TMFAleph1

Alex DUMORTIER

Alex Dumortier writes a twice-daily column covering topical subjects from a contrarian, value-oriented perspective; he also co-authored 'The Astonishing Collapse of MF Global'. He received his degree in Economics and Political Economy from Princeton University and began his career in the City of London. After having lived in several capital cities, Alex now resides in Washington, D.C.. When he is not reading or writing, Alex likes to run and practice Bikram yoga (a form of "hot" yoga.)

TMFAleph1’s Activity

Yesterday

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Article

TMFAleph1 published an article 12:58 PM

It's Worth Listening to Jamie Dimon's "Buy" Signal

JPMorgan Chase & Co. CEO Jamie Dimon buys 500,000 shares of the bank in the open market. For patient, value-conscious investors, that's a signal worth listening to.

Thu Feb 11

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TMFAleph1 published an article 12:42 PM

2 Reasons Credit Suisse and UBS Look Like Safe Bets

The two Swiss banks look like attractive bets for value-driven investors with the appropriate time horizon.

Wed Feb 10

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Article

TMFAleph1 published an article 1:37 PM

Are Women On Top a Competitive Advantage for Companies?

A new paper shows that more women in the C-suites relates positively with increased profitability.

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TMFAleph1 published an article 8:35 AM

3 Consumer Goods Stocks to Buy First

Consumer staples stocks have generally outperformed the S&P 500 so far in 2016. Here are three of our analysts' current favorites.

Tue Feb 9

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TMFAleph1 published an article 12:48 PM

For High-Quality Bargains, Investors Should Look at Financials Now

The financials sector has taken a beating this year, creating opportunities for patient, value-driven investors.

Mon Feb 8

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TMFAleph1 published an article 1:25 PM

LinkedIn Loses the Growth Crowd, but the Shares May Now Offer Value

LinkedIn's shares have now lost half their value since the start of the year. Now they look a lot more attractive to this value-driven investor.

Fri Feb 5

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TMFAleph1 published an article 12:00 AM

Three Reasons HP Inc Deserves Another Look From Investors

HP shares have been pummeled since it split off its enterprise business, but printing revenues, cash flow, and the yield could lead investors to reconsider their pessimism.

Thu Feb 4

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TMFAleph1 published an article 12:00 AM

Google Is Ahead in the Next Big Thing in Technology

Two recent milestones show the emerging field of artificial intelligence (AI) is a key focus area for Google and its parent, Alphabet Inc.

Wed Feb 3

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TMFAleph1 published an article 12:00 AM

This World-Class Business Is on Sale Today

Today's announcement of a $1.2 billion settlement is adding to the pressure on shares of Wells Fargo -- and contributing to what was already an attractive opportunity.

Tue Feb 2

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Article

TMFAleph1 published an article 12:35 PM

Warren Buffett's Secret Meeting With JPMorgan's CEO -- Why It's Good News for Investors

A powerful group of executives and investors including Warren Buffett and JPMorgan's Jamie Dimon want to improve corporate governance on behalf of long-term investors.

Mon Feb 1

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TMFAleph1 published an article 1:01 PM

Is Apple CEO Tim Cook Insane...or Is Wall Street?

In a flagrant example of the way in which share buybacks are misunderstood, a Wall Street analyst is criticizing Apple's share buyback program.

Fri Jan 29

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Article

TMFAleph1 published an article 1:08 PM

Did Shell Shareholders Just Seal Their Fate?

Royal Dutch Shell plc shareholders just approved the acquisition of BG Group plc, which deal now looks like a very big gamble.

Thu Jan 28

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TMFAleph1 published an article 12:00 AM

Different Economics: Facebook Is Nipping at Berkshire Hathaway's Heels

Today's pop in the shares of Facebook Inc puts the company's market capitalization within spitting distance of Warren Buffett's conglomerate Berkshire Hathaway Inc.

Mon Jan 25

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TMFAleph1 published an article 12:00 AM

Which Stories Should Stock Market Investors Be Listening to?

Stories drive the stock market over the short term, but long-term investors need to be able to weave stories of their own.

Fri Jan 22

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TMFAleph1 published an article 1:30 PM

Stocks: January Is the Month for Buying, Not Selling

As stocks flirt with a bear market, the buying opportunities for long-term investors are multiplying.

Thu Jan 21

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TMFAleph1 published an article 12:00 AM

Why Aren't You Buying This Big Bank's Stock?

2016's awful start has created a number of buying opportunities for patient investors. Among mega-cap stocks, Bank of America is one such opportunity.

Wed Jan 20

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TMFAleph1 published an article 12:00 AM

3 Wall Street CEOs on Oil, the Economy and the Stock Market

The CEOs of JPMorgan Chase, Bank of America, and BlackRock discuss oil, the state of the economy, and the stock market.

Fri Jan 15

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TMFAleph1 published an article 12:00 AM

Oil Hits a Fresh Low, Taking BHP Billiton With It

BHP Billiton takes a $7.2 billion hit on its U.S. oil and gas assets, resulting in more pain for its investors.

Thu Jan 14

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Article

TMFAleph1 published an article 12:00 AM

A Correction and a Bear Market No One Noticed: Here's What They Add Up to for Investors

The stock market has gotten off to an awful start this year. What's in store for long-term investors?

Wed Jan 13

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TMFAleph1 published an article 12:00 AM

There's Only 1 Way Forward for AIG and CEO Peter Hancock

The results of a poll of American International Group institutional shareholders suggests there is a lot of support for some radical action. A breakup of the insurer could well be in the cards.

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