T. Rowe Price Group, Inc.

  • For Growth, Value and Income in Financial Services, There Is Calamos Asset Mangement!

    By Jonathan Yates - August 12, 2013 | Tickers: CLMS, GS, MS, TROW

    While the financial service sector has roared back with the broader stock market, there are still niche firms that have not surged with the others.

    Calamos Asset Management (NASDAQ: CLMS), an asset management company specializing in convertible bonds, is up less than 5% for 2013 with the Standard & Poor’s 500 Index higher by more than 20%, and the Rydex S&P Equal Weights Financial Exchange Traded Fund (NYSE: RFY more »

  • 3 Asset Managers Bankrolled by a Bull Market

    By Jordan Wathen - July 16, 2013 | Tickers: EV, FII, TROW

    Asset management is a highly-profitable business. The industry generates a profit on other people’s money, taking a percentage of managed funds as an advisory and administrative fee.

    In rising markets, asset managers can outperform. Rising asset prices mean higher fee revenue, since fees are assessed as a percentage of assets under management (AUM). Let’s look at three asset managers and assess their future and investment potential.

    T. Rowe more »

  • Little Black Dress Stocks: The Sequel

    By AnnaLisa Kraft - July 15, 2013 | Tickers: MKC, SHW, TROW

    Dividend Aristocrats (companies consistently raising yield for 25-plus years) are like the perfect little black dress (or LBD in fashionista shorthand) in a wardrobe. An LBD stock is a core holding that you don't have to touch, except maybe to add onto on pullbacks. You can count on increasing dividend income every year and it is always in fashion, yet not faddish.

    The do-it-yourself LBD

    One Dividend Aristocrat is more »

  • Asset Managers: A Market Proxy and More

    By Bob Chandler - June 21, 2013 | Tickers: EV, BEN, LM, TROW

    Asset management companies basically run mutual funds and provide investment advisory services to high net-worth individuals and institutions.

    They are an interesting sector to follow and might offer investors a more profitable way to play any expectant bull market.

    The pro's and con's of asset managers

    Asset management is a very lucrative business. Most revenues are generated based on the value of Assets Under Management ("AUM"). Though financial more »

  • Mutual Fund Companies Make Good Investments Too

    By David Dierking - June 6, 2013 | Tickers: AB, BEN, IVZ, JNS, TROW

    Millions of investors use mutual funds for retirement or to pay for college tuition. What many of them don’t realize is that the mutual fund companies themselves are publicly traded companies that can be invested in too.

    Some of them make compelling investments. Despite the lower management fees and the presence of alternative lower-cost options like ETFs, mutual fund money management remains a multi-trillion dollar industry. As long as more »

  • Mutual Fund Inflows Should Boost BlackRock's Earnings

    By Alexander Cho - April 13, 2013 | Tickers: BLK, TROW

    Anticipate reasonable growth in BlackRock’s investment management business as mutual fund flows has improved in the first quarter of 2013. According to the ICI, mutual fund flows increased by $80.33B in January, and $42.86B in February. Total mutual funds inflows have increased by $122B in the first two months of the year, and this trend is likely to continue. Bloomberg further supports this conclusion by stating:

    Yields more »

  • Rising Interest Rates Will Lift This Stock

    By Ted Cooper - March 18, 2013 | Tickers: SCHW, TROW, AMTD

    Interest rates have nowhere to go but up, but the market is pricing securities as though rates will stay at historic lows forever. This presents investors with an opportunity to buy stocks getting hammered by the low interest rates at a bargain price.

    When buying a company with the intention of holding onto it for many years, investors should always normalize the financials. In other words, a company earning a more »

  • The Best in Investment Management

    By Matthew Frankel - March 13, 2013 | Tickers: BAC, BLK, TROW

    With over $3.8 trillion in assets under management, BlackRock (NYSE: BLK) is one of the largest investment management companies in the United States. BlackRock has grown its earnings nicely, and shareholders have profited nicely as a result. In fact, over the past decade, shares are up from $39.58 in 2003 to the current level of around $235, a gain of almost 600% in 10 years! With the state more »

  • Should You Buy WisdomTree's Shares Or Its ETFs?

    By Mark Lin - March 12, 2013 | Tickers: SCHW, TROW, AMTD, WDR, WETF

    WisdomTree Investments (NASDAQ: WETF) is a New York-based exchange-traded fund (ETF) sponsor and asset manager and the only publicly-traded asset management company that focuses exclusively on ETFs. As of Mar. 7, 2013, WisdomTree was among the top ten largest ETF sponsors in the United States with approximately $23.7 billion in
    ETF assets under management (AUM).

    Moats That Matter

    WisdomTree has the ability to create certain indexes and related ETFs more »

  • Should Investors Buy the Asset Managers on Rebounding Equity Flows?

