Many Catalysts Can Wreck The QE-Inspired Bubble

By Gary Gordon: Does the stock market care about the after-tax profits generated by corporations? Not in the era of Federal Reserve QE (a.k.a. “quantitative easing,” “balance sheet expansion” or “electronic money printing.”) Over the last five years, stock prices for the S&P 500 have gained more than 50%. Meanwhile, after-tax profits at non-financial companies […]

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Dundee’s DPM Stake Equals Company’s Total Enterprise Value – Free Option On Everything Else

By Jim Roumell: This article was selected to be shared with PRO+ subscribers – find out more here. Investment Thesis: Large margin of safety to a conservative case NAV in a SOTP analysis. Today, Dundee is principally a passive investor in a slimmed down portfolio with interesting core assets, anchored by its 20% ownership in […]

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Can PayPal Continue to Grow Its Business?

PayPal Holdings (NASDAQ: PYPL) is one of the pioneers in the online payments space. The company operates a worldwide system that also supports money transfers between different countries and currencies. PayPal was listed back in 2002, and then bought by eBay, only to be spun out of eBay in 2015 in a second IPO. PayPal […]

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