BCDRF News and Press, Banco Santander SA From 04/08/20

Europe to follow the coronavirus recovery playbook China new coronavirus cases peaked in mid-February. Since then the MSCI China Index has outperformed the MSCI World Index by 19% (see chart below), as the country became the global safer haven , and the economy gradually restarted. We ...

Musings Shorter update this month since life is too crazy to look backwards at the moment, plus I made a ton of trades to report (so no gory graphs demonstrating the pain I am sure that your portfolio dashboard is telling you). I don’t believe that any of the posted numbers (espec...

By Valuentum Analysts Image Shown: The energy and banking markets continue to be experiencing pain. Since we removed the Energy Select Sector SPDR ( XLE ) and Financial Select Sector SPDR ( XLF ) from the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio, XLE ha...

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher’s 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management’s regulatory 13F Form filed on 02/12/2020. Please visit our Tracking Kenneth Fisher's Fis...

Musings January 2020 was a tough month for stocks but was especially tough for value and international (especially emerging markets). Source: S&P Dow Jones Source: S&P Dow Jones I hate to dwell on the ugly, but things were really ugly for domestic energy stocks as w...

Societe Generale ( SCGLY ) offers a high-dividend yield and good dividend growth prospects due to its recent capital build above expectations, which led to an excess capital position. However, the market is not expecting a higher dividend payout target and this could be a strong reason for a...