    By Mark Holder - February 13, 2013 | Tickers: BEN, JNS, LM, TROW

    After years of outflows from equity funds should investors finally invest in the asset managers as the money starts flowing back? One key to the equation is that most of the money flowed into bond funds that have low average fees placing an importance on finding the asset managers with the least exposure to bond funds. Or at least the ones that will see those funds rotate into equity funds more »

  • A BlackRock Board Member Bought $100,000 in Stock

    By Meena Krishnamsetty - January 24, 2013 | Tickers: AMP, BLK, BEN, STT, TROW

    BlackRock (NYSE: BLK) Board member John Varley has purchased 427 shares of the company’s stock at an average price of $233.59 per share, bringing his direct ownership of BlackRock stock to over 1,000 shares. Insider purchases are bullish signs (see our analysis of studies on insider trading), and we think that this is because insiders will tend to buy only when they are confident in the company more »

  • 5 High-DGR Dividend Stocks: "Plain Dividend Yield is for Chumps" - Part 2

    By Karin Hernandez - January 20, 2013 | Tickers: AFL, MDT, TROW, CLX, WMT

    This is the second half of my analysis of the ten stocks listed in the Y-Charts article “Plain Dividend Yield is for Chumps.” In that article, the author defines 10 companies that are Dividend Aristocrats, meaning they have been paying and raising dividends for at least 25 years, and that have a high Dividend Growth Rate, or DGR.

    When I am analyzing companies for my Dividend Portfolio, I use a more »

  • Looking to the Mid-Cap Financials For Value

    By Ash Anderson - January 8, 2013 | Tickers: CME 130518C00060000, HBAN, TROW

    Want to get into the financial sector for a long time to come? Great! You don't have to jump feet first into Bank of America or even Citi, instead, I'd recommend that you set your sights a little lower, maybe by looking at the mid-cap financials. 

    Financials are a tricky area to get into, there’s no doubting that. Navigating your way through the leverage, huge asset numbers more »

  • This Industry's Best Value

    By Chad Henage - December 13, 2012 | Tickers: SCHW, BEN, TROW

    I know that some investors are willing to buy multiple stocks from the same industry if they find each of the companies attractive. However, I fall into the camp that I want diversification, but I would rather choose the very best of an industry and put my money into that one stock. Brokerage and investment companies seem like good opportunities since they benefit from the need to grow wealth over time. Since very few people can grow their assets without investing in stocks or bonds, in theory these companies should do well over time. Looking at the different options, it seems like T. Rowe Price (NASDAQ: TROW) could be the best value at the current time.

  • Good Prospects in Asset Management

    By Chris Hodge - November 14, 2012 | Tickers: EV, EPHC, GBL, TROW

    Asset management companies are a strangely mixed bag. There are so many ways to manage investor money, such as loans, acquisitions, and even consulting. I would never suggest having a portfolio composed entirely of asset management companies, but that wouldn't be the worst thing to ever happen if they were high quality. I decided to focus on the return on equity for each company because it reflects the efficiency more »

  • Can You Manage Big Gains with These 4 Companies?

    By Chad Henage - October 29, 2012 | Tickers: BLK, BEN, IVZ, TROW

    Certain industries almost act like counter-cyclicals. In plain English, these companies do well once the economy is moving along at a good pace, and things are generally good. However, in order to really benefit from the higher profits these companies produce during these times, you have to be willing to buy their shares when no one else wants to. One of the primary industries that acts in this fashion is more »

  • Five Companies for a Baltimore Portfolio

    By Mike Steele - October 24, 2012 | Tickers: JOSB, LM, MKC, TROW, UA | Editor's Choice

    Are Tom Clancy and Edgar Allen Poe your favorite authors?  Are "The Star Spangled Banner" and songs from the musical "Hairspray" both in your MP3 playlist?  Do you drink Natty Boh with your soft shell crabs?  Are your favorite birds Ravens and Orioles?  If you answered yes to these questions, you might be from Baltimore. 

    Individual investors are most successful when they buy into the idea that they are owning more »

  • A Big Insider Buy at BlackRock

    By Meena Krishnamsetty - October 24, 2012 | Tickers: BLK, BEN, LM, STT, TROW

    Recent filings with the SEC have disclosed that between his direct holdings and indirect forms of ownership, such as a controlled LLC and a trust, BlackRock (NYSE: BLK) Board member James Grosfeld has recently bought a total of 300,000 shares of the company at prices of about $190 per share. That $57 million investment has been a large increase in his holdings: he now directly owns just over 400 more »

  • Why Private Investors Should Outperform

    By Lee Samaha - October 17, 2012 | Tickers: AMP, FB, GE, GOOG, TROW

    At some point in his/her investing life, every private investor is faced with the same question: Does he actually add value by investing himself or not?  I suspect the most common response is to ignore the question safe in the notion that it’s just a bit of fun on the sideline. Another is to avoid the complication of benchmarking performance and just be happy that the account is more »

  • What Does Billionaire Nelson Peltz Think Of This Asset Manager?

    By Meena Krishnamsetty - October 4, 2012 | Tickers: BLK, SCHW, BEN, LM, TROW

    According to a filing with the SEC, billionaire Nelson Peltz’s Trian Partners is down to 12.9 million shares of Legg Mason (NYSE: LM). The fund still owns 9.5% of the shares outstanding, and according to a statement issued by Trian it did not technically sell shares but transferred ownership to an investor. At the end of June Trian had reported a position of 14.7 million shares more »

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