Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Analyst Andy Barish noted: "We have viewed Domino’s Pizza as the go-to stock in mid-cap global growth within the
industry and continue to regard it as one of the top-performing operators, with superior growth metrics (MSD-to-HSD SSS, 6% global system unit growth & visibly taking share in a very fragmented category).
“While we continue to think the company can deliver modestly better than expected SSS and EPS (cheese prices corrected sharply lower in 4Q 2014) through 2015 and 2016, we believe the multiple has expanded to reflect this opportunity (now trades at ~14.5x ’16 EV/EBITDA after the stock has jumped 30% since June 9).”
Symbol | Mutual Fund | Stake |
---|---|---|
FNIAX | Fidelity Advisor New Insights | 3.14% |
{% mutualfund FCNTX %} | Fidelity Contrafund | 2.45% |
{% mutualfund VTSMX %} | Vanguard Total Stock Market Index | 1.67% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Analyst Andy Barish noted: "We have viewed Domino’s Pizza as the go-to stock in mid-cap global growth within the
industry and continue to regard it as one of the top-performing operators, with superior growth metrics (MSD-to-HSD SSS, 6% global system unit growth & visibly taking share in a very fragmented category).
“While we continue to think the company can deliver modestly better than expected SSS and EPS (cheese prices corrected sharply lower in 4Q 2014) through 2015 and 2016, we believe the multiple has expanded to reflect this opportunity (now trades at ~14.5x ’16 EV/EBITDA after the stock has jumped 30% since June 9).”
Symbol | Mutual Fund | Stake |
---|---|---|
FNIAX | Fidelity Advisor New Insights | 3.14% |
{% mutualfund FCNTX %} | Fidelity Contrafund | 2.45% |
{% mutualfund VTSMX %} | Vanguard Total Stock Market Index | 1.67% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...