BBAE Blog

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At BBAE, we’re passionate about helping you navigate the world of investing and trading. Our blog is dedicated to providing you with insightful articles, expert opinions, and valuable resources to empower you on your financial journey. Here, you’ll find a diverse range of topics, including market updates, investment strategies, trading tips, and industry news.

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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.

Image representing blog post Former Portfolio Manager: Vodafone is My #1 Stock. Here’s Why
Former Portfolio Manager: Vodafone is My #1 Stock. Here’s Why

Former hedge fund portfolio manager Rich McDonald loves Vodafone stock. Here’s why he feels it could rise 40% or more.

Image representing blog post AI’s Not-So-Secret Winner: Independent Power Producers
AI’s Not-So-Secret Winner: Independent Power Producers

Nvidia isn’t the only way to play the AI trend. Independent power generation companies are on a tear. Here’s why – and here’s how the industry works.

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