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The Dangers of Dividend Obsession

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By Vitaliy Katsenelson “This is a very bad, incoherent piece.” I received this feedback from a reader concerning my most recent article for Institutional Investor . I don’t expect everyone to agree with me, and I welcome negative feedback because it provides an opportunity to learn. But this stung. If this comment had been about…

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Gilead Sciences’ Miracle Drug Combination

in FP: Latest/FP: Stock Analysis/Stock Analysis by
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It was 1986. I was a junior high school student in Soviet Russia. In political information (propaganda) class, the teacher told us that the HIV virus was killing millions of people in the U.S. Though she didn’t say it explicitly, she made it sound like HIV was a just punishment for the U.S.’s flawed economic…

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How I Bought the Internet — and You Can Too

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A few months ago my firm bought the Internet. Let me explain: When people think about the Internet, they imagine an enormous, decentralized (key word), spiderweblike network of millions of servers and hundreds of millions of business and personal computers, all loosely connected to one another. That image makes a lot of sense; after all,…

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Desperate Times Require Desperate Measures for Jos. A. Bank

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In one of my better articles last year, I had the audacity to compare men’s retailer Jos. A. Bank to the all-mighty Federal Reserve. I argued that Jos. A. Bank is addicted to what was supposed to be a temporary advertising campaign — buy one suit, get (insert always-increasing number here) suits free. The Fed,…

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Why I Love Amazon.com but Won’t Buy Its Stock

in FP: Latest/Stock Analysis by
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You should look at your portfolio and want to throw up a little — this is how one value manager described what a true, die-hard value investor’s portfolio should look like. The two stocks I wrote about in my latest article — American Eagle and Aéropostale — have a tendency to elicit that unpleasant reflex…

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