BBAE Blog

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Image representing blog post Weekly Roundup: Cheap Small Caps, Kamala Harris Shouldn’t Change Your Portfolio, Beware of IPOs
Weekly Roundup: Cheap Small Caps, Kamala Harris Shouldn’t Change Your Portfolio, Beware of IPOs

Investing based on politics is risky, large caps seem pricey but small caps might be ready to rebound, plus why IPOs tend to be lousy investments.

Image representing blog post Talen Energy ($TLN): Buying Opportunity? Enrique Abeyta Says Yes
Talen Energy ($TLN): Buying Opportunity? Enrique Abeyta Says Yes

Enrique Abeyta of HX Research says independent power producer Talen Energy is his #1 stock. He chats with CIO James Early about why.

Image representing blog post Magnificent 7 Boosting Cash Flow from Stock-Based Comp?
Magnificent 7 Boosting Cash Flow from Stock-Based Comp?

Miller/Howard has a report out on the powerful effect stock-based compensation has had on the Mag 7’s free cash flow. Does it make sense?

Image representing blog post Weekly Roundup: Trump Up, Geopolitics (and Semiconductors) Down, Fed’s Next Rate Cut 
Weekly Roundup: Trump Up, Geopolitics (and Semiconductors) Down, Fed’s Next Rate Cut 

Trade fears spook semiconductor stocks, market surprisingly rallies after Trump’s near-assassination, Fed rate cut coming soon.

Image representing blog post BBAE Basics: The PE Ratio
BBAE Basics: The PE Ratio

The price to earnings, or PE, ratio is the most common way to value stocks. Here’s how to use it correctly – and how to spot its weaknesses.

Image representing blog post Weekly Roundup: Non-Magnificent 7 Taking Off, Dirt-Cheap International Stocks, Polluters Perform Better
Weekly Roundup: Non-Magnificent 7 Taking Off, Dirt-Cheap International Stocks, Polluters Perform Better

The equal-weight S&P 500 suddenly breaks its trend, low P/Es in international stocks don’t make them buys (yet), pollution pays off.

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