Sooner or later, Warren Buffett’s company should trade at higher multiples than it is now.
At this time, the most important fundamentals to consider for mortgage real estate investment trusts are prepayment rates and interest rates.
The four major U.S. carriers are locked in a cutthroat, all-or-nothing competition with no clear winner in sight, and the handset makers are no more attractive.
We moved money out of Apple (AAPL) and Intuitive Surgical (ISRG) to buy more of holdings in our favorite companies like SodaStream (SODA) and QlikTech (QLIK).
The company produces a great product and demand for that product should continue to rise throughout the world.