I like buying into businesses with variable cost structures. These kinds of companies have somewhat of a protected downside; when things go south, costs can be removed such that the firm may remain profitable, subject to a period of adjustment. Executive search firm Heidrick & Struggles (NASDAQ: HSII), which saw its shares fall 20% on Tuesday, appears to have such a model.
Heidrick trades for under $250 million despite a net more »
With the State of the Union officially in our "rear view," many political jabs will be firing from both sides of the aisle.
I have no political diatribe forthcoming--I just want you to make money.
But taking an objective look at political policy that is "sensitive" and complex like "Obamacare," can sometimes point the average investor to opportunities the market is just too emotional to capitalize on. It’s like more »
Last month, we took a look at Ken Grossman and Glen Schneider's SG Capital Management, a Chicago-based investment advisory firm. Our original analysis focused on SG Capital’s top small-cap holdings, because as we’ve mentioned in our market-beating strategy, this space typically generates the most alpha for investors. Between 1999 and 2009, the 15 most popular small-cap stocks among hedge funds beat the market by more than 15 more »
Warning--this article contains biases, subjective opinions and statements that may offend your investing sensibilities. Whew, now with that out of the way, let me tell you why. The reason why is because I want to help you, I really do. I have always believed that for individual investors to have a shot at beating the market they need to invest in the areas of the market with long term favorable more »
Korn/Ferry International (NYSE: KFY) reported mediocre Q3 results. Gary Burnison, CEO of Korn/Ferry International stated "We had a solid seasonal quarter despite an uneven economic recovery," and then went on to say "As the recovery carries forward, we will continue to drive our differentiated strategy and solutions to help our clients not only attract, but engage, develop and retain the talent needed to effectively execute their business strategy more »