steam as companies all along the economic food chain work to build inventories, upgrade equipment, and modernize or expand facilities. In the… Read More
3 Blue Chips to Hedge a Falling Dollar
In the recent economic crisis, global investors fled to the safety and solidity of the U.S. dollar, pushing it up in value after a steady downward trend. As the global economy begins to strengthen, the dollar is once again losing altitude. And all signs point to yet further weakness, perhaps by a significant amount. And that’s why you need to be prepared… A perfect storm The dollar is being buffeted by a range of factors, led by expectations that European interest rates are bound to start rising before the U.S. Read More
In the recent economic crisis, global investors fled to the safety and solidity of the U.S. dollar, pushing it up in value after a steady downward trend. As the global economy begins to strengthen, the dollar is once again losing altitude. And all signs point to yet further weakness, perhaps by a significant amount. And that’s why you need to be prepared… A perfect storm The dollar is being buffeted by a range of factors, led by expectations that European interest rates are bound to start rising before the U.S. Federal Reserve hikes rates. European Central Bank head, Jean-Claude Trichet, said on March 3 that interest rates may increase in April for the first time in 23 months. The euro now stands at $1.40 to the dollar, up from $1.30 in early January. The Japanese yen, Australian dollar and Swiss franc are also rising in value against the dollar. In times of crisis, such as is occurring in the Middle East and North Africa, the dollar has tended to strengthen as investors take a “… Read More
Buy These 4 Stocks for Less than What Buffett Paid
Warren Buffett, the famed value investor with an estimated net worth of $47 billion, on Feb. 26, released his annual letter to shareholders of Berkshire Hathaway (NYSE: BRK-B), Buffett’s holding company and primary investment vehicle. The letter provided readers with the most up-to-date details of Berkshire’s common stock investment portfolio,… Read More
This Recent IPO’s Market Could Grow by 17,000%
Who doesn’t want to buy a stock and see it become a multi-bagger — one that delivers not just a double-digit gain, but triple digits or more? But to find one, it means having to think differently when approaching a stock. In the early years, these companies often have big… Read More
Early-stage companies spend many years planning for the day when everything clicks. For a number of them, 2012 could be the year when all their hard work pays off. So I decided to look at companies set to see sales rise more than 200% next year. Most… Read More
3 International Stocks with Solid Growth
Since 1993, the globe has seen the stock markets of 11 different countries lead the yearly performance race, yet not once during that time has the United States ended up in the winner’s circle. In fact, more often than not, the U.S. market ends up in the bottom half of… Read More
My dad worked all the time when I was a kid. But early on Saturday mornings, he’d wake me while it was still dark and take me to the office with him. And about once a month, we’d slip away to the farm where he grew up… Read More
During quarterly conference calls, CEOs go to great lengths to talk about their company’s prospects. But if they really want to attract investors’ interest, they can back up their bullish words by pulling out their checkbooks. Stock purchases by insiders are still the clearest way to say… Read More
As the editor of Fast-Track Millionaire, I’m a sucker for a smart, profitable company that’s able to use its ability to innovate, dominate and make money. That’s why I’ve taken an interest in Hospital Corporation of America (HCA), which is about to launch an initial public offering, or… Read More