Monthly Archives: November 2018

Big uglies are established companies with a history of steady growth and small, regular returns. Traditionally, big uglies have been companies in hard industries such as coal, oil, steel and mining as well as utilities. Today, however, many stocks with similar behaviors and history might be considered big uglies, including large banks, hardware makers, and […]

Yo-yo  is investor slang for an extremely volatile market. Like the namesake toy, prices in a yo-yo market can move up and down in quick succession repeatedly, often reaching extreme highs and extreme lows.  Yo-yos take on features of both up and down markets, making them hard for investors employing a buy and hold strategy. […]

A trustee is an individual or firm that holds and administers property or benefits on behalf of a third party. Trustees are often used for charities, trust funds, cases of bankruptcy, and some types of retirement plans. In all cases, a trustees has the fiduciary responsibility to make decisions in the beneficiary’s best interests, putting aside […]

A leveraged buyout (LBO) is a tactic used by a company to acquire another company through the use of large amounts of borrowed money. Often in an LBO the assets of the target company make up a large portion of the collateral put forward for the loans needed to buy it. In this way, LBOs allow […]

Market Cannibalization (or corporate cannibalism) refers to the negative impact a company’s new product can have on the sales of its related products. Market cannibalization comes from within the company rather than external competition. Rather than grabbing a growing share of the market, the company simply takes market share from itself, potentially leading to a decline […]