Hoya Corp. has seen its stock price fall 11 % since March 11, even
though company fundamentals haven't changed.
Not exact matches
In other words it's not a
fundamental call on the
company, even
though Nordstrom's earning report disappointed the Street, at least on a relative basis, with spending weighing on results.
Personalisation is seen as
fundamental to online strategy for the majority,
though only 5 % of
companies are personalising «extensively».
Similar to BNK, DGB (another South Korean Bank) was also a detractor in the quarter due to political tension in the Korean peninsula, which has hurt market sentiment toward Korean banks even
though there have been no
fundamental changes in either
company's underlying performance.
Wong is a bottom up investor, so sectors don't matter as much to him as
company fundamentals,
though his portfolio does have a higher concentration of financials, information technology and consumer discretionary stocks.
3) They can buy shares in
companies that have been trashed, without the «looks that colleagues give you» when you propose a name that is down over 50 % in the past year, even
though the
fundamentals haven't deteriorated that much.
Make no mistake, this is a big deal, and strategically sound; Disney,
though, faces an under - appreciated challenge in making this streaming service a success: its own
fundamental nature as a
company.