Do Sin Stocks Do Well?
Having served as an investment advisor in the great state of Oklahoma for 13 years for hundreds of families, businesses, and other organizations, I have had the pleasure to handle many client requests....
View ArticleThe Market Giveth and Taketh Away
The definition of “volatility” is the amount of uncertainty or risk about the size of changes in a security’s value. I first learned that volatility is an inescapable risk of equity markets when I...
View ArticleWind, Solar, Oil or Gas – where to invest?
Irrespective of the industry, nothing is more important in a new venture than management. Past performance cannot guarantee future performance, but backing a management team that has consistently...
View ArticleWall Street focused on mergers and acquisitions. Will the frenzy continue?
In the past few months, Wall Street has seen an abundance of merger and acquisition (M&A) activity, and investors want to know why. It’s pretty simple. Buyout companies are sitting on large sums of...
View Article[economic development blog] ED 101 – Class is in Session…
Recently our city government held some listening sessions where we were able to share a few of our thoughts on what economic development is. We know that not everyone will agree with those ideas, but...
View Article[economic development blog] What reopening the rail line really means…
If you’re not a person who spends time working around manufacturers or industries you probably don’t think about the railroad much. For those of us in the economic development business we think about...
View Article[ClearRidge BLOG] Is the Prospective Buyer of your Business Re-trading?
Re-trading, as we’re discussing here, is the fairly common practice of a buyer renegotiating the purchase price of a company after agreeing on price and terms. This happens more often than you’d expect...
View Article[ClearRidge BLOG] Industrial Manufacturing M&A: Valuations strong. Volumes...
PricewaterhouseCoopers recently released their fourth quarter survey of industrial manufacturing activity for deals over $50 million. Valuations remain strong, volumes are relatively flat and strategic...
View Article[ClearRidge BLOG] Stock Buybacks at Unprecedented Levels – Good, Bad or Ugly?
U.S. Public companies are giving cash back to investors at unprecedented levels. Companies in the S&P 500 index are expected to pay at least $300 billion in dividends in 2013, according to S&P...
View Article[ClearRidge BLOG] Acquisition Synergies: How Much Should a Buyer Pay a Seller...
This is an interesting question and the answer has certainly changed over the years. Whereas synergies may have previously been credited almost entirely to a buyer’s benefit, the recent trend has been...
View Article[ClearRidge BLOG] How long does a Private Equity Group wait before selling...
The time between a private equity group (PEG) buying a business and selling it again is typically referred to as the holding period. Most people think of a private equity holding period as between 3...
View Article[ClearRidge BLOG] Uncovering Misleading Government Economic Statistics – an...
There appears to be an increasing distortion of economic data by the government to present an alternative reality of the current state of the economy. In particular, this blog discusses the massaging...
View Article[ClearRidge BLOG] Mergers & Acquisitions for first half of 2013 and outlook...
We are over halfway through 2013 and it is time to review deal activity for the year to date, provide our outlook for the rest of this year, along with insights into the most active sectors that drive...
View Article[ClearRidge BLOG] Business Owners and Obamacare on October 1 – Constraints...
This may be outside the traditional scope of this corporate finance blog, but Obamacare is likely to have far-reaching consequences that affect the finances of many small and midsized corporations....
View Article[ClearRidge BLOG] Mergers and Acquisitions for Third Quarter 2013 and Outlook...
We are in the final quarter of 2013 and it’s time to review deal activity for the year to date, and our outlook through Spring 2014. We’ll also provide insights into the most active sectors that drive...
View Article[ClearRidge BLOG] Mergers and Acquisitions for Full Year 2013 and Outlook...
We are in the first quarter of 2014 and data is now available for deal activity through the end of 2013. In this report, we will review ClearRidge’s most active industry sectors and provide an...
View ArticleEconomist: Best real estate buys now are retail and industrial
The best sectors for real estate investment are retail and industrial, said Ted Jones, chief economist for Stewart Title Guaranty Co.
View ArticleDelivering for shareholders: Top-performing Oklahoma stocks reward investors
Energy-based economic downturn aside, Oklahoma has plenty of publicly traded companies with strengths to satisfy investors who want to keep their money close to home, wealth managers said Monday.
View Article2017 Investment Forecasts: Possibly good, no longer great
Get ready for investments to be merely good again.
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