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Publication Name: Finance Clippings

Brief description: A Finance Professor's collection of articles, blog posts, and links from around the interwebs.

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Owner Name: Professor Richard Warr

Joined: November 15th, 2011

Activity

Finance Clippings wrote a new blog post titled Bogle and the genius of indexing.

Jack Bogle passed away this week and the investing world lost one of the most important figures in modern history.   Bogle's contribution to investing is simple but of profound importance.  He showed that an index fund, run entirely passively, could outperform most actively managed funds in the long run.  I've long been a very strong proponent of indexing.  I've posted heavily on the topic here in this blog, but a quick recap of why indexing is so brilliant is...
(62 days ago)

Finance Clippings wrote a new blog post titled IBM to buy Redhat.

An interesting deal.  IBM has a strong presence in this area, and of course Redhat is a Raleigh based company.   Details of the deal are here: https://www.marketplace.org/2018/10/29/business/ibm-bets-34-billion-cloud-computing-red-hat-purchase. A back of the envelope analysis suggests that there's about $7bn in merger gains.
(174 days ago)

Finance Clippings wrote a new blog post titled GE cuts dividends

Dividend cuts are quite rare and even rarer for a stallwart stock like GE.  But yesterday, GE cut it's dividend to a penny a share. https://www.cnbc.com/2018/10/30/general-electric-earnings-q3-2018.html There wasn't much of a price reaction, the stock had been on a downward trend, but the dividend cut certainly didn't help. A dividend cut signaled that GE is struggling, but I don't think that was news to anyone.  Even an analyst upgrade didn't help the stock...
(174 days ago)

About:

Professor Richard Warr is an Associate Professor of Finance at North Carolina State University. He teaches MBA investments and portfolio management and his academic research covers investments, risk management and capital structure